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ADVANTAGE MANAGEMENT GROUP 401K PLAN 401k Plan overview

Plan NameADVANTAGE MANAGEMENT GROUP 401K PLAN
Plan identification number 001

ADVANTAGE MANAGEMENT GROUP 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADVANTAGE MANAGEMENT GROUP LTC, INC has sponsored the creation of one or more 401k plans.

Company Name:ADVANTAGE MANAGEMENT GROUP LTC, INC
Employer identification number (EIN):562326538
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ADVANTAGE MANAGEMENT GROUP 401K 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
0012019-01-01
0012018-01-01
0012017-01-01DONALD BAUMHART
0012017-01-01DONALD BAUMHART
0012017-01-01
0012016-01-01DONALD BAUMHART
0012015-01-01DON BAUMHART
0012014-01-01DON BAUMHART
0012014-01-01DON BAUMHART
0012013-01-01SUSAN PRICE
0012012-01-01SUSAN PRICE
0012011-01-01ANTHONY MANETTA
0012009-01-01NANCY ERWIN NANCY ERWIN2010-07-02

Plan Statistics for ADVANTAGE MANAGEMENT GROUP 401K PLAN

401k plan membership statisitcs for ADVANTAGE MANAGEMENT GROUP 401K PLAN

Measure Date Value
2022: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0188
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01990
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0188
Total of all active and inactive participants2021-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0188
Number of participants with account balances2021-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,247
Total number of active participants reported on line 7a of the Form 55002020-01-01917
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01954
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,247
Total number of active participants reported on line 7a of the Form 55002019-01-011,079
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,110
Number of participants with account balances2019-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,986
Total number of active participants reported on line 7a of the Form 55002018-01-011,158
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-011,208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,208
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,694
Total number of active participants reported on line 7a of the Form 55002017-01-011,942
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0143
Total of all active and inactive participants2017-01-011,985
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,985
Number of participants with account balances2017-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,079
Total number of active participants reported on line 7a of the Form 55002016-01-011,581
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-011,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,620
Number of participants with account balances2016-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01359
Total number of active participants reported on line 7a of the Form 55002015-01-01367
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01408
Number of participants with account balances2015-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01452
Total number of active participants reported on line 7a of the Form 55002014-01-01301
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01339
Number of participants with account balances2014-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01787
Total number of active participants reported on line 7a of the Form 55002013-01-01748
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01784
Number of participants with account balances2013-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01825
Total number of active participants reported on line 7a of the Form 55002012-01-01749
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01787
Number of participants with account balances2012-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01800
Total number of active participants reported on line 7a of the Form 55002011-01-01795
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01825
Number of participants with account balances2011-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0150
Total number of active participants reported on line 7a of the Form 55002009-01-01975
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,002
Number of participants with account balances2009-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ADVANTAGE MANAGEMENT GROUP 401K PLAN

