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CHULA VISTA, INC. 401(K) PLAN 401k Plan overview

Plan NameCHULA VISTA, INC. 401(K) PLAN
Plan identification number 001

CHULA VISTA, INC. 401(K) 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.
  • 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

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

Company Name:CHULA VISTA, INC.
Employer identification number (EIN):390842365
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHULA VISTA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL F KAMINSKI
0012016-01-01MICHAEL KAMINSKI
0012015-01-01MICHAEL KAMINSKI
0012014-01-01MICHAEL KAMINSKI
0012013-01-01MICHAEL KAMINSKI
0012012-01-01MICHAEL KAMINSKI
0012011-01-01MICHAEL KAMINSKI
0012009-01-01MICHAEL KAMINSKI

Plan Statistics for CHULA VISTA, INC. 401(K) PLAN

401k plan membership statisitcs for CHULA VISTA, INC. 401(K) PLAN

Measure Date Value
2022: CHULA VISTA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01192
Total number of active participants reported on line 7a of the Form 55002022-01-01142
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01173
Number of participants with account balances2022-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CHULA VISTA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01231
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01187
Number of participants with account balances2021-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CHULA VISTA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01281
Total number of active participants reported on line 7a of the Form 55002020-01-01193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01221
Number of participants with account balances2020-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CHULA VISTA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01300
Total number of active participants reported on line 7a of the Form 55002019-01-01236
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01258
Number of participants with account balances2019-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHULA VISTA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01306
Total number of active participants reported on line 7a of the Form 55002018-01-01248
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01271
Number of participants with account balances2018-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CHULA VISTA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01299
Total number of active participants reported on line 7a of the Form 55002017-01-01244
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01262
Number of participants with account balances2017-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CHULA VISTA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01336
Total number of active participants reported on line 7a of the Form 55002016-01-01258
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01279
Total participants2016-01-01279
Number of participants with account balances2016-01-0189
2015: CHULA VISTA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01475
Total number of active participants reported on line 7a of the Form 55002015-01-01284
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01306
Number of participants with account balances2015-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CHULA VISTA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01572
Total number of active participants reported on line 7a of the Form 55002014-01-01457
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01475
Total participants2014-01-01475
Number of participants with account balances2014-01-0194
2013: CHULA VISTA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01539
Total number of active participants reported on line 7a of the Form 55002013-01-01507
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01521
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CHULA VISTA, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01256
Total number of active participants reported on line 7a of the Form 55002012-01-01522
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01539
Number of participants with account balances2012-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CHULA VISTA, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01279
Total number of active participants reported on line 7a of the Form 55002011-01-01237
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01256
Number of participants with account balances2011-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CHULA VISTA, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01233
Total number of active participants reported on line 7a of the Form 55002009-01-01198
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01215
Number of participants with account balances2009-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on CHULA VISTA, INC. 401(K) PLAN

