?>
Logo

MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameMYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN
Plan identification number 001

MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MYHRE INVESTMENTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:MYHRE INVESTMENTS, LLC
Employer identification number (EIN):411494376
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEANNE HERRMANN2023-09-28
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KENNETH J. MCCARTHY
0012016-01-01KENNETH J. MCCARTHY
0012015-01-01KENNETH J. MCCARTHY
0012014-01-01KENNETH J. MCCARTHY
0012013-01-01KENNETH J. MCCARTHY
0012012-01-01KENNETH J. MCCARTHY
0012011-01-01KENNETH J. MCCARTHY
0012010-01-01KENNETH J. MCCARTHY
0012009-01-01KENNETH J. MCCARTHY

Plan Statistics for MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01265
Total number of active participants reported on line 7a of the Form 55002022-01-018
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01190
Total of all active and inactive participants2022-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01198
Number of participants with account balances2022-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01329
Total number of active participants reported on line 7a of the Form 55002021-01-0181
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01181
Total of all active and inactive participants2021-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01265
Number of participants with account balances2021-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01352
Total number of active participants reported on line 7a of the Form 55002020-01-0181
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01237
Total of all active and inactive participants2020-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01320
Number of participants with account balances2020-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01386
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01243
Total of all active and inactive participants2019-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01352
Number of participants with account balances2019-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01605
Total number of active participants reported on line 7a of the Form 55002018-01-01122
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01260
Total of all active and inactive participants2018-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01386
Number of participants with account balances2018-01-01322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01716
Total number of active participants reported on line 7a of the Form 55002017-01-01408
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01197
Total of all active and inactive participants2017-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01605
Number of participants with account balances2017-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01972
Total number of active participants reported on line 7a of the Form 55002016-01-01327
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01373
Total of all active and inactive participants2016-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01711
Number of participants with account balances2016-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01103
2015: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,055
Total number of active participants reported on line 7a of the Form 55002015-01-01621
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01253
Total of all active and inactive participants2015-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01881
Number of participants with account balances2015-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0184
2014: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,221
Total number of active participants reported on line 7a of the Form 55002014-01-01763
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01227
Total of all active and inactive participants2014-01-01997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01997
Number of participants with account balances2014-01-01662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01119
2013: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,444
Total number of active participants reported on line 7a of the Form 55002013-01-01905
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01283
Total of all active and inactive participants2013-01-011,192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,192
Number of participants with account balances2013-01-01806
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01217
2012: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,516
Total number of active participants reported on line 7a of the Form 55002012-01-011,028
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01251
Total of all active and inactive participants2012-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,283
Number of participants with account balances2012-01-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01162
2011: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,491
Total number of active participants reported on line 7a of the Form 55002011-01-011,154
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-01203
Total of all active and inactive participants2011-01-011,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,361
Number of participants with account balances2011-01-01854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01108
2010: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01984
Total number of active participants reported on line 7a of the Form 55002010-01-011,121
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-011,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,161
Number of participants with account balances2010-01-01649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0147
2009: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01517
Total number of active participants reported on line 7a of the Form 55002009-01-01517
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01543
Number of participants with account balances2009-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN

Measure Date Value
2022 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,134,814
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$555,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$522,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$116,104
Value of total assets at end of year2022-12-31$10,233,520
Value of total assets at beginning of year2022-12-31$12,924,093
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,479
Total interest from all sources2022-12-31$11,573
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$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$110,628
Participant contributions at end of year2022-12-31$3,583
Participant contributions at beginning of year2022-12-31$8,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,690,573
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,233,520
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,924,093
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 pooled separate accounts at end of year2022-12-31$10,210,092
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,879,312
Interest on participant loans2022-12-31$174
Interest earned on other investments2022-12-31$11,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$36,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,262,491
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$5,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$522,280
Contract administrator fees2022-12-31$33,479
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 name2022-12-31REDPATH AND COMPANY, LLC
Accountancy firm EIN2022-12-31920370318
2021 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,845,083
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,005,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$988,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$235,676
Value of total assets at end of year2021-12-31$12,924,093
