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HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameHANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN
Plan identification number 002

HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HANKINS AND ANDERSON, INC. has sponsored the creation of one or more 401k plans.

Company Name:HANKINS AND ANDERSON, INC.
Employer identification number (EIN):540942177
NAIC Classification:541330
NAIC Description:Engineering Services

Additional information about HANKINS AND ANDERSON, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1973-07-24
Company Identification Number: 0147072
Legal Registered Office Address: 4880 SADLER ROAD SUITE 300
SUITE 285
GLEN ALLEN
United States of America (USA)
23060

More information about HANKINS AND ANDERSON, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-07-01KRISTIN OLSEN
0022015-07-01PATRICIA T. DAVISON
0022014-07-01PATRICIA T. DAVISON
0022013-07-01PATRICIA T. DAVISON PATRICIA T. DAVISON2015-04-13
0022012-07-01PATRICIA T. DAVISON
0022012-01-01PATRICIA T. DAVISON
0022010-01-01PATRICIA BEASLEY
0022009-01-01PATRICIA T. DAVISON
0022009-01-01PATRICIA BEASLEY
0022008-01-01PATRICIA T. DAVISON

Plan Statistics for HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN

Measure Date Value
2016: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01237
Total number of active participants reported on line 7a of the Form 55002016-07-01175
Number of retired or separated participants receiving benefits2016-07-013
Number of other retired or separated participants entitled to future benefits2016-07-0131
Total of all active and inactive participants2016-07-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01209
Number of participants with account balances2016-07-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-013
2015: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01228
Total number of active participants reported on line 7a of the Form 55002015-07-01187
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0150
Total of all active and inactive participants2015-07-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01237
Number of participants with account balances2015-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01277
Total number of active participants reported on line 7a of the Form 55002014-07-01165
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-0162
Total of all active and inactive participants2014-07-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01228
Number of participants with account balances2014-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01308
Total number of active participants reported on line 7a of the Form 55002013-07-01198
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0178
Total of all active and inactive participants2013-07-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01276
Number of participants with account balances2013-07-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01308
Total number of active participants reported on line 7a of the Form 55002012-07-01238
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0169
Total of all active and inactive participants2012-07-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01307
Number of participants with account balances2012-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
Total participants, beginning-of-year2012-01-01305
Total number of active participants reported on line 7a of the Form 55002012-01-01259
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01308
Number of participants with account balances2012-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2010: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01211
Total number of active participants reported on line 7a of the Form 55002010-01-01276
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01291
Number of participants with account balances2010-01-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01186
Total number of active participants reported on line 7a of the Form 55002009-01-01196
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01211
Number of participants with account balances2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01145
Total number of active participants reported on line 7a of the Form 55002008-01-01166
Number of retired or separated participants receiving benefits2008-01-012
Number of other retired or separated participants entitled to future benefits2008-01-0118
Total of all active and inactive participants2008-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01186
Number of participants with account balances2008-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN

Measure Date Value
2017 : HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets from this plan2017-06-30$17,432,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,451,559
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$5,093,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$5,084,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$972,044
Value of total assets at end of year2017-06-30$0
Value of total assets at beginning of year2017-06-30$19,074,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,900
Total interest from all sources2017-06-30$34,418
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$808,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$808,170
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$740,037
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$484,889
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-1,642,347
Value of net assets at end of year (total assets less liabilities)2017-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$19,074,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$17,441,650
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$38,114
Interest on participant loans2017-06-30$24,774
Interest earned on other investments2017-06-30$9,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,108,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,634,306
Net investment gain/loss from pooled separate accounts2017-06-30$2,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$231,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$5,084,006
Contract administrator fees2017-06-30$9,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HARRIS, HARDY & JOHNSTONE, P. C.
Accountancy firm EIN2017-06-30541451026
2016 : HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total transfer of assets from this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,737,436
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,953,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,937,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,800,798
Value of total assets at end of year2016-06-30$19,074,897
Value of total assets at beginning of year2016-06-30$19,290,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$15,965
Total interest from all sources2016-06-30$25,653
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$1,180,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$15,965
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$1,171,724
Participant contributions at end of year2016-06-30$484,889
Participant contributions at beginning of year2016-06-30$448,496
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$199,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Administrative expenses (other) incurred2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-215,600
Value of net assets at end of year (total assets less liabilities)2016-06-30$19,074,897
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$19,290,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$17,441,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$17,449,390
Value of interest in pooled separate accounts at end of year2016-06-30$38,114
Value of interest in pooled separate accounts at beginning of year2016-06-30$239,586
Income. Interest from loans (other than to participants)2016-06-30$25,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,108,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,151,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,263,261
Net investment gain/loss from pooled separate accounts2016-06-30$-6,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$429,415
Income. Dividends from common stock2016-06-30$1,180,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,937,071
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2016-06-30541451026
2015 : HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,597
Total income from all sources (including contributions)2015-06-30$2,141,189
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$6,088,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$6,074,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,335,349
Value of total assets at end of year2015-06-30$19,290,497
Value of total assets at beginning of year2015-06-30$23,239,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$14,201
Total interest from all sources2015-06-30$20,815
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$1,236,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$1,236,629
Administrative expenses professional fees incurred2015-06-30$14,201
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,059,182
Participant contributions at end of year2015-06-30$448,496
Participant contributions at beginning of year2015-06-30$429,317
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$14,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$1,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-3,947,374
Value of net assets at end of year (total assets less liabilities)2015-06-30$19,290,497
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$23,237,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$17,449,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$20,937,413
Value of interest in pooled separate accounts at end of year2015-06-30$239,586
Value of interest in pooled separate accounts at beginning of year2015-06-30$345,804
Interest on participant loans2015-06-30$20,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,151,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,525,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-452,552
Net investment gain/loss from pooled separate accounts2015-06-30$948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$262,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$6,074,362
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2015-06-30541451026
2014 : HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total transfer of assets from this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$1,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$6,734
Total income from all sources (including contributions)2014-06-30$5,830,962
Total loss/gain on sale of assets2014-06-30$383,341
Total of all expenses incurred2014-06-30$3,168,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,151,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,883,358
Value of total assets at end of year2014-06-30$23,239,468
Value of total assets at beginning of year2014-06-30$20,581,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$17,297
Total interest from all sources2014-06-30$23,534
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$1,181,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$1,181,153
Administrative expenses professional fees incurred2014-06-30$17,297
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$1,281,958
Participant contributions at end of year2014-06-30$429,317
Participant contributions at beginning of year2014-06-30$480,425
Participant contributions at beginning of year2014-06-30$26
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$121,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$1,597
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$6,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,662,629
Value of net assets at end of year (total assets less liabilities)2014-06-30$23,237,871
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$20,575,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$20,937,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$18,022,607
Value of interest in pooled separate accounts at end of year2014-06-30$345,804
Value of interest in pooled separate accounts at beginning of year2014-06-30$479,590
Interest on participant loans2014-06-30$23,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$2,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$2,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,525,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,597,306
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,305,530
Net investment gain/loss from pooled separate accounts2014-06-30$54,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$480,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,151,036
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$7,006,292
Aggregate carrying amount (costs) on sale of assets2014-06-30$6,622,951
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CHERRY BEKAERT, LLP
Accountancy firm EIN2014-06-30560574444
2013 : HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$6,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,429
Total income from all sources (including contributions)2013-06-30$4,648,232
Total loss/gain on sale of assets2013-06-30$170,471
Total of all expenses incurred2013-06-30$714,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$702,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$2,153,484
Value of total assets at end of year2013-06-30$20,581,976
Value of total assets at beginning of year2013-06-30$16,642,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$11,842
Total interest from all sources2013-06-30$19,409
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$583,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$583,984
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,365,213
Participant contributions at end of year2013-06-30$480,425
Participant contributions at beginning of year2013-06-30$399,301
Participant contributions at end of year2013-06-30$26
Participant contributions at beginning of year2013-06-30$26
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$271,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$6,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$1,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$3,933,774
Value of net assets at end of year (total assets less liabilities)2013-06-30$20,575,242
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$16,641,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$18,022,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$14,605,672
Value of interest in pooled separate accounts at end of year2013-06-30$479,590
Interest on participant loans2013-06-30$19,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$2,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,597,306
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,630,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,686,577
Net investment gain/loss from pooled separate accounts2013-06-30$34,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$517,030
Employer contributions (assets) at beginning of year2013-06-30$7,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$702,616