Measure Date Value
2022 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2022 401k financial data
Total income from all sources2022-09-30$-123,890
Expenses. Total of all expenses incurred2022-09-30$1,031,572
Benefits paid (including direct rollovers)2022-09-30$1,022,521
Total plan assets at end of year2022-09-30$0
Total plan assets at beginning of year2022-09-30$1,155,462
Value of fidelity bond covering the plan2022-09-30$500,000
Other income received2022-09-30$-123,890
Net income (gross income less expenses)2022-09-30$-1,155,462
Net plan assets at end of year (total assets less liabilities)2022-09-30$0
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$1,155,462
Value of certain deemed distributions of participant loans2022-09-30$5,555
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$3,496
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-09-30$0
2021 : ADVANTAGE MANAGEMENT GROUP 401K 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$452,640
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,397,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,347,516
Expenses. Certain deemed distributions of participant loans2021-12-31$37,395
Value of total corrective distributions2021-12-31$8,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$212,128
Value of total assets at end of year2021-12-31$1,155,462
Value of total assets at beginning of year2021-12-31$2,099,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,107
Total interest from all sources2021-12-31$1,463
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,468
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$19,468
Administrative expenses professional fees incurred2021-12-31$4,107
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$212,128
Participant contributions at end of year2021-12-31$5,555
Participant contributions at beginning of year2021-12-31$38,796
Participant contributions at beginning of year2021-12-31$2,133
Other income not declared elsewhere2021-12-31$3,696
Total non interest bearing cash at beginning of year2021-12-31$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-944,482
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,155,462
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,099,944
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$1,072,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,781,263
Interest on participant loans2021-12-31$1,463
Value of interest in common/collective trusts at end of year2021-12-31$12,683
Value of interest in common/collective trusts at beginning of year2021-12-31$15,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$64,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$262,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$215,885
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,347,516
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 name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$482,767
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$268,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$236,933
Expenses. Certain deemed distributions of participant loans2020-12-31$4,374
Value of total corrective distributions2020-12-31$23,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$238,560
Value of total assets at end of year2020-12-31$2,099,944
Value of total assets at beginning of year2020-12-31$1,885,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,999
Total interest from all sources2020-12-31$1,238
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$31,422
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$31,422
Administrative expenses professional fees incurred2020-12-31$3,999
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 period2020-12-31Yes
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
Contributions received from participants2020-12-31$232,243
Participant contributions at end of year2020-12-31$38,796
Participant contributions at beginning of year2020-12-31$18,787
Participant contributions at end of year2020-12-31$2,133
Participant contributions at beginning of year2020-12-31$1,206
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,317
Other income not declared elsewhere2020-12-31$3,617
Total non interest bearing cash at end of year2020-12-31$445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$214,225
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,099,944
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,885,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,781,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,646,696
Interest on participant loans2020-12-31$1,238
Value of interest in common/collective trusts at end of year2020-12-31$15,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$219,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$219,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$262,053
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$207,788
Net investment gain or loss from common/collective trusts2020-12-31$142
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$236,933
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$33,942
Total transfer of assets from this plan2019-12-31$33,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$533,033
Total income from all sources (including contributions)2019-12-31$533,033
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$176,840
Total of all expenses incurred2019-12-31$176,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$158,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$158,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$251,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$251,654
Value of total assets at end of year2019-12-31$1,885,719
Value of total assets at end of year2019-12-31$1,885,719
Value of total assets at beginning of year2019-12-31$1,563,468
Value of total assets at beginning of year2019-12-31$1,563,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,207
Total interest from all sources2019-12-31$1,401
Total interest from all sources2019-12-31$1,401
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$26,526
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$26,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$26,526
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$26,526
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$251,654
Contributions received from participants2019-12-31$251,654
Participant contributions at end of year2019-12-31$18,787
Participant contributions at end of year2019-12-31$18,787
Participant contributions at beginning of year2019-12-31$19,257
Participant contributions at beginning of year2019-12-31$19,257
Participant contributions at end of year2019-12-31$1,206
Participant contributions at end of year2019-12-31$1,206
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
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$356,193
Value of net income/loss2019-12-31$356,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,885,719
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,885,719
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,563,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,833
Investment advisory and management fees2019-12-31$2,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,646,696
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,646,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,321,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,321,234
Interest on participant loans2019-12-31$1,401
Interest on participant loans2019-12-31$1,401
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$219,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$219,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$222,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$222,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$222,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$222,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$253,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$253,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,633
Contract administrator fees2019-12-31$15,374
Contract administrator fees2019-12-31$15,374
