401k Plan data: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN plan

ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 401k Plan overview

Plan Name	ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN
Plan identification number	001

ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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.

401k Sponsoring company profile

ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA has sponsored the creation of one or more 401k plans.

Company Name: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA

Employer identification number (EIN): 430834199

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-10-01 RYAN PETERSON 2023-06-28
001 2020-10-01 JOHN JOINES 2022-07-06
001 2019-10-01 JOHN JOINES 2021-06-10
001 2018-10-01 JOHN JOINES 2020-06-24
001 2017-10-01 JOHN JOINES 2019-07-08
001 2016-10-01
001 2015-10-01 KATHY FLINN
001 2014-10-01 TERRY GROOMS
001 2013-10-01 TERRY GROOMS
001 2012-10-01 TERRY GROOMS
001 2011-10-01 TERRY GROOMS JOHN JOINES 2013-04-23
001 2010-10-01 TERRY GROOMS JOHN JOINES 2012-07-10
001 2009-10-01 TERRY GROOMS JOHN JOINES 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-10-01	RYAN PETERSON	2023-06-28
001	2020-10-01	JOHN JOINES	2022-07-06
001	2019-10-01	JOHN JOINES	2021-06-10
001	2018-10-01	JOHN JOINES	2020-06-24
001	2017-10-01	JOHN JOINES	2019-07-08
001	2016-10-01
001	2015-10-01	KATHY FLINN
001	2014-10-01	TERRY GROOMS
001	2013-10-01	TERRY GROOMS
001	2012-10-01	TERRY GROOMS
001	2011-10-01	TERRY GROOMS		JOHN JOINES	2013-04-23
001	2010-10-01	TERRY GROOMS		JOHN JOINES	2012-07-10
001	2009-10-01	TERRY GROOMS		JOHN JOINES	2011-07-13

Plan Statistics for ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN

401k plan membership statisitcs for ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN

Measure Date Value
2021: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 412
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 388
Number of retired or separated participants receiving benefits 2021-10-01 1
Number of other retired or separated participants entitled to future benefits 2021-10-01 28
Total of all active and inactive participants 2021-10-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 417
Number of participants with account balances 2021-10-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 436
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 384
Number of retired or separated participants receiving benefits 2020-10-01 1
Number of other retired or separated participants entitled to future benefits 2020-10-01 27
Total of all active and inactive participants 2020-10-01 412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 412
Number of participants with account balances 2020-10-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 435
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 409
Number of retired or separated participants receiving benefits 2019-10-01 1
Number of other retired or separated participants entitled to future benefits 2019-10-01 24
Total of all active and inactive participants 2019-10-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 1
Total participants 2019-10-01 435
Number of participants with account balances 2019-10-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 415
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 402
Number of retired or separated participants receiving benefits 2018-10-01 1
Number of other retired or separated participants entitled to future benefits 2018-10-01 31
Total of all active and inactive participants 2018-10-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 1
Total participants 2018-10-01 435
Number of participants with account balances 2018-10-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 337
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 391
Number of retired or separated participants receiving benefits 2017-10-01 1
Number of other retired or separated participants entitled to future benefits 2017-10-01 21
Total of all active and inactive participants 2017-10-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 1
Total participants 2017-10-01 414
Number of participants with account balances 2017-10-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 311
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 317
Number of retired or separated participants receiving benefits 2016-10-01 1
Number of other retired or separated participants entitled to future benefits 2016-10-01 19
Total of all active and inactive participants 2016-10-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 337
Number of participants with account balances 2016-10-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 322
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 296
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 15
Total of all active and inactive participants 2015-10-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 311
Number of participants with account balances 2015-10-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 314
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 303
Number of retired or separated participants receiving benefits 2014-10-01 1
Number of other retired or separated participants entitled to future benefits 2014-10-01 17
Total of all active and inactive participants 2014-10-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 321
Number of participants with account balances 2014-10-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 309
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 298
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 16
Total of all active and inactive participants 2013-10-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 314
Number of participants with account balances 2013-10-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 200
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 287
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 22
Total of all active and inactive participants 2012-10-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 309
Number of participants with account balances 2012-10-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 214
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 148
Number of retired or separated participants receiving benefits 2011-10-01 1
Number of other retired or separated participants entitled to future benefits 2011-10-01 51
Total of all active and inactive participants 2011-10-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 200
Number of participants with account balances 2011-10-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2010: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 221
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 161
Number of retired or separated participants receiving benefits 2010-10-01 3
Number of other retired or separated participants entitled to future benefits 2010-10-01 50
Total of all active and inactive participants 2010-10-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-10-01 0
Total participants 2010-10-01 214
Number of participants with account balances 2010-10-01 213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-10-01 0
2009: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 214
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 218
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 3
Total of all active and inactive participants 2009-10-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 221
Number of participants with account balances 2009-10-01 211

Measure	Date	Value
2021: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	412
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	388
Number of retired or separated participants receiving benefits	2021-10-01	1
Number of other retired or separated participants entitled to future benefits	2021-10-01	28
Total of all active and inactive participants	2021-10-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	417
Number of participants with account balances	2021-10-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	436
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	384
Number of retired or separated participants receiving benefits	2020-10-01	1
Number of other retired or separated participants entitled to future benefits	2020-10-01	27
Total of all active and inactive participants	2020-10-01	412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	412
Number of participants with account balances	2020-10-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	435
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	409
Number of retired or separated participants receiving benefits	2019-10-01	1
Number of other retired or separated participants entitled to future benefits	2019-10-01	24
Total of all active and inactive participants	2019-10-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	1
Total participants	2019-10-01	435
Number of participants with account balances	2019-10-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	415
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	402
Number of retired or separated participants receiving benefits	2018-10-01	1
Number of other retired or separated participants entitled to future benefits	2018-10-01	31
Total of all active and inactive participants	2018-10-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	1
Total participants	2018-10-01	435
Number of participants with account balances	2018-10-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	337
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	391
Number of retired or separated participants receiving benefits	2017-10-01	1
Number of other retired or separated participants entitled to future benefits	2017-10-01	21
Total of all active and inactive participants	2017-10-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	1
Total participants	2017-10-01	414
Number of participants with account balances	2017-10-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	311
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	317
Number of retired or separated participants receiving benefits	2016-10-01	1
Number of other retired or separated participants entitled to future benefits	2016-10-01	19
Total of all active and inactive participants	2016-10-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	337
Number of participants with account balances	2016-10-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	322
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	296
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	15
Total of all active and inactive participants	2015-10-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	311
Number of participants with account balances	2015-10-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	314
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	303
Number of retired or separated participants receiving benefits	2014-10-01	1
Number of other retired or separated participants entitled to future benefits	2014-10-01	17
Total of all active and inactive participants	2014-10-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	321
Number of participants with account balances	2014-10-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	309
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	298
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	16
Total of all active and inactive participants	2013-10-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	314
Number of participants with account balances	2013-10-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	200
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	287
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	22
Total of all active and inactive participants	2012-10-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	309
Number of participants with account balances	2012-10-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	214
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	148
Number of retired or separated participants receiving benefits	2011-10-01	1
Number of other retired or separated participants entitled to future benefits	2011-10-01	51
Total of all active and inactive participants	2011-10-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	200
Number of participants with account balances	2011-10-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2010: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	221
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	161
Number of retired or separated participants receiving benefits	2010-10-01	3
Number of other retired or separated participants entitled to future benefits	2010-10-01	50
Total of all active and inactive participants	2010-10-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-10-01	0
Total participants	2010-10-01	214
Number of participants with account balances	2010-10-01	213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-10-01	0
2009: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	214
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	218
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	3
Total of all active and inactive participants	2009-10-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	221
Number of participants with account balances	2009-10-01	211