Measure Date Value
2022 : CHULA VISTA, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-113,329
Total of all expenses incurred2022-12-31$137,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$117,848
Value of total corrective distributions2022-12-31$93
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$131,481
Value of total assets at end of year2022-12-31$1,526,691
Value of total assets at beginning of year2022-12-31$1,777,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,217
Total interest from all sources2022-12-31$2,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$9,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$131,481
Participant contributions at end of year2022-12-31$6,876
Participant contributions at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$9,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-250,487
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,526,691
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,777,178
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$312
Value of interest in pooled separate accounts at end of year2022-12-31$1,309,892
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,544,834
Interest on participant loans2022-12-31$413
Interest earned on other investments2022-12-31$1,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$209,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$232,344
Net investment gain/loss from pooled separate accounts2022-12-31$-246,956
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$117,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31WEGNER CPA LLP
Accountancy firm EIN2022-12-31390974031
2021 : CHULA VISTA, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$281,311
Total of all expenses incurred2021-12-31$59,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,724
Value of total corrective distributions2021-12-31$11,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$105,656
Value of total assets at end of year2021-12-31$1,777,178
Value of total assets at beginning of year2021-12-31$1,555,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,077
Total interest from all sources2021-12-31$2,211
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$8,500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$105,656
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$16,113
Administrative expenses (other) incurred2021-12-31$10,242
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$221,316
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,777,178
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,555,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$335
Value of interest in pooled separate accounts at end of year2021-12-31$1,544,834
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,302,800
Interest on participant loans2021-12-31$465
Interest earned on other investments2021-12-31$1,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$232,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$236,949
Net investment gain/loss from pooled separate accounts2021-12-31$173,444
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$29,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEGNER CPA LLP
Accountancy firm EIN2021-12-31390974031
2020 : CHULA VISTA, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$287,824
Total of all expenses incurred2020-12-31$282,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$249,088
Value of total corrective distributions2020-12-31$15,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$121,563
Value of total assets at end of year2020-12-31$1,555,862
Value of total assets at beginning of year2020-12-31$1,550,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,543
Total interest from all sources2020-12-31$3,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$8,400
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$121,563
Participant contributions at end of year2020-12-31$16,113
Participant contributions at beginning of year2020-12-31$31,163
Administrative expenses (other) incurred2020-12-31$9,841
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$5,070
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,555,862
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,550,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$302
Value of interest in pooled separate accounts at end of year2020-12-31$1,302,800
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,300,544
Interest on participant loans2020-12-31$1,161
Interest earned on other investments2020-12-31$1,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$236,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$219,085
Net investment gain/loss from pooled separate accounts2020-12-31$163,194
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$249,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31WEGNER CPA LLP
Accountancy firm EIN2020-12-31390974031
2019 : CHULA VISTA, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$344,597
Total of all expenses incurred2019-12-31$77,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$53,233
Value of total corrective distributions2019-12-31$7,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$131,163
Value of total assets at end of year2019-12-31$1,550,792
Value of total assets at beginning of year2019-12-31$1,283,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,254
Total interest from all sources2019-12-31$3,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$8,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$131,163
Participant contributions at end of year2019-12-31$31,163
Participant contributions at beginning of year2019-12-31$42,188
Administrative expenses (other) incurred2019-12-31$8,974
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$267,084
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,550,792
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,283,708
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$280
Value of interest in pooled separate accounts at end of year2019-12-31$1,300,544
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,025,492
Interest on participant loans2019-12-31$1,790
Interest earned on other investments2019-12-31$2,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$219,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$216,028
Net investment gain/loss from pooled separate accounts2019-12-31$209,643
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$53,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31WEGNER CPA LLP
Accountancy firm EIN2019-12-31390974031
2018 : CHULA VISTA, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$58,082
Total of all expenses incurred2018-12-31$91,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$70,960
Value of total corrective distributions2018-12-31$3,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$101,208
Value of total assets at end of year2018-12-31$1,283,708
Value of total assets at beginning of year2018-12-31$1,317,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,845
Total interest from all sources2018-12-31$4,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$7,900
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$42,188
Participant contributions at beginning of year2018-12-31$53,314
Administrative expenses (other) incurred2018-12-31$8,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,304
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,283,708
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,317,012
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$261
Value of interest in pooled separate accounts at end of year2018-12-31$1,025,492
Value of interest in pooled separate accounts at beginning of year2018-12-31$999,092
Interest on participant loans2018-12-31$2,381
Interest earned on other investments2018-12-31$1,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$216,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$264,606
Net investment gain/loss from pooled separate accounts2018-12-31$-47,224
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$101,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$70,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31WEGNER CPA LLP
Accountancy firm EIN2018-12-31390974031
2017 : CHULA VISTA, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$234,661
Total of all expenses incurred2017-12-31$137,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$113,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$92,988
Value of total assets at end of year2017-12-31$1,317,012
Value of total assets at beginning of year2017-12-31$1,219,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,136
Total interest from all sources2017-12-31$4,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$16,438
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$92,988
Participant contributions at end of year2017-12-31$53,314
Participant contributions at beginning of year2017-12-31$3,246
Administrative expenses (other) incurred2017-12-31$7,656
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$97,269
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,317,012
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,219,743
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$42
Value of interest in pooled separate accounts at end of year2017-12-31$999,092
Value of interest in pooled separate accounts at beginning of year2017-12-31$891,581
Interest on participant loans2017-12-31$2,436
Interest earned on other investments2017-12-31$1,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$264,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$324,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-16,430
Net investment gain/loss from pooled separate accounts2017-12-31$153,835
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$113,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31WEGNER CPA LLP
Accountancy firm EIN2017-12-31390974031
2016 : CHULA VISTA, INC. 401(K) PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$920
Total income from all sources (including contributions)2016-12-31$169,991
Total of all expenses incurred2016-12-31$47,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$33,768
Value of total corrective distributions2016-12-31$-15
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$95,136
Value of total assets at end of year2016-12-31$1,219,743
Value of total assets at beginning of year2016-12-31$1,097,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,353
Total interest from all sources2016-12-31$545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$80,238
Participant contributions at end of year2016-12-31$3,246
Participant contributions at beginning of year2016-12-31$18,161
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$920
Other income not declared elsewhere2016-12-31$2,393
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$122,885
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,219,743
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,096,858
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 pooled separate accounts at end of year2016-12-31$891,581
Value of interest in pooled separate accounts at beginning of year2016-12-31$765,188
Interest on participant loans2016-12-31$545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$324,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$314,429
Net investment gain/loss from pooled separate accounts2016-12-31$71,917
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$33,768
Contract administrator fees2016-12-31$13,353
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 name2016-12-31WEGNER CPA LLP
Accountancy firm EIN2016-12-31390974031
2015 : CHULA VISTA, INC. 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$920
Total income from all sources (including contributions)2015-12-31$77,165
Total of all expenses incurred2015-12-31$121,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$100,011
Value of total corrective distributions2015-12-31$1,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$82,744
Value of total assets at end of year2015-12-31$1,097,778
Value of total assets at beginning of year2015-12-31$1,140,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,150
Total interest from all sources2015-12-31$1,426
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$700
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$79,624
Participant contributions at end of year2015-12-31$18,161
Participant contributions at beginning of year2015-12-31$32,106
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,347
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$920
Other income not declared elsewhere2015-12-31$1,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-44,003
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,096,858
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,140,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$19,450
Value of interest in pooled separate accounts at end of year2015-12-31$765,188
Value of interest in pooled separate accounts at beginning of year2015-12-31$881,711
Interest earned on other investments2015-12-31$1,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$314,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$223,697
Net investment gain/loss from pooled separate accounts2015-12-31$-8,500
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$100,011
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 name2015-12-31WEGNER CPA LLP
Accountancy firm EIN2015-12-31390974031
2014 : CHULA VISTA, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$135,046
Total of all expenses incurred2014-12-31$52,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$45,837
Value of total corrective distributions2014-12-31$1,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$81,972
Value of total assets at end of year2014-12-31$1,137,514
Value of total assets at beginning of year2014-12-31$1,054,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,406
Total interest from all sources2014-12-31$1,827
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$810
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$81,969
Participant contributions at end of year2014-12-31$32,106
Participant contributions at beginning of year2014-12-31$44,846
Other income not declared elsewhere2014-12-31$36
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$82,835
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,137,514
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,054,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$881,711
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,004,565
Interest on participant loans2014-12-31$1,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$223,697
Net investment gain/loss from pooled separate accounts2014-12-31$51,211
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3
Employer contributions (assets) at beginning of year2014-12-31$5,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$45,837
Contract administrator fees2014-12-31$3,596
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31WEGNER CPA LLP
Accountancy firm EIN2014-12-31390974031
2013 : CHULA VISTA, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$232,798
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$146,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$123,917
Value of total corrective distributions2013-12-31$5,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$89,352
Value of total assets at end of year2013-12-31$1,054,679
Value of total assets at beginning of year2013-12-31$968,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,969
Total interest from all sources2013-12-31$2,724
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$77,480
Participant contributions at end of year2013-12-31$44,846
Participant contributions at beginning of year2013-12-31$60,200
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$86,187
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,054,679
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$968,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,004,565
Value of interest in pooled separate accounts at beginning of year2013-12-31$908,292
Interest on participant loans2013-12-31$2,724
Net investment gain/loss from pooled separate accounts2013-12-31$140,722
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,872
Employer contributions (assets) at end of year2013-12-31$5,268
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$123,917
Contract administrator fees2013-12-31$16,969
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 name2013-12-31WEGNER CPA LLP
Accountancy firm EIN2013-12-31390974031
2012 : CHULA VISTA, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,148
Total income from all sources (including contributions)2012-12-31$185,087
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$188,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$181,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$89,372
Value of total assets at end of year2012-12-31$968,492
Value of total assets at beginning of year2012-12-31$982,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,619
Total interest from all sources2012-12-31$2,943
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$71,302
Participant contributions at end of year2012-12-31$60,200
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$10,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-3,846
Value of net assets at end of year (total assets less liabilities)2012-12-31$968,492
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$972,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$908,292
Value of interest in pooled separate accounts at beginning of year2012-12-31$973,920
Interest on participant loans2012-12-31$2,943
Net investment gain/loss from pooled separate accounts2012-12-31$92,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$8,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$181,314
Contract administrator fees2012-12-31$7,619
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 name2012-12-31WEGNER CPA LLP
Accountancy firm EIN2012-12-31390974031
2011 : CHULA VISTA, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,180
Total income from all sources (including contributions)2011-12-31$39,406
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$45,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$41,306
Value of total corrective distributions2011-12-31$1,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$63,254
Value of total assets at end of year2011-12-31$982,486
Value of total assets at beginning of year2011-12-31$989,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,961
Total interest from all sources2011-12-31$0
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$63,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$10,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$11,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,775
Value of net assets at end of year (total assets less liabilities)2011-12-31$972,338
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$978,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$973,920
Value of interest in pooled separate accounts at beginning of year2011-12-31$980,727
Net investment gain/loss from pooled separate accounts2011-12-31$-23,848
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
Employer contributions (assets) at end of year2011-12-31$8,566
Employer contributions (assets) at beginning of year2011-12-31$8,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$41,306
Contract administrator fees2011-12-31$1,961
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 name2011-12-31MEICHER & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31396159894
2010 : CHULA VISTA, INC. 401(K) 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$11,180
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$160,111
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$49,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$36,330
Value of total corrective distributions2010-12-31$11,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$67,948
Value of total assets at end of year2010-12-31$989,293
Value of total assets at beginning of year2010-12-31$867,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,779
Total interest from all sources2010-12-31$0
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$1,779
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$59,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$11,180
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$110,822
Value of net assets at end of year (total assets less liabilities)2010-12-31$978,113
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$867,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$980,727
Value of interest in pooled separate accounts at beginning of year2010-12-31$867,291
Net investment gain/loss from pooled separate accounts2010-12-31$92,163
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$8,566
Employer contributions (assets) at end of year2010-12-31$8,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$36,330
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 name2010-12-31MEICHER & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31396159894

