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DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan NameDYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST
Plan identification number 001

DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 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.
  • 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

DYNAMIC CONCEPTS, INC has sponsored the creation of one or more 401k plans.

Company Name:DYNAMIC CONCEPTS, INC
Employer identification number (EIN):521153049
NAIC Classification:517000

Additional information about DYNAMIC CONCEPTS, INC

Jurisdiction of Incorporation: District of Columbia Corporations Division
Incorporation Date:
Company Identification Number: 791834

More information about DYNAMIC CONCEPTS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01TRACY BAKER2022-10-16
0012020-01-01
0012020-01-01
0012020-01-01TRACY BAKER2022-03-08
0012019-01-01
0012018-01-01
0012017-01-01TRACY BAKER TRACY E BAKER2018-10-15
0012016-01-01TRACY BAKER TRACY BAKER2017-10-16
0012015-01-01TRACY BAKER TRACY BAKER2016-10-17
0012014-01-01PEDRO ALFONSO2015-07-29
0012013-01-01PEDRO ALFONSO2014-08-28
0012012-01-01PEDRO ALFONSO2013-06-25 PEDRO ALFONSO2013-06-25
0012011-01-01PEDRO ALFONSO2012-07-03
0012010-01-01GWEN THARPE2011-06-14

Plan Statistics for DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2021: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01213
Total number of active participants reported on line 7a of the Form 55002021-01-01163
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01206
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01197
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01201
Number of participants with account balances2020-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01240
Total number of active participants reported on line 7a of the Form 55002019-01-01136
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01200
Number of participants with account balances2019-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01235
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Number of retired or separated participants receiving benefits2018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01213
Number of participants with account balances2018-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01214
Total number of active participants reported on line 7a of the Form 55002017-01-01145
Number of retired or separated participants receiving benefits2017-01-0122
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01219
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01236
Total number of active participants reported on line 7a of the Form 55002016-01-01133
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01212
Number of participants with account balances2016-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-01171
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01229
Number of participants with account balances2015-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011