Financial Data on ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN

Measure	Date	Value
2022 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-30	$0
Total income from all sources (including contributions)	2022-09-30	$-520,546
Total loss/gain on sale of assets	2022-09-30	$0
Total of all expenses incurred	2022-09-30	$2,157,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-30	$2,111,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-30	$622,316
Value of total assets at end of year	2022-09-30	$5,449,138
Value of total assets at beginning of year	2022-09-30	$8,127,120
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-30	$45,980
Total interest from all sources	2022-09-30	$32,441
Total dividends received (eg from common stock, registered investment company shares)	2022-09-30	$331,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-30	$331,664
Was this plan covered by a fidelity bond	2022-09-30	Yes
Value of fidelity bond cover	2022-09-30	$500,000
If this is an individual account plan, was there a blackout period	2022-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-30	No
Contributions received from participants	2022-09-30	$388,305
Participant contributions at end of year	2022-09-30	$16,013
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-30	$40,172
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Value of net income/loss	2022-09-30	$-2,677,982
Value of net assets at end of year (total assets less liabilities)	2022-09-30	$5,449,138
Value of net assets at beginning of year (total assets less liabilities)	2022-09-30	$8,127,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-30	No
Were any leases to which the plan was party in default or uncollectible	2022-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-30	$4,412,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-30	$6,411,935
Interest earned on other investments	2022-09-30	$32,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-09-30	$1,013,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-09-30	$1,715,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-30	$-1,506,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-30	No
Was there a failure to transmit to the plan any participant contributions	2022-09-30	No
Has the plan failed to provide any benefit when due under the plan	2022-09-30	No
Contributions received in cash from employer	2022-09-30	$193,839
Employer contributions (assets) at end of year	2022-09-30	$7,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-30	$2,111,456
Contract administrator fees	2022-09-30	$45,980
Did the plan have assets held for investment	2022-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-30	No
Opinion of an independent qualified public accountant for this plan	2022-09-30	Unqualified
Accountancy firm name	2022-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMING
Accountancy firm EIN	2022-09-30	431244312
2021 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-09-30	$0
Total income from all sources (including contributions)	2021-09-30	$1,752,664
Total loss/gain on sale of assets	2021-09-30	$0
Total of all expenses incurred	2021-09-30	$299,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-09-30	$245,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-09-30	$609,915
Value of total assets at end of year	2021-09-30	$8,127,120
Value of total assets at beginning of year	2021-09-30	$6,674,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-09-30	$54,650
Total interest from all sources	2021-09-30	$35,339
Total dividends received (eg from common stock, registered investment company shares)	2021-09-30	$229,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-09-30	$229,599
Was this plan covered by a fidelity bond	2021-09-30	Yes
Value of fidelity bond cover	2021-09-30	$500,000
If this is an individual account plan, was there a blackout period	2021-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-09-30	No
Contributions received from participants	2021-09-30	$366,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Value of net income/loss	2021-09-30	$1,452,918
Value of net assets at end of year (total assets less liabilities)	2021-09-30	$8,127,120
Value of net assets at beginning of year (total assets less liabilities)	2021-09-30	$6,674,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-09-30	No
Were any leases to which the plan was party in default or uncollectible	2021-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-09-30	$6,411,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-09-30	$5,691,809
Interest earned on other investments	2021-09-30	$35,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-09-30	$1,715,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-09-30	$982,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-09-30	$877,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-09-30	No
Was there a failure to transmit to the plan any participant contributions	2021-09-30	No
Has the plan failed to provide any benefit when due under the plan	2021-09-30	No
Contributions received in cash from employer	2021-09-30	$243,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-09-30	$245,096
Contract administrator fees	2021-09-30	$54,650
Did the plan have assets held for investment	2021-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-09-30	No
Opinion of an independent qualified public accountant for this plan	2021-09-30	Disclaimer
Accountancy firm name	2021-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMING
Accountancy firm EIN	2021-09-30	431244312
2020 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-09-30	$0
Total income from all sources (including contributions)	2020-09-30	$1,338,745
Total loss/gain on sale of assets	2020-09-30	$0
