PEGRAM-WEST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEGRAM-WEST, INC. 401(K) PLAN
401k plan membership statisitcs for PEGRAM-WEST, INC. 401(K) PLAN
Measure | Date | Value |
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2014: PEGRAM-WEST, INC. 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-03-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 43 |
Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 5 |
Total of all active and inactive participants | 2014-03-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-03-01 | 0 |
Total participants | 2014-03-01 | 48 |
Number of participants with account balances | 2014-03-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-03-01 | 0 |
2013: PEGRAM-WEST, INC. 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-03-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 41 |
Number of retired or separated participants receiving benefits | 2013-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 5 |
Total of all active and inactive participants | 2013-03-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-01 | 0 |
Total participants | 2013-03-01 | 46 |
Number of participants with account balances | 2013-03-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-03-01 | 0 |
2012: PEGRAM-WEST, INC. 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-03-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 35 |
Number of retired or separated participants receiving benefits | 2012-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-03-01 | 4 |
Total of all active and inactive participants | 2012-03-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-03-01 | 0 |
Total participants | 2012-03-01 | 39 |
Number of participants with account balances | 2012-03-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-03-01 | 0 |
2011: PEGRAM-WEST, INC. 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-03-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 37 |
Number of retired or separated participants receiving benefits | 2011-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 0 |
Total of all active and inactive participants | 2011-03-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 0 |
Total participants | 2011-03-01 | 37 |
Number of participants with account balances | 2011-03-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
2009: PEGRAM-WEST, INC. 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-03-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 44 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 1 |
Total of all active and inactive participants | 2009-03-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
Total participants | 2009-03-01 | 45 |
Number of participants with account balances | 2009-03-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 6 |
Measure | Date | Value |
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2015 : PEGRAM-WEST, INC. 401(K) PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-02-28 | $0 |
Total income from all sources | 2015-02-28 | $292,300 |
Expenses. Total of all expenses incurred | 2015-02-28 | $31,329 |
Benefits paid (including direct rollovers) | 2015-02-28 | $30,979 |
Total plan assets at end of year | 2015-02-28 | $2,250,485 |
Total plan assets at beginning of year | 2015-02-28 | $1,989,514 |
Value of fidelity bond covering the plan | 2015-02-28 | $300,000 |
Total contributions received or receivable from participants | 2015-02-28 | $87,964 |
Expenses. Other expenses not covered elsewhere | 2015-02-28 | $350 |
Contributions received from other sources (not participants or employers) | 2015-02-28 | $0 |
Other income received | 2015-02-28 | $164,196 |
Net income (gross income less expenses) | 2015-02-28 | $260,971 |
Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $2,250,485 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $1,989,514 |
Assets. Value of participant loans | 2015-02-28 | $139,415 |
Total contributions received or receivable from employer(s) | 2015-02-28 | $40,140 |
Value of certain deemed distributions of participant loans | 2015-02-28 | $0 |
Value of corrective distributions | 2015-02-28 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-02-28 | $0 |
2014 : PEGRAM-WEST, INC. 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-02-28 | $0 |
Total income from all sources | 2014-02-28 | $363,895 |
Expenses. Total of all expenses incurred | 2014-02-28 | $158,478 |
Benefits paid (including direct rollovers) | 2014-02-28 | $157,988 |
Total plan assets at end of year | 2014-02-28 | $1,989,514 |
Total plan assets at beginning of year | 2014-02-28 | $1,784,097 |
Value of fidelity bond covering the plan | 2014-02-28 | $300,000 |
Total contributions received or receivable from participants | 2014-02-28 | $84,027 |
Expenses. Other expenses not covered elsewhere | 2014-02-28 | $490 |
Contributions received from other sources (not participants or employers) | 2014-02-28 | $0 |
Other income received | 2014-02-28 | $241,555 |
Net income (gross income less expenses) | 2014-02-28 | $205,417 |
Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $1,989,514 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $1,784,097 |
Assets. Value of participant loans | 2014-02-28 | $118,695 |
Total contributions received or receivable from employer(s) | 2014-02-28 | $38,313 |
Value of certain deemed distributions of participant loans | 2014-02-28 | $0 |
Value of corrective distributions | 2014-02-28 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-02-28 | $0 |
Minimum employer required contribution for this plan year | 2014-02-28 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-02-28 | $0 |
2013 : PEGRAM-WEST, INC. 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-02-28 | $0 |
Total income from all sources | 2013-02-28 | $215,029 |
Expenses. Total of all expenses incurred | 2013-02-28 | $157,496 |
Benefits paid (including direct rollovers) | 2013-02-28 | $157,076 |
Total plan assets at end of year | 2013-02-28 | $1,784,097 |
Total plan assets at beginning of year | 2013-02-28 | $1,726,564 |
Value of fidelity bond covering the plan | 2013-02-28 | $300,000 |
Total contributions received or receivable from participants | 2013-02-28 | $84,104 |
Expenses. Other expenses not covered elsewhere | 2013-02-28 | $420 |
Contributions received from other sources (not participants or employers) | 2013-02-28 | $0 |
Other income received | 2013-02-28 | $92,978 |
Net income (gross income less expenses) | 2013-02-28 | $57,533 |
Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $1,784,097 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $1,726,564 |
Assets. Value of participant loans | 2013-02-28 | $110,511 |
Total contributions received or receivable from employer(s) | 2013-02-28 | $37,947 |
Value of certain deemed distributions of participant loans | 2013-02-28 | $0 |
Value of corrective distributions | 2013-02-28 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-02-28 | $0 |
Minimum employer required contribution for this plan year | 2013-02-28 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-02-28 | $0 |
2012 : PEGRAM-WEST, INC. 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-02-29 | $0 |
Total income from all sources | 2012-02-29 | $103,280 |
Expenses. Total of all expenses incurred | 2012-02-29 | $406,908 |
Benefits paid (including direct rollovers) | 2012-02-29 | $406,768 |
Total plan assets at end of year | 2012-02-29 | $1,726,564 |
Total plan assets at beginning of year | 2012-02-29 | $2,030,192 |
Value of fidelity bond covering the plan | 2012-02-29 | $300,000 |
Total contributions received or receivable from participants | 2012-02-29 | $99,932 |
Expenses. Other expenses not covered elsewhere | 2012-02-29 | $140 |
Contributions received from other sources (not participants or employers) | 2012-02-29 | $0 |
Other income received | 2012-02-29 | $-36,420 |
Net income (gross income less expenses) | 2012-02-29 | $-303,628 |
Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $1,726,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $2,030,192 |
Assets. Value of participant loans | 2012-02-29 | $87,630 |
Total contributions received or receivable from employer(s) | 2012-02-29 | $39,768 |
Value of certain deemed distributions of participant loans | 2012-02-29 | $0 |
Value of corrective distributions | 2012-02-29 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-02-29 | $0 |
Minimum employer required contribution for this plan year | 2012-02-29 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-02-29 | $0 |
2011 : PEGRAM-WEST, INC. 401(K) PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-02-28 | $0 |
Total income from all sources | 2011-02-28 | $329,749 |
Expenses. Total of all expenses incurred | 2011-02-28 | $29,975 |
Benefits paid (including direct rollovers) | 2011-02-28 | $29,345 |
Total plan assets at end of year | 2011-02-28 | $2,030,192 |
Total plan assets at beginning of year | 2011-02-28 | $1,730,418 |
Value of fidelity bond covering the plan | 2011-02-28 | $300,000 |
Total contributions received or receivable from participants | 2011-02-28 | $104,917 |
Expenses. Other expenses not covered elsewhere | 2011-02-28 | $630 |
Contributions received from other sources (not participants or employers) | 2011-02-28 | $0 |
Other income received | 2011-02-28 | $185,106 |
Net income (gross income less expenses) | 2011-02-28 | $299,774 |
Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $2,030,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $1,730,418 |
Assets. Value of participant loans | 2011-02-28 | $161,225 |
Total contributions received or receivable from employer(s) | 2011-02-28 | $39,726 |
Value of certain deemed distributions of participant loans | 2011-02-28 | $0 |
Value of corrective distributions | 2011-02-28 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-02-28 | $0 |
Minimum employer required contribution for this plan year | 2011-02-28 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-02-28 | $0 |