Financial Data on DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2021 : DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 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$129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$129
Total income from all sources (including contributions)2021-12-31$370,028
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$234,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$207,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$184,679
Value of total assets at end of year2021-12-31$2,104,109
Value of total assets at beginning of year2021-12-31$1,968,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,694
Total interest from all sources2021-12-31$4,119
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$750,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$180,986
Participant contributions at end of year2021-12-31$107,721
Participant contributions at beginning of year2021-12-31$93,059
Participant contributions at end of year2021-12-31$7,302
Participant contributions at beginning of year2021-12-31$2,156
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$129
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
Income. Non cash contributions2021-12-31$50
Value of net income/loss2021-12-31$135,894
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,103,980
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,968,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$1,371,245
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,176,990
Interest on participant loans2021-12-31$4,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$617,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$696,010
Net investment gain/loss from pooled separate accounts2021-12-31$181,230
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$207,440
Contract administrator fees2021-12-31$26,694
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHN REZNICK
Accountancy firm EIN2021-12-31221478099
2020 : DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 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$129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$129
Total income from all sources (including contributions)2020-12-31$291,295
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$527,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$510,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$123,076
Value of total assets at end of year2020-12-31$1,968,215
Value of total assets at beginning of year2020-12-31$2,204,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,895
Total interest from all sources2020-12-31$2,870
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$750,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$121,324
Participant contributions at end of year2020-12-31$93,059
Participant contributions at beginning of year2020-12-31$62,721
Participant contributions at end of year2020-12-31$2,156
Participant contributions at beginning of year2020-12-31$3,227
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-236,561
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,968,086
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,204,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$1,176,990
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,497,245
Interest on participant loans2020-12-31$2,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$696,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$641,583
Net investment gain/loss from pooled separate accounts2020-12-31$165,349
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$510,961
Contract administrator fees2020-12-31$16,895
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31COHNREZNICK LLP
Accountancy firm EIN2020-12-31221478099
2019 : DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$129
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$253
Total income from all sources (including contributions)2019-12-31$485,441
Total income from all sources (including contributions)2019-12-31$485,441
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$392,580
Total of all expenses incurred2019-12-31$392,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$338,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$338,569
Value of total corrective distributions2019-12-31$34,822
Value of total corrective distributions2019-12-31$34,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$193,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$193,568
Value of total assets at end of year2019-12-31$2,204,776
Value of total assets at end of year2019-12-31$2,204,776
Value of total assets at beginning of year2019-12-31$2,112,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,189
Total interest from all sources2019-12-31$3,205
Total interest from all sources2019-12-31$3,205
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$157,459
Contributions received from participants2019-12-31$157,459
Participant contributions at end of year2019-12-31$62,721
Participant contributions at end of year2019-12-31$62,721
Participant contributions at beginning of year2019-12-31$41,903
Participant contributions at end of year2019-12-31$3,227
Participant contributions at end of year2019-12-31$3,227
Participant contributions at beginning of year2019-12-31$11,689
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,109
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$36,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$253
Administrative expenses (other) incurred2019-12-31$3,055
Administrative expenses (other) incurred2019-12-31$3,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$92,861
Value of net income/loss2019-12-31$92,861
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,204,647
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,204,647
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,111,786
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,111,786
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$1,497,245
Value of interest in pooled separate accounts at end of year2019-12-31$1,497,245
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,260,349
Income. Interest from loans (other than to participants)2019-12-31$3,205
Income. Interest from loans (other than to participants)2019-12-31$3,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$641,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$641,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$798,098
Net investment gain/loss from pooled separate accounts2019-12-31$288,668
Net investment gain/loss from pooled separate accounts2019-12-31$288,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$338,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$338,569
Contract administrator fees2019-12-31$16,134
Contract administrator fees2019-12-31$16,134
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GELMAN, ROSENBERG & FREEDMAN
Accountancy firm name2019-12-31GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN2019-12-31521392008
Accountancy firm EIN2019-12-31521392008
2018 : DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 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$253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$267
Total income from all sources (including contributions)2018-12-31$134,231
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$211,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$192,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$170,503
Value of total assets at end of year2018-12-31$2,112,039
Value of total assets at beginning of year2018-12-31$2,189,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,921
Total interest from all sources2018-12-31$2,748
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$170,200
Participant contributions at end of year2018-12-31$41,903
Participant contributions at beginning of year2018-12-31$76,805
Participant contributions at end of year2018-12-31$11,689
Participant contributions at beginning of year2018-12-31$8,481
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$267
Administrative expenses (other) incurred2018-12-31$2,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-77,668
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,111,786
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,189,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,260,349
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,524,061
Interest on participant loans2018-12-31$2,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$798,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$578,648
Net investment gain/loss from pooled separate accounts2018-12-31$-39,020
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$192,978
Contract administrator fees2018-12-31$16,761
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 name2018-12-31GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN2018-12-31521392008
2017 : DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$267
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$397,561
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$161,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$145,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$197,675
Value of total assets at end of year2017-12-31$2,189,721
Value of total assets at beginning of year2017-12-31$1,953,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,047
Total interest from all sources2017-12-31$1,791
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$197,208
Participant contributions at end of year2017-12-31$76,805
Participant contributions at beginning of year2017-12-31$42,657
Participant contributions at end of year2017-12-31$8,481
Participant contributions at beginning of year2017-12-31$12,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$267
Administrative expenses (other) incurred2017-12-31$1,430
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
Income. Non cash contributions2017-12-31$467
Value of net income/loss2017-12-31$235,906
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,189,454
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,953,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,524,061
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,178,224
Interest on participant loans2017-12-31$1,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$578,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$596,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$174,434
Net investment gain/loss from pooled separate accounts2017-12-31$23,661
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
Employer contributions (assets) at end of year2017-12-31$1,726
Employer contributions (assets) at beginning of year2017-12-31$123,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$145,608
Contract administrator fees2017-12-31$14,617
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 name2017-12-31GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN2017-12-31521392008
2016 : DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,387
Total income from all sources (including contributions)2016-12-31$384,929
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$136,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$121,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$311,421
Value of total assets at end of year2016-12-31$1,953,548
Value of total assets at beginning of year2016-12-31$1,708,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,299
Total interest from all sources2016-12-31$1,088
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$750,000
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$215,605
Participant contributions at end of year2016-12-31$42,657
Participant contributions at beginning of year2016-12-31$8,948
Participant contributions at end of year2016-12-31$12,632
Participant contributions at beginning of year2016-12-31$9,954
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,387
Other income not declared elsewhere2016-12-31$19,496
Administrative expenses (other) incurred2016-12-31$1,865
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$248,913
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,953,548
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,704,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,178,224
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,223,854
Interest on participant loans2016-12-31$1,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$596,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$293,630
Net investment gain/loss from pooled separate accounts2016-12-31$52,924
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$89,669
Employer contributions (assets) at end of year2016-12-31$123,547
Employer contributions (assets) at beginning of year2016-12-31$171,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$121,717
Contract administrator fees2016-12-31$12,434
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 name2016-12-31GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN2016-12-31521392008
2015 : DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,162
Total income from all sources (including contributions)2015-12-31$461,139
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$265,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$248,933
Expenses. Certain deemed distributions of participant loans2015-12-31$4,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$498,659
Value of total assets at end of year2015-12-31$1,708,022
Value of total assets at beginning of year2015-12-31$1,510,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,649
Total interest from all sources2015-12-31$74
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$242,782
Participant contributions at end of year2015-12-31$8,948
Participant contributions at beginning of year2015-12-31$6,257
Participant contributions at end of year2015-12-31$9,954
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$126,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,162
Other income not declared elsewhere2015-12-31$11,264
Administrative expenses (other) incurred2015-12-31$2,055
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$195,515
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,704,635
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,509,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,223,854
Value of interest in pooled separate accounts at beginning of year2015-12-31$981,805
Interest on participant loans2015-12-31$74
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$293,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$292,196
Net investment gain/loss from pooled separate accounts2015-12-31$-48,858
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$129,300
Employer contributions (assets) at end of year2015-12-31$171,636
Employer contributions (assets) at beginning of year2015-12-31$230,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$248,933
Contract administrator fees2015-12-31$10,594
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 name2015-12-31GELMAN, ROSENBERG & FREEDMAN
Accountancy firm EIN2015-12-31521392008