Total of all expenses incurred	2020-09-30	$350,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-09-30	$301,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-09-30	$642,707
Value of total assets at end of year	2020-09-30	$6,674,202
Value of total assets at beginning of year	2020-09-30	$5,685,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-09-30	$48,823
Total interest from all sources	2020-09-30	$22,967
Total dividends received (eg from common stock, registered investment company shares)	2020-09-30	$165,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-09-30	$165,214
Was this plan covered by a fidelity bond	2020-09-30	Yes
Value of fidelity bond cover	2020-09-30	$500,000
If this is an individual account plan, was there a blackout period	2020-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-09-30	No
Contributions received from participants	2020-09-30	$336,678
Participant contributions at beginning of year	2020-09-30	$12,852
Income. Received or receivable in cash from other sources (including rollovers)	2020-09-30	$75,902
Total non interest bearing cash at beginning of year	2020-09-30	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Value of net income/loss	2020-09-30	$988,266
Value of net assets at end of year (total assets less liabilities)	2020-09-30	$6,674,202
Value of net assets at beginning of year (total assets less liabilities)	2020-09-30	$5,685,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-09-30	No
Were any leases to which the plan was party in default or uncollectible	2020-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-09-30	$5,691,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-09-30	$4,773,473
Interest earned on other investments	2020-09-30	$22,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-09-30	$982,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-09-30	$890,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-09-30	$507,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-09-30	No
Was there a failure to transmit to the plan any participant contributions	2020-09-30	No
Has the plan failed to provide any benefit when due under the plan	2020-09-30	No
Contributions received in cash from employer	2020-09-30	$230,127
Employer contributions (assets) at beginning of year	2020-09-30	$8,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-09-30	$301,656
Contract administrator fees	2020-09-30	$48,823
Did the plan have assets held for investment	2020-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-09-30	Disclaimer
Accountancy firm name	2020-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMING
Accountancy firm EIN	2020-09-30	431244312
2019 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-09-30	$0
Total income from all sources (including contributions)	2019-09-30	$793,938
Total loss/gain on sale of assets	2019-09-30	$0
Total of all expenses incurred	2019-09-30	$563,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-09-30	$515,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-09-30	$536,989
Value of total assets at end of year	2019-09-30	$5,685,936
Value of total assets at beginning of year	2019-09-30	$5,455,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-09-30	$48,062
Total interest from all sources	2019-09-30	$21,748
Total dividends received (eg from common stock, registered investment company shares)	2019-09-30	$197,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-09-30	$197,351
Was this plan covered by a fidelity bond	2019-09-30	Yes
Value of fidelity bond cover	2019-09-30	$500,000
If this is an individual account plan, was there a blackout period	2019-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-09-30	No
Contributions received from participants	2019-09-30	$314,071
Participant contributions at end of year	2019-09-30	$12,852
Income. Received or receivable in cash from other sources (including rollovers)	2019-09-30	$1,290
Total non interest bearing cash at end of year	2019-09-30	$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Value of net income/loss	2019-09-30	$229,977
Value of net assets at end of year (total assets less liabilities)	2019-09-30	$5,685,936
Value of net assets at beginning of year (total assets less liabilities)	2019-09-30	$5,455,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-09-30	No
Were any leases to which the plan was party in default or uncollectible	2019-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-09-30	$4,773,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-09-30	$4,663,004
Interest earned on other investments	2019-09-30	$21,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-09-30	$890,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-09-30	$792,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-09-30	$37,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-09-30	No
Was there a failure to transmit to the plan any participant contributions	2019-09-30	No
Has the plan failed to provide any benefit when due under the plan	2019-09-30	No
Contributions received in cash from employer	2019-09-30	$221,628
Employer contributions (assets) at end of year	2019-09-30	$8,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-09-30	$515,899
Contract administrator fees	2019-09-30	$48,062
Did the plan have assets held for investment	2019-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-09-30	Disclaimer
Accountancy firm name	2019-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMING
Accountancy firm EIN	2019-09-30	431244312
2018 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-09-30	$0
Total income from all sources (including contributions)	2018-09-30	$917,908
Total loss/gain on sale of assets	2018-09-30	$0
Total of all expenses incurred	2018-09-30	$588,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-09-30	$535,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-09-30	$516,527
