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TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan NameTRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN
Plan identification number 001

TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

TRIGO PIZZA COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRIGO PIZZA COMPANY, INC.
Employer identification number (EIN):383571938
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRIGO HOSPITALITY EMPLOYEES RETIREMENT 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
0012019-01-01JOYCE LUNSFORD2020-09-22
0012018-01-01JOYCE LUNSFORD2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01JOYCE LUNSFORD JOYCE LUNSFORD2016-10-17
0012014-01-01JOYCE LUNSFORD JOYCE LUNSFORD2015-10-15
0012013-01-01JOYCE LUNSFORD JOYCE LUNSFORD2014-10-15
0012012-01-01JOYCE LUNSFORD JOYCE LUNSFORD2013-10-15
0012011-01-01JOYCE LUNSFORD
0012010-01-01JOYCE LUNSFORD JOYCE LUNSFORD2011-10-05

Plan Statistics for TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01232
Total number of active participants reported on line 7a of the Form 55002022-01-01179
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01187
Number of participants with account balances2022-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01288
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01206
Number of participants with account balances2021-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01265
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01237
Number of participants with account balances2020-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01306
Total number of active participants reported on line 7a of the Form 55002019-01-01218
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01254
Number of participants with account balances2019-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01327
Total number of active participants reported on line 7a of the Form 55002018-01-01231
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01260
Number of participants with account balances2018-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01387
Total number of active participants reported on line 7a of the Form 55002017-01-01272
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01300
Number of participants with account balances2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01341
Total number of active participants reported on line 7a of the Form 55002016-01-01236
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0171
Total of all active and inactive participants2016-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01307
Number of participants with account balances2016-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01411
Total number of active participants reported on line 7a of the Form 55002015-01-01284
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01341
Total participants2015-01-01341
Number of participants with account balances2015-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01391
Total number of active participants reported on line 7a of the Form 55002014-01-01274
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01333
Total participants2014-01-01333
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01326
Total number of active participants reported on line 7a of the Form 55002013-01-01331
Number of other retired or separated participants entitled to future benefits2013-01-0160
Total of all active and inactive participants2013-01-01391
Total participants2013-01-01391
Number of participants with account balances2013-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01425
Total number of active participants reported on line 7a of the Form 55002012-01-01272
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01326
Total participants2012-01-01326
Number of participants with account balances2012-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01742
Total number of active participants reported on line 7a of the Form 55002011-01-01300
Number of retired or separated participants receiving benefits2011-01-0164
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01364
Number of participants with account balances2011-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01480
Total number of active participants reported on line 7a of the Form 55002010-01-01519
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01565
Number of participants with account balances2010-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017

Financial Data on TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,907
Total income from all sources (including contributions)2022-12-31$-215,884
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$150,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$127,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$134,521
Value of total assets at end of year2022-12-31$1,794,745
Value of total assets at beginning of year2022-12-31$2,161,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,361
Total interest from all sources2022-12-31$2,377
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$5,000,000
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$114,158
Participant contributions at end of year2022-12-31$56,489
Participant contributions at beginning of year2022-12-31$50,858
Participant contributions at end of year2022-12-31$45
Participant contributions at beginning of year2022-12-31$1,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-365,906
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,794,179
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,160,085
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$19,111
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,532,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,818,042
Interest on participant loans2022-12-31$2,377
Value of interest in common/collective trusts at end of year2022-12-31$162,010
Value of interest in common/collective trusts at beginning of year2022-12-31$246,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$43,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$44,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-352,782
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$20,363
Employer contributions (assets) at end of year2022-12-31$311
Employer contributions (assets) at beginning of year2022-12-31$504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$127,661
Contract administrator fees2022-12-31$3,250
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 name2022-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2022-12-31455497718
2021 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$113,068
Total unrealized appreciation/depreciation of assets2021-12-31$113,068
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$311
Total income from all sources (including contributions)2021-12-31$384,218
Total loss/gain on sale of assets2021-12-31$28,477
Total of all expenses incurred2021-12-31$548,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$519,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$157,885
Value of total assets at end of year2021-12-31$2,161,992
Value of total assets at beginning of year2021-12-31$2,324,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,059
Total interest from all sources2021-12-31$1,720
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$83,239
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$83,239
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$133,816
Participant contributions at end of year2021-12-31$50,858
Participant contributions at beginning of year2021-12-31$15,531
Participant contributions at end of year2021-12-31$1,360
Participant contributions at beginning of year2021-12-31$1,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-164,173
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,160,085
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,324,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,818,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,071,937
