?>
Logo

SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 401k Plan overview

Plan NameSOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN
Plan identification number 001

SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SOUTHSIDE COMMUNITIES FIRE PROTECTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHSIDE COMMUNITIES FIRE PROTECTION, INC.
Employer identification number (EIN):580870522
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01CONRAD KEARNS2023-04-04
0012020-09-01CONRAD KEARNS2022-08-01
0012020-09-01CONRAD KEARNS2022-06-14
0012019-09-01CONRAD KEARNS2021-03-15
0012018-09-01CONRAD KEARNS2020-06-30
0012017-09-01CONRAD KEARNS2019-06-17
0012016-09-01
0012015-09-01
0012014-09-01JMF FOR CONRAD KEARNS
0012013-09-01CHARLES H. MOORE, JR.
0012012-09-01JOANNA M. FENSKE
0012011-09-01JOANNA M. FENSKE
0012010-09-01JOANNA M. FENSKE JOANNA M. FENSKE2012-06-06
0012009-09-01JOANNA FENSKE

Plan Statistics for SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN

401k plan membership statisitcs for SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2021: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01437
Total number of active participants reported on line 7a of the Form 55002021-09-01315
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-01120
Total of all active and inactive participants2021-09-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01435
Number of participants with account balances2021-09-01376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-0129
2020: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01409
Total number of active participants reported on line 7a of the Form 55002020-09-01294
Number of retired or separated participants receiving benefits2020-09-0116
Number of other retired or separated participants entitled to future benefits2020-09-0191
Total of all active and inactive participants2020-09-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01401
Number of participants with account balances2020-09-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-0138
2019: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01404
Total number of active participants reported on line 7a of the Form 55002019-09-01279
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-0196
Total of all active and inactive participants2019-09-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01375
Number of participants with account balances2019-09-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-0114
2018: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01276
Total number of active participants reported on line 7a of the Form 55002018-09-01203
Number of retired or separated participants receiving benefits2018-09-0120
Number of other retired or separated participants entitled to future benefits2018-09-0152
Total of all active and inactive participants2018-09-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01275
Number of participants with account balances2018-09-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-0110
2017: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01288
Total number of active participants reported on line 7a of the Form 55002017-09-01187
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0174
Total of all active and inactive participants2017-09-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01261
Number of participants with account balances2017-09-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-0117
2016: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01274
Total number of active participants reported on line 7a of the Form 55002016-09-01193
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0168
Total of all active and inactive participants2016-09-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01261
Number of participants with account balances2016-09-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-0118
2015: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01276
Total number of active participants reported on line 7a of the Form 55002015-09-01175
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0166
Total of all active and inactive participants2015-09-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01241
Number of participants with account balances2015-09-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-0126
2014: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01259
Total number of active participants reported on line 7a of the Form 55002014-09-01187
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0170
Total of all active and inactive participants2014-09-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01257
Number of participants with account balances2014-09-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-0133
2013: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01240
Total number of active participants reported on line 7a of the Form 55002013-09-01205
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0136
Total of all active and inactive participants2013-09-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01241
Number of participants with account balances2013-09-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01267
Total number of active participants reported on line 7a of the Form 55002012-09-01210
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0125
Total of all active and inactive participants2012-09-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01235
Number of participants with account balances2012-09-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-0112
2011: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01254
Total number of active participants reported on line 7a of the Form 55002011-09-01197
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0148
Total of all active and inactive participants2011-09-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01245
Number of participants with account balances2011-09-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-0118
2010: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01161
Total number of active participants reported on line 7a of the Form 55002010-09-01195
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-0150
Total of all active and inactive participants2010-09-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01245
Number of participants with account balances2010-09-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-0113
2009: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01149
Total number of active participants reported on line 7a of the Form 55002009-09-01118
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0119
Total of all active and inactive participants2009-09-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01137
Number of participants with account balances2009-09-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-0116

Financial Data on SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN

Measure Date Value
2022 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-626,497
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$475,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$469,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$676,465
Value of total assets at end of year2022-06-30$8,497,704
Value of total assets at beginning of year2022-06-30$9,600,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$6,429
Total interest from all sources2022-06-30$43,882
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$515,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$515,241
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$477,285
Participant contributions at end of year2022-06-30$420,214
