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GALLOWAY RIDGE 403(B) PLAN 401k Plan overview

Plan NameGALLOWAY RIDGE 403(B) PLAN
Plan identification number 001

GALLOWAY RIDGE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GALLOWAY RIDGE, INC. has sponsored the creation of one or more 401k plans.

Company Name:GALLOWAY RIDGE, INC.
Employer identification number (EIN):562277623
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GALLOWAY RIDGE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01ROBERT ZIMMER2020-09-24
0012018-01-01KATHY F. TURNER2019-10-03
0012017-01-01
0012016-01-01KATHY TURNER
0012015-01-01KATHY TURNER
0012014-01-01KATHY TURNER
0012013-01-01KATHY TURNER
0012012-01-01KATHY TURNER
0012011-01-01KATHY TURNER
0012009-01-01BEATRICE RUNYAN
0012008-01-01HEATHER RUSNAK
0012007-01-01HEATHER RUSNAK

Plan Statistics for GALLOWAY RIDGE 403(B) PLAN

401k plan membership statisitcs for GALLOWAY RIDGE 403(B) PLAN

Measure Date Value
2022: GALLOWAY RIDGE 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01123
Total number of active participants reported on line 7a of the Form 55002022-01-0194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01118
Number of participants with account balances2022-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: GALLOWAY RIDGE 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01133
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01123
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: GALLOWAY RIDGE 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01146
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01136
Number of participants with account balances2020-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: GALLOWAY RIDGE 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01130
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01143
Number of participants with account balances2019-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: GALLOWAY RIDGE 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01115
Total number of active participants reported on line 7a of the Form 55002018-01-0198
Number of retired or separated participants receiving benefits2018-01-0132
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01130
Number of participants with account balances2018-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: GALLOWAY RIDGE 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01134
Total number of active participants reported on line 7a of the Form 55002017-01-0193
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01115
Number of participants with account balances2017-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: GALLOWAY RIDGE 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01145
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01123
Number of participants with account balances2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: GALLOWAY RIDGE 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01132
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: GALLOWAY RIDGE 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01147
Total number of active participants reported on line 7a of the Form 55002014-01-01153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01153
Total participants2014-01-01153
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GALLOWAY RIDGE 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01147
Total number of active participants reported on line 7a of the Form 55002013-01-01147
Total of all active and inactive participants2013-01-01147
Total participants2013-01-01147
Number of participants with account balances2013-01-01105
2012: GALLOWAY RIDGE 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01152
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Total of all active and inactive participants2012-01-01112
Total participants2012-01-01112
Number of participants with account balances2012-01-01106
2011: GALLOWAY RIDGE 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01152
Total number of active participants reported on line 7a of the Form 55002011-01-01152
Total of all active and inactive participants2011-01-01152
Total participants2011-01-01152
Number of participants with account balances2011-01-0195
2009: GALLOWAY RIDGE 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0185
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Total of all active and inactive participants2009-01-0196
Total participants2009-01-0196
Number of participants with account balances2009-01-0196

Financial Data on GALLOWAY RIDGE 403(B) PLAN

Measure Date Value
2022 : GALLOWAY RIDGE 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-24,820
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$319,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$299,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$572,587
Value of total assets at end of year2022-12-31$3,247,140
Value of total assets at beginning of year2022-12-31$3,590,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,871
Total interest from all sources2022-12-31$8,026
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$38,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$38,697
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$358,296
Participant contributions at end of year2022-12-31$121,260
Participant contributions at beginning of year2022-12-31$69,840
Participant contributions at end of year2022-12-31$13,089
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$95,138
Other income not declared elsewhere2022-12-31$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-343,831
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,247,140
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,590,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,892,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,471,505
Value of interest in pooled separate accounts at end of year2022-12-31$15,049
Value of interest in pooled separate accounts at beginning of year2022-12-31$18,489
Interest on participant loans2022-12-31$6,597
Interest earned on other investments2022-12-31$1,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$200,358
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$31,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-644,956
Net investment gain/loss from pooled separate accounts2022-12-31$749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$119,153
Employer contributions (assets) at end of year2022-12-31$5,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$299,140
Contract administrator fees2022-12-31$19,871
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PARSONS CPA, PLLC
Accountancy firm EIN2022-12-31274214364
2021 : GALLOWAY RIDGE 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$877,476
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$447,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$407,830
Expenses. Certain deemed distributions of participant loans2021-12-31$20,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$466,316
Value of total assets at end of year2021-12-31$3,590,971
Value of total assets at beginning of year2021-12-31$3,161,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,775
Total interest from all sources2021-12-31$6,430
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$71,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$71,601
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$347,015
Participant contributions at end of year2021-12-31$69,840
Participant contributions at beginning of year2021-12-31$108,659
Participant contributions at beginning of year2021-12-31$12,989
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$429,688
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,590,971
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,161,283
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$3,471,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,993,791
Value of interest in pooled separate accounts at end of year2021-12-31$18,489
Value of interest in pooled separate accounts at beginning of year2021-12-31$17,719
Interest on participant loans2021-12-31$6,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$23,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$333,129
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$119,301
Employer contributions (assets) at beginning of year2021-12-31$5,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$407,830
Contract administrator fees2021-12-31$19,775
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 name2021-12-31PARSONS CPA PLLC
Accountancy firm EIN2021-12-31274214364
2020 : GALLOWAY RIDGE 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$859,109
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$300,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$285,423
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$473,018
Value of total assets at end of year2020-12-31$3,161,283
Value of total assets at beginning of year2020-12-31$2,603,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,475
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$7,967
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$39,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$39,206
Administrative expenses professional fees incurred2020-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$328,885
Participant contributions at end of year2020-12-31$108,659
Participant contributions at beginning of year2020-12-31$100,720
Participant contributions at end of year2020-12-31$12,989
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$29,804
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$79
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$558,211
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,161,283
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,603,072
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,993,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,470,496
Value of interest in pooled separate accounts at end of year2020-12-31$17,719
Value of interest in pooled separate accounts at beginning of year2020-12-31$18,371
Interest on participant loans2020-12-31$7,967
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,485
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$338,918
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
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$114,329
Employer contributions (assets) at end of year2020-12-31$5,019
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$285,344
Contract administrator fees2020-12-31$15,475
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PARSONS CPA PLLC
Accountancy firm EIN2020-12-31274214364
2019 : GALLOWAY RIDGE 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,731
Total income from all sources (including contributions)2019-12-31$876,038
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$277,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$264,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$431,140
Value of total assets at end of year2019-12-31$2,603,072
Value of total assets at beginning of year2019-12-31$2,006,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,728
Total interest from all sources2019-12-31$6,221
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$37,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$37,870
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$306,251
Participant contributions at end of year2019-12-31$100,720
Participant contributions at beginning of year2019-12-31$62,095
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$23,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,731
Administrative expenses (other) incurred2019-12-31$13,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$598,068
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,603,072
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,005,004
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$2,470,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,913,889
Value of interest in pooled separate accounts at end of year2019-12-31$18,371
Value of interest in pooled separate accounts at beginning of year2019-12-31$20,159
Interest on participant loans2019-12-31$6,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$400,807
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$101,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$264,242
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 name2019-12-31PARSONS CPA, PLLC
Accountancy firm EIN2019-12-31274214364
2018 : GALLOWAY RIDGE 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,211
Total income from all sources (including contributions)2018-12-31$228,962
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$643,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$629,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$371,962
Value of total assets at end of year2018-12-31$2,006,735
Value of total assets at beginning of year2018-12-31$2,421,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,258
Total interest from all sources2018-12-31$3,655
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$34,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$34,654
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$274,744
Participant contributions at end of year2018-12-31$62,095
Participant contributions at beginning of year2018-12-31$41,333
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$23,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,211
Administrative expenses (other) incurred2018-12-31$14,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-415,033
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,005,004
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,420,037
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$1,913,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,341,186
Value of interest in pooled separate accounts at end of year2018-12-31$20,159
Value of interest in pooled separate accounts at beginning of year2018-12-31$18,736
Interest on participant loans2018-12-31$3,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-181,309
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$73,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$629,737
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 name2018-12-31PARSONS CPA, PLLC
Accountancy firm EIN2018-12-31274214364
2017 : GALLOWAY RIDGE 403(B) PLAN 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$1,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,644
Total income from all sources (including contributions)2017-12-31$728,735
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$167,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$152,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$390,916
Value of total assets at end of year2017-12-31$2,421,248
Value of total assets at beginning of year2017-12-31$1,860,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,987
Total interest from all sources2017-12-31$3,801
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$40,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$40,945
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$261,927
Participant contributions at end of year2017-12-31$41,333
Participant contributions at beginning of year2017-12-31$44,258
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$56,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,644
Administrative expenses (other) incurred2017-12-31$14,987
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$561,508
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,420,037
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,858,529
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$2,341,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,717,324
Value of interest in pooled separate accounts at end of year2017-12-31$18,736
Value of interest in pooled separate accounts at beginning of year2017-12-31$18,583
Interest on participant loans2017-12-31$3,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$253
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$76,185
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$293,073
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$72,515
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$3,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$152,240
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 name2017-12-31PARSONS CPA, PLLC
Accountancy firm EIN2017-12-31274214364
2016 : GALLOWAY RIDGE 403(B) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,644
Total income from all sources (including contributions)2016-12-31$513,206
Total of all expenses incurred2016-12-31$392,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$379,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$398,570
Value of total assets at end of year2016-12-31$1,860,173
Value of total assets at beginning of year2016-12-31$1,737,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,792
Total interest from all sources2016-12-31$4,979
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,877
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$288,564
Participant contributions at end of year2016-12-31$44,258
Participant contributions at beginning of year2016-12-31$34,542
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,644
Administrative expenses (other) incurred2016-12-31$12,792
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$121,105
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,858,529
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,737,424
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$1,717,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,575,576
Value of interest in pooled separate accounts at end of year2016-12-31$18,583
Value of interest in pooled separate accounts at beginning of year2016-12-31$30,134
Interest on participant loans2016-12-31$3,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$76,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$97,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$89,780
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$92,432
Employer contributions (assets) at end of year2016-12-31$3,823
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$379,309
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 name2016-12-31PARSONS CPA, PLLC
Accountancy firm EIN2016-12-31274214364
2015 : GALLOWAY RIDGE 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$322,539
Total of all expenses incurred2015-12-31$158,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$147,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$342,041
Value of total assets at end of year2015-12-31$1,737,424
Value of total assets at beginning of year2015-12-31$1,573,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,719
Total interest from all sources2015-12-31$7,031
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$16,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,594
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$255,391
Participant contributions at end of year2015-12-31$34,542
Participant contributions at beginning of year2015-12-31$50,980
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$7,292
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,392
Administrative expenses (other) incurred2015-12-31$10,719
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$164,060
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,737,424
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,573,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,575,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,320,974
Value of interest in pooled separate accounts at end of year2015-12-31$30,134
Value of interest in pooled separate accounts at beginning of year2015-12-31$33,155
Interest on participant loans2015-12-31$3,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,065
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$97,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$159,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-43,127
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$80,258
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$147,760
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 name2015-12-31PARSONS CPA, PLLC
Accountancy firm EIN2015-12-31274214364
2014 : GALLOWAY RIDGE 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$351,185
Total of all expenses incurred2014-12-31$124,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$115,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$279,371
Value of total assets at end of year2014-12-31$1,573,364
Value of total assets at beginning of year2014-12-31$1,346,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,099
Total interest from all sources2014-12-31$6,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$210,275
Participant contributions at end of year2014-12-31$50,980
Participant contributions at end of year2014-12-31$7,292
Administrative expenses (other) incurred2014-12-31$9,099
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$226,695
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,573,364
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,346,669
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,320,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,136,018
Value of interest in pooled separate accounts at end of year2014-12-31$33,155
Interest on participant loans2014-12-31$3,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$159,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$210,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$65,661
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$69,096
Employer contributions (assets) at end of year2014-12-31$1,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$115,391
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 name2014-12-31PARSON CPA
Accountancy firm EIN2014-12-31274214364
2013 : GALLOWAY RIDGE 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$425,405
Total of all expenses incurred2013-12-31$311,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$303,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$257,884
Value of total assets at end of year2013-12-31$1,346,669
Value of total assets at beginning of year2013-12-31$1,232,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,103
Total interest from all sources2013-12-31$6,263
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$177,893
Participant contributions at beginning of year2013-12-31$11,247
Administrative expenses (other) incurred2013-12-31$8,103
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$114,163
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,346,669
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,232,506
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,136,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$832,311
Interest on participant loans2013-12-31$1,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,431
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$210,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$327,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$161,258
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$79,991
Employer contributions (assets) at beginning of year2013-12-31$61,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$303,139
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 name2013-12-31PARSON CPA
Accountancy firm EIN2013-12-31274214364
2012 : GALLOWAY RIDGE 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$313,849
Total of all expenses incurred2012-12-31$37,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$37,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$211,211
Value of total assets at end of year2012-12-31$1,232,506
Value of total assets at beginning of year2012-12-31$956,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$118
Total interest from all sources2012-12-31$8,521
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
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$139,120
Participant contributions at end of year2012-12-31$11,247
Participant contributions at beginning of year2012-12-31$17,391
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$11,049
Administrative expenses (other) incurred2012-12-31$118
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$276,016
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,232,506
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$956,490
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$832,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$601,909
Interest on participant loans2012-12-31$1,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$327,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$264,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$94,117
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$61,042
Employer contributions (assets) at end of year2012-12-31$61,042
Employer contributions (assets) at beginning of year2012-12-31$72,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$37,715
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 name2012-12-31PARSON CPA, PLLC
Accountancy firm EIN2012-12-31274214364
2011 : GALLOWAY RIDGE 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$212,484
Total of all expenses incurred2011-12-31$70,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$69,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$231,779
Value of total assets at end of year2011-12-31$956,490
Value of total assets at beginning of year2011-12-31$814,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$213
Total interest from all sources2011-12-31$8,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$148,281
Participant contributions at end of year2011-12-31$17,391
Participant contributions at beginning of year2011-12-31$5,603
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,008
Administrative expenses (other) incurred2011-12-31$213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$142,482
Value of net assets at end of year (total assets less liabilities)2011-12-31$956,490
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$814,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$601,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$559,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$264,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$200,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$72,490
Employer contributions (assets) at end of year2011-12-31$72,490
Employer contributions (assets) at beginning of year2011-12-31$47,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$69,789
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARSONS CPA, PLLC
Accountancy firm EIN2011-12-31274214364
2010 : GALLOWAY RIDGE 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$264,184
Total of all expenses incurred2010-12-31$79,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$78,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$174,051
Value of total assets at end of year2010-12-31$814,008
Value of total assets at beginning of year2010-12-31$628,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$240
Total interest from all sources2010-12-31$7,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$126,063
Participant contributions at end of year2010-12-31$5,603
Participant contributions at beginning of year2010-12-31$4,836
Administrative expenses (other) incurred2010-12-31$240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$185,082
Value of net assets at end of year (total assets less liabilities)2010-12-31$814,008
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$628,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$559,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$404,687
Interest on participant loans2010-12-31$715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$200,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$184,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$82,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$47,988
Employer contributions (assets) at end of year2010-12-31$47,638
Employer contributions (assets) at beginning of year2010-12-31$35,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$78,862
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLAYTON S PARSONS III, CPA, PA
Accountancy firm EIN2010-12-31562035494
2009 : GALLOWAY RIDGE 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GALLOWAY RIDGE 403(B) PLAN

2022: GALLOWAY RIDGE 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
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: GALLOWAY RIDGE 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: GALLOWAY RIDGE 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: GALLOWAY RIDGE 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GALLOWAY RIDGE 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GALLOWAY RIDGE 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GALLOWAY RIDGE 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: GALLOWAY RIDGE 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: GALLOWAY RIDGE 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: GALLOWAY RIDGE 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: GALLOWAY RIDGE 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GALLOWAY RIDGE 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GALLOWAY RIDGE 403(B) PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: GALLOWAY RIDGE 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: GALLOWAY RIDGE 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67915
Policy instance 2
Insurance contract or identification number67915
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered118
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $557
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $557
Amount paid for insurance broker fees0
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67915
Policy instance 2
Insurance contract or identification number67915
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered123
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $121
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121
Amount paid for insurance broker fees0
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67915
Policy instance 2
Insurance contract or identification number67915
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered136
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $92
Total amount of fees paid to insurance companyUSD $2
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $92
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67915
Policy instance 2
Insurance contract or identification number67915
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered124
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $56
Total amount of fees paid to insurance companyUSD $6
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered118
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $79
Total amount of fees paid to insurance companyUSD $7
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79
Insurance broker organization code?3
Amount paid for insurance broker fees7
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67915
Policy instance 1
Insurance contract or identification number67915
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered121
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $87
Total amount of fees paid to insurance companyUSD $9
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87
Insurance broker organization code?3
Amount paid for insurance broker fees9
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker nameGILLIAM COBLE & MOSER LLP
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67915
Policy instance 1
Insurance contract or identification number67915
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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