Value of total assets at end of year	2018-09-30	$5,455,959
Value of total assets at beginning of year	2018-09-30	$5,126,061
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-09-30	$52,175
Total interest from all sources	2018-09-30	$19,515
Total dividends received (eg from common stock, registered investment company shares)	2018-09-30	$162,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-09-30	$162,551
Was this plan covered by a fidelity bond	2018-09-30	Yes
Value of fidelity bond cover	2018-09-30	$500,000
If this is an individual account plan, was there a blackout period	2018-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-09-30	No
Contributions received from participants	2018-09-30	$298,498
Participant contributions at beginning of year	2018-09-30	$12,737
Income. Received or receivable in cash from other sources (including rollovers)	2018-09-30	$2,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Value of net income/loss	2018-09-30	$329,898
Value of net assets at end of year (total assets less liabilities)	2018-09-30	$5,455,959
Value of net assets at beginning of year (total assets less liabilities)	2018-09-30	$5,126,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-09-30	No
Were any leases to which the plan was party in default or uncollectible	2018-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-09-30	$4,663,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-09-30	$4,244,435
Interest earned on other investments	2018-09-30	$19,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-09-30	$792,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-09-30	$859,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-09-30	$219,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-09-30	No
Was there a failure to transmit to the plan any participant contributions	2018-09-30	No
Has the plan failed to provide any benefit when due under the plan	2018-09-30	No
Contributions received in cash from employer	2018-09-30	$215,094
Employer contributions (assets) at beginning of year	2018-09-30	$9,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-09-30	$535,835
Contract administrator fees	2018-09-30	$52,175
Did the plan have assets held for investment	2018-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-09-30	Disclaimer
Accountancy firm name	2018-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMINS
Accountancy firm EIN	2018-09-30	431244312
2017 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-09-30	$0
Total income from all sources (including contributions)	2017-09-30	$999,670
Total loss/gain on sale of assets	2017-09-30	$0
Total of all expenses incurred	2017-09-30	$335,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-09-30	$286,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-09-30	$524,522
Value of total assets at end of year	2017-09-30	$5,126,061
Value of total assets at beginning of year	2017-09-30	$4,461,654
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-09-30	$49,140
Total interest from all sources	2017-09-30	$18,099
Total dividends received (eg from common stock, registered investment company shares)	2017-09-30	$124,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-09-30	$124,576
Administrative expenses professional fees incurred	2017-09-30	$2,973
Was this plan covered by a fidelity bond	2017-09-30	Yes
Value of fidelity bond cover	2017-09-30	$500,000
If this is an individual account plan, was there a blackout period	2017-09-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-09-30	No
Contributions received from participants	2017-09-30	$298,689
Participant contributions at end of year	2017-09-30	$12,737
Participant contributions at beginning of year	2017-09-30	$12,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Value of net income/loss	2017-09-30	$664,407
Value of net assets at end of year (total assets less liabilities)	2017-09-30	$5,126,061
Value of net assets at beginning of year (total assets less liabilities)	2017-09-30	$4,461,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-09-30	No
Were any leases to which the plan was party in default or uncollectible	2017-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-09-30	$4,244,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-09-30	$3,722,029
Interest earned on other investments	2017-09-30	$18,099
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-09-30	$859,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-09-30	$718,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-09-30	$332,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-09-30	No
Was there a failure to transmit to the plan any participant contributions	2017-09-30	No
Has the plan failed to provide any benefit when due under the plan	2017-09-30	No
Contributions received in cash from employer	2017-09-30	$225,833
Employer contributions (assets) at end of year	2017-09-30	$9,569
Employer contributions (assets) at beginning of year	2017-09-30	$9,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-09-30	$286,123
Contract administrator fees	2017-09-30	$46,167
Did the plan have assets held for investment	2017-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-09-30	Disclaimer
Accountancy firm name	2017-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMINS
Accountancy firm EIN	2017-09-30	431244312
2016 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-09-30	$0
Total income from all sources (including contributions)	2016-09-30	$892,785
Total loss/gain on sale of assets	2016-09-30	$0
Total of all expenses incurred	2016-09-30	$641,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-09-30	$593,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-09-30	$519,539