Value of total assets at beginning of year2021-12-31$12,084,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,070
Total interest from all sources2021-12-31$12,989
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$109,554
Participant contributions at end of year2021-12-31$8,605
Participant contributions at beginning of year2021-12-31$13,186
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$107,449
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$839,101
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,924,093
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,084,992
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 pooled separate accounts at end of year2021-12-31$12,879,312
Value of interest in pooled separate accounts at beginning of year2021-12-31$12,031,027
Interest on participant loans2021-12-31$377
Interest earned on other investments2021-12-31$12,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$36,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$40,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,596,418
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$18,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$988,912
Contract administrator fees2021-12-31$17,070
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 name2021-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2021-12-31410975573
2020 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,640,101
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$997,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$984,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$156,237
Value of total assets at end of year2020-12-31$12,084,992
Value of total assets at beginning of year2020-12-31$11,442,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,315
Total interest from all sources2020-12-31$12,127
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
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$132,755
Participant contributions at end of year2020-12-31$13,186
Participant contributions at beginning of year2020-12-31$7,235
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$642,156
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,084,992
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,442,836
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 pooled separate accounts at end of year2020-12-31$12,031,027
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,390,580
Interest on participant loans2020-12-31$789
Interest earned on other investments2020-12-31$11,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$40,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$45,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,471,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$23,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$984,630
Contract administrator fees2020-12-31$13,315
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 name2020-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2020-12-31410975573
2019 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,362,171
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$886,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$883,422
Value of total corrective distributions2019-12-31$214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$166,988
Value of total assets at end of year2019-12-31$11,442,836
Value of total assets at beginning of year2019-12-31$9,967,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,320
Total interest from all sources2019-12-31$11,394
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$140,193
Participant contributions at end of year2019-12-31$7,235
Participant contributions at beginning of year2019-12-31$22,474
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,789
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$1,475,215
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,442,836
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,967,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$11,390,580
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,897,635
Interest on participant loans2019-12-31$622
Interest earned on other investments2019-12-31$10,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$45,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$47,512
Net investment gain/loss from pooled separate accounts2019-12-31$2,183,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$25,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$883,422
Contract administrator fees2019-12-31$3,320
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2019-12-31410975573
2018 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-556,013
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,750,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,700,804
Expenses. Certain deemed distributions of participant loans2018-12-31$31,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$159,199
Value of total assets at end of year2018-12-31$9,967,621
Value of total assets at beginning of year2018-12-31$14,273,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,330
Total interest from all sources2018-12-31$14,918
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$133,406
Participant contributions at end of year2018-12-31$22,474
Participant contributions at beginning of year2018-12-31$110,083
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$10,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,306,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,967,621
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,273,634
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 pooled separate accounts at end of year2018-12-31$9,897,635
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,039,549
Interest on participant loans2018-12-31$2,567
Interest earned on other investments2018-12-31$12,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$47,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$111,591
Net investment gain/loss from pooled separate accounts2018-12-31$-730,130
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$25,793
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,700,804
Contract administrator fees2018-12-31$17,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2018-12-31410975573
2017 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,641,204
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,410,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,375,060
Expenses. Certain deemed distributions of participant loans2017-12-31$3,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$406,661
Value of total assets at end of year2017-12-31$14,273,634
Value of total assets at beginning of year2017-12-31$16,043,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,641
Total interest from all sources2017-12-31$20,602
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$353,058
Participant contributions at end of year2017-12-31$110,083
Participant contributions at beginning of year2017-12-31$233,322
Participant contributions at end of year2017-12-31$10,647
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,769,543
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,273,634
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,043,177
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 pooled separate accounts at end of year2017-12-31$14,039,549
Value of interest in pooled separate accounts at beginning of year2017-12-31$15,669,471
Interest on participant loans2017-12-31$4,864
Interest earned on other investments2017-12-31$15,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$111,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$140,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,213,941
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$43,860
Employer contributions (assets) at end of year2017-12-31$1,764
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,375,060
Contract administrator fees2017-12-31$32,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REDPATH AND COMPANY, LTD.
Accountancy firm EIN2017-12-31410975573
2016 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$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$2,203,418
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,915,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,837,801
Expenses. Certain deemed distributions of participant loans2016-12-31$61,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$937,149
Value of total assets at end of year2016-12-31$16,043,177
Value of total assets at beginning of year2016-12-31$16,755,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,200
Total interest from all sources2016-12-31$16,030
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
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$849,018
Participant contributions at end of year2016-12-31$233,322
Participant contributions at beginning of year2016-12-31$245,407
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-712,521
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,043,177
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,755,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$15,669,471
Value of interest in pooled separate accounts at beginning of year2016-12-31$16,265,931
Interest on participant loans2016-12-31$7,174
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$8,856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$140,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$244,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$1,250,239
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$87,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,837,801
Contract administrator fees2016-12-31$16,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) 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$727,768
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,290,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,274,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,067,653
Value of total assets at end of year2015-12-31$16,755,698
Value of total assets at beginning of year2015-12-31$18,318,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,734
Total interest from all sources2015-12-31$18,295
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 period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,030,651
Participant contributions at end of year2015-12-31$245,407
Participant contributions at beginning of year2015-12-31$214,430
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,027
Other income not declared elsewhere2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,562,532
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,755,698
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,318,230
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 pooled separate accounts at end of year2015-12-31$16,265,931
Value of interest in pooled separate accounts at beginning of year2015-12-31$16,487,924
Interest on participant loans2015-12-31$8,548
Interest earned on other investments2015-12-31$9,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$244,360
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,615,876
Net investment gain/loss from pooled separate accounts2015-12-31$-358,180
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$32,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,274,566
Contract administrator fees2015-12-31$15,734
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) 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$2,637,801
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,108,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,051,587
Value of total corrective distributions2014-12-31$17,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,676,798
Value of total assets at end of year2014-12-31$18,318,230
Value of total assets at beginning of year2014-12-31$17,788,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,538
Total interest from all sources2014-12-31$54,205
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,317,051
Participant contributions at end of year2014-12-31$214,430
Participant contributions at beginning of year2014-12-31$257,868
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$84,748
Administrative expenses (other) incurred2014-12-31$39,538
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$529,651
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,318,230
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,788,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$16,487,924
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,927,140
Interest on participant loans2014-12-31$6,943
Interest earned on other investments2014-12-31$47,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,615,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,603,571
Net investment gain/loss from pooled separate accounts2014-12-31$906,798
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$274,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,051,587
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,672,865
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,032,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,006,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,355,990
Value of total assets at end of year2013-12-31$17,788,579
Value of total assets at beginning of year2013-12-31$16,148,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,282
Total interest from all sources2013-12-31$55,636
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,730,972
Participant contributions at end of year2013-12-31$257,868
Participant contributions at beginning of year2013-12-31$233,251
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$42,599
Administrative expenses (other) incurred2013-12-31$26,282
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$1,640,132
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,788,579
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,148,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$15,927,140
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,246,898
Interest on participant loans2013-12-31$8,058
Interest earned on other investments2013-12-31$47,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,603,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,668,298
Net investment gain/loss from pooled separate accounts2013-12-31$3,261,239
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$582,419
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,006,451
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,762,014
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,711,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,690,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,085,331
Value of total assets at end of year2012-12-31$16,148,447
Value of total assets at beginning of year2012-12-31$13,097,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,660
Total interest from all sources2012-12-31$54,867
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,199,668
Participant contributions at end of year2012-12-31$233,251
Participant contributions at beginning of year2012-12-31$220,627
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$89,748
Administrative expenses (other) incurred2012-12-31$20,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,050,763
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,148,447
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,097,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$14,246,898
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,373,299
Interest on participant loans2012-12-31$8,885
Interest earned on other investments2012-12-31$45,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,668,298
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,503,758
Net investment gain/loss from pooled separate accounts2012-12-31$1,621,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$795,915
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,690,591
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,616,900
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$846,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$830,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,112,871
Value of total assets at end of year2011-12-31$13,097,684