Contract administrator fees2013-06-30$11,842
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$170,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CHERRY BEKAERT, LLP
Accountancy firm EIN2013-06-30560574444
2012 : HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,558
Total income from all sources (including contributions)2012-06-30$1,612,420
Total loss/gain on sale of assets2012-06-30$1,367,326
Total of all expenses incurred2012-06-30$765,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$738,154
Expenses. Certain deemed distributions of participant loans2012-06-30$24,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$703,097
Value of total assets at end of year2012-06-30$16,642,897
Value of total assets at beginning of year2012-06-30$15,796,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,449
Total interest from all sources2012-06-30$21,848
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$50,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$50,201
Administrative expenses professional fees incurred2012-06-30$2,449
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$581,708
Participant contributions at end of year2012-06-30$399,301
Participant contributions at beginning of year2012-06-30$338,223
Participant contributions at end of year2012-06-30$26
Participant contributions at beginning of year2012-06-30$49,299
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$59,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$1,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$1,558
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$846,945
Value of net assets at end of year (total assets less liabilities)2012-06-30$16,641,468
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$15,794,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$14,605,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$13,681,418
Interest on participant loans2012-06-30$8,049
Interest earned on other investments2012-06-30$13,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,630,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,692,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-530,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$61,995
Employer contributions (assets) at end of year2012-06-30$7,640
Employer contributions (assets) at beginning of year2012-06-30$34,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$738,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$1,367,326
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WALKERCHANEY, CPAS
Accountancy firm EIN2012-06-30542054638
2011 : HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,038,611
Total loss/gain on sale of assets2011-12-31$387,931
Total of all expenses incurred2011-12-31$812,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$796,583
Expenses. Certain deemed distributions of participant loans2011-12-31$12,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,179,274
Value of total assets at end of year2011-12-31$15,796,081
Value of total assets at beginning of year2011-12-31$14,568,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,246
Total interest from all sources2011-12-31$49,434
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$429,909
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$189,140
Administrative expenses professional fees incurred2011-12-31$2,348
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,267,431
Participant contributions at end of year2011-12-31$338,223
Participant contributions at beginning of year2011-12-31$255,818
Participant contributions at end of year2011-12-31$49,299
Participant contributions at beginning of year2011-12-31$45,092
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$204,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,558
Administrative expenses (other) incurred2011-12-31$898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,225,898
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,794,523
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,568,625
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$13,681,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,750,120
Interest on participant loans2011-12-31$11,466
Interest earned on other investments2011-12-31$37,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,692,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,493,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,007,937
Net gain/loss from 103.12 investment entities2011-12-31$-1,007,937
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$707,093
Employer contributions (assets) at end of year2011-12-31$34,532
Employer contributions (assets) at beginning of year2011-12-31$24,344
Income. Dividends from common stock2011-12-31$240,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$796,583
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
Aggregate proceeds on sale of assets2011-12-31$387,931
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 name2011-12-31WALKERCHANEY, CPAS
Accountancy firm EIN2011-12-31542054638
2010 : HANKINS & ANDERSON, INC. EMPLOYEES 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$5,200,886
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$867,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$865,613
Expenses. Certain deemed distributions of participant loans2010-12-31$-165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,520,259
Value of total assets at end of year2010-12-31$14,568,625
Value of total assets at beginning of year2010-12-31$10,235,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,000
Total interest from all sources2010-12-31$44,505
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$150,721
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$150,721
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,064,960
Participant contributions at end of year2010-12-31$255,818
Participant contributions at beginning of year2010-12-31$111,406
Participant contributions at end of year2010-12-31$45,092
Participant contributions at beginning of year2010-12-31$24,519
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,818,807
Administrative expenses (other) incurred2010-12-31$2,000
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$4,333,438
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,568,625
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,235,187
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$12,750,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,112,274
Interest on participant loans2010-12-31$8,320
Interest earned on other investments2010-12-31$36,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,493,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$947,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,485,401
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$636,492
Employer contributions (assets) at end of year2010-12-31$24,344
Employer contributions (assets) at beginning of year2010-12-31$38,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$865,613
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 name2010-12-31WALKER CONSULTING GROUP
Accountancy firm EIN2010-12-31542054638
2009 : HANKINS & ANDERSON, INC. EMPLOYEES 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
2008 : HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2008 401k financial data
Total unrealized appreciation/depreciation of assets2008-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2008-12-31$0
Total income from all sources (including contributions)2008-12-31$-1,671,722
Total loss/gain on sale of assets2008-12-31$0
Total of all expenses incurred2008-12-31$449,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2008-12-31$447,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2008-12-31$1,512,633
Value of total assets at end of year2008-12-31$6,697,651
Value of total assets at beginning of year2008-12-31$8,818,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2008-12-31$1,835
Total interest from all sources2008-12-31$29,024
Total dividends received (eg from common stock, registered investment company shares)2008-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2008-12-31No
Was this plan covered by a fidelity bond2008-12-31Yes
Value of fidelity bond cover2008-12-31$1,000,000
If this is an individual account plan, was there a blackout period2008-12-31No
Were there any nonexempt tranactions with any party-in-interest2008-12-31No
Contributions received from participants2008-12-31$922,468
Participant contributions at end of year2008-12-31$52,837
Participant contributions at beginning of year2008-12-31$61,527
Participant contributions at end of year2008-12-31$30,991
Participant contributions at beginning of year2008-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2008-12-31$150,775
Administrative expenses (other) incurred2008-12-31$1,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Value of net income/loss2008-12-31$-2,121,344
Value of net assets at end of year (total assets less liabilities)2008-12-31$6,697,651
Value of net assets at beginning of year (total assets less liabilities)2008-12-31$8,818,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2008-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2008-12-31No
Were any leases to which the plan was party in default or uncollectible2008-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2008-12-31$5,917,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2008-12-31$8,119,105
Interest on participant loans2008-12-31$5,073
Interest earned on other investments2008-12-31$23,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2008-12-31$682,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2008-12-31$638,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2008-12-31$-3,213,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2008-12-31No
Was there a failure to transmit to the plan any participant contributions2008-12-31No
Has the plan failed to provide any benefit when due under the plan2008-12-31No
Contributions received in cash from employer2008-12-31$439,390
Employer contributions (assets) at end of year2008-12-31$13,932
Employer contributions (assets) at beginning of year2008-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2008-12-31$447,787
Did the plan have assets held for investment2008-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2008-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2008-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2008-12-31Yes
Opinion of an independent qualified public accountant for this plan2008-12-31Disclaimer
Accountancy firm name2008-12-31HARRIS, HARDY & JOHNSTONE, P.C.
Accountancy firm EIN2008-12-31541451026

