GOODMAN ALLEN DONNELLY PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOODMAN ALLEN DONNELLY HEALTH CARE PLAN
| Measure | Date | Value |
|---|
| 2022: GOODMAN ALLEN DONNELLY HEALTH CARE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 33 |
| Number of retired or separated participants receiving benefits | 2022-07-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 0 |
| Total of all active and inactive participants | 2022-07-01 | 34 |
| 2021: GOODMAN ALLEN DONNELLY HEALTH CARE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 35 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 35 |
| Total participants, beginning-of-year | 2021-06-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 41 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
| Total of all active and inactive participants | 2021-06-01 | 41 |
| 2020: GOODMAN ALLEN DONNELLY HEALTH CARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 41 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 0 |
| Total of all active and inactive participants | 2020-06-01 | 42 |
| Measure | Date | Value |
|---|
| 2023 : GOODMAN ALLEN DONNELLY HEALTH CARE PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $-5,190 |
| Total plan liabilities at beginning of year | 2023-06-30 | $31,907 |
| Total income from all sources | 2023-06-30 | $584,930 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $454,925 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $216,300 |
| Total plan assets at end of year | 2023-06-30 | $112,365 |
| Total plan assets at beginning of year | 2023-06-30 | $19,457 |
| Value of fidelity bond covering the plan | 2023-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $52,810 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $218,629 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $470 |
| Net income (gross income less expenses) | 2023-06-30 | $130,005 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $117,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $-12,450 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $531,650 |
| Value of corrective distributions | 2023-06-30 | $15,586 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $4,410 |
| 2022 : GOODMAN ALLEN DONNELLY HEALTH CARE PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $31,907 |
| Total plan liabilities at beginning of year | 2022-06-30 | $30,423 |
| Total income from all sources | 2022-06-30 | $575,481 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $673,509 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $354,171 |
| Total plan assets at end of year | 2022-06-30 | $19,457 |
| Total plan assets at beginning of year | 2022-06-30 | $116,001 |
| Value of fidelity bond covering the plan | 2022-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $47,325 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $219,073 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
| Other income received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-98,028 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $-12,450 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $85,578 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $528,156 |
| Value of corrective distributions | 2022-06-30 | $95,496 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $4,769 |
| 2021 : GOODMAN ALLEN DONNELLY HEALTH CARE PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $30,423 |
| Total plan liabilities at beginning of year | 2021-06-30 | $30,397 |
| Total income from all sources | 2021-06-30 | $46,305 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $32,529 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $15,443 |
| Total plan assets at end of year | 2021-06-30 | $116,001 |
| Total plan assets at beginning of year | 2021-06-30 | $102,199 |
| Value of fidelity bond covering the plan | 2021-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $3,901 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $16,653 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $736 |
| Other income received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $13,776 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $85,578 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $71,802 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $41,668 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $433 |
| Total plan liabilities at end of year | 2021-05-31 | $30,397 |
| Total plan liabilities at beginning of year | 2021-05-31 | $0 |
| Total income from all sources | 2021-05-31 | $540,230 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $468,428 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $268,521 |
| Total plan assets at end of year | 2021-05-31 | $102,199 |
| Total plan assets at beginning of year | 2021-05-31 | $0 |
| Value of fidelity bond covering the plan | 2021-05-31 | $250,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $42,719 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $194,769 |
| Contributions received from other sources (not participants or employers) | 2021-05-31 | $1,408 |
| Net income (gross income less expenses) | 2021-05-31 | $71,802 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $71,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $496,103 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $5,138 |
| 2022: GOODMAN ALLEN DONNELLY HEALTH CARE PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: GOODMAN ALLEN DONNELLY HEALTH CARE PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: GOODMAN ALLEN DONNELLY HEALTH CARE PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | First time form 5500 has been submitted | Yes |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000127 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000127 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $195,051 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000127 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000127 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $194,190 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000127 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000127 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2021-06-30 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $14,464 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 31000127 |
| Policy instance | 1 |
| Insurance contract or identification number | 31000127 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $168,576 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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