SENTRY LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 2060 TARGET RETIREMENT ACCOUNT III YK
Measure | Date | Value |
---|
2022 : 2060 TARGET RETIREMENT ACCOUNT III YK 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,300,246 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,300,246 |
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 | $3,916,050 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,968,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,893,602 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,784,293 |
Value of total assets at end of year | 2022-12-31 | $12,148,149 |
Value of total assets at beginning of year | 2022-12-31 | $10,200,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $74,930 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $248,374 |
Administrative expenses (other) incurred | 2022-12-31 | $74,930 |
Value of net income/loss | 2022-12-31 | $1,947,518 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,148,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,200,631 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $12,148,149 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $10,200,631 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $183,629 |
Contributions received in cash from employer | 2022-12-31 | $5,784,293 |
Income. Dividends from common stock | 2022-12-31 | $248,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,893,602 |
2021 : 2060 TARGET RETIREMENT ACCOUNT III YK 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $144,601 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $144,601 |
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 | $8,190,285 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,916,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,858,062 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,089,182 |
Value of total assets at end of year | 2021-12-31 | $10,200,631 |
Value of total assets at beginning of year | 2021-12-31 | $3,926,982 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $58,574 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $187,596 |
Other income not declared elsewhere | 2021-12-31 | $358,053 |
Administrative expenses (other) incurred | 2021-12-31 | $58,574 |
Value of net income/loss | 2021-12-31 | $6,273,649 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,200,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,926,982 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $10,200,631 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,926,982 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $410,853 |
Contributions received in cash from employer | 2021-12-31 | $7,089,182 |
Income. Dividends from common stock | 2021-12-31 | $187,596 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,858,062 |
2020 : 2060 TARGET RETIREMENT ACCOUNT III YK 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $383,333 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $383,333 |
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 | $3,006,409 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,044,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,024,389 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,494,803 |
Value of total assets at end of year | 2020-12-31 | $3,926,982 |
Value of total assets at beginning of year | 2020-12-31 | $1,964,659 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $19,697 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $59,063 |
Other income not declared elsewhere | 2020-12-31 | $9,779 |
Administrative expenses (other) incurred | 2020-12-31 | $19,697 |
Value of net income/loss | 2020-12-31 | $1,962,323 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,926,982 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,964,659 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,926,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,964,659 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $59,431 |
Contributions received in cash from employer | 2020-12-31 | $2,494,803 |
Income. Dividends from common stock | 2020-12-31 | $59,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,024,389 |
2019 : 2060 TARGET RETIREMENT ACCOUNT III YK 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $198,438 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $198,438 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,808,601 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $437,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $428,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,567,334 |
Value of total assets at end of year | 2019-12-31 | $1,964,659 |
Value of total assets at beginning of year | 2019-12-31 | $593,126 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $8,755 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $39,688 |
Other income not declared elsewhere | 2019-12-31 | $3,141 |
Administrative expenses (other) incurred | 2019-12-31 | $8,755 |
Value of net income/loss | 2019-12-31 | $1,371,533 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,964,659 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $593,126 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,964,659 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $593,126 |
Contributions received in cash from employer | 2019-12-31 | $1,567,334 |
Income. Dividends from common stock | 2019-12-31 | $39,688 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $428,313 |
2018 : 2060 TARGET RETIREMENT ACCOUNT III YK 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-61,475 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-61,475 |
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 | $646,071 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $108,074 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $105,878 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $698,666 |
Value of total assets at end of year | 2018-12-31 | $593,126 |
Value of total assets at beginning of year | 2018-12-31 | $55,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,196 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $12,918 |
Other income not declared elsewhere | 2018-12-31 | $59 |
Administrative expenses (other) incurred | 2018-12-31 | $2,196 |
Value of net income/loss | 2018-12-31 | $537,997 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $593,126 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $55,129 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $593,126 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $55,129 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,097 |
Contributions received in cash from employer | 2018-12-31 | $698,666 |
Income. Dividends from common stock | 2018-12-31 | $12,918 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $105,878 |
2017 : 2060 TARGET RETIREMENT ACCOUNT III YK 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $355 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $355 |
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 | $72,809 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $17,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $17,644 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $71,151 |
Value of total assets at end of year | 2017-12-31 | $55,129 |
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 | $36 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $958 |
Administrative expenses (other) incurred | 2017-12-31 | $36 |
Value of net income/loss | 2017-12-31 | $55,129 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $55,129 |
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 | $55,129 |
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 | $345 |
Contributions received in cash from employer | 2017-12-31 | $71,151 |
Income. Dividends from common stock | 2017-12-31 | $958 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $17,644 |