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POPE GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePOPE GROUP 401(K) PROFIT SHARING PLAN
Plan identification number 003

POPE GROUP 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

POPE AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.

Company Name:POPE AUTOMOTIVE GROUP
Employer identification number (EIN):582313642
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POPE GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01JANE SEAY JANE SEAY2019-06-07
0032017-01-01JANE SEAY JANE SEAY2018-06-11
0032016-01-01JANE SEAY JANE SEAY2017-07-12
0032015-01-01JANE SEAY JANE SEAY2016-08-09
0032014-01-01JANE SEAY JANE SEAY2015-07-01
0032013-01-01JANE SEAY JANE SEAY2014-10-08
0032012-01-01JANE SEAY JANE SEAY2013-08-15
0032011-01-01JANE SEAY JANE SEAY2012-10-03
0032009-01-01JANE SEAY JANE SEAY2010-10-07

Plan Statistics for POPE GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for POPE GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: POPE GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,378
Total number of active participants reported on line 7a of the Form 55002022-01-011,469
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01482
Total of all active and inactive participants2022-01-011,951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,951
Number of participants with account balances2022-01-011,789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01145
2021: POPE GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,173
Total number of active participants reported on line 7a of the Form 55002021-01-011,043
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01239
Total of all active and inactive participants2021-01-011,288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,288
Number of participants with account balances2021-01-011,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0166
2020: POPE GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,210
Total number of active participants reported on line 7a of the Form 55002020-01-01919
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-01124
Total of all active and inactive participants2020-01-011,070
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,070
Number of participants with account balances2020-01-01784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01103
2019: POPE GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,182
Total number of active participants reported on line 7a of the Form 55002019-01-01981
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01141
Total of all active and inactive participants2019-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,129
Number of participants with account balances2019-01-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0129
2018: POPE GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,112
Total number of active participants reported on line 7a of the Form 55002018-01-01929
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01974
Number of participants with account balances2018-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: POPE GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,085
Total number of active participants reported on line 7a of the Form 55002017-01-01919
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01997
Total participants2017-01-01997
Number of participants with account balances2017-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0135
2016: POPE GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,000
Total number of active participants reported on line 7a of the Form 55002016-01-01887
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01944
Number of participants with account balances2016-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: POPE GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01929
Total number of active participants reported on line 7a of the Form 55002015-01-01862
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01907
Number of participants with account balances2015-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: POPE GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01826
Total number of active participants reported on line 7a of the Form 55002014-01-01750
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01800
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01800
Number of participants with account balances2014-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: POPE GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01679
Total number of active participants reported on line 7a of the Form 55002013-01-01626
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01662
Number of participants with account balances2013-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: POPE GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01482
Total number of active participants reported on line 7a of the Form 55002012-01-01504
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01529
Number of participants with account balances2012-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: POPE GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01398
Total number of active participants reported on line 7a of the Form 55002011-01-01375
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01430
Total participants2011-01-01430
Number of participants with account balances2011-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2009: POPE GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01330
Total number of active participants reported on line 7a of the Form 55002009-01-01261
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01315
Number of participants with account balances2009-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on POPE GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : POPE GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$38,591
Total unrealized appreciation/depreciation of assets2022-12-31$38,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$962
Total income from all sources (including contributions)2022-12-31$2,979,095
Total of all expenses incurred2022-12-31$2,408,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,142,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,671,764
Value of total assets at end of year2022-12-31$21,331,050
Value of total assets at beginning of year2022-12-31$20,761,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$265,984
Total interest from all sources2022-12-31$10,796
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$265,984
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,215,248
Participant contributions at end of year2022-12-31$300
Participant contributions at beginning of year2022-12-31$5,966
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$961,605
Liabilities. Value of operating payables at beginning of year2022-12-31$962
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$570,130
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,331,050
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,760,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,328,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,156,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,506,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,179,804
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,742,056
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$494,911
Employer contributions (assets) at end of year2022-12-31$494,911
Employer contributions (assets) at beginning of year2022-12-31$419,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,142,981
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : POPE GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$23,593
Total unrealized appreciation/depreciation of assets2021-12-31$23,593
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$962
Total income from all sources (including contributions)2021-12-31$6,364,893
Total of all expenses incurred2021-12-31$1,669,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,422,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,993,957
Value of total assets at end of year2021-12-31$20,761,882
