SENTRY LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 2020 TARGET RETIREMENT ACCOUNT III YG
Measure | Date | Value |
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2022 : 2020 TARGET RETIREMENT ACCOUNT III YG 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,016,610 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,016,610 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $7,724,600 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,253,684 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,148,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,354,112 |
Value of total assets at end of year | 2022-12-31 | $19,373,695 |
Value of total assets at beginning of year | 2022-12-31 | $17,902,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $105,031 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $496,378 |
Other income not declared elsewhere | 2022-12-31 | $463,085 |
Administrative expenses (other) incurred | 2022-12-31 | $105,031 |
Value of net income/loss | 2022-12-31 | $1,470,916 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,373,695 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,902,779 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $19,373,695 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,902,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,572,365 |
Contributions received in cash from employer | 2022-12-31 | $10,354,112 |
Income. Dividends from common stock | 2022-12-31 | $496,378 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,148,653 |
2021 : 2020 TARGET RETIREMENT ACCOUNT III YG 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-2,573,521 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-2,573,521 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $16,523,465 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,313,318 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,234,826 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $15,544,284 |
Value of total assets at end of year | 2021-12-31 | $17,902,779 |
Value of total assets at beginning of year | 2021-12-31 | $6,692,632 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $78,492 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $385,661 |
Other income not declared elsewhere | 2021-12-31 | $2,583,170 |
Administrative expenses (other) incurred | 2021-12-31 | $78,492 |
Value of net income/loss | 2021-12-31 | $11,210,147 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,902,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,692,632 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,902,779 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,692,632 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $583,871 |
Contributions received in cash from employer | 2021-12-31 | $15,544,284 |
Income. Dividends from common stock | 2021-12-31 | $385,661 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,234,826 |
2020 : 2020 TARGET RETIREMENT ACCOUNT III YG 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $156,048 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $156,048 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $4,822,541 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,570,891 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,536,956 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,062,682 |
Value of total assets at end of year | 2020-12-31 | $6,692,632 |
Value of total assets at beginning of year | 2020-12-31 | $4,440,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $33,935 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $101,753 |
Other income not declared elsewhere | 2020-12-31 | $293,584 |
Administrative expenses (other) incurred | 2020-12-31 | $33,935 |
Value of net income/loss | 2020-12-31 | $2,251,650 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,692,632 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,440,982 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,692,632 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,440,982 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $208,474 |
Contributions received in cash from employer | 2020-12-31 | $4,062,682 |
Income. Dividends from common stock | 2020-12-31 | $101,753 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,536,956 |
2019 : 2020 TARGET RETIREMENT ACCOUNT III YG 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $437,182 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $437,182 |
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 | $4,962,149 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,089,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,063,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,343,197 |
Value of total assets at end of year | 2019-12-31 | $4,440,982 |
Value of total assets at beginning of year | 2019-12-31 | $2,568,492 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $25,820 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $151,852 |
Administrative expenses (other) incurred | 2019-12-31 | $25,820 |
Value of net income/loss | 2019-12-31 | $1,872,490 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,440,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,568,492 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,440,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,568,492 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $29,918 |
Contributions received in cash from employer | 2019-12-31 | $4,343,197 |
Income. Dividends from common stock | 2019-12-31 | $151,852 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $3,063,839 |
2018 : 2020 TARGET RETIREMENT ACCOUNT III YG 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-232,324 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-232,324 |
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 | $5,030,942 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,251,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,238,473 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,134,391 |
Value of total assets at end of year | 2018-12-31 | $2,568,492 |
Value of total assets at beginning of year | 2018-12-31 | $788,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $12,574 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $63,631 |
Other income not declared elsewhere | 2018-12-31 | $57,122 |
Administrative expenses (other) incurred | 2018-12-31 | $12,574 |
Value of net income/loss | 2018-12-31 | $1,779,895 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,568,492 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $788,597 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,568,492 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $788,597 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $8,122 |
Contributions received in cash from employer | 2018-12-31 | $5,134,391 |
Income. Dividends from common stock | 2018-12-31 | $63,631 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,238,473 |
2017 : 2020 TARGET RETIREMENT ACCOUNT III YG 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-11,971 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-11,971 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,174,939 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $386,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $385,950 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,164,030 |
Value of total assets at end of year | 2017-12-31 | $788,597 |
Value of total assets at beginning of year | 2017-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $392 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $14,771 |
Other income not declared elsewhere | 2017-12-31 | $5,357 |
Administrative expenses (other) incurred | 2017-12-31 | $392 |
Value of net income/loss | 2017-12-31 | $788,597 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $788,597 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $788,597 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,752 |
Contributions received in cash from employer | 2017-12-31 | $1,164,030 |
Income. Dividends from common stock | 2017-12-31 | $14,771 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $385,950 |