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BIG CANOE POA 401(K) PLAN 401k Plan overview

Plan NameBIG CANOE POA 401(K) PLAN
Plan identification number 001

BIG CANOE POA 401(K) PLAN Benefits

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

401k Sponsoring company profile

BIG CANOE PROPERTY OWNERS ASSOC, INC. has sponsored the creation of one or more 401k plans.

Company Name:BIG CANOE PROPERTY OWNERS ASSOC, INC.
Employer identification number (EIN):581178491
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIG CANOE POA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAYNE HAGAN JAYNE HAGAN2018-10-10
0012016-01-01JAYNE HAGAN JAYNE HAGAN2018-01-24

Plan Statistics for BIG CANOE POA 401(K) PLAN

401k plan membership statisitcs for BIG CANOE POA 401(K) PLAN

Measure Date Value
2022: BIG CANOE POA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01202
Number of participants with account balances2022-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BIG CANOE POA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01169
Total number of active participants reported on line 7a of the Form 55002021-01-01161
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01190
Number of participants with account balances2021-01-0182
2020: BIG CANOE POA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-01141
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01167
Total participants2020-01-01167
Number of participants with account balances2020-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BIG CANOE POA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01194
Total number of active participants reported on line 7a of the Form 55002019-01-01160
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01187
Number of participants with account balances2019-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BIG CANOE POA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01187
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01189
Number of participants with account balances2018-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BIG CANOE POA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01181
Total number of active participants reported on line 7a of the Form 55002017-01-01164
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01178
Total participants2017-01-01178
Number of participants with account balances2017-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BIG CANOE POA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01175
Total number of active participants reported on line 7a of the Form 55002016-01-01165
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01178
Number of participants with account balances2016-01-0176