Value of total assets at end of year	2016-09-30	$4,461,654
Value of total assets at beginning of year	2016-09-30	$4,210,612
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-09-30	$47,791
Total interest from all sources	2016-09-30	$16,967
Total dividends received (eg from common stock, registered investment company shares)	2016-09-30	$144,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-09-30	$144,391
Administrative expenses professional fees incurred	2016-09-30	$2,958
Was this plan covered by a fidelity bond	2016-09-30	Yes
Value of fidelity bond cover	2016-09-30	$500,000
If this is an individual account plan, was there a blackout period	2016-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-09-30	No
Contributions received from participants	2016-09-30	$287,610
Participant contributions at end of year	2016-09-30	$12,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Value of net income/loss	2016-09-30	$251,042
Value of net assets at end of year (total assets less liabilities)	2016-09-30	$4,461,654
Value of net assets at beginning of year (total assets less liabilities)	2016-09-30	$4,210,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-09-30	No
Were any leases to which the plan was party in default or uncollectible	2016-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-09-30	$3,722,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-09-30	$3,639,552
Interest earned on other investments	2016-09-30	$16,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-09-30	$718,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-09-30	$571,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-09-30	$211,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-09-30	No
Was there a failure to transmit to the plan any participant contributions	2016-09-30	No
Has the plan failed to provide any benefit when due under the plan	2016-09-30	No
Contributions received in cash from employer	2016-09-30	$231,929
Employer contributions (assets) at end of year	2016-09-30	$9,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-09-30	$593,952
Contract administrator fees	2016-09-30	$44,833
Did the plan have assets held for investment	2016-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-09-30	Disclaimer
Accountancy firm name	2016-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMINS
Accountancy firm EIN	2016-09-30	431244312
2015 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-09-30	$0
Total income from all sources (including contributions)	2015-09-30	$458,376
Total loss/gain on sale of assets	2015-09-30	$0
Total of all expenses incurred	2015-09-30	$225,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-09-30	$180,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-09-30	$460,250
Value of total assets at end of year	2015-09-30	$4,210,612
Value of total assets at beginning of year	2015-09-30	$3,977,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-09-30	$45,167
Total interest from all sources	2015-09-30	$9,303
Total dividends received (eg from common stock, registered investment company shares)	2015-09-30	$144,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-09-30	$144,391
Administrative expenses professional fees incurred	2015-09-30	$43,267
Was this plan covered by a fidelity bond	2015-09-30	Yes
Value of fidelity bond cover	2015-09-30	$500,000
If this is an individual account plan, was there a blackout period	2015-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-09-30	No
Contributions received from participants	2015-09-30	$245,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Value of net income/loss	2015-09-30	$232,944
Value of net assets at end of year (total assets less liabilities)	2015-09-30	$4,210,612
Value of net assets at beginning of year (total assets less liabilities)	2015-09-30	$3,977,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-09-30	No
Were any leases to which the plan was party in default or uncollectible	2015-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-09-30	$3,639,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-09-30	$3,594,025
Interest earned on other investments	2015-09-30	$9,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-09-30	$571,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-09-30	$383,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-09-30	$-155,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-09-30	No
Was there a failure to transmit to the plan any participant contributions	2015-09-30	No
Has the plan failed to provide any benefit when due under the plan	2015-09-30	No
Contributions received in cash from employer	2015-09-30	$214,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-09-30	$180,265
Contract administrator fees	2015-09-30	$1,900
Did the plan have assets held for investment	2015-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-09-30	Disclaimer
Accountancy firm name	2015-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMINS
Accountancy firm EIN	2015-09-30	431244312
2014 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-09-30	$0
Total income from all sources (including contributions)	2014-09-30	$856,779
Total loss/gain on sale of assets	2014-09-30	$0
Total of all expenses incurred	2014-09-30	$337,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-09-30	$294,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-09-30	$496,081
Value of total assets at end of year	2014-09-30	$3,977,668
Value of total assets at beginning of year	2014-09-30	$3,458,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-09-30	$42,896
Total interest from all sources	2014-09-30	$8,882
Total dividends received (eg from common stock, registered investment company shares)	2014-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-09-30	No
