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JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameJONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN
Plan identification number 001

JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

JONES-HARRISON RESIDENCE has sponsored the creation of one or more 401k plans.

Company Name:JONES-HARRISON RESIDENCE
Employer identification number (EIN):410693899
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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
0012017-01-01LOWELL BERGGREN JUDY CHRISTOPHERSON2018-10-04
0012016-01-01LOWELL BERGGREN
0012015-01-01LOWELL BERGGREN
0012014-01-01LOWELL BERGGREN
0012013-01-01LOWELL BERGGREN
0012012-01-01LOWELL BERGGREN
0012011-01-01LOWELL BERGGREN
0012010-01-01LOWELL BERGGREN
0012009-01-01LOWELL BERGGREN
0012009-01-01LOWELL BERGGREN
0012009-01-01LOWELL BERGGREN
0012009-01-01LOWELL BERGGREN

Plan Statistics for JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN

Measure Date Value
2022: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01396
Total number of active participants reported on line 7a of the Form 55002022-01-01284
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01117
Total of all active and inactive participants2022-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01407
Number of participants with account balances2022-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01366
Total number of active participants reported on line 7a of the Form 55002021-01-01270
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01396
Number of participants with account balances2021-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01358
Total number of active participants reported on line 7a of the Form 55002020-01-01235
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01366
Number of participants with account balances2020-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01350
Total number of active participants reported on line 7a of the Form 55002019-01-01277
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01358
Total participants2019-01-01358
Number of participants with account balances2019-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01351
Total number of active participants reported on line 7a of the Form 55002018-01-01282
Number of other retired or separated participants entitled to future benefits2018-01-0179
Total of all active and inactive participants2018-01-01361
Total participants2018-01-01361
Number of participants with account balances2018-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01350
Total number of active participants reported on line 7a of the Form 55002017-01-01265
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0188
Total of all active and inactive participants2017-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01353
Number of participants with account balances2017-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01351
Total number of active participants reported on line 7a of the Form 55002016-01-01265
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01360
Number of participants with account balances2016-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01355
Total number of active participants reported on line 7a of the Form 55002015-01-01263
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0192
Total of all active and inactive participants2015-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01355
Number of participants with account balances2015-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01377
Total number of active participants reported on line 7a of the Form 55002014-01-01271
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01359
Number of participants with account balances2014-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01371
Total number of active participants reported on line 7a of the Form 55002013-01-01266
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01108
Total of all active and inactive participants2013-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01374
Number of participants with account balances2013-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01368
Total number of active participants reported on line 7a of the Form 55002012-01-01260
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01111
Total of all active and inactive participants2012-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01371
Number of participants with account balances2012-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01318
Total number of active participants reported on line 7a of the Form 55002011-01-01266
Number of other retired or separated participants entitled to future benefits2011-01-01112
Total of all active and inactive participants2011-01-01378
Total participants2011-01-01378
Number of participants with account balances2011-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01319
Total number of active participants reported on line 7a of the Form 55002010-01-01262
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01318
Number of participants with account balances2010-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01263
Total number of active participants reported on line 7a of the Form 55002009-01-01277
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0191
Total of all active and inactive participants2009-01-01368
Total participants2009-01-01368
Number of participants with account balances2009-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-696,450
Total of all expenses incurred2022-12-31$1,175,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,169,008
Expenses. Certain deemed distributions of participant loans2022-12-31$915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$759,741
Value of total assets at end of year2022-12-31$8,030,461
Value of total assets at beginning of year2022-12-31$9,902,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,870
Total interest from all sources2022-12-31$58,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$524,945
Participant contributions at end of year2022-12-31$247,951
Participant contributions at beginning of year2022-12-31$259,237
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$159,734
Administrative expenses (other) incurred2022-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,872,243
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,030,461
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,902,704
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,504,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,338,882
Interest on participant loans2022-12-31$4,456
Interest earned on other investments2022-12-31$53,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,278,462
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,304,585
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$232,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,514,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$75,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$936,734
Contract administrator fees2022-12-31$5,840
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 name2022-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm EIN2022-12-31411532347
2021 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,655,702
Total of all expenses incurred2021-12-31$1,211,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,176,944
Expenses. Certain deemed distributions of participant loans2021-12-31$28,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$496,282
Value of total assets at end of year2021-12-31$9,902,704
Value of total assets at beginning of year2021-12-31$9,458,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,622
Total interest from all sources2021-12-31$56,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$425,365
Participant contributions at end of year2021-12-31$259,237
Participant contributions at beginning of year2021-12-31$323,921
Administrative expenses (other) incurred2021-12-31$30
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$444,010
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,902,704
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,458,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,338,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,867,195
Interest on participant loans2021-12-31$5,487
Interest earned on other investments2021-12-31$50,811
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,304,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,267,578
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$297,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,103,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$70,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$878,952