Form 5500 Responses for DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST

2021: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DYNAMIC CONCEPTS, INC. 401(K) SALARY REDUCTION PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 72587
Policy instance 1
Insurance contract or identification numberGP 72587
Number of Individuals Covered126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,627
Total amount of fees paid to insurance companyUSD $2,091
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
Commission paid to Insurance BrokerUSD $4,627
Insurance broker organization code?4
Amount paid for insurance broker fees1166
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 72587
Policy instance 1
Insurance contract or identification numberGP 72587
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,694
Total amount of fees paid to insurance companyUSD $2,122
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
Commission paid to Insurance BrokerUSD $4,694
Insurance broker organization code?4
Amount paid for insurance broker fees1183
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 72587
Policy instance 1
Insurance contract or identification numberGP 72587
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,945
Total amount of fees paid to insurance companyUSD $2,235
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
Commission paid to Insurance BrokerUSD $4,945
Insurance broker organization code?4
Amount paid for insurance broker fees1246
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 72587
Policy instance 1
Insurance contract or identification numberGP 72587
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,267
Total amount of fees paid to insurance companyUSD $2,380
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
Commission paid to Insurance BrokerUSD $5,267
Insurance broker organization code?4
Amount paid for insurance broker fees1327
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 72587
Policy instance 1
Insurance contract or identification numberGP 72587
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,377
Total amount of fees paid to insurance companyUSD $2,621
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
Commission paid to Insurance BrokerUSD $5,377
Amount paid for insurance broker fees0
Insurance broker organization code?4
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 72587
Policy instance 1
Insurance contract or identification numberGP 72587
Number of Individuals Covered133
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,694
Total amount of fees paid to insurance companyUSD $1,899
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1182
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker organization code?4
Insurance broker name
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 72587
Policy instance 1
Insurance contract or identification numberGP 72587
Number of Individuals Covered112
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,332
Total amount of fees paid to insurance companyUSD $1,078
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $2,499
Insurance broker organization code?4
Amount paid for insurance broker fees625
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE
Insurance broker nameLPL FINANCIAL CORPORATION

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