Form 5500 Responses for CHULA VISTA, INC. 401(K) PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805717
Policy instance 1
Insurance contract or identification number805717
Number of Individuals Covered69
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,597
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,597
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805717
Policy instance 1
Insurance contract or identification number805717
Number of Individuals Covered71
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,674
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,674
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805717
Policy instance 1
Insurance contract or identification number805717
Number of Individuals Covered74
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,417
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,417
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805717
Policy instance 1
Insurance contract or identification number805717
Number of Individuals Covered77
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,117
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,117
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805717
Policy instance 1
Insurance contract or identification number805717
Number of Individuals Covered80
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,753
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,753
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805717
Policy instance 1
Insurance contract or identification number805717
Number of Individuals Covered85
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,386
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,386
Insurance broker organization code?3
Insurance broker nameCETERA INVESTMENT SERVICES LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805717000
Policy instance 1
Insurance contract or identification number805717000
Number of Individuals Covered92
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,241
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,241
Insurance broker organization code?3
Insurance broker nameCETERA INVESTMENT SERVICES LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number805717000
Policy instance 1
Insurance contract or identification number805717000
Number of Individuals Covered94
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number708737
Policy instance 2
Insurance contract or identification number708737
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,451
Total amount of fees paid to insurance companyUSD $1,224
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,354
Insurance broker organization code?3
Amount paid for insurance broker fees1224
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameTHE RETIREMENT ADVANTAGE INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-08737
Policy instance 1
Insurance contract or identification number7-08737
Number of Individuals Covered392
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,363
Total amount of fees paid to insurance companyUSD $1,099
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,363
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-08737
Policy instance 1
Insurance contract or identification number7-08737
Number of Individuals Covered382
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,591
Total amount of fees paid to insurance companyUSD $1,016
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,591
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameTHE RETIREMENT ADVANTAGE INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-08737
Policy instance 1
Insurance contract or identification number7-08737
Number of Individuals Covered359
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,667
Total amount of fees paid to insurance companyUSD $1,124
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number7-08737
Policy instance 1
Insurance contract or identification number7-08737
Number of Individuals Covered76
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,465
Total amount of fees paid to insurance companyUSD $988
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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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