Participant contributions at beginning of year2022-06-30$421,268
Other income not declared elsewhere2022-06-30$5,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,102,371
Value of net assets at end of year (total assets less liabilities)2022-06-30$8,497,704
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$9,600,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$6,447,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$7,591,817
Interest on participant loans2022-06-30$16,779
Interest earned on other investments2022-06-30$27,103
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,430,986
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,380,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,867,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$199,180
Employer contributions (assets) at end of year2022-06-30$199,180
Employer contributions (assets) at beginning of year2022-06-30$206,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$469,445
Contract administrator fees2022-06-30$6,429
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HANCOCK ASKEW & CO, LLP
Accountancy firm EIN2022-06-30580662558
2021 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$1,049
Total income from all sources (including contributions)2021-08-31$2,216,995
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$525,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$504,410
Expenses. Certain deemed distributions of participant loans2021-08-31$-40
Value of total corrective distributions2021-08-31$15,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$734,396
Value of total assets at end of year2021-08-31$9,600,075
Value of total assets at beginning of year2021-08-31$7,909,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$5,858
Total interest from all sources2021-08-31$56,601
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$298,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$298,264
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$514,775
Participant contributions at end of year2021-08-31$421,268
Participant contributions at beginning of year2021-08-31$285,809
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$13,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-08-31$1,049
Other income not declared elsewhere2021-08-31$3,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$1,691,317
Value of net assets at end of year (total assets less liabilities)2021-08-31$9,600,075
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$7,908,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$7,591,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$6,075,099
Interest on participant loans2021-08-31$18,661
Interest earned on other investments2021-08-31$37,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$1,380,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$1,373,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$1,124,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$206,222
Employer contributions (assets) at end of year2021-08-31$206,222
Employer contributions (assets) at beginning of year2021-08-31$175,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$504,410
Contract administrator fees2021-08-31$5,858
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31HANCOCK ASKEW & CO, LLP
Accountancy firm EIN2021-08-31580662558
2020 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$1,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$570
Total income from all sources (including contributions)2020-08-31$1,491,443
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$690,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$670,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$631,919
Value of total assets at end of year2020-08-31$7,909,807
Value of total assets at beginning of year2020-08-31$7,108,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$20,337
Total interest from all sources2020-08-31$53,249
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$250,550
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$250,550
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$456,484
Participant contributions at end of year2020-08-31$285,809
Participant contributions at beginning of year2020-08-31$234,285
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-08-31$1,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-08-31$570
Other income not declared elsewhere2020-08-31$259
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$800,750
Value of net assets at end of year (total assets less liabilities)2020-08-31$7,908,758
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$7,108,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$6,075,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$5,491,346
Interest on participant loans2020-08-31$15,055
Interest earned on other investments2020-08-31$38,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$1,373,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$1,287,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$555,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$175,435
Employer contributions (assets) at end of year2020-08-31$175,435
Employer contributions (assets) at beginning of year2020-08-31$95,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$670,356
Contract administrator fees2020-08-31$20,337
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2020-08-31580662558
2019 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$1,582
Total income from all sources (including contributions)2019-08-31$625,051
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$950,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$879,941
Expenses. Certain deemed distributions of participant loans2019-08-31$55,472
Value of total corrective distributions2019-08-31$858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$444,586
Value of total assets at end of year2019-08-31$7,108,578
Value of total assets at beginning of year2019-08-31$7,434,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$13,943
Total interest from all sources2019-08-31$58,298
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$339,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$339,410
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$263,758
Participant contributions at end of year2019-08-31$234,285
Participant contributions at beginning of year2019-08-31$327,913
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$85,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-08-31$570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-08-31$1,582
Other income not declared elsewhere2019-08-31$577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-325,163
Value of net assets at end of year (total assets less liabilities)2019-08-31$7,108,008
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$7,433,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$5,491,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$5,779,546
Income. Interest from loans (other than to participants)2019-08-31$14,858
Interest earned on other investments2019-08-31$43,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$1,287,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$1,248,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-217,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$95,191
Employer contributions (assets) at end of year2019-08-31$95,191
Employer contributions (assets) at beginning of year2019-08-31$78,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$879,941
Contract administrator fees2019-08-31$13,943
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31KRT, CPAS P.C.
