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401K RETIREMENT SOLUTIONS 401k Plan overview

Plan Name401K RETIREMENT SOLUTIONS
Plan identification number 002

401K RETIREMENT SOLUTIONS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SINGLEPOINT OUTSOURCING, INC. has sponsored the creation of one or more 401k plans.

Company Name:SINGLEPOINT OUTSOURCING, INC.
Employer identification number (EIN):550809001
NAIC Classification:561300

Additional information about SINGLEPOINT OUTSOURCING, INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 2013-05-17
Company Identification Number: 1836688
Legal Registered Office Address: 1025 N. DEMAREE ROAD

VISALIA
United States of America (USA)
93291

More information about SINGLEPOINT OUTSOURCING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K RETIREMENT SOLUTIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN ANDERSON JOHN ANDERSON2018-10-08
0022016-01-01JOHN ANDERSON JOHN ANDERSON2017-09-28
0022015-01-01JOHN ANDERSON JOHN ANDERSON2016-09-28
0022015-01-01JOHN ANDERSON JOHN ANDERSON2016-09-23
0022015-01-01JOHN ANDERSON JOHN ANDERSON2016-09-26
0022014-01-01JOHN ANDERSON JOHN ANDERSON2015-09-23
0022013-01-01JOHN ANDERSON JOHN ANDERSON2014-09-10
0022012-01-01JOHN ANDERSON JOHN ANDERSON2013-10-11
0022011-01-01JOHN ANDERSON2012-10-04 JOHN ANDERSON2012-10-04
0022010-01-01JOHN ANDERSON2011-10-13
0022009-01-01JOHN ANDERSON JOHN ANDERSON2010-08-31

Plan Statistics for 401K RETIREMENT SOLUTIONS

401k plan membership statisitcs for 401K RETIREMENT SOLUTIONS

Measure Date Value
2022: 401K RETIREMENT SOLUTIONS 2022 401k membership
Total participants, beginning-of-year2022-01-01348
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 401K RETIREMENT SOLUTIONS 2021 401k membership
Total participants, beginning-of-year2021-01-01350
Total number of active participants reported on line 7a of the Form 55002021-01-01279
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01330
Number of participants with account balances2021-01-01212
2020: 401K RETIREMENT SOLUTIONS 2020 401k membership
Total participants, beginning-of-year2020-01-01336
Total number of active participants reported on line 7a of the Form 55002020-01-01311
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01345
Number of participants with account balances2020-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: 401K RETIREMENT SOLUTIONS 2019 401k membership
Total participants, beginning-of-year2019-01-01335
Total number of active participants reported on line 7a of the Form 55002019-01-01305
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01329
Number of participants with account balances2019-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: 401K RETIREMENT SOLUTIONS 2018 401k membership
Total participants, beginning-of-year2018-01-01655
Total number of active participants reported on line 7a of the Form 55002018-01-01576
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01618
Number of participants with account balances2018-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: 401K RETIREMENT SOLUTIONS 2017 401k membership
Total participants, beginning-of-year2017-01-01634
Total number of active participants reported on line 7a of the Form 55002017-01-01584
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01658
Number of participants with account balances2017-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: 401K RETIREMENT SOLUTIONS 2016 401k membership
Total participants, beginning-of-year2016-01-01488
Total number of active participants reported on line 7a of the Form 55002016-01-01595
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01649
Number of participants with account balances2016-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: 401K RETIREMENT SOLUTIONS 2015 401k membership
Total participants, beginning-of-year2015-01-01426
Total number of active participants reported on line 7a of the Form 55002015-01-01377
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01415
Number of participants with account balances2015-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: 401K RETIREMENT SOLUTIONS 2014 401k membership
Total participants, beginning-of-year2014-01-01407
Total number of active participants reported on line 7a of the Form 55002014-01-01364
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01404
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: 401K RETIREMENT SOLUTIONS 2013 401k membership
Total participants, beginning-of-year2013-01-01364
Total number of active participants reported on line 7a of the Form 55002013-01-01333
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01372
Number of participants with account balances2013-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: 401K RETIREMENT SOLUTIONS 2012 401k membership
Total participants, beginning-of-year2012-01-01385
Total number of active participants reported on line 7a of the Form 55002012-01-01325
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01358
Number of participants with account balances2012-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2009: 401K RETIREMENT SOLUTIONS 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0118
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0121
Number of participants with account balances2009-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 401K RETIREMENT SOLUTIONS