Financial Data on BIG CANOE POA 401(K) PLAN

Measure Date Value
2022 : BIG CANOE POA 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-328,507
Total of all expenses incurred2022-12-31$341,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$326,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$302,726
Value of total assets at end of year2022-12-31$3,452,981
Value of total assets at beginning of year2022-12-31$4,122,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,237
Total interest from all sources2022-12-31$4,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$15,237
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$218,301
Participant contributions at end of year2022-12-31$96,077
Participant contributions at beginning of year2022-12-31$93,946
Total non interest bearing cash at end of year2022-12-31$4
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-669,957
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,452,981
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,122,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,356,900
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,028,992
Interest on participant loans2022-12-31$4,540
Net investment gain/loss from pooled separate accounts2022-12-31$-635,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$84,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$326,213
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2022-12-31580692043
2021 : BIG CANOE POA 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$812,487
Total of all expenses incurred2021-12-31$274,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$256,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$418,991
Value of total assets at end of year2021-12-31$4,122,938
Value of total assets at beginning of year2021-12-31$3,584,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,481
Total interest from all sources2021-12-31$4,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$525
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$216,019
Participant contributions at end of year2021-12-31$93,946
Participant contributions at beginning of year2021-12-31$80,662
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$117,633
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$538,210
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,122,938
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,584,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$16,000
Value of interest in pooled separate accounts at end of year2021-12-31$4,028,992
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,504,066
Interest on participant loans2021-12-31$4,600
Net investment gain/loss from pooled separate accounts2021-12-31$388,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$85,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$256,796
Contract administrator fees2021-12-31$956
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2021-12-31580692043
2020 : BIG CANOE POA 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$988,430
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$317,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$302,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$515,944
Value of total assets at end of year2020-12-31$3,584,728
Value of total assets at beginning of year2020-12-31$2,913,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,161
Total interest from all sources2020-12-31$4,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$300
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$188,874
Participant contributions at end of year2020-12-31$80,662
Participant contributions at beginning of year2020-12-31$87,011
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$251,599
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$671,216
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,584,728
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,913,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,897
Value of interest in pooled separate accounts at end of year2020-12-31$3,504,066
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,826,501
Interest on participant loans2020-12-31$4,941
Net investment gain/loss from pooled separate accounts2020-12-31$467,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$75,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$302,053
Contract administrator fees2020-12-31$964
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2020-12-31580692043
2019 : BIG CANOE POA 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$770,648
Total of all expenses incurred2019-12-31$397,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$383,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$297,516
Value of total assets at end of year2019-12-31$2,913,512
Value of total assets at beginning of year2019-12-31$2,540,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,526
Total interest from all sources2019-12-31$4,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$450
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$220,540
Participant contributions at end of year2019-12-31$87,011
Participant contributions at beginning of year2019-12-31$69,396
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$3,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$372,652
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,913,512
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,540,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,509
Value of interest in pooled separate accounts at end of year2019-12-31$2,826,501
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,468,239
Interest on participant loans2019-12-31$4,250
Net investment gain/loss from pooled separate accounts2019-12-31$468,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$76,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$383,470
Contract administrator fees2019-12-31$-2,433
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2019-12-31580692043
2018 : BIG CANOE POA 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$131,684
Total of all expenses incurred2018-12-31$97,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$91,550
Value of total corrective distributions2018-12-31$4,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$296,472
Value of total assets at end of year2018-12-31$2,540,860
Value of total assets at beginning of year2018-12-31$2,506,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,862
Total interest from all sources2018-12-31$3,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$525
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$218,019
Participant contributions at end of year2018-12-31$69,396
Participant contributions at beginning of year2018-12-31$35,741
Total non interest bearing cash at end of year2018-12-31$3,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$33,951
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,540,860
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,506,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,513
Value of interest in pooled separate accounts at end of year2018-12-31$2,468,239
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,471,168
Interest on participant loans2018-12-31$3,600
Net investment gain/loss from pooled separate accounts2018-12-31$-168,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$78,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$91,550
Contract administrator fees2018-12-31$-1,176
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2018-12-31580692043
2017 : BIG CANOE POA 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$592,619
Total of all expenses incurred2017-12-31$95,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$92,701
Value of total corrective distributions2017-12-31$1,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$287,186
Value of total assets at end of year2017-12-31$2,506,909
Value of total assets at beginning of year2017-12-31$2,009,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$857
Total interest from all sources2017-12-31$1,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$375
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$205,059
Participant contributions at end of year2017-12-31$35,741
Participant contributions at beginning of year2017-12-31$29,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$497,078
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,506,909
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,009,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$2,471,168
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,980,624
Interest on participant loans2017-12-31$1,762
Net investment gain/loss from pooled separate accounts2017-12-31$303,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$82,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$92,701
Contract administrator fees2017-12-31$482
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2017-12-31580692043
2016 : BIG CANOE POA 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$1,665,008
Total income from all sources (including contributions)2016-12-31$449,611
Total of all expenses incurred2016-12-31$104,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$104,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$246,276
Value of total assets at end of year2016-12-31$2,009,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$475
Total interest from all sources2016-12-31$1,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$225
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$173,257
Participant contributions at end of year2016-12-31$29,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$344,823
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,009,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,980,624
Interest on participant loans2016-12-31$1,427
Net investment gain/loss from pooled separate accounts2016-12-31$201,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$73,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$104,313
Contract administrator fees2016-12-31$250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2016-12-31580692043

Form 5500 Responses for BIG CANOE POA 401(K) PLAN

2022: BIG CANOE POA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BIG CANOE POA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BIG CANOE POA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BIG CANOE POA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BIG CANOE POA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BIG CANOE POA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BIG CANOE POA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122479
Policy instance 1
Insurance contract or identification number122479
Number of Individuals Covered2243
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,243
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees2243
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122479
Policy instance 1
Insurance contract or identification number122479
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,442
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees2442
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122479
Policy instance 1
Insurance contract or identification number122479
Number of Individuals Covered89
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,783
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees1783
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122479
Policy instance 1
Insurance contract or identification number122479
Number of Individuals Covered91
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,851
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees1851
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122479
Policy instance 1
Insurance contract or identification number122479
Number of Individuals Covered87
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,349
Total amount of fees paid to insurance companyUSD $1,823
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,349
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122479
Policy instance 1
Insurance contract or identification number122479
Number of Individuals Covered84
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,460
Total amount of fees paid to insurance companyUSD $1,499
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,460
Insurance broker organization code?3
Amount paid for insurance broker fees1499
Additional information about fees paid to insurance brokerTPA
Insurance broker nameBURLEIGH CONSULTING GROUP

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