Accountancy firm EIN2019-08-31581202894
2018 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$1,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$501
Total income from all sources (including contributions)2018-08-31$1,076,629
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$1,636,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$1,585,296
Expenses. Certain deemed distributions of participant loans2018-08-31$34,710
Value of total corrective distributions2018-08-31$515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$429,743
Value of total assets at end of year2018-08-31$7,434,753
Value of total assets at beginning of year2018-08-31$7,993,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$16,085
Total interest from all sources2018-08-31$59,647
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$269,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$269,005
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$243,001
Participant contributions at end of year2018-08-31$327,913
Participant contributions at beginning of year2018-08-31$402,065
Participant contributions at end of year2018-08-31$0
Participant contributions at beginning of year2018-08-31$0
Assets. Other investments not covered elsewhere at end of year2018-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-08-31$151,244
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$108,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-31$1,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-31$501
Other income not declared elsewhere2018-08-31$4,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$-559,977
Value of net assets at end of year (total assets less liabilities)2018-08-31$7,433,171
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$7,993,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$5,779,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$6,005,618
Value of interest in pooled separate accounts at end of year2018-08-31$0
Value of interest in pooled separate accounts at beginning of year2018-08-31$0
Interest on participant loans2018-08-31$17,103
Interest earned on other investments2018-08-31$42,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$1,248,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$1,341,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$313,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$78,332
Employer contributions (assets) at end of year2018-08-31$78,331
Employer contributions (assets) at beginning of year2018-08-31$93,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$1,585,296
Contract administrator fees2018-08-31$16,085
Assets. Corporate common stocks other than exployer securities at end of year2018-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-08-31$0
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31KRT, CPAS P.C.
Accountancy firm EIN2018-08-31581202894
2017 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$1,062,738
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$916,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$833,376
Expenses. Certain deemed distributions of participant loans2017-08-31$54,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$359,020
Value of total assets at end of year2017-08-31$7,993,649
Value of total assets at beginning of year2017-08-31$7,847,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$28,835
Total interest from all sources2017-08-31$58,034
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$202,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$202,322
Administrative expenses professional fees incurred2017-08-31$4,290
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$263,046
Participant contributions at end of year2017-08-31$402,065
Participant contributions at beginning of year2017-08-31$347,458
Participant contributions at end of year2017-08-31$0
Participant contributions at beginning of year2017-08-31$9,880
Assets. Other investments not covered elsewhere at end of year2017-08-31$151,244
Assets. Other investments not covered elsewhere at beginning of year2017-08-31$139,109
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-08-31$501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-08-31$0
Other income not declared elsewhere2017-08-31$9,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$146,078
Value of net assets at end of year (total assets less liabilities)2017-08-31$7,993,148
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$7,847,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$6,005,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$5,894,065
Value of interest in pooled separate accounts at end of year2017-08-31$0
Value of interest in pooled separate accounts at beginning of year2017-08-31$0
Interest on participant loans2017-08-31$17,168
Interest earned on other investments2017-08-31$40,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$1,341,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$1,368,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$433,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$95,870
Employer contributions (assets) at end of year2017-08-31$93,166
Employer contributions (assets) at beginning of year2017-08-31$88,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$833,376
Contract administrator fees2017-08-31$24,545
Assets. Corporate common stocks other than exployer securities at end of year2017-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-08-31$0
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31KRT, CPAS P.C.