Measure Date Value
2022 : 401K RETIREMENT SOLUTIONS 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-10-31$0
Total transfer of assets from this plan2022-10-31$11,161,237
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-10-31$0
Total income from all sources (including contributions)2022-10-31$-1,685,694
Total loss/gain on sale of assets2022-10-31$0
Total of all expenses incurred2022-10-31$1,104,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-10-31$1,024,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-10-31$1,376,977
Value of total assets at end of year2022-10-31$0
Value of total assets at beginning of year2022-10-31$13,951,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-10-31$80,231
Total interest from all sources2022-10-31$8,413
Total dividends received (eg from common stock, registered investment company shares)2022-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-10-31No
Was this plan covered by a fidelity bond2022-10-31Yes
Value of fidelity bond cover2022-10-31$500,000
If this is an individual account plan, was there a blackout period2022-10-31No
Were there any nonexempt tranactions with any party-in-interest2022-10-31No
Contributions received from participants2022-10-31$875,795
Participant contributions at beginning of year2022-10-31$234,759
Participant contributions at beginning of year2022-10-31$16,286
Income. Received or receivable in cash from other sources (including rollovers)2022-10-31$68,665
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-10-31$25,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Value of net income/loss2022-10-31$-2,790,583
Value of net assets at end of year (total assets less liabilities)2022-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-10-31$13,951,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-10-31No
Were any leases to which the plan was party in default or uncollectible2022-10-31No
Value of interest in pooled separate accounts at beginning of year2022-10-31$13,685,554
Interest on participant loans2022-10-31$8,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-10-31$-3,071,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-10-31No
Was there a failure to transmit to the plan any participant contributions2022-10-31No
Has the plan failed to provide any benefit when due under the plan2022-10-31No
Contributions received in cash from employer2022-10-31$432,517
Employer contributions (assets) at beginning of year2022-10-31$15,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-10-31$999,347
Contract administrator fees2022-10-31$80,231
Did the plan have assets held for investment2022-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-10-31Yes
Opinion of an independent qualified public accountant for this plan2022-10-31Unqualified
Accountancy firm name2022-10-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2022-10-31262350873
2021 : 401K RETIREMENT SOLUTIONS 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$151,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,085
Total income from all sources (including contributions)2021-12-31$3,105,664
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,006,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$909,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,505,850
Value of total assets at end of year2021-12-31$13,951,820
Value of total assets at beginning of year2021-12-31$12,018,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$97,797
Total interest from all sources2021-12-31$13,013
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$953,358
Participant contributions at end of year2021-12-31$234,759
Participant contributions at beginning of year2021-12-31$310,329
Participant contributions at end of year2021-12-31$16,286
Participant contributions at beginning of year2021-12-31$63,340
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,098,795
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,951,820
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,004,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$13,685,554
Value of interest in pooled separate accounts at beginning of year2021-12-31$11,625,448
Interest on participant loans2021-12-31$13,013
Net investment gain/loss from pooled separate accounts2021-12-31$1,586,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$494,905
Employer contributions (assets) at end of year2021-12-31$15,221
Employer contributions (assets) at beginning of year2021-12-31$18,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$909,072
Contract administrator fees2021-12-31$97,797
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$13,085
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2021-12-31262350873
2020 : 401K RETIREMENT SOLUTIONS 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,563,577
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$970,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$822,474
Expenses. Certain deemed distributions of participant loans2020-12-31$56,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,548,625
Value of total assets at end of year2020-12-31$12,018,002
Value of total assets at beginning of year2020-12-31$9,412,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,328
Total interest from all sources2020-12-31$15,915
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$91,328
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$996,352
Participant contributions at end of year2020-12-31$310,329
Participant contributions at beginning of year2020-12-31$267,641
Participant contributions at end of year2020-12-31$63,340
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$92,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,592,821
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,004,917
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,412,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$11,625,448
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,138,282
Interest on participant loans2020-12-31$15,915
Net investment gain/loss from pooled separate accounts2020-12-31$1,999,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$459,506
Employer contributions (assets) at end of year2020-12-31$18,885
Employer contributions (assets) at beginning of year2020-12-31$6,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$822,474
Liabilities. Value of benefit claims payable at end of year2020-12-31$13,085
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2020-12-31262350873
2019 : 401K RETIREMENT SOLUTIONS 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$208,264
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,925,734
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$428,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$354,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,342,626
Value of total assets at end of year2019-12-31$9,412,096
Value of total assets at beginning of year2019-12-31$7,122,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,122
Total interest from all sources2019-12-31$13,334
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$871,571
Participant contributions at end of year2019-12-31$267,641
Participant contributions at beginning of year2019-12-31$237,619
Participant contributions at beginning of year2019-12-31$37,161
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,613
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$4,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$2,497,474
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,412,096
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,122,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$9,138,282
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,816,481
Interest on participant loans2019-12-31$13,334
Net investment gain/loss from pooled separate accounts2019-12-31$1,569,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$466,442
Employer contributions (assets) at end of year2019-12-31$6,173
Employer contributions (assets) at beginning of year2019-12-31$31,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$349,694
Contract administrator fees2019-12-31$74,122
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2019-12-31262350873
2018 : 401K RETIREMENT SOLUTIONS 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$3,388,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$883,540
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,747,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,664,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,280,079
Value of total assets at end of year2018-12-31$7,122,886
Value of total assets at beginning of year2018-12-31$11,374,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,222
Total interest from all sources2018-12-31$13,848
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$788,903
Participant contributions at end of year2018-12-31$237,619
Participant contributions at beginning of year2018-12-31$373,990
Participant contributions at end of year2018-12-31$37,161
Participant contributions at beginning of year2018-12-31$68,413
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$60,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-863,572
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,122,886
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,374,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,816,481
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,875,947
Interest on participant loans2018-12-31$13,848
Net investment gain/loss from pooled separate accounts2018-12-31$-410,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$430,797
Employer contributions (assets) at end of year2018-12-31$31,625
Employer contributions (assets) at beginning of year2018-12-31$56,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,664,890
Contract administrator fees2018-12-31$82,222
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2018-12-31262350873
2017 : 401K RETIREMENT SOLUTIONS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,137,504
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$644,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$533,007
Expenses. Certain deemed distributions of participant loans2017-12-31$13,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,713,783
Value of total assets at end of year2017-12-31$11,374,775
Value of total assets at beginning of year2017-12-31$7,881,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$97,931
Total interest from all sources2017-12-31$12,175
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,301,116
Participant contributions at end of year2017-12-31$373,990
Participant contributions at beginning of year2017-12-31$180,568
Participant contributions at end of year2017-12-31$68,413
Participant contributions at beginning of year2017-12-31$34,128
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$609,568
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$19,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,493,478
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,374,775
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,881,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$10,875,947
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,645,146
Interest on participant loans2017-12-31$12,175
Net investment gain/loss from pooled separate accounts2017-12-31$1,411,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$803,099
Employer contributions (assets) at end of year2017-12-31$56,425
Employer contributions (assets) at beginning of year2017-12-31$21,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$513,513
Contract administrator fees2017-12-31$97,931
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2017-12-31262350873
2016 : 401K RETIREMENT SOLUTIONS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,198,611
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$779,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$685,602
Expenses. Certain deemed distributions of participant loans2016-12-31$67,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,926,045
Value of total assets at end of year2016-12-31$7,881,297
Value of total assets at beginning of year2016-12-31$6,462,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,805
Total interest from all sources2016-12-31$8,564
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,120,934
Participant contributions at end of year2016-12-31$180,568
Participant contributions at beginning of year2016-12-31$242,896
Participant contributions at end of year2016-12-31$34,128
Participant contributions at beginning of year2016-12-31$47,969
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$104,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,418,930
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,881,297
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,462,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,645,146
Interest on participant loans2016-12-31$8,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,066,085
Net investment gain/loss from pooled separate accounts2016-12-31$264,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$700,661
Employer contributions (assets) at end of year2016-12-31$21,455
Employer contributions (assets) at beginning of year2016-12-31$105,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$685,602
Contract administrator fees2016-12-31$26,805
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2016-12-31262350873
2015 : 401K RETIREMENT SOLUTIONS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$281,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,155,166
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,279,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,265,261
Expenses. Certain deemed distributions of participant loans2015-12-31$6,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,361,759
Value of total assets at end of year2015-12-31$6,462,367
Value of total assets at beginning of year2015-12-31$6,868,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,924
Total interest from all sources2015-12-31$10,579
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$791,604
Participant contributions at end of year2015-12-31$242,896
Participant contributions at beginning of year2015-12-31$250,856
Participant contributions at end of year2015-12-31$47,969
Participant contributions at beginning of year2015-12-31$26,999
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$140,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-124,098
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,462,367
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,868,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Income. Interest from loans (other than to participants)2015-12-31$10,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$30,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$30,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,066,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,472,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-217,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$429,516
Employer contributions (assets) at end of year2015-12-31$105,417
Employer contributions (assets) at beginning of year2015-12-31$85,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,265,261
Contract administrator fees2015-12-31$7,924
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2015-12-31262350873
2014 : 401K RETIREMENT SOLUTIONS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,656,709
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$695,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$689,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,353,252
Value of total assets at end of year2014-12-31$6,868,439
Value of total assets at beginning of year2014-12-31$5,907,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,447
Total interest from all sources2014-12-31$9,241
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$5,447
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$732,862
Participant contributions at end of year2014-12-31$250,856
Participant contributions at beginning of year2014-12-31$172,171
Participant contributions at end of year2014-12-31$26,999
Participant contributions at beginning of year2014-12-31$44,949
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$254,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$961,378
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,868,439
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,907,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$9,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$30,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$37,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$37,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,472,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,563,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$294,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$366,358
Employer contributions (assets) at end of year2014-12-31$85,110
Employer contributions (assets) at beginning of year2014-12-31$86,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$689,884
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2014-12-31262350873
2013 : 401K RETIREMENT SOLUTIONS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,950,745
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$132,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$132,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,077,266
Value of total assets at end of year2013-12-31$5,907,061
Value of total assets at beginning of year2013-12-31$4,088,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$5,197
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$583,506
Participant contributions at end of year2013-12-31$172,171
Participant contributions at beginning of year2013-12-31$76,427
Participant contributions at end of year2013-12-31$44,949
Participant contributions at beginning of year2013-12-31$65,397
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$202,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,818,547
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,907,061
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,088,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$5,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$37,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$29,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$29,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,563,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,833,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$868,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$291,540
Employer contributions (assets) at end of year2013-12-31$86,444
Employer contributions (assets) at beginning of year2013-12-31$83,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$132,198
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2013-12-31262350873
2012 : 401K RETIREMENT SOLUTIONS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,211,180
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$196,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$186,476
Value of total corrective distributions2012-12-31$9,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$884,985
Value of total assets at end of year2012-12-31$4,088,514
Value of total assets at beginning of year2012-12-31$3,073,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,829
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$539,260
Participant contributions at end of year2012-12-31$76,427
Participant contributions at beginning of year2012-12-31$36,481
Participant contributions at end of year2012-12-31$65,397
Participant contributions at beginning of year2012-12-31$24,336
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$53,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,015,008
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,088,514
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,073,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$2,073
Value of interest in common/collective trusts at beginning of year2012-12-31$2,886,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$29,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,833,670
Net investment gain/loss from pooled separate accounts2012-12-31$324,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$292,413
Employer contributions (assets) at end of year2012-12-31$83,538
Employer contributions (assets) at beginning of year2012-12-31$105,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$186,476
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CALIBER AUDIT & ATTEST, LLP
Accountancy firm EIN2012-12-31262350873
2009 : 401K RETIREMENT SOLUTIONS 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 401K RETIREMENT SOLUTIONS