Was this plan covered by a fidelity bond	2014-09-30	Yes
Value of fidelity bond cover	2014-09-30	$500,000
If this is an individual account plan, was there a blackout period	2014-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-09-30	No
Contributions received from participants	2014-09-30	$244,310
Income. Received or receivable in cash from other sources (including rollovers)	2014-09-30	$37,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Value of net income/loss	2014-09-30	$519,600
Value of net assets at end of year (total assets less liabilities)	2014-09-30	$3,977,668
Value of net assets at beginning of year (total assets less liabilities)	2014-09-30	$3,458,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-09-30	No
Were any leases to which the plan was party in default or uncollectible	2014-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-09-30	$3,594,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-09-30	$3,120,670
Interest earned on other investments	2014-09-30	$8,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-09-30	$383,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-09-30	$337,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-09-30	$351,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-09-30	No
Was there a failure to transmit to the plan any participant contributions	2014-09-30	No
Has the plan failed to provide any benefit when due under the plan	2014-09-30	No
Contributions received in cash from employer	2014-09-30	$214,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-09-30	$294,283
Contract administrator fees	2014-09-30	$42,896
Did the plan have assets held for investment	2014-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-09-30	Disclaimer
Accountancy firm name	2014-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMINS
Accountancy firm EIN	2014-09-30	431244312
2013 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$823,277
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$670,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$663,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$363,168
Value of total assets at end of year	2013-09-30	$3,458,068
Value of total assets at beginning of year	2013-09-30	$3,305,112
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$6,391
Total interest from all sources	2013-09-30	$2,834
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	No
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$500,000
If this is an individual account plan, was there a blackout period	2013-09-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Contributions received from participants	2013-09-30	$191,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$152,956
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$3,458,068
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$3,305,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-09-30	$3,120,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-09-30	$3,305,112
Interest earned on other investments	2013-09-30	$2,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-09-30	$337,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-09-30	$457,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	No
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$171,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$663,930
Contract administrator fees	2013-09-30	$6,391
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-09-30	Yes
Did the plan have assets held for investment	2013-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMINS
Accountancy firm EIN	2013-09-30	431244312
2012 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-30	$0
Total income from all sources (including contributions)	2012-09-30	$884,911
Total loss/gain on sale of assets	2012-09-30	$0
Total of all expenses incurred	2012-09-30	$304,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-30	$302,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-30	$366,617
Value of total assets at end of year	2012-09-30	$3,305,112
Value of total assets at beginning of year	2012-09-30	$2,724,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-30	$2,162
Total interest from all sources	2012-09-30	$7,573
Total dividends received (eg from common stock, registered investment company shares)	2012-09-30	$58,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-09-30	$58,081
Was this plan covered by a fidelity bond	2012-09-30	Yes
Value of fidelity bond cover	2012-09-30	$500,000
If this is an individual account plan, was there a blackout period	2012-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-09-30	No
Contributions received from participants	2012-09-30	$193,103
Participant contributions at end of year	2012-09-30	$0
Participant contributions at beginning of year	2012-09-30	$8,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Value of net income/loss	2012-09-30	$580,375
Value of net assets at end of year (total assets less liabilities)	2012-09-30	$3,305,112
Value of net assets at beginning of year (total assets less liabilities)	2012-09-30	$2,724,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-30	No
Were any leases to which the plan was party in default or uncollectible	2012-09-30	No
Investment advisory and management fees	2012-09-30	$2,162
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-09-30	$3,305,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-09-30	$2,708,836
Income. Interest from corporate debt instruments	2012-09-30	$7,573
Asset value of US Government securities at end of year	2012-09-30	$0
Asset value of US Government securities at beginning of year	2012-09-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-09-30	$452,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-30	No