Form 5500 Responses for HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN

2016: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2010: HANKINS & ANDERSON, INC. EMPLOYEES 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HANKINS & ANDERSON, INC. EMPLOYEES 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: HANKINS & ANDERSON, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number100448
Policy instance 2
Insurance contract or identification number100448
Number of Individuals Covered6
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333621-01
Policy instance 1
Insurance contract or identification number333621-01
Number of Individuals Covered90
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $2,684
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,342
Insurance broker organization code?3
Insurance broker nameMATTHEW HALE
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number100448
Policy instance 1
Insurance contract or identification number100448
Number of Individuals Covered9
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333621-01
Policy instance 2
Insurance contract or identification number333621-01
Number of Individuals Covered102
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $3,150
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,575
Insurance broker organization code?3
Insurance broker nameMATTHEW HALE
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number100448
Policy instance 1
Insurance contract or identification number100448
Number of Individuals Covered11
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333621-01
Policy instance 2
Insurance contract or identification number333621-01
Number of Individuals Covered138
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,670
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,835
Insurance broker organization code?3
Insurance broker nameMATTHEW HALE
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number100448
Policy instance 1
Insurance contract or identification number100448
Number of Individuals Covered16
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333621-01
Policy instance 2
Insurance contract or identification number333621-01
Number of Individuals Covered162
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,584
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,792
Insurance broker organization code?3
Insurance broker nameMATTHEW HALE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number333621-01
Policy instance 2
Insurance contract or identification number333621-01
Number of Individuals Covered185
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,686
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,843
Insurance broker organization code?3
Insurance broker nameMATTHEW HALE
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number100448
Policy instance 1
Insurance contract or identification number100448
Number of Individuals Covered21
Insurance policy start date2012-01-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-39345
Policy instance 1
Insurance contract or identification numberGA-39345
Number of Individuals Covered291
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,041
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2041
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameWS INSURANCE SERVICES, LLC.
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-39345
Policy instance 1
Insurance contract or identification numberGA-39345
Number of Individuals Covered186
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $881
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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