Value of total assets at beginning of year2021-12-31$16,066,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$247,802
Total interest from all sources2021-12-31$165
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$11,997
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,265,914
Participant contributions at end of year2021-12-31$5,966
Participant contributions at beginning of year2021-12-31$41,228
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$317,369
Liabilities. Value of operating payables at end of year2021-12-31$962
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$4,694,910
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,760,920
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,066,010
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$55,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,156,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,463,128
Interest earned on other investments2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,179,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,258,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,347,178
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$410,674
Employer contributions (assets) at end of year2021-12-31$419,841
Employer contributions (assets) at beginning of year2021-12-31$303,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,422,181
Contract administrator fees2021-12-31$179,978
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : POPE GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,486,569
Total of all expenses incurred2020-12-31$1,456,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,229,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,746,547
Value of total assets at end of year2020-12-31$16,066,010
Value of total assets at beginning of year2020-12-31$13,035,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$226,706
Total interest from all sources2020-12-31$1,194
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$23,651
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,374,254
Participant contributions at end of year2020-12-31$41,228
Participant contributions at beginning of year2020-12-31$62,030
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$83,569
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$3,030,285
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,066,010
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,035,725
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$47,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,463,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,528,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,258,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,116,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,738,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$288,724
Employer contributions (assets) at end of year2020-12-31$303,347
Employer contributions (assets) at beginning of year2020-12-31$327,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,229,578
Contract administrator fees2020-12-31$155,553
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : POPE GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$31
Total income from all sources (including contributions)2019-12-31$4,937,797
Total of all expenses incurred2019-12-31$1,775,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,583,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,946,082
Value of total assets at end of year2019-12-31$13,035,725
Value of total assets at beginning of year2019-12-31$9,873,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$192,062
Total interest from all sources2019-12-31$3,509
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$15,367
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,623,107
Participant contributions at end of year2019-12-31$62,030
Participant contributions at beginning of year2019-12-31$42,205
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,980
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$3,162,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,035,725
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,873,532
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$45,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,528,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,779,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,116,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$832,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,988,206
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Contributions received in cash from employer2019-12-31$316,995
Employer contributions (assets) at end of year2019-12-31$327,877
Employer contributions (assets) at beginning of year2019-12-31$219,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,583,542
Contract administrator fees2019-12-31$131,674
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$31
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 name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : POPE GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$31
Total income from all sources (including contributions)2018-12-31$1,336,895
Total of all expenses incurred2018-12-31$1,055,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$898,872
Value of total corrective distributions2018-12-31$30
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,906,867
Value of total assets at end of year2018-12-31$9,873,563
Value of total assets at beginning of year2018-12-31$9,592,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$156,888
Total interest from all sources2018-12-31$2,081
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$9,042
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,666,799
Participant contributions at end of year2018-12-31$42,205
Participant contributions at beginning of year2018-12-31$21,847
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,135
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$281,105
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,873,532
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,592,427
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$41,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,779,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,692,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$832,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$780,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-572,053
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$218,933
Employer contributions (assets) at end of year2018-12-31$219,584
Employer contributions (assets) at beginning of year2018-12-31$98,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$898,872
Contract administrator fees2018-12-31$105,943
Liabilities. Value of benefit claims payable at end of year2018-12-31$31
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : POPE GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,737,770
Total of all expenses incurred2017-12-31$759,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$632,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,513,730
Value of total assets at end of year2017-12-31$9,592,427
Value of total assets at beginning of year2017-12-31$7,613,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$126,597
Total interest from all sources2017-12-31$694
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$6,576
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,331,376
Participant contributions at end of year2017-12-31$21,847
Participant contributions at beginning of year2017-12-31$19,457
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$84,186
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$1,978,754
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,592,427
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,613,673
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
Investment advisory and management fees2017-12-31$36,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,692,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,726,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$780,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$765,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,223,346