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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 name2019-12-31BDO USA, LLP
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
Accountancy firm EIN2019-12-31135381590
2018 : ADVANTAGE MANAGEMENT GROUP 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$224,527
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$290,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$285,140
Expenses. Certain deemed distributions of participant loans2018-12-31$497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$298,481
Value of total assets at end of year2018-12-31$1,563,468
Value of total assets at beginning of year2018-12-31$1,629,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,815
Total interest from all sources2018-12-31$839
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,662
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$23,662
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$285,820
Participant contributions at end of year2018-12-31$19,257
Participant contributions at beginning of year2018-12-31$22,670
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$12,661
Administrative expenses (other) incurred2018-12-31$2,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-65,925
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,563,468
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,629,393
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
Investment advisory and management fees2018-12-31$2,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,321,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,606,723
Interest on participant loans2018-12-31$839
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$222,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-98,455
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$285,140
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$774,974
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$109,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$106,104
Expenses. Certain deemed distributions of participant loans2017-12-31$734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$608,348
Value of total assets at end of year2017-12-31$1,629,393
Value of total assets at beginning of year2017-12-31$963,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,250
Total interest from all sources2017-12-31$1,985
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$63,919
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$63,919
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$97,000
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$226,576
Participant contributions at end of year2017-12-31$22,670
Participant contributions at beginning of year2017-12-31$24,233
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$381,772
Administrative expenses (other) incurred2017-12-31$2,250
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$665,886
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,629,393
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$963,507
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$1,606,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$939,274
Interest on participant loans2017-12-31$1,985
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$100,722
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$106,104
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 name2017-12-31ANDREWS, HOOPER, PAVLIK, PLC
Accountancy firm EIN2017-12-31383545768
2016 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$217,314
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$401,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$394,653
Expenses. Certain deemed distributions of participant loans2016-12-31$5,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$182,147
Value of total assets at end of year2016-12-31$963,507
Value of total assets at beginning of year2016-12-31$1,147,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,989
Total interest from all sources2016-12-31$1,159
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,678
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$18,678
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$115,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$132,650
Participant contributions at end of year2016-12-31$24,233
Participant contributions at beginning of year2016-12-31$26,474
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$49,497
Administrative expenses (other) incurred2016-12-31$1,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-184,334
Value of net assets at end of year (total assets less liabilities)2016-12-31$963,507
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,147,841
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$939,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,121,367
Interest on participant loans2016-12-31$1,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$15,330
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$394,653
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 name2016-12-31ANDREWS, HOOPER, PAVLIK, PLC
Accountancy firm EIN2016-12-31383545768
2015 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$141,317
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$81,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$65,128
Expenses. Certain deemed distributions of participant loans2015-12-31$123
Value of total corrective distributions2015-12-31$7,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$151,779
Value of total assets at end of year2015-12-31$1,147,841
Value of total assets at beginning of year2015-12-31$1,087,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,375
Total interest from all sources2015-12-31$1,094
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$77,019
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$77,019
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$109,000
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$151,779
Participant contributions at end of year2015-12-31$26,474
Participant contributions at beginning of year2015-12-31$18,933
Administrative expenses (other) incurred2015-12-31$8,375
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$60,145
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,147,841
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,087,696
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$1,121,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,068,763
Interest on participant loans2015-12-31$1,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-88,575
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$65,128
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 name2015-12-31ANDREWS, HOOPER, PAVLIK, PLC
Accountancy firm EIN2015-12-31383545768
2014 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$143,146
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$101,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$94,380
Expenses. Certain deemed distributions of participant loans2014-12-31$115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$109,887
Value of total assets at end of year2014-12-31$1,087,696
Value of total assets at beginning of year2014-12-31$1,046,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,249
Total interest from all sources2014-12-31$581
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$73,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$73,137
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$105,000
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$109,887
Participant contributions at end of year2014-12-31$18,933
Participant contributions at beginning of year2014-12-31$11,108
Administrative expenses (other) incurred2014-12-31$7,249
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$41,402
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,087,696
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,046,294
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$1,068,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,035,186
Interest on participant loans2014-12-31$581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-40,459
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$94,380
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 name2014-12-31SCHLAUPITZ & MADHAVAN, PLLC
Accountancy firm EIN2014-12-31260517513
2013 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$218,057
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$54,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$53,410
Expenses. Certain deemed distributions of participant loans2013-12-31$108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$115,726
Value of total assets at end of year2013-12-31$1,046,294
Value of total assets at beginning of year2013-12-31$882,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,150
Total interest from all sources2013-12-31$551
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$43,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$43,448
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$89,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$104,749
Participant contributions at end of year2013-12-31$11,108
Participant contributions at beginning of year2013-12-31$12,437
Participant contributions at end of year2013-12-31$2,581
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,977
Administrative expenses (other) incurred2013-12-31$1,150
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$163,389
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,046,294
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$882,905
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$1,035,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$870,468
Interest on participant loans2013-12-31$551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$58,332
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$53,410
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 name2013-12-31SCHLAUPITZ & MADHAVAN, PLLC
Accountancy firm EIN2013-12-31260517513
2012 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$169,691
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$125,090
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$117,713
Expenses. Certain deemed distributions of participant loans2012-12-31$102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$104,225
Value of total assets at end of year2012-12-31$882,905
Value of total assets at beginning of year2012-12-31$838,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,275
Total interest from all sources2012-12-31$777
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$13,863
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$84,000
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$104,225
Participant contributions at end of year2012-12-31$12,437
Participant contributions at beginning of year2012-12-31$17,568
Administrative expenses (other) incurred2012-12-31$7,275
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$44,601
Value of net assets at end of year (total assets less liabilities)2012-12-31$882,905
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$838,304
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$870,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$820,736
Interest on participant loans2012-12-31$777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$50,826
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$117,713
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 name2012-12-31SCHLAUPITZ & MADHAVAN, PLLC
Accountancy firm EIN2012-12-31260517513
2011 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$113,534
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$151,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$143,647
Expenses. Certain deemed distributions of participant loans2011-12-31$95
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$130,338
Value of total assets at end of year2011-12-31$838,304
Value of total assets at beginning of year2011-12-31$876,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,930
Total interest from all sources2011-12-31$895
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$23,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$23,611
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$88,000
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$127,395
Participant contributions at end of year2011-12-31$17,568
Participant contributions at beginning of year2011-12-31$18,149
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,943
Administrative expenses (other) incurred2011-12-31$7,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-38,138
Value of net assets at end of year (total assets less liabilities)2011-12-31$838,304
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$876,442
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$820,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$858,293
Interest on participant loans2011-12-31$895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-41,310
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$143,647
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 name2011-12-31SCHLAUPITZ & MADHAVAN, PLLC
Accountancy firm EIN2011-12-31260517513
2010 : ADVANTAGE MANAGEMENT GROUP 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$174,783
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$186,347
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$331,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$329,016
Expenses. Certain deemed distributions of participant loans2010-12-31$680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$105,775
Value of total assets at end of year2010-12-31$876,442
Value of total assets at beginning of year2010-12-31$847,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,232
Total interest from all sources2010-12-31$1,677
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$15,113
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$85,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$105,775
Participant contributions at end of year2010-12-31$18,149
Participant contributions at beginning of year2010-12-31$34,178
Administrative expenses (other) incurred2010-12-31$2,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-145,581
Value of net assets at end of year (total assets less liabilities)2010-12-31$876,442
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$847,240
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$858,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$813,062
Interest on participant loans2010-12-31$1,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$63,782
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$329,016
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 name2010-12-31SCHLAUPITZ & MADHAVAN, PLLC
Accountancy firm EIN2010-12-31260517513
2009 : ADVANTAGE MANAGEMENT GROUP 401K 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 ADVANTAGE MANAGEMENT GROUP 401K PLAN

2022: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ADVANTAGE MANAGEMENT GROUP 401K 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ADVANTAGE MANAGEMENT GROUP 401K 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ADVANTAGE MANAGEMENT GROUP 401K 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ADVANTAGE MANAGEMENT GROUP 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813722A
Policy instance 1
Insurance contract or identification number813722A
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813722A
Policy instance 2
Insurance contract or identification number813722A
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813722A
Policy instance 1
Insurance contract or identification number813722A
Number of Individuals Covered57
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
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813722A
Policy instance 2
Insurance contract or identification number813722A
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813722A
Policy instance 1
Insurance contract or identification number813722A
Number of Individuals Covered67
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
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813722A
Policy instance 2
Insurance contract or identification number813722A
Number of Individuals Covered47
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
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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