Interest on participant loans2021-12-31$1,720
Value of interest in common/collective trusts at end of year2021-12-31$246,915
Value of interest in common/collective trusts at beginning of year2021-12-31$194,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$44,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$41,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-39,458
Net investment gain or loss from common/collective trusts2021-12-31$39,287
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$24,069
Employer contributions (assets) at end of year2021-12-31$504
Employer contributions (assets) at beginning of year2021-12-31$506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$519,332
Contract administrator fees2021-12-31$29,059
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
Aggregate proceeds on sale of assets2021-12-31$828,521
Aggregate carrying amount (costs) on sale of assets2021-12-31$800,044
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2021-12-31455497718
2020 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT 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$311
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$641,669
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$125,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$107,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$155,150
Value of total assets at end of year2020-12-31$2,324,569
Value of total assets at beginning of year2020-12-31$1,807,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,361
Total interest from all sources2020-12-31$1,170
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$89,782
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$89,782
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$131,535
Participant contributions at end of year2020-12-31$15,531
Participant contributions at beginning of year2020-12-31$25,629
Participant contributions at end of year2020-12-31$1,270
Participant contributions at beginning of year2020-12-31$4,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,318
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$516,406
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,324,258
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,807,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,071,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,587,466
Interest on participant loans2020-12-31$1,170
Value of interest in common/collective trusts at end of year2020-12-31$194,136
Value of interest in common/collective trusts at beginning of year2020-12-31$189,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$41,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$377,797
Net investment gain or loss from common/collective trusts2020-12-31$17,770
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$23,615
Employer contributions (assets) at end of year2020-12-31$506
Employer contributions (assets) at beginning of year2020-12-31$885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$107,902
Contract administrator fees2020-12-31$14,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2020-12-31455497718
2019 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT 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$485,596
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$294,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$262,173
Value of total corrective distributions2019-12-31$5,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$147,822
Value of total assets at end of year2019-12-31$1,807,852
Value of total assets at beginning of year2019-12-31$1,616,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,096
Total interest from all sources2019-12-31$1,473
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$23,179
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$23,179
Administrative expenses professional fees incurred2019-12-31$9,950
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$124,290
Participant contributions at end of year2019-12-31$25,629
Participant contributions at beginning of year2019-12-31$34,207
Participant contributions at end of year2019-12-31$4,800
Participant contributions at beginning of year2019-12-31$4,738
Other income not declared elsewhere2019-12-31$87
Administrative expenses (other) incurred2019-12-31$6,528
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$191,192
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,807,852
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,616,660
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$9
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,587,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,380,856
Interest on participant loans2019-12-31$1,473
Value of interest in common/collective trusts at end of year2019-12-31$189,072
Value of interest in common/collective trusts at beginning of year2019-12-31$195,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$308,404
Net investment gain or loss from common/collective trusts2019-12-31$4,631
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$23,532
Employer contributions (assets) at end of year2019-12-31$885
Employer contributions (assets) at beginning of year2019-12-31$951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$262,173
Contract administrator fees2019-12-31$10,609
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 name2019-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2019-12-31455497718
2018 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$99,940
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$203,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$165,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$167,750
Value of total assets at end of year2018-12-31$1,616,660
Value of total assets at beginning of year2018-12-31$1,720,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,011
Total interest from all sources2018-12-31$1,569
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$29,105
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$29,105
Administrative expenses professional fees incurred2018-12-31$19,300
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$140,194
Participant contributions at end of year2018-12-31$34,207
Participant contributions at beginning of year2018-12-31$37,194
Participant contributions at end of year2018-12-31$4,738
Participant contributions at beginning of year2018-12-31$504
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Other income not declared elsewhere2018-12-31$171
Administrative expenses (other) incurred2018-12-31$3,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-103,609
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,616,660
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,720,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$17
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,380,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,496,028
Interest on participant loans2018-12-31$1,569
Value of interest in common/collective trusts at end of year2018-12-31$195,908
Value of interest in common/collective trusts at beginning of year2018-12-31$186,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-103,297
Net investment gain or loss from common/collective trusts2018-12-31$4,642
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$27,556
Employer contributions (assets) at end of year2018-12-31$951
Employer contributions (assets) at beginning of year2018-12-31$124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$165,538
Contract administrator fees2018-12-31$15,396
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 name2018-12-31SHEPARD SCHWARTZ & HARRIS LLP
Accountancy firm EIN2018-12-31361220455
2017 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT 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$137
Total income from all sources (including contributions)2017-12-31$429,056
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$127,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$107,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$166,484
Value of total assets at end of year2017-12-31$1,720,269
Value of total assets at beginning of year2017-12-31$1,418,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,619
Total interest from all sources2017-12-31$1,395
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$22,129
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$22,129
Administrative expenses professional fees incurred2017-12-31$3,037
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$137,919
Participant contributions at end of year2017-12-31$37,194
Participant contributions at beginning of year2017-12-31$27,395
Participant contributions at end of year2017-12-31$504
Participant contributions at beginning of year2017-12-31$435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$137
Other income not declared elsewhere2017-12-31$291
Administrative expenses (other) incurred2017-12-31$3,298
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$301,928
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,720,269
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,418,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,496,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,172,947
Interest on participant loans2017-12-31$1,395
Value of interest in common/collective trusts at end of year2017-12-31$186,419
Value of interest in common/collective trusts at beginning of year2017-12-31$217,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$234,486
Net investment gain or loss from common/collective trusts2017-12-31$4,271
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$28,565
Employer contributions (assets) at end of year2017-12-31$124
Employer contributions (assets) at beginning of year2017-12-31$109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$107,509
Contract administrator fees2017-12-31$13,274
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 name2017-12-31SHEPARD SCHWARTZ & HARRIS LLP
Accountancy firm EIN2017-12-31361220455
2016 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT 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$137
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,218
Total income from all sources (including contributions)2016-12-31$227,577
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$90,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$71,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$129,832
Value of total assets at end of year2016-12-31$1,418,478
Value of total assets at beginning of year2016-12-31$1,283,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,060
Total interest from all sources2016-12-31$903
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,270
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$8,270
Administrative expenses professional fees incurred2016-12-31$9,675
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$105,736
Participant contributions at end of year2016-12-31$27,395
Participant contributions at beginning of year2016-12-31$27,265
Participant contributions at end of year2016-12-31$435
Participant contributions at beginning of year2016-12-31$473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,218
Other income not declared elsewhere2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$136,833
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,418,341
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,281,508
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$1,172,947
Interest on participant loans2016-12-31$903
Value of interest in common/collective trusts at end of year2016-12-31$217,592
Value of interest in common/collective trusts at beginning of year2016-12-31$1,255,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$27,001
Net investment gain or loss from common/collective trusts2016-12-31$61,571
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$24,096
Employer contributions (assets) at end of year2016-12-31$109
Employer contributions (assets) at beginning of year2016-12-31$112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$71,684
Contract administrator fees2016-12-31$9,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31SHEPARD SCHWARTZ & HARRIS LLP
Accountancy firm EIN2016-12-31361220454
2015 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,054
Total income from all sources (including contributions)2015-12-31$98,178
Total of all expenses incurred2015-12-31$125,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$100,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$117,544
Value of total assets at end of year2015-12-31$1,283,726
Value of total assets at beginning of year2015-12-31$1,309,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,455
Total interest from all sources2015-12-31$977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$9,300
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$97,667
Participant contributions at end of year2015-12-31$27,265
Participant contributions at beginning of year2015-12-31$27,646
Participant contributions at end of year2015-12-31$473
Participant contributions at beginning of year2015-12-31$453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,054
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-27,422
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,281,508
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,308,930
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
Interest on participant loans2015-12-31$977
Value of interest in common/collective trusts at end of year2015-12-31$1,255,876
Value of interest in common/collective trusts at beginning of year2015-12-31$1,281,776
Net investment gain or loss from common/collective trusts2015-12-31$-20,343
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$19,877
Employer contributions (assets) at end of year2015-12-31$112
Employer contributions (assets) at beginning of year2015-12-31$109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$100,145
Contract administrator fees2015-12-31$16,155
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 name2015-12-31SHEPARD SCHWARTZ & HARRIS LLP
Accountancy firm EIN2015-12-31361220454
2014 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,054
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$720
Total income from all sources (including contributions)2014-12-31$144,143
Total of all expenses incurred2014-12-31$74,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$52,478
Value of total corrective distributions2014-12-31$1,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$102,592
Value of total assets at end of year2014-12-31$1,309,984
Value of total assets at beginning of year2014-12-31$1,239,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,879
Total interest from all sources2014-12-31$1,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$8,750
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$83,891
Participant contributions at end of year2014-12-31$27,646
Participant contributions at beginning of year2014-12-31$33,996
Participant contributions at end of year2014-12-31$453
Participant contributions at beginning of year2014-12-31$3,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$720
Other income not declared elsewhere2014-12-31$68
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$69,747
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,308,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,239,183
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
Interest on participant loans2014-12-31$1,180
Value of interest in common/collective trusts at end of year2014-12-31$1,281,776
Value of interest in common/collective trusts at beginning of year2014-12-31$1,201,901
Net investment gain or loss from common/collective trusts2014-12-31$40,303
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$18,701
Employer contributions (assets) at end of year2014-12-31$109