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$98,168
Employer contributions (assets) at end of year2017-12-31$98,168
Employer contributions (assets) at beginning of year2017-12-31$101,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$632,419
Contract administrator fees2017-12-31$83,485
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 name2017-12-31CROWE HORWATH LLP
Accountancy firm EIN2017-12-31350921680
2016 : POPE GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$165
Total income from all sources (including contributions)2016-12-31$1,909,035
Total of all expenses incurred2016-12-31$780,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$660,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,415,349
Value of total assets at end of year2016-12-31$7,613,673
Value of total assets at beginning of year2016-12-31$6,485,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,864
Total interest from all sources2016-12-31$83
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$4,327
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,316,276
Participant contributions at end of year2016-12-31$19,457
Participant contributions at beginning of year2016-12-31$19,211
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,798
Administrative expenses (other) incurred2016-12-31$8,686
Liabilities. Value of operating payables at beginning of year2016-12-31$165
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$1,128,385
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,613,673
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,485,288
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
Investment advisory and management fees2016-12-31$83,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,726,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,735,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$25,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$25,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$83
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$765,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$613,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$493,603
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$97,275
Employer contributions (assets) at end of year2016-12-31$101,527
Employer contributions (assets) at beginning of year2016-12-31$91,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$660,786
Contract administrator fees2016-12-31$23,206
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 name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : POPE GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$727
Total income from all sources (including contributions)2015-12-31$1,460,998
Total of all expenses incurred2015-12-31$811,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$711,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,553,439
Value of total assets at end of year2015-12-31$6,485,453
Value of total assets at beginning of year2015-12-31$5,836,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$99,886
Total interest from all sources2015-12-31$4,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$5,564
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,195,235
Participant contributions at end of year2015-12-31$19,211
Participant contributions at beginning of year2015-12-31$14,547
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$269,380
Other income not declared elsewhere2015-12-31$9,279
Liabilities. Value of operating payables at end of year2015-12-31$165
Liabilities. Value of operating payables at beginning of year2015-12-31$727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$649,848
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,485,288
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,835,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$71,151
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,735,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,242,657
Interest earned on other investments2015-12-31$4,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$25,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$503,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$503,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$613,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-105,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$88,824
Employer contributions (assets) at end of year2015-12-31$91,238
Employer contributions (assets) at beginning of year2015-12-31$75,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$711,264
Contract administrator fees2015-12-31$23,171
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : POPE GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,711
Total income from all sources (including contributions)2014-12-31$1,439,739
Total of all expenses incurred2014-12-31$418,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$331,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,215,747
Value of total assets at end of year2014-12-31$5,836,167
Value of total assets at beginning of year2014-12-31$4,821,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$86,433
Total interest from all sources2014-12-31$-17
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,391
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$971,235
Participant contributions at end of year2014-12-31$14,547
Participant contributions at beginning of year2014-12-31$13,044
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$169,327
Liabilities. Value of operating payables at end of year2014-12-31$727
Liabilities. Value of operating payables at beginning of year2014-12-31$7,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,021,423
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,835,440
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,814,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$35,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,242,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,355,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$503,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$387,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$387,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$224,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$75,185
Employer contributions (assets) at end of year2014-12-31$75,185
Employer contributions (assets) at beginning of year2014-12-31$66,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$331,883
Contract administrator fees2014-12-31$47,978
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : POPE GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,711
Total income from all sources (including contributions)2013-12-31$1,650,045
Total of all expenses incurred2013-12-31$397,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$328,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$942,114
Value of total assets at end of year2013-12-31$4,821,728
Value of total assets at beginning of year2013-12-31$3,561,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$68,366
Total interest from all sources2013-12-31$-15
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$3,070
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$875,867
Participant contributions at end of year2013-12-31$13,044
Participant contributions at beginning of year2013-12-31$11,735
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,999
Liabilities. Value of operating payables at end of year2013-12-31$7,711
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,252,992
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,814,017
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,561,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$27,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,355,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,178,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$387,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$320,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$320,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$-15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$707,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$64,248