Accountancy firm EIN2017-08-31581202894
2016 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$681
Total income from all sources (including contributions)2016-08-31$840,088
Total loss/gain on sale of assets2016-08-31$135
Total of all expenses incurred2016-08-31$1,835,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$1,750,848
Expenses. Certain deemed distributions of participant loans2016-08-31$54,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$380,596
Value of total assets at end of year2016-08-31$7,847,070
Value of total assets at beginning of year2016-08-31$8,843,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$30,905
Total interest from all sources2016-08-31$55,927
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$360,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$360,986
Administrative expenses professional fees incurred2016-08-31$8,950
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$288,976
Participant contributions at end of year2016-08-31$347,458
Participant contributions at beginning of year2016-08-31$384,991
Participant contributions at end of year2016-08-31$9,880
Participant contributions at beginning of year2016-08-31$0
Assets. Other investments not covered elsewhere at end of year2016-08-31$139,109
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$138,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$681
Other income not declared elsewhere2016-08-31$5,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$-995,718
Value of net assets at end of year (total assets less liabilities)2016-08-31$7,847,070
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$8,842,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$5,894,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$6,990,376
Value of interest in pooled separate accounts at end of year2016-08-31$0
Value of interest in pooled separate accounts at beginning of year2016-08-31$0
Interest on participant loans2016-08-31$13,847
Interest earned on other investments2016-08-31$42,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$23,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$23,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$1,368,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$1,305,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$36,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$91,620
Employer contributions (assets) at end of year2016-08-31$88,269
Employer contributions (assets) at beginning of year2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$1,750,848
Contract administrator fees2016-08-31$21,955
Assets. Corporate common stocks other than exployer securities at end of year2016-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-08-31$0
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Aggregate proceeds on sale of assets2016-08-31$135
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31KRT, CPAS P.C.
Accountancy firm EIN2016-08-31581202894
2015 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$1,295
Total income from all sources (including contributions)2015-08-31$478,737
Total loss/gain on sale of assets2015-08-31$-3,185
Total of all expenses incurred2015-08-31$2,372,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$2,281,138
Expenses. Certain deemed distributions of participant loans2015-08-31$68,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$515,738
Value of total assets at end of year2015-08-31$8,843,469
Value of total assets at beginning of year2015-08-31$10,738,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$23,135
Total interest from all sources2015-08-31$59,728
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$733,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$733,183
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$258,201
Participant contributions at end of year2015-08-31$384,991
Participant contributions at beginning of year2015-08-31$517,784
Participant contributions at end of year2015-08-31$0
Participant contributions at beginning of year2015-08-31$32
Assets. Other investments not covered elsewhere at end of year2015-08-31$138,177
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$181,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$1,295
Other income not declared elsewhere2015-08-31$10,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-1,894,004
Value of net assets at end of year (total assets less liabilities)2015-08-31$8,842,788
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$10,736,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$6,990,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$7,876,905
Interest on participant loans2015-08-31$18,434
Interest earned on other investments2015-08-31$41,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$23,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$439,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$439,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$1,305,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$1,698,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-838,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$257,537
Income. Dividends from common stock2015-08-31$536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$2,281,138
Contract administrator fees2015-08-31$23,135
Assets. Corporate common stocks other than exployer securities at end of year2015-08-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-08-31$23,232
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Aggregate proceeds on sale of assets2015-08-31$-3,185
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31KRT, CPAS P.C.
Accountancy firm EIN2015-08-31581202894
2014 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$3,838
Total unrealized appreciation/depreciation of assets2014-08-31$3,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$1,295
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$1,740
Total income from all sources (including contributions)2014-08-31$1,826,010
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$358,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$352,185
Expenses. Certain deemed distributions of participant loans2014-08-31$478
Value of total corrective distributions2014-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$724,100
Value of total assets at end of year2014-08-31$10,738,087
Value of total assets at beginning of year2014-08-31$9,271,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$6,220
Total interest from all sources2014-08-31$55,898
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$309,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$308,734
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$285,715
Participant contributions at end of year2014-08-31$517,784
Participant contributions at beginning of year2014-08-31$358,559
Participant contributions at end of year2014-08-31$32
Participant contributions at beginning of year2014-08-31$32
Assets. Other investments not covered elsewhere at end of year2014-08-31$181,649
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$165,772
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-08-31$1,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-08-31$1,740
Other income not declared elsewhere2014-08-31$9,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$1,467,127
Value of net assets at end of year (total assets less liabilities)2014-08-31$10,736,792
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$9,269,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$7,876,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$6,480,134
Interest on participant loans2014-08-31$16,464
Interest earned on other investments2014-08-31$39,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$439,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$474,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$474,621
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$35
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$1,698,817
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$1,772,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$723,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$437,685
Employer contributions (assets) at beginning of year2014-08-31$0
Income. Dividends from common stock2014-08-31$515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$352,185
Contract administrator fees2014-08-31$6,220
Assets. Corporate common stocks other than exployer securities at end of year2014-08-31$23,232
Assets. Corporate common stocks other than exployer securities at beginning of year2014-08-31$19,394
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31KRT, CPAS P.C.