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932454-000
Policy instance 1
Insurance contract or identification number932454-000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $51,510
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $36,057
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932454-000
Policy instance 1
Insurance contract or identification number932454-000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $126,356
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $63,179
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932454-000
Policy instance 1
Insurance contract or identification number932454-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $49,076
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $33,689
Insurance broker organization code?3
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerFEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932454-000
Policy instance 1
Insurance contract or identification number932454-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $40,163
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $28,109
Insurance broker organization code?3
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerFEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932454-000
Policy instance 1
Insurance contract or identification number932454-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $43,166
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $30,216
Insurance broker organization code?3
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerFEES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932454-000
Policy instance 1
Insurance contract or identification number932454-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $31,407
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $21,985
Insurance broker organization code?3
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerFEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80326
Policy instance 1
Insurance contract or identification number196-80326
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $31,228
Total amount of fees paid to insurance companyUSD $7,807
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
Commission paid to Insurance BrokerUSD $28,247
Insurance broker organization code?3
Amount paid for insurance broker fees7807
Additional information about fees paid to insurance brokerFEES
Insurance broker nameLPL FINANCIAL
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80326
Policy instance 1
Insurance contract or identification number196-80326
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $29,937
Total amount of fees paid to insurance companyUSD $7,484
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
Commission paid to Insurance BrokerUSD $15,428
Insurance broker organization code?3
Amount paid for insurance broker fees7484
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80326
Policy instance 1
Insurance contract or identification number196-80326
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $23,492
Total amount of fees paid to insurance companyUSD $5,873
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
Commission paid to Insurance BrokerUSD $23,492
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Amount paid for insurance broker fees5873
Insurance broker nameNATIONAL BENEFIT SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80326
Policy instance 1
Insurance contract or identification number196-80326
Number of Individuals Covered175
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $17,243
Total amount of fees paid to insurance companyUSD $4,311
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
Commission paid to Insurance BrokerUSD $17,243
Amount paid for insurance broker fees4311
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameJACK W AHART INSURANCE SERVICE DBA

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