Employer contributions (assets) at beginning of year2014-12-31$716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$52,478
Contract administrator fees2014-12-31$12,129
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 name2014-12-31SHEPARD SCHWARTZ & HARRIS LLP
Accountancy firm EIN2014-12-31361220454
2013 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$720
Total income from all sources (including contributions)2013-12-31$246,949
Total of all expenses incurred2013-12-31$93,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$78,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$71,921
Value of total assets at end of year2013-12-31$1,239,903
Value of total assets at beginning of year2013-12-31$1,085,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,601
Total interest from all sources2013-12-31$1,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$8,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$64,681
Participant contributions at end of year2013-12-31$33,996
Participant contributions at beginning of year2013-12-31$41,641
Participant contributions at end of year2013-12-31$3,290
Participant contributions at beginning of year2013-12-31$1,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$720
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$153,274
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,239,183
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,085,909
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
Interest on participant loans2013-12-31$1,522
Value of interest in common/collective trusts at end of year2013-12-31$1,201,901
Value of interest in common/collective trusts at beginning of year2013-12-31$1,042,333
Net investment gain or loss from common/collective trusts2013-12-31$173,506
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$7,240
Employer contributions (assets) at end of year2013-12-31$716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$78,074
Contract administrator fees2013-12-31$7,601
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 name2013-12-31SHEPARD SCHWARTZ & HARRIS LLP
Accountancy firm EIN2013-12-31361220454
2012 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2012 401k financial data
Total transfer of assets from this plan2012-12-31$4,625
Total income from all sources (including contributions)2012-12-31$153,846
Total of all expenses incurred2012-12-31$108,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$93,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$55,074
Value of total assets at end of year2012-12-31$1,085,909
Value of total assets at beginning of year2012-12-31$1,044,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,936
Total interest from all sources2012-12-31$1,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$8,930
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$55,074
Participant contributions at end of year2012-12-31$41,641
Participant contributions at beginning of year2012-12-31$33,596
Participant contributions at end of year2012-12-31$1,935
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$45,646
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,085,909
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,044,888
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
Interest on participant loans2012-12-31$1,470
Value of interest in common/collective trusts at end of year2012-12-31$1,042,333
Value of interest in common/collective trusts at beginning of year2012-12-31$1,011,292
Net investment gain or loss from common/collective trusts2012-12-31$97,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$93,264
Contract administrator fees2012-12-31$6,006
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 name2012-12-31SHEPARD SCHWARTZ & HARRIS LLP
Accountancy firm EIN2012-12-31361220454
2011 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$344,310
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$81,605
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$172,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$155,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$153,834
Value of total assets at end of year2011-12-31$1,044,888
Value of total assets at beginning of year2011-12-31$1,479,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,820
Total interest from all sources2011-12-31$1,079
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$8,930
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
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$139,072
Participant contributions at end of year2011-12-31$33,596
Participant contributions at beginning of year2011-12-31$25,763
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-90,410
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,044,888
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,479,608
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
Interest on participant loans2011-12-31$1,079
Value of interest in common/collective trusts at end of year2011-12-31$1,011,292
Value of interest in common/collective trusts at beginning of year2011-12-31$1,453,845
Net investment gain or loss from common/collective trusts2011-12-31$-73,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$155,195
Contract administrator fees2011-12-31$7,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : TRIGO HOSPITALITY EMPLOYEES RETIREMENT 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$305,482
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$174,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$154,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$158,419
Value of total assets at end of year2010-12-31$1,479,608
Value of total assets at beginning of year2010-12-31$1,348,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,183
Total interest from all sources2010-12-31$1,354
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$8,930
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
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$158,419
Participant contributions at end of year2010-12-31$25,763
Participant contributions at beginning of year2010-12-31$40,688
Participant contributions at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$131,046
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,479,608
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,348,562
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
Interest on participant loans2010-12-31$1,354
Value of interest in common/collective trusts at end of year2010-12-31$1,453,845
Value of interest in common/collective trusts at beginning of year2010-12-31$1,307,874
Net investment gain or loss from common/collective trusts2010-12-31$145,709
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$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$154,253
Contract administrator fees2010-12-31$11,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2010-12-31381357951

Form 5500 Responses for TRIGO HOSPITALITY EMPLOYEES RETIREMENT PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number508285-01
Policy instance 1
Insurance contract or identification number508285-01
Number of Individuals Covered13
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $113
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 $113
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number508285-01
Policy instance 1
Insurance contract or identification number508285-01
Number of Individuals Covered206
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $108
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 $108
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number508285-01
Policy instance 1
Insurance contract or identification number508285-01
Number of Individuals Covered8
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $146
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 $73
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3

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