Accountancy firm EIN2014-08-31581202894
2013 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$5,275
Total unrealized appreciation/depreciation of assets2013-08-31$5,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$1,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$1,413,898
Total loss/gain on sale of assets2013-08-31$135
Total of all expenses incurred2013-08-31$447,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$425,269
Expenses. Certain deemed distributions of participant loans2013-08-31$14,072
Value of total corrective distributions2013-08-31$2,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$778,939
Value of total assets at end of year2013-08-31$9,271,405
Value of total assets at beginning of year2013-08-31$8,303,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$5,702
Total interest from all sources2013-08-31$67,415
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$191,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$191,149
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$302,831
Participant contributions at end of year2013-08-31$358,559
Participant contributions at beginning of year2013-08-31$406,280
Participant contributions at end of year2013-08-31$32
Assets. Other investments not covered elsewhere at end of year2013-08-31$165,772
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$187,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-08-31$1,740
Other income not declared elsewhere2013-08-31$759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$966,079
Value of net assets at end of year (total assets less liabilities)2013-08-31$9,269,665
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$8,303,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$6,480,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$5,314,305
Interest on participant loans2013-08-31$15,318
Interest earned on other investments2013-08-31$51,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$474,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$905,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$905,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$1,772,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$1,469,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$369,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$476,108
Employer contributions (assets) at end of year2013-08-31$0
Employer contributions (assets) at beginning of year2013-08-31$0
Income. Dividends from common stock2013-08-31$783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$425,269
Contract administrator fees2013-08-31$5,702
Assets. Corporate common stocks other than exployer securities at end of year2013-08-31$19,394
Assets. Corporate common stocks other than exployer securities at beginning of year2013-08-31$19,569
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Aggregate proceeds on sale of assets2013-08-31$5,586
Aggregate carrying amount (costs) on sale of assets2013-08-31$5,451
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31KRT, CPAS P.C.
Accountancy firm EIN2013-08-31581202894
2012 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$564
Total income from all sources (including contributions)2012-08-31$1,727,343
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$104,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$95,388
Expenses. Certain deemed distributions of participant loans2012-08-31$4,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$1,162,937
Value of total assets at end of year2012-08-31$8,303,586
Value of total assets at beginning of year2012-08-31$6,681,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$4,095
Total interest from all sources2012-08-31$57,846
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$115,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$113,827
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$252,282
Participant contributions at end of year2012-08-31$406,280
Participant contributions at beginning of year2012-08-31$343,966
Assets. Other investments not covered elsewhere at end of year2012-08-31$187,974
Assets. Other investments not covered elsewhere at beginning of year2012-08-31$170,325
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$1,139
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-08-31$564
Other income not declared elsewhere2012-08-31$10,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,622,904
Value of net assets at end of year (total assets less liabilities)2012-08-31$8,303,586
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$6,680,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$5,314,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$4,407,402
Interest on participant loans2012-08-31$14,831
Interest earned on other investments2012-08-31$42,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$905,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$653,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$653,025
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$1,469,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$1,027,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$380,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$909,516
Employer contributions (assets) at end of year2012-08-31$0
Employer contributions (assets) at beginning of year2012-08-31$60,975
Income. Dividends from common stock2012-08-31$1,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$95,388
Contract administrator fees2012-08-31$4,095
Assets. Corporate common stocks other than exployer securities at end of year2012-08-31$19,569
Assets. Corporate common stocks other than exployer securities at beginning of year2012-08-31$18,026
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31KARP, RONNING & TINOL
Accountancy firm EIN2012-08-31581202894
2011 : SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-08-31$-140
Total unrealized appreciation/depreciation of assets2011-08-31$-140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$1,638,412
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$390,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$337,771
Expenses. Certain deemed distributions of participant loans2011-08-31$49,377
Value of total corrective distributions2011-08-31$1,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$1,177,392
Value of total assets at end of year2011-08-31$6,681,246
Value of total assets at beginning of year2011-08-31$5,433,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$1,790
Total interest from all sources2011-08-31$56,274