2010 : PEGRAM-WEST, INC. 401(K) PLAN 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-02-28 | $0 |
Minimum employer required contribution for this plan year | 2010-02-28 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-02-28 | $0 |
2014: PEGRAM-WEST, INC. 401(K) PLAN 2014 form 5500 responses |
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2014-03-01 | Type of plan entity | Single employer plan |
2014-03-01 | Submission has been amended | No |
2014-03-01 | This submission is the final filing | No |
2014-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-03-01 | Plan is a collectively bargained plan | No |
2014-03-01 | Plan funding arrangement – Insurance | Yes |
2014-03-01 | Plan funding arrangement – Trust | Yes |
2014-03-01 | Plan benefit arrangement – Insurance | Yes |
2013: PEGRAM-WEST, INC. 401(K) PLAN 2013 form 5500 responses |
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2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | Submission has been amended | No |
2013-03-01 | This submission is the final filing | No |
2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-03-01 | Plan is a collectively bargained plan | No |
2013-03-01 | Plan funding arrangement – Insurance | Yes |
2013-03-01 | Plan funding arrangement – Trust | Yes |
2013-03-01 | Plan benefit arrangement – Insurance | Yes |
2012: PEGRAM-WEST, INC. 401(K) PLAN 2012 form 5500 responses |
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2012-03-01 | Type of plan entity | Single employer plan |
2012-03-01 | Submission has been amended | No |
2012-03-01 | This submission is the final filing | No |
2012-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-03-01 | Plan is a collectively bargained plan | No |
2012-03-01 | Plan funding arrangement – Insurance | Yes |
2012-03-01 | Plan funding arrangement – Trust | Yes |
2012-03-01 | Plan benefit arrangement – Insurance | Yes |
2011: PEGRAM-WEST, INC. 401(K) PLAN 2011 form 5500 responses |
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2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Submission has been amended | No |
2011-03-01 | This submission is the final filing | No |
2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-03-01 | Plan is a collectively bargained plan | No |
2011-03-01 | Plan funding arrangement – Insurance | Yes |
2011-03-01 | Plan funding arrangement – Trust | Yes |
2011-03-01 | Plan benefit arrangement – Insurance | Yes |
2009: PEGRAM-WEST, INC. 401(K) PLAN 2009 form 5500 responses |
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2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | Submission has been amended | No |
2009-03-01 | This submission is the final filing | No |
2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-03-01 | Plan is a collectively bargained plan | No |
2009-03-01 | Plan funding arrangement – Insurance | Yes |
2009-03-01 | Plan funding arrangement – Trust | Yes |
2009-03-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019050 |
Policy instance | 1 |
Insurance contract or identification number | GA-019050 | Number of Individuals Covered | 31 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $6,897 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,897 | Insurance broker organization code? | 3 | Insurance broker name | SUNTRUST INVESTMENT SERVICES INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019050 |
Policy instance | 1 |
Insurance contract or identification number | GA-019050 | Number of Individuals Covered | 29 | Insurance policy start date | 2013-03-01 | Insurance policy end date | 2014-02-28 | Total amount of commissions paid to insurance broker | USD $5,494 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,494 | Insurance broker organization code? | 3 | Insurance broker name | SUNTRUST INVESTMENT SVCS |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019050 |
Policy instance | 1 |
Insurance contract or identification number | GA-019050 | Number of Individuals Covered | 35 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $6,586 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,586 | Insurance broker organization code? | 3 | Insurance broker name | SUNTRUST INVESTMENT SVCS |
|
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019050 |
Policy instance | 1 |
Insurance contract or identification number | GA-019050 | Number of Individuals Covered | 37 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-29 | Total amount of commissions paid to insurance broker | USD $6,400 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-019050 |
Policy instance | 1 |
Insurance contract or identification number | GA-019050 | Number of Individuals Covered | 34 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $6,706 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating 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? | Yes | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,449 | Insurance broker organization code? | 3 | Insurance broker name | RBC CAPITAL MARKETS CORP |
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