Value of total assets at beginning of year2011-12-31$11,327,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,648
Total interest from all sources2011-12-31$44,399
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,193,862
Participant contributions at end of year2011-12-31$220,627
Participant contributions at beginning of year2011-12-31$148,940
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$19,320
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$132,458
Administrative expenses (other) incurred2011-12-31$16,648
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$1,769,978
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,097,684
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,327,706
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$11,373,299
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,088,693
Interest on participant loans2011-12-31$7,151
Interest earned on other investments2011-12-31$37,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,503,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,062,927
Net investment gain/loss from pooled separate accounts2011-12-31$-540,370
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$786,551
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$7,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$830,274
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$1,449,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,910,420
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$521,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$513,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,570,673
Value of total assets at end of year2010-12-31$11,327,706
Value of total assets at beginning of year2010-12-31$6,488,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,735
Total interest from all sources2010-12-31$5,510
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,759,678
Participant contributions at end of year2010-12-31$148,940
Participant contributions at beginning of year2010-12-31$93,626
Participant contributions at end of year2010-12-31$19,320
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$150,621
Administrative expenses (other) incurred2010-12-31$7,735
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$3,389,100
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,327,706
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,488,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$10,088,693
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,705,553
Interest on participant loans2010-12-31$5,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,062,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$689,475
Net investment gain/loss from pooled separate accounts2010-12-31$1,334,237
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$660,374
Employer contributions (assets) at end of year2010-12-31$7,826
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$513,585
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JERRY WANGSNESS & ASSOCIATES CPA
Accountancy firm EIN2010-12-31411499338

Form 5500 Responses for MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN

2022: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MYHRE INVESTMENTS PROFIT SHARING & 401(K) 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MYHRE INVESTMENTS PROFIT SHARING & 401(K) 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MYHRE INVESTMENTS PROFIT SHARING & 401(K) 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MYHRE INVESTMENTS PROFIT SHARING & 401(K) 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MYHRE INVESTMENTS PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
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 number812923
Policy instance 1
Insurance contract or identification number812923
Number of Individuals Covered198
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $22,122
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,122
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812923
Policy instance 1
Insurance contract or identification number812923
Number of Individuals Covered220
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $24,742
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,742
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812923
Policy instance 1
Insurance contract or identification number812923
Number of Individuals Covered277
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21,578
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,578
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812923
Policy instance 1
Insurance contract or identification number812923
Number of Individuals Covered300
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,421
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,421
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812923
Policy instance 1
Insurance contract or identification number812923
Number of Individuals Covered323
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,604
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,604
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812923
Policy instance 1
Insurance contract or identification number812923
Number of Individuals Covered383
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,650
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,650
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUT INV SVC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number812923
Policy instance 1
Insurance contract or identification number812923
Number of Individuals Covered620
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $94,157
Total amount of fees paid to insurance companyUSD $50,673
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
Commission paid to Insurance BrokerUSD $94,157
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameGOLDLEAF PARTNERS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829416
Policy instance 2
Insurance contract or identification number829416
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $9,052
Total amount of fees paid to insurance companyUSD $2,263
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
Commission paid to Insurance BrokerUSD $9,052
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameGOLDLEAF PARTNERS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829416
Policy instance 1
Insurance contract or identification number829416
Number of Individuals Covered662
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $35,536
Total amount of fees paid to insurance companyUSD $8,884
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
Commission paid to Insurance BrokerUSD $35,536
Insurance broker organization code?3
Amount paid for insurance broker fees8884
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameGOLDLEAF PARTNERS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number712203
Policy instance 1
Insurance contract or identification number712203
Number of Individuals Covered807
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,674
Total amount of fees paid to insurance companyUSD $8,168
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
Commission paid to Insurance BrokerUSD $32,674
Insurance broker organization code?3
Amount paid for insurance broker fees8168
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameGOLDLEAF PARTNERS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number712203
Policy instance 1
Insurance contract or identification number712203
Number of Individuals Covered898
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,503
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
Commission paid to Insurance BrokerUSD $34,503
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUT INV SVC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number712203
Policy instance 1
Insurance contract or identification number712203
Number of Individuals Covered855
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,285
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number712203
Policy instance 1
Insurance contract or identification number712203
Number of Individuals Covered670
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,792
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3