Was there a failure to transmit to the plan any participant contributions	2012-09-30	No
Has the plan failed to provide any benefit when due under the plan	2012-09-30	No
Contributions received in cash from employer	2012-09-30	$173,514
Employer contributions (assets) at end of year	2012-09-30	$0
Employer contributions (assets) at beginning of year	2012-09-30	$7,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-30	$302,374
Asset. Corporate debt instrument debt (other) at end of year	2012-09-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-09-30	$0
Did the plan have assets held for investment	2012-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-30	Disclaimer
Accountancy firm name	2012-09-30	ROBERTS, MCKENZIE, MANGAN & CUMMING
Accountancy firm EIN	2012-09-30	431244312
2011 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-09-30	$0
Total income from all sources (including contributions)	2011-09-30	$331,137
Total loss/gain on sale of assets	2011-09-30	$0
Total of all expenses incurred	2011-09-30	$414,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-09-30	$412,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-09-30	$379,225
Value of total assets at end of year	2011-09-30	$2,724,737
Value of total assets at beginning of year	2011-09-30	$2,808,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-09-30	$2,190
Total interest from all sources	2011-09-30	$757
Total dividends received (eg from common stock, registered investment company shares)	2011-09-30	$66,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-09-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-09-30	$66,932
Was this plan covered by a fidelity bond	2011-09-30	Yes
Value of fidelity bond cover	2011-09-30	$500,000
If this is an individual account plan, was there a blackout period	2011-09-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-09-30	No
Contributions received from participants	2011-09-30	$203,237
Participant contributions at end of year	2011-09-30	$8,450
Participant contributions at beginning of year	2011-09-30	$8,193
Total non interest bearing cash at end of year	2011-09-30	$0
Total non interest bearing cash at beginning of year	2011-09-30	$66,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Value of net income/loss	2011-09-30	$-83,714
Value of net assets at end of year (total assets less liabilities)	2011-09-30	$2,724,737
Value of net assets at beginning of year (total assets less liabilities)	2011-09-30	$2,808,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-09-30	No
Were any leases to which the plan was party in default or uncollectible	2011-09-30	No
Investment advisory and management fees	2011-09-30	$2,190
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-09-30	$2,708,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-09-30	$2,602,238
Income. Interest from corporate debt instruments	2011-09-30	$757
Asset value of US Government securities at end of year	2011-09-30	$0
Asset value of US Government securities at beginning of year	2011-09-30	$3,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-09-30	$-115,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-09-30	No
Was there a failure to transmit to the plan any participant contributions	2011-09-30	No
Has the plan failed to provide any benefit when due under the plan	2011-09-30	No
Contributions received in cash from employer	2011-09-30	$175,988
Employer contributions (assets) at end of year	2011-09-30	$7,451
Employer contributions (assets) at beginning of year	2011-09-30	$7,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-09-30	$412,661
Asset. Corporate debt instrument debt (other) at end of year	2011-09-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-09-30	$120,840
Did the plan have assets held for investment	2011-09-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-09-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-09-30	No
Opinion of an independent qualified public accountant for this plan	2011-09-30	Unqualified
Accountancy firm name	2011-09-30	ROBERTS,MCKENZIE, MANGAN & CUMMINGS
Accountancy firm EIN	2011-09-30	431244312
2010 : ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN

2021: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Insurance	Yes
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement – Insurance	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Insurance	Yes
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement – Insurance	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA 403(B) PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808570

Policy instance

Insurance contract or identification number	808570
Number of Individuals Covered	417
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808570

Policy instance

Insurance contract or identification number	808570
Number of Individuals Covered	412
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808570

Policy instance

Insurance contract or identification number	808570
Number of Individuals Covered	435
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808570

Policy instance

Insurance contract or identification number	808570
Number of Individuals Covered	435
Insurance policy start date	2018-10-01
Insurance policy end date	2019-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808570

Policy instance

Insurance contract or identification number	808570
Number of Individuals Covered	414
Insurance policy start date	2017-10-01
Insurance policy end date	2018-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

ECONOMIC SECURITY PROJECTS INC 401K [EIN = 853888872]

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Company Name:	ECONOMIC SECURITY CORPORATION OF SOUTHWEST AREA
Employer identification number (EIN):	430834199
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations