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SOUTHLAW P.C. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSOUTHLAW P.C. 401(K) RETIREMENT PLAN
Plan identification number 001

SOUTHLAW P.C. 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

SOUTHLAW P.C. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHLAW P.C.
Employer identification number (EIN):431723981
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHLAW P.C. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEVIN TONOVITZ
0012016-01-01KEVIN TONOVITZ KEVIN TONOVITZ2017-07-12
0012016-01-01 KEVIN TONOVITZ2018-12-11
0012015-01-01LEAH DORNES LEAH DORNES2016-07-15
0012014-01-01LEAH M. DORNES
0012013-01-01LEAH M. DORNES LEAH M. DORNES2014-07-16
0012012-01-01LEAH M. DORNES
0012011-01-01LEAH M. DORNES
0012010-01-01LEAH DORNES
0012009-01-01LEAH M. FRAKES
0012009-01-01LEAH M. FRAKES

Plan Statistics for SOUTHLAW P.C. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SOUTHLAW P.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01132
Total number of active participants reported on line 7a of the Form 55002022-01-0190
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01176
Number of participants with account balances2022-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01161
Total number of active participants reported on line 7a of the Form 55002021-01-0182
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01159
Number of participants with account balances2021-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-0170
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01161
Number of participants with account balances2020-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01169
Total number of active participants reported on line 7a of the Form 55002019-01-01116
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0139
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01155
Number of participants with account balances2019-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01166
Total number of active participants reported on line 7a of the Form 55002018-01-01131
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01166
Number of participants with account balances2017-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01201
Total number of active participants reported on line 7a of the Form 55002016-01-01154
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01195
Number of participants with account balances2016-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01205
Total number of active participants reported on line 7a of the Form 55002015-01-01149
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0148
Total of all active and inactive participants2015-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01199
Number of participants with account balances2015-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01198
Number of participants with account balances2014-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01246
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0125
2012: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01227
Total number of active participants reported on line 7a of the Form 55002012-01-01164
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01246
Number of participants with account balances2012-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01150
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01227
Number of participants with account balances2011-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01215
Total number of active participants reported on line 7a of the Form 55002010-01-01158
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0167
Total of all active and inactive participants2010-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01225
Number of participants with account balances2010-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01196
Total number of active participants reported on line 7a of the Form 55002009-01-01169
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01215
Number of participants with account balances2009-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on SOUTHLAW P.C. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-907,392
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$589,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$573,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$548,673
Value of total assets at end of year2022-12-31$8,782,905
Value of total assets at beginning of year2022-12-31$10,274,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,189
Total interest from all sources2022-12-31$18,613
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$315,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$315,172
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$403,650
Participant contributions at end of year2022-12-31$45,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$4,833
Administrative expenses (other) incurred2022-12-31$16,189
Total non interest bearing cash at end of year2022-12-31$1,743
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,496,775
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,778,072
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,274,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,735,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,274,847
Interest on participant loans2022-12-31$2,734
Interest earned on other investments2022-12-31$15,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,789,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$145,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$573,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MARR AND COMPANY
Accountancy firm EIN2022-12-31431490039
2021 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,548,877
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$269,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$267,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$374,609
Value of total assets at end of year2021-12-31$10,274,847
Value of total assets at beginning of year2021-12-31$8,995,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,207
Total interest from all sources2021-12-31$14,045
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$698,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$698,964
Administrative expenses professional fees incurred2021-12-31$1,207
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$323,173
Participant contributions at end of year2021-12-31$62,256
Participant contributions at beginning of year2021-12-31$77,276
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,059
Other income not declared elsewhere2021-12-31$81
Total non interest bearing cash at end of year2021-12-31$60
Total non interest bearing cash at beginning of year2021-12-31$506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,279,804
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,274,847
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,995,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,970,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,096,301
Interest on participant loans2021-12-31$3,485
Interest earned on other investments2021-12-31$10,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,241,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$820,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$461,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$45,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$267,866
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2021-12-31431490039
2020 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,489,468
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,415,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,415,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$423,416
Value of total assets at end of year2020-12-31$8,995,043
Value of total assets at beginning of year2020-12-31$8,921,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$600
Total interest from all sources2020-12-31$18,350
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$247,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$247,418
Administrative expenses professional fees incurred2020-12-31$600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$364,817
Participant contributions at end of year2020-12-31$77,276
Participant contributions at beginning of year2020-12-31$103,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$14,478
Other income not declared elsewhere2020-12-31$-101
Total non interest bearing cash at end of year2020-12-31$506
Total non interest bearing cash at beginning of year2020-12-31$798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$73,861
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,995,043
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,921,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,096,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,152,642
Interest on participant loans2020-12-31$4,761
Interest earned on other investments2020-12-31$13,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$820,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$650,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$800,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$58,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,415,007
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2020-12-31431490039
2019 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,187,485
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$374,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$372,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$734,591
Value of total assets at end of year2019-12-31$8,921,182
Value of total assets at beginning of year2019-12-31$7,108,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,450
Total interest from all sources2019-12-31$19,132
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$177,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$177,416
Administrative expenses professional fees incurred2019-12-31$2,450
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$492,302
Participant contributions at end of year2019-12-31$103,184
Participant contributions at beginning of year2019-12-31$103,467
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$35,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$14,478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$16,241
Other income not declared elsewhere2019-12-31$1,121
Total non interest bearing cash at end of year2019-12-31$798
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,812,771
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,921,182
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,108,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,152,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,988,703
Interest on participant loans2019-12-31$6,429
Interest earned on other investments2019-12-31$12,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$650,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,255,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$206,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$372,264
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2019-12-31431490039
2018 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$251,205
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$843,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$840,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$815,973
Value of total assets at end of year2018-12-31$7,108,411
Value of total assets at beginning of year2018-12-31$7,701,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,754
Total interest from all sources2018-12-31$5,168
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$147,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$147,602
Administrative expenses professional fees incurred2018-12-31$3,754
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$554,874
Participant contributions at end of year2018-12-31$103,467
Participant contributions at beginning of year2018-12-31$103,396
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$41,045
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$16,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-592,739
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,108,411
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,701,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,988,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,597,754
Interest on participant loans2018-12-31$5,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-717,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$220,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$840,190
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2018-12-31431490039
2017 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,750,644
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$460,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$456,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$739,002
Value of total assets at end of year2017-12-31$7,701,150
Value of total assets at beginning of year2017-12-31$6,410,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,569
Total interest from all sources2017-12-31$4,447
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$286,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$286,644
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$529,605
Participant contributions at end of year2017-12-31$103,396
Participant contributions at beginning of year2017-12-31$114,191
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,072
Other income not declared elsewhere2017-12-31$492
Administrative expenses (other) incurred2017-12-31$3,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,290,554
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,701,150
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,410,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,597,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,296,405
Interest on participant loans2017-12-31$4,447
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$720,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$207,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$456,521
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2017-12-31431490039
2016 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,268,452
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$491,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$487,310
Expenses. Certain deemed distributions of participant loans2016-12-31$239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$750,771
Value of total assets at end of year2016-12-31$6,410,596
Value of total assets at beginning of year2016-12-31$5,633,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,845
Total interest from all sources2016-12-31$3,717
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$200,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$200,258
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$527,191
Participant contributions at end of year2016-12-31$114,191
Participant contributions at beginning of year2016-12-31$93,054
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,318
Other income not declared elsewhere2016-12-31$5
Administrative expenses (other) incurred2016-12-31$3,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$777,058
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,410,596
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,633,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,296,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,540,484
Interest on participant loans2016-12-31$3,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$313,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$204,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$487,310
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2016-12-31431490039
2015 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$602,914
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$177,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$173,522
Expenses. Certain deemed distributions of participant loans2015-12-31$233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$625,870
Value of total assets at end of year2015-12-31$5,633,538
Value of total assets at beginning of year2015-12-31$5,207,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,491
Total interest from all sources2015-12-31$3,970
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$278,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$278,823
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$428,962
Participant contributions at end of year2015-12-31$93,054
Participant contributions at beginning of year2015-12-31$83,575
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,260
Other income not declared elsewhere2015-12-31$3,684
Administrative expenses (other) incurred2015-12-31$3,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$425,668
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,633,538
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,207,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,540,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,124,295
Interest on participant loans2015-12-31$3,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-309,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$194,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$173,522
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2015-12-31431490039
2014 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$860,577
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$294,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$287,195
Expenses. Certain deemed distributions of participant loans2014-12-31$346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$578,035
Value of total assets at end of year2014-12-31$5,207,870
Value of total assets at beginning of year2014-12-31$4,641,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,040
Total interest from all sources2014-12-31$5,206
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$269,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$269,383
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$465,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$397,793
Participant contributions at end of year2014-12-31$83,575
Participant contributions at beginning of year2014-12-31$132,995
Other income not declared elsewhere2014-12-31$772
Administrative expenses (other) incurred2014-12-31$7,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$565,996
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,207,870
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,641,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,124,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,508,879
Interest on participant loans2014-12-31$5,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$180,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$287,195
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2014-12-31431490039
2013 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,345,707
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$882,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$860,125
Expenses. Certain deemed distributions of participant loans2013-12-31$4,318
Value of total corrective distributions2013-12-31$626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$687,516
Value of total assets at end of year2013-12-31$4,641,874
Value of total assets at beginning of year2013-12-31$4,179,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,904
Total interest from all sources2013-12-31$6,981
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$132,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$132,972
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$418,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$418,610
Participant contributions at end of year2013-12-31$132,995
Participant contributions at beginning of year2013-12-31$156,298
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$86,570
Administrative expenses (other) incurred2013-12-31$17,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$462,734
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,641,874
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,179,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,508,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,640,296
Interest on participant loans2013-12-31$6,981
Value of interest in common/collective trusts at beginning of year2013-12-31$104,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$278,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$278,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$480,206
Net investment gain or loss from common/collective trusts2013-12-31$38,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$182,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$860,125
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2013-12-31431490039
2012 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,005,449
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$672,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$626,411
Expenses. Certain deemed distributions of participant loans2012-12-31$8,115
Value of total corrective distributions2012-12-31$27,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$584,889
Value of total assets at end of year2012-12-31$4,179,140
Value of total assets at beginning of year2012-12-31$3,845,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,291
Total interest from all sources2012-12-31$8,727
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$105,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$105,117
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$385,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$394,433
Participant contributions at end of year2012-12-31$156,298
Participant contributions at beginning of year2012-12-31$151,438
Administrative expenses (other) incurred2012-12-31$10,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$333,285
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,179,140
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,845,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,640,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,285,338
Interest on participant loans2012-12-31$8,727
Value of interest in common/collective trusts at end of year2012-12-31$104,484
Value of interest in common/collective trusts at beginning of year2012-12-31$134,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$278,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$274,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$274,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$287,959
Net investment gain or loss from common/collective trusts2012-12-31$18,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$190,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$626,411
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2012-12-31431490039
2011 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$593,309
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$308,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$248,822
Expenses. Certain deemed distributions of participant loans2011-12-31$2,360
Value of total corrective distributions2011-12-31$53,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$641,683
Value of total assets at end of year2011-12-31$3,845,855
Value of total assets at beginning of year2011-12-31$3,560,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,969
Total interest from all sources2011-12-31$8,206
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$74,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$74,097
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$357,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$420,965
Participant contributions at end of year2011-12-31$151,438
Participant contributions at beginning of year2011-12-31$173,019
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$34,438
Administrative expenses (other) incurred2011-12-31$3,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$285,025
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,845,855
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,560,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,285,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,159,352
Interest on participant loans2011-12-31$8,206
Value of interest in common/collective trusts at end of year2011-12-31$409,079
Value of interest in common/collective trusts at beginning of year2011-12-31$228,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-132,142
Net investment gain or loss from common/collective trusts2011-12-31$1,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$186,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$248,822
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2011-12-31431490039
2010 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$946,602
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$126,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$104,077
Value of total corrective distributions2010-12-31$15,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$585,746
Value of total assets at end of year2010-12-31$3,560,830
Value of total assets at beginning of year2010-12-31$2,740,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,339
Total interest from all sources2010-12-31$8,886
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$79,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$79,781
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$275,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$385,698
Participant contributions at end of year2010-12-31$173,019
Participant contributions at beginning of year2010-12-31$97,907
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$42,738
Administrative expenses (other) incurred2010-12-31$6,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$820,586
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,560,830
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,740,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,159,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,397,101
Interest on participant loans2010-12-31$8,886
Value of interest in common/collective trusts at end of year2010-12-31$228,459
Value of interest in common/collective trusts at beginning of year2010-12-31$245,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$271,276
Net investment gain or loss from common/collective trusts2010-12-31$913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$157,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$104,077
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MARR AND COMPANY, P.C.
Accountancy firm EIN2010-12-31431490039
2009 : SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHLAW P.C. 401(K) RETIREMENT PLAN

2022: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHLAW P.C. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00158
Policy instance 1
Insurance contract or identification numberR00158
Number of Individuals Covered40
Insurance policy start date2022-01-01
Insurance policy end date2022-12-09
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00158
Policy instance 1
Insurance contract or identification numberR00158
Number of Individuals Covered40
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00158
Policy instance 1
Insurance contract or identification numberR00158
Number of Individuals Covered44
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR00158
Policy instance 1
Insurance contract or identification numberR00158
Number of Individuals Covered57
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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