Employer contributions (assets) at end of year2013-12-31$66,275
Employer contributions (assets) at beginning of year2013-12-31$50,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$328,687
Contract administrator fees2013-12-31$37,845
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : POPE GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,033,940
Total of all expenses incurred2012-12-31$400,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$338,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$685,800
Value of total assets at end of year2012-12-31$3,561,025
Value of total assets at beginning of year2012-12-31$2,927,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$61,963
Total interest from all sources2012-12-31$-13
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$348,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$348,153
Administrative expenses professional fees incurred2012-12-31$16,759
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$635,132
Participant contributions at end of year2012-12-31$11,735
Participant contributions at beginning of year2012-12-31$8,945
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$633,074
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,561,025
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,927,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$14,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,178,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,603,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$320,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$271,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$271,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$-13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$50,668
Employer contributions (assets) at end of year2012-12-31$50,668
Employer contributions (assets) at beginning of year2012-12-31$43,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$338,903
Contract administrator fees2012-12-31$30,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : POPE GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,868
Total income from all sources (including contributions)2011-12-31$536,910
Total of all expenses incurred2011-12-31$402,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$345,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$617,168
Value of total assets at end of year2011-12-31$2,927,951
Value of total assets at beginning of year2011-12-31$2,799,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$56,826
Total interest from all sources2011-12-31$63,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$13,132
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$573,858
Participant contributions at end of year2011-12-31$8,945
Participant contributions at beginning of year2011-12-31$13,025
Liabilities. Value of operating payables at beginning of year2011-12-31$5,868
Total non interest bearing cash at end of year2011-12-31$495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$134,301
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,927,951
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,793,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$14,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,603,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,542,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$271,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$219,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$219,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$63,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-143,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$43,310
Employer contributions (assets) at end of year2011-12-31$43,132
Employer contributions (assets) at beginning of year2011-12-31$24,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$345,783
Contract administrator fees2011-12-31$28,786
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : POPE GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,029
Total income from all sources (including contributions)2010-12-31$803,481
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$209,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$155,589
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$5,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$517,307
Value of total assets at end of year2010-12-31$2,799,518
Value of total assets at beginning of year2010-12-31$2,208,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$47,731
Total interest from all sources2010-12-31$-16
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$10,757
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$492,873
Participant contributions at end of year2010-12-31$13,025
Participant contributions at beginning of year2010-12-31$6,136
Liabilities. Value of operating payables at end of year2010-12-31$5,868
Liabilities. Value of operating payables at beginning of year2010-12-31$9,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$594,293
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,793,650
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,199,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$86
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,542,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,999,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$219,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$202,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$202,657
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$286,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$24,434
Employer contributions (assets) at end of year2010-12-31$24,435
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$155,589
Contract administrator fees2010-12-31$36,888
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAULDIN & JENKINS, LLC
Accountancy firm EIN2010-12-31580692043
2009 : POPE GROUP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for POPE GROUP 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number065-81122
Policy instance 1
Insurance contract or identification number065-81122
Number of Individuals Covered1789
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,097
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $7,097
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number065-81122
Policy instance 1
Insurance contract or identification number065-81122
Number of Individuals Covered1116
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,981
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $5,981
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number065-81122
Policy instance 1
Insurance contract or identification number065-81122
Number of Individuals Covered784
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,898
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $5,898
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number065-81122
Policy instance 1
Insurance contract or identification number065-81122
Number of Individuals Covered850
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,880
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $4,880
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number065-81122
Policy instance 1
Insurance contract or identification number065-81122
Number of Individuals Covered408
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,133
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $4,133
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number065-81122
Policy instance 1
Insurance contract or identification number065-81122
Number of Individuals Covered373
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,938
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,938
Insurance broker organization code?4
Insurance broker nameLAMON & STERN
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number065-81122
Policy instance 1
Insurance contract or identification number065-81122
Number of Individuals Covered324
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,046
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,046
Insurance broker organization code?4
Insurance broker nameLAMON & STERN

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