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$91,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$91,527
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$224,795
Participant contributions at end of year2011-08-31$343,966
Participant contributions at beginning of year2011-08-31$384,936
Assets. Other investments not covered elsewhere at end of year2011-08-31$170,324
Assets. Other investments not covered elsewhere at beginning of year2011-08-31$157,092
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$233,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$564
Other income not declared elsewhere2011-08-31$5,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$1,247,605
Value of net assets at end of year (total assets less liabilities)2011-08-31$6,680,682
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$5,433,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$4,407,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$3,319,150
Interest on participant loans2011-08-31$14,605
Interest earned on other investments2011-08-31$41,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$653,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$451,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$451,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$1,027,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$1,061,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$307,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$718,935
Employer contributions (assets) at end of year2011-08-31$60,975
Employer contributions (assets) at beginning of year2011-08-31$40,810
Income. Dividends from common stock2011-08-31$413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$337,771
Contract administrator fees2011-08-31$1,790
Assets. Corporate common stocks other than exployer securities at end of year2011-08-31$18,026
Assets. Corporate common stocks other than exployer securities at beginning of year2011-08-31$18,165
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31KARP, RONNING & TINDON, PC
Accountancy firm EIN2011-08-31581202894

Form 5500 Responses for SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN

2021: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedYes
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: SOUTHSIDE FIRE DEPARTMENT EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 1
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered376
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $2,806
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,806
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 1
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered320
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $2,888
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,823
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 1
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered325
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $2,792
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,470
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 1
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered227
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $3,421
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,542
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 1
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered224
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $3,384
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4A38J
Policy instance 2
Insurance contract or identification number4A38J
Number of Individuals Covered7
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 1
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered247
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $4,076
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,232
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INSURANCE GROUP INC
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number38444
Policy instance 3
Insurance contract or identification number38444
Number of Individuals Covered0
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4A38J
Policy instance 2
Insurance contract or identification number4A38J
Number of Individuals Covered7
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number38444
Policy instance 1
Insurance contract or identification number38444
Number of Individuals Covered1
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 3
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered228
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $5,695
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,695
Insurance broker organization code?4
Insurance broker namePLANNING CORPORATION OF AMERICA
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number38444
Policy instance 1
Insurance contract or identification number38444
Number of Individuals Covered1
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 3
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered220
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $7,018
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,018
Insurance broker organization code?4
Insurance broker namePLANNING CORPORATION OF AMERICA
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4A38J
Policy instance 2
Insurance contract or identification number4A38J
Number of Individuals Covered7
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $73
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73
Insurance broker organization code?3
Insurance broker nameJOHN DURANT
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 1
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered231
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $4,686
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4A38J
Policy instance 2
Insurance contract or identification number4A38J
Number of Individuals Covered8
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number38444
Policy instance 3
Insurance contract or identification number38444
Number of Individuals Covered1
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number38444
Policy instance 3
Insurance contract or identification number38444
Number of Individuals Covered1
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60307-1
Policy instance 1
Insurance contract or identification numberMR 60307-1
Number of Individuals Covered228
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $4,124
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number4A38J
Policy instance 2
Insurance contract or identification number4A38J
Number of Individuals Covered8
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3