Contract administrator fees2021-12-31$6,592
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 name2021-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm EIN2021-12-31411532347
2020 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,643,429
Total of all expenses incurred2020-12-31$995,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$990,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$654,949
Value of total assets at end of year2020-12-31$9,458,694
Value of total assets at beginning of year2020-12-31$8,810,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,006
Total interest from all sources2020-12-31$63,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$509,112
Participant contributions at end of year2020-12-31$323,921
Participant contributions at beginning of year2020-12-31$332,083
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$57,075
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$648,274
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,458,694
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,810,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,867,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,272,876
Interest on participant loans2020-12-31$9,796
Interest earned on other investments2020-12-31$53,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$10,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$10,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,267,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,195,403
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$250,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$925,394
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$88,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$739,445
Contract administrator fees2020-12-31$5,006
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 name2020-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm EIN2020-12-31411532347
2019 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,963,350
Total income from all sources (including contributions)2019-12-31$1,963,350
Total of all expenses incurred2019-12-31$687,997
Total of all expenses incurred2019-12-31$687,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$677,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$677,157
Expenses. Certain deemed distributions of participant loans2019-12-31$3,535
Expenses. Certain deemed distributions of participant loans2019-12-31$3,535
Value of total corrective distributions2019-12-31$1,379
Value of total corrective distributions2019-12-31$1,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$633,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$633,546
Value of total assets at end of year2019-12-31$8,810,420
Value of total assets at end of year2019-12-31$8,810,420
Value of total assets at beginning of year2019-12-31$7,535,067
Value of total assets at beginning of year2019-12-31$7,535,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,926
Total interest from all sources2019-12-31$56,964
Total interest from all sources2019-12-31$56,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$536,718
Contributions received from participants2019-12-31$536,718
Participant contributions at end of year2019-12-31$332,083
Participant contributions at end of year2019-12-31$332,083
Participant contributions at beginning of year2019-12-31$253,764
Participant contributions at beginning of year2019-12-31$253,764
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$550
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$550
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
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$1,275,353
Value of net income/loss2019-12-31$1,275,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,810,420
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,810,420
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,535,067
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,535,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,272,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,272,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,418,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,418,587
Interest on participant loans2019-12-31$8,105
Interest on participant loans2019-12-31$8,105
Interest earned on other investments2019-12-31$48,859
Interest earned on other investments2019-12-31$48,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$10,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,195,403
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,195,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,852,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,852,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,272,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,272,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$96,278
Contributions received in cash from employer2019-12-31$96,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$677,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$677,157
Contract administrator fees2019-12-31$5,926
Contract administrator fees2019-12-31$5,926
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm name2019-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm EIN2019-12-31411532347
Accountancy firm EIN2019-12-31411532347
2018 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$203,335
Total of all expenses incurred2018-12-31$403,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$389,968
Expenses. Certain deemed distributions of participant loans2018-12-31$7,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$625,744
Value of total assets at end of year2018-12-31$7,535,067
Value of total assets at beginning of year2018-12-31$7,735,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,517
Total interest from all sources2018-12-31$52,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$477,976
Participant contributions at end of year2018-12-31$253,764
Participant contributions at beginning of year2018-12-31$199,783
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$55,077
Administrative expenses (other) incurred2018-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-200,531
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,535,067
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,735,598
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,418,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,647,087
Interest on participant loans2018-12-31$6,777
Interest earned on other investments2018-12-31$45,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$11,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,852,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,877,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-474,834
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$92,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$389,968
Contract administrator fees2018-12-31$6,487
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 name2018-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm EIN2018-12-31411532347
2017 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,445,977
Total of all expenses incurred2017-12-31$604,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$590,684
Expenses. Certain deemed distributions of participant loans2017-12-31$7,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$524,725
Value of total assets at end of year2017-12-31$7,735,598
Value of total assets at beginning of year2017-12-31$6,894,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,590
Total interest from all sources2017-12-31$50,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$424,315
Participant contributions at end of year2017-12-31$199,783
Participant contributions at beginning of year2017-12-31$182,946
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,291
Administrative expenses (other) incurred2017-12-31$15
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$841,340
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,735,598
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,894,258
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,647,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,905,589
Interest on participant loans2017-12-31$5,837
Interest earned on other investments2017-12-31$44,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$11,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$11,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,877,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,794,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$870,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$74,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$590,684
Contract administrator fees2017-12-31$6,575
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 name2017-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm EIN2017-12-31411532347
2016 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$870,663
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$354,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$320,133
Expenses. Certain deemed distributions of participant loans2016-12-31$26,860
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$422,811
Value of total assets at end of year2016-12-31$6,894,258
Value of total assets at beginning of year2016-12-31$6,377,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,075
Total interest from all sources2016-12-31$47,624
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$352,599
Participant contributions at end of year2016-12-31$182,946
Participant contributions at beginning of year2016-12-31$204,845
Administrative expenses (other) incurred2016-12-31$30
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$516,595
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,894,258
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,377,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,905,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,553,858
Interest on participant loans2016-12-31$5,972
Interest earned on other investments2016-12-31$41,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$11,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$76,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$76,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,794,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,542,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$400,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$70,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$320,133
Contract administrator fees2016-12-31$7,045
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 name2016-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm EIN2016-12-31411532347
2015 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$408,791
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$430,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$421,061
Expenses. Certain deemed distributions of participant loans2015-12-31$2,212
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$436,345
Value of total assets at end of year2015-12-31$6,377,663
Value of total assets at beginning of year2015-12-31$6,399,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,406
Total interest from all sources2015-12-31$42,027
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$326,403
Participant contributions at end of year2015-12-31$204,845
Participant contributions at beginning of year2015-12-31$193,617
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$46,610
Administrative expenses (other) incurred2015-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-21,888
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,377,663
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,399,551
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,553,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,809,801
Interest on participant loans2015-12-31$6,257
Interest earned on other investments2015-12-31$35,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$76,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$55,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$55,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,542,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,340,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$63,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$421,061
Contract administrator fees2015-12-31$7,376
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 name2015-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm EIN2015-12-31411532347
2014 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$866,781
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$579,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$533,227
Expenses. Certain deemed distributions of participant loans2014-12-31$38,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$498,599
Value of total assets at end of year2014-12-31$6,399,551
Value of total assets at beginning of year2014-12-31$6,111,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,734
Total interest from all sources2014-12-31$39,893
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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 period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$331,312
Participant contributions at end of year2014-12-31$193,617
Participant contributions at beginning of year2014-12-31$241,153
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$109,191
Administrative expenses (other) incurred2014-12-31$687
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$287,702
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,399,551
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,111,849
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$4,809,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,568,948
Interest on participant loans2014-12-31$7,185
Interest earned on other investments2014-12-31$32,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$55,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$67,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$67,107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,340,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,234,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$328,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$58,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$533,227
Contract administrator fees2014-12-31$7,047
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 name2014-12-31HARRINGTON, LANGER & ASSOCIATES
Accountancy firm EIN2014-12-31411532347
2013 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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$1,406,836
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$303,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$271,099
Expenses. Certain deemed distributions of participant loans2013-12-31$26,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$443,376
Value of total assets at end of year2013-12-31$6,111,849
Value of total assets at beginning of year2013-12-31$5,008,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,488
Total interest from all sources2013-12-31$36,101
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$327,386
Participant contributions at end of year2013-12-31$241,153
Participant contributions at beginning of year2013-12-31$135,613
Participant contributions at beginning of year2013-12-31$13,176
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$54,507
Administrative expenses (other) incurred2013-12-31$572
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$1,103,036
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,111,849
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,008,813
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$4,568,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,609,606
Interest on participant loans2013-12-31$5,664
Interest earned on other investments2013-12-31$30,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$67,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$84,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$84,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,234,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,160,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$927,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$61,483
Employer contributions (assets) at beginning of year2013-12-31$5,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$271,099
Contract administrator fees2013-12-31$5,916
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 name2013-12-31HARRINGTON, LANGER, & ASSOCIATES
Accountancy firm EIN2013-12-31411532347
2012 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2012-12-31$897,534
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$85,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$77,428
Expenses. Certain deemed distributions of participant loans2012-12-31$3,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$542,025
Value of total assets at end of year2012-12-31$5,008,813
Value of total assets at beginning of year2012-12-31$4,197,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,076
Total interest from all sources2012-12-31$33,019
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$353,231
Participant contributions at end of year2012-12-31$135,613
Participant contributions at beginning of year2012-12-31$127,287
Participant contributions at end of year2012-12-31$13,176
Participant contributions at beginning of year2012-12-31$13,613
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$61,292
Administrative expenses (other) incurred2012-12-31$496
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$811,699
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,008,813
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,197,114
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$3,609,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,996,900
Interest on participant loans2012-12-31$4,303
Interest earned on other investments2012-12-31$28,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$84,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$80,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$80,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,160,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$974,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$322,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$127,502
Employer contributions (assets) at end of year2012-12-31$5,017
Employer contributions (assets) at beginning of year2012-12-31$4,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$77,428
Contract administrator fees2012-12-31$4,580
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 name2012-12-31HARRINGTON, LANGER, & ASSOCIATES
Accountancy firm EIN2012-12-31411532347
2011 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$514,417
Total of all expenses incurred2011-12-31$196,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$192,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$539,755
Value of total assets at end of year2011-12-31$4,197,114
Value of total assets at beginning of year2011-12-31$3,878,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,998
Total interest from all sources2011-12-31$34,941
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$340,149
Participant contributions at end of year2011-12-31$127,287
Participant contributions at beginning of year2011-12-31$127,802
Participant contributions at end of year2011-12-31$13,613
Participant contributions at beginning of year2011-12-31$12,454
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$78,198
Administrative expenses (other) incurred2011-12-31$3,998
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$318,132
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,197,114
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,878,982
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,996,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,811,759
Interest on participant loans2011-12-31$3,771
Interest earned on other investments2011-12-31$31,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$80,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$92,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$92,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$974,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$829,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-60,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$121,408
Employer contributions (assets) at end of year2011-12-31$4,749
Employer contributions (assets) at beginning of year2011-12-31$4,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$192,287
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 name2011-12-31HARRINGTON LANGER & ASSOCIATES
Accountancy firm EIN2011-12-31411532347
2010 : JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$997,934
Total of all expenses incurred2010-12-31$158,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$155,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$626,951
Value of total assets at end of year2010-12-31$3,878,982
Value of total assets at beginning of year2010-12-31$3,039,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,023
Total interest from all sources2010-12-31$30,100
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$316,152
Participant contributions at end of year2010-12-31$127,802
Participant contributions at beginning of year2010-12-31$80,438
Participant contributions at end of year2010-12-31$12,454
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$193,521
Administrative expenses (other) incurred2010-12-31$3,023
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$839,051
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,878,982
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,039,931
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$2,811,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,149,085
Interest on participant loans2010-12-31$2,981
Interest earned on other investments2010-12-31$27,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$92,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$91,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$91,311
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$2,811,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$829,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$719,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$340,883
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$117,278
Employer contributions (assets) at end of year2010-12-31$4,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$155,860
Did the plan have assets held for investment2010-12-31No
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 name2010-12-31HARRINGTON, LANGER, & ASSOCIATES
Accountancy firm EIN2010-12-31411532347

Form 5500 Responses for JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN

2022: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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 benefit arrangement – InsuranceYes
2012: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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 benefit arrangement – InsuranceYes
2011: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS 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 benefit arrangement – InsuranceYes
2010: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: JONES-HARRISON RESIDENCE RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered250
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,470
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,064
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered240
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,921
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,617
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered235
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,800
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,442
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered234
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,336
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,163
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered243
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,734
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,265
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered236
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,779
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,273
Insurance broker organization code?3
Insurance broker nameFLEMING, PETER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered225
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,357
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 $4,682
Insurance broker organization code?3
Insurance broker nameFLIPPIN, DAVID
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered236
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,212
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 $6,427
Insurance broker organization code?3
Insurance broker nameNOKES, JOSHUA D
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered263
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,392
Total amount of fees paid to insurance companyUSD $0
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 Administration1
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 $6,815
Insurance broker organization code?3
Insurance broker nameNOKES, JOSHUA D
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered261
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,768
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $5,563
Insurance broker organization code?3
Insurance broker nameUNASSIGNED
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number48262
Policy instance 1
Insurance contract or identification number48262
Number of Individuals Covered243
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,489
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6121
Policy instance 2
Insurance contract or identification numberVF6121
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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