401k Plan data: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN plan

SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 401k Plan overview

Plan Name	SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN
Plan identification number	001

SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

SMITH GODIOS SORENSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: SMITH GODIOS SORENSON, INC.

Employer identification number (EIN): 571186423

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANTHONY WARREN 2023-06-15
001 2021-01-01 ANTHONY WARREN 2022-06-27
001 2021-01-01 ANTHONY WARREN 2022-09-08
001 2020-01-01 ADAM WARREN 2021-07-28
001 2019-01-01 ADAM WARREN 2020-06-19
001 2018-01-01 SCOTT SMITH 2019-06-28
001 2017-01-01 SCOTT SMITH 2018-09-07
001 2016-01-01 DEBRA S SHIFRIN 2017-06-13 DEBRA S SHIFRIN 2017-06-13
001 2015-01-01 DEBRA S SHIFRIN 2016-06-23 DEBRA S SHIFRIN 2016-06-23
001 2014-01-01 DEBRA S SHIFRIN DEBRA S SHIFRIN 2015-06-15
001 2013-01-01 DEBRA SHIFRIN
001 2012-01-01 DEBRA SHIFRIN
001 2011-01-01 DIANNE R. NEWMAN
001 2010-01-01 DIANNE R. NEWMAN
001 2009-01-01 DEBRA SHIFRIN DEBRA SHIFRIN 2010-09-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ANTHONY WARREN	2023-06-15
001	2021-01-01	ANTHONY WARREN	2022-06-27
001	2021-01-01	ANTHONY WARREN	2022-09-08
001	2020-01-01	ADAM WARREN	2021-07-28
001	2019-01-01	ADAM WARREN	2020-06-19
001	2018-01-01	SCOTT SMITH	2019-06-28
001	2017-01-01	SCOTT SMITH	2018-09-07
001	2016-01-01	DEBRA S SHIFRIN	2017-06-13	DEBRA S SHIFRIN	2017-06-13
001	2015-01-01	DEBRA S SHIFRIN	2016-06-23	DEBRA S SHIFRIN	2016-06-23
001	2014-01-01	DEBRA S SHIFRIN		DEBRA S SHIFRIN	2015-06-15
001	2013-01-01	DEBRA SHIFRIN
001	2012-01-01	DEBRA SHIFRIN
001	2011-01-01	DIANNE R. NEWMAN
001	2010-01-01	DIANNE R. NEWMAN
001	2009-01-01	DEBRA SHIFRIN		DEBRA SHIFRIN	2010-09-13

Plan Statistics for SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN

401k plan membership statisitcs for SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN

Measure Date Value
2014: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 18
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 24
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 23
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 16
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 16
Number of participants with account balances 2010-01-01 16
2009: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 17
Number of participants with account balances 2009-01-01 17

Measure	Date	Value
2014: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	18
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	24
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	23
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	16
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	16
Number of participants with account balances	2010-01-01	16
2009: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	17
Number of participants with account balances	2009-01-01	17

Financial Data on SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN

Measure	Date	Value
2014 : SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$175,548
Expenses. Total of all expenses incurred	2014-12-31	$123,495
Benefits paid (including direct rollovers)	2014-12-31	$123,420
Total plan assets at end of year	2014-12-31	$1,321,965
Total plan assets at beginning of year	2014-12-31	$1,269,912
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$87,845
Expenses. Other expenses not covered elsewhere	2014-12-31	$75
Contributions received from other sources (not participants or employers)	2014-12-31	$960
Other income received	2014-12-31	$42,993
Net income (gross income less expenses)	2014-12-31	$52,053
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,321,965
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,269,912
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$43,750
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$343,284
Expenses. Total of all expenses incurred	2013-12-31	$36,397
Benefits paid (including direct rollovers)	2013-12-31	$36,347
Total plan assets at end of year	2013-12-31	$1,269,912
Total plan assets at beginning of year	2013-12-31	$963,025
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$103,942
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$194,122
Net income (gross income less expenses)	2013-12-31	$306,887
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,269,912
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$963,025
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$45,220
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$257,277
Expenses. Total of all expenses incurred	2012-12-31	$107,079
Benefits paid (including direct rollovers)	2012-12-31	$107,029
Total plan assets at end of year	2012-12-31	$963,025
Total plan assets at beginning of year	2012-12-31	$812,827
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$104,061
Expenses. Other expenses not covered elsewhere	2012-12-31	$50
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$107,174
Net income (gross income less expenses)	2012-12-31	$150,198
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$963,025
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$812,827
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$46,042
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$60,271
Expenses. Total of all expenses incurred	2011-12-31	$24,748
Benefits paid (including direct rollovers)	2011-12-31	$24,748
Total plan assets at end of year	2011-12-31	$812,827
Total plan assets at beginning of year	2011-12-31	$777,304
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$81,675
Other income received	2011-12-31	$-55,479
Net income (gross income less expenses)	2011-12-31	$35,523
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$812,827
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$777,304
Total contributions received or receivable from employer(s)	2011-12-31	$34,075
2010 : SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$190,096
Expenses. Total of all expenses incurred	2010-12-31	$89,370
Benefits paid (including direct rollovers)	2010-12-31	$89,370
Total plan assets at end of year	2010-12-31	$777,304
Total plan assets at beginning of year	2010-12-31	$676,578
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$94,952
Other income received	2010-12-31	$57,429
Net income (gross income less expenses)	2010-12-31	$100,726
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$777,304
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$676,578
Total contributions received or receivable from employer(s)	2010-12-31	$37,715

Form 5500 Responses for SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN

2014: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SMITH GODIOS SORENSEN, INC. 401(K) & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829031

Policy instance

Insurance contract or identification number	GA-829031
Number of Individuals Covered	22
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,834
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,834
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY, LL

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829031

Policy instance

Insurance contract or identification number	GA-829031
Number of Individuals Covered	23
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,598
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,598
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-829031

Policy instance

Insurance contract or identification number	GA-829031
Number of Individuals Covered	18
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $10,190
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,190
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGY

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SMITH GODIOS SORENSON, INC.
Employer identification number (EIN):	571186423
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers