Logo

THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 401k Plan overview

Plan NameTHE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN)
Plan identification number 004

THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE PROFESSIONAL GOLFERS ASSOCIATION OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:THE PROFESSIONAL GOLFERS ASSOCIATION OF AMERICA
Employer identification number (EIN):590785835
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042017-01-01EVAN LOMRANTZ EVAN LOMRANTZ2018-07-31
0042016-01-01EVAN LOMRANTZ EVAN LOMRANTZ2017-10-16
0042015-01-01EVAN LOMRANTZ EVAN LOMRANTZ2016-10-17
0042014-01-01EVAN LOMRANTZ EVAN LOMRANTZ2015-10-15
0042013-01-01KIRK POTTINGER KIRK POTTINGER2014-10-13
0042012-01-01KIRK POTTINGER KIRK POTTINGER2013-10-11
0042011-01-01KIRK POTTINGER KIRK POTTINGER2012-10-09
0042010-01-01KIRK POTTINGER KIRK POTTINGER2011-10-13
0042009-01-01KIRK POTTINGER KIRK POTTINGER2010-10-08

Plan Statistics for THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN)

401k plan membership statisitcs for THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN)

Measure Date Value
2023: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2023 401k membership
Total participants, beginning-of-year2023-01-01651
Total number of active participants reported on line 7a of the Form 55002023-01-01274
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01288
Total of all active and inactive participants2023-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01562
Number of participants with account balances2023-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0121
2022: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2022 401k membership
Total participants, beginning-of-year2022-01-01490
Total number of active participants reported on line 7a of the Form 55002022-01-01492
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01159
Total of all active and inactive participants2022-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01651
Number of participants with account balances2022-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2021 401k membership
Total participants, beginning-of-year2021-01-01495
Total number of active participants reported on line 7a of the Form 55002021-01-01346
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01142
Total of all active and inactive participants2021-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01490
Number of participants with account balances2021-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2020 401k membership
Total participants, beginning-of-year2020-01-01617
Total number of active participants reported on line 7a of the Form 55002020-01-01439
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01495
Number of participants with account balances2020-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2019 401k membership
Total participants, beginning-of-year2019-01-01485
Total number of active participants reported on line 7a of the Form 55002019-01-01472
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01145
Total of all active and inactive participants2019-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01617
Number of participants with account balances2019-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2017: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2017 401k membership
Total participants, beginning-of-year2017-01-01606
Total number of active participants reported on line 7a of the Form 55002017-01-01491
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01109
Total of all active and inactive participants2017-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01601
Number of participants with account balances2017-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2016 401k membership
Total participants, beginning-of-year2016-01-01479
Total number of active participants reported on line 7a of the Form 55002016-01-01496
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01606
Number of participants with account balances2016-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2015 401k membership
Total participants, beginning-of-year2015-01-01426
Total number of active participants reported on line 7a of the Form 55002015-01-01340
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01476
Number of participants with account balances2015-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2014 401k membership
Total participants, beginning-of-year2014-01-01452
Total number of active participants reported on line 7a of the Form 55002014-01-01342
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01407
Number of participants with account balances2014-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2013 401k membership
Total participants, beginning-of-year2013-01-01423
Total number of active participants reported on line 7a of the Form 55002013-01-01329
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01112
Total of all active and inactive participants2013-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01441
Number of participants with account balances2013-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2012 401k membership
Total participants, beginning-of-year2012-01-01419
Total number of active participants reported on line 7a of the Form 55002012-01-01369
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01404
Number of participants with account balances2012-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2011 401k membership
Total participants, beginning-of-year2011-01-01467
Total number of active participants reported on line 7a of the Form 55002011-01-01387
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01411
Number of participants with account balances2011-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2010 401k membership
Total participants, beginning-of-year2010-01-01487
Total number of active participants reported on line 7a of the Form 55002010-01-01389
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0167
Total of all active and inactive participants2010-01-01456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01457
Number of participants with account balances2010-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2009 401k membership
Total participants, beginning-of-year2009-01-01499
Total number of active participants reported on line 7a of the Form 55002009-01-01402
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0173
Total of all active and inactive participants2009-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01475
Number of participants with account balances2009-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0120

Financial Data on THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN)

Measure Date Value
2023 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,473,921
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,780,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,761,322
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,046,141
Value of total assets at end of year2023-12-31$25,510,939
Value of total assets at beginning of year2023-12-31$21,817,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$18,836
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$5,574
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$473,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$473,001
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,575,691
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$470
Administrative expenses (other) incurred2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$3,693,763
Value of net assets at end of year (total assets less liabilities)2023-12-31$25,510,939
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,817,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$23,164,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,484,890
Interest on participant loans2023-12-31$0
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$5,574
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$65
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$65
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$300,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,144,741
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$803,994
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$2,046,141
Employer contributions (assets) at end of year2023-12-31$2,046,141
Employer contributions (assets) at beginning of year2023-12-31$1,756,112
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,761,322
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$18,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BDO USA, P.C.
Accountancy firm EIN2023-12-31135381590
2022 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,996,973
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,337,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,297,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,756,112
Value of total assets at end of year2022-12-31$21,817,176
Value of total assets at beginning of year2022-12-31$26,151,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$40,156
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$294,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$294,216
Administrative expenses professional fees incurred2022-12-31$40,156
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
Other income not declared elsewhere2022-12-31$26,127
Total non interest bearing cash at end of year2022-12-31$418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,334,723
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,817,176
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,151,899
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$18,484,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$23,236,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$65
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$64
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$64
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,575,691
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,208,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,073,428
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$1,756,112
Employer contributions (assets) at end of year2022-12-31$1,756,112
Employer contributions (assets) at beginning of year2022-12-31$1,706,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,297,594
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 name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31135381590
2021 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,057,096
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$898,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$859,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,706,366
Value of total assets at end of year2021-12-31$26,151,899
Value of total assets at beginning of year2021-12-31$21,993,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,935
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$268,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$268,199
Administrative expenses professional fees incurred2021-12-31$38,935
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,671,290
Amount contributed by the employer to the plan for this plan year2021-12-31$1,671,290
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$21,616
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$4,158,368
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,151,899
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,993,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$23,236,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,921,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$64
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,542
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,208,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,341,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,060,915
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$1,706,366
Employer contributions (assets) at end of year2021-12-31$1,706,366
Employer contributions (assets) at beginning of year2021-12-31$1,726,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$859,793
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,025,912
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,204,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,172,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,726,048
Value of total assets at end of year2020-12-31$21,993,531
Value of total assets at beginning of year2020-12-31$19,172,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,111
Total interest from all sources2020-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$242,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$242,791
Administrative expenses professional fees incurred2020-12-31$32,111
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,726,382
Amount contributed by the employer to the plan for this plan year2020-12-31$1,726,382
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other income not declared elsewhere2020-12-31$25,567
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$2,821,355
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,993,531
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,172,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,921,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,682,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$18,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$18,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,341,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$962,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,031,472
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$1,726,048
Employer contributions (assets) at end of year2020-12-31$1,726,382
Employer contributions (assets) at beginning of year2020-12-31$1,509,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,172,446
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,795,373
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,281,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,250,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,521,532
Value of total assets at end of year2019-12-31$19,172,176
Value of total assets at beginning of year2019-12-31$15,657,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,033
Total interest from all sources2019-12-31$219
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$306,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$306,842
Administrative expenses professional fees incurred2019-12-31$31,033
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,509,351
Amount contributed by the employer to the plan for this plan year2019-12-31$1,509,351
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other income not declared elsewhere2019-12-31$21,611
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$3,514,199
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,172,176
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,657,977
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,682,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,152,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$18,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$33,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$33,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$962,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,035,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,945,169
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$1,521,532
Employer contributions (assets) at end of year2019-12-31$1,509,351
Employer contributions (assets) at beginning of year2019-12-31$1,436,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,250,141
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$381,923
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,207,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,177,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,436,448
Value of total assets at end of year2018-12-31$15,657,977
Value of total assets at beginning of year2018-12-31$16,483,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,835
Total interest from all sources2018-12-31$107
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$244,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$244,989
Administrative expenses professional fees incurred2018-12-31$29,835
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,436,448
Amount contributed by the employer to the plan for this plan year2018-12-31$1,436,448
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other income not declared elsewhere2018-12-31$20,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-825,387
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,657,977
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,483,364
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,152,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,167,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$33,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$24,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$24,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$107
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,035,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$956,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,319,966
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$1,436,448
Employer contributions (assets) at end of year2018-12-31$1,436,448
Employer contributions (assets) at beginning of year2018-12-31$1,334,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,177,475
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,541,498
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,233,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,187,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,334,194
Value of total assets at end of year2017-12-31$16,483,364
Value of total assets at beginning of year2017-12-31$15,175,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,002
Total interest from all sources2017-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$227,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$227,995
Administrative expenses professional fees incurred2017-12-31$46,002
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 period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,359,148
Amount contributed by the employer to the plan for this plan year2017-12-31$1,359,148
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$19,035
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$1,307,642
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,483,364
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,175,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,167,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,476,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$24,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$22,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$22,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$956,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,330,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,960,264
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$1,334,194
Employer contributions (assets) at end of year2017-12-31$1,334,194
Employer contributions (assets) at beginning of year2017-12-31$1,346,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,187,854
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,351,647
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$809,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$773,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,346,121
Value of total assets at end of year2016-12-31$15,175,722
Value of total assets at beginning of year2016-12-31$13,633,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,508
Total interest from all sources2016-12-31$22,083
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$228,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$228,560
Administrative expenses professional fees incurred2016-12-31$36,508
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,368,782
Amount contributed by the employer to the plan for this plan year2016-12-31$1,368,782
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,541,727
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,175,722
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,633,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,476,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,283,479
Interest earned on other investments2016-12-31$22,082
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$22,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$25,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$25,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,330,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,098,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$754,883
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$1,346,121
Employer contributions (assets) at end of year2016-12-31$1,346,121
Employer contributions (assets) at beginning of year2016-12-31$1,226,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$773,412
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 name2016-12-31PRICEWATERHOUSECOOPERS LLC
Accountancy firm EIN2016-12-31134008324
2015 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,148,278
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,054,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,025,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,226,495
Value of total assets at end of year2015-12-31$13,633,995
Value of total assets at beginning of year2015-12-31$13,540,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,358
Total interest from all sources2015-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$207,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$207,693
Administrative expenses professional fees incurred2015-12-31$29,358
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,226,495
Amount contributed by the employer to the plan for this plan year2015-12-31$1,226,495
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$10,673
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$93,405
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,633,995
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,540,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,283,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,216,113
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$1,145,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$25,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$55,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$55,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,098,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-298,387
Net investment gain or loss from common/collective trusts2015-12-31$1,802
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$1,226,495
Employer contributions (assets) at end of year2015-12-31$1,226,495
Employer contributions (assets) at beginning of year2015-12-31$1,123,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,025,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2015-12-31134008324
2014 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,990,020
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,065,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,039,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,123,332
Value of total assets at end of year2014-12-31$13,540,590
Value of total assets at beginning of year2014-12-31$12,615,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,971
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$222,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$222,118
Administrative expenses professional fees incurred2014-12-31$25,971
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,123,332
Amount contributed by the employer to the plan for this plan year2014-12-31$1,123,332
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$924,640
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,540,590
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,615,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,216,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,207,398
Value of interest in common/collective trusts at end of year2014-12-31$1,145,656
Value of interest in common/collective trusts at beginning of year2014-12-31$1,375,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$55,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$641,475
Net investment gain or loss from common/collective trusts2014-12-31$3,095
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$1,123,332
Employer contributions (assets) at end of year2014-12-31$1,123,332
Employer contributions (assets) at beginning of year2014-12-31$1,009,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,039,409
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2014-12-31134008324
2013 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,669,860
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,714,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,691,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,009,679
Value of total assets at end of year2013-12-31$12,615,950
Value of total assets at beginning of year2013-12-31$11,660,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,124
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$178,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$178,615
Administrative expenses professional fees incurred2013-12-31$23,124
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,009,679
Amount contributed by the employer to the plan for this plan year2013-12-31$1,009,679
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$955,323
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,615,950
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,660,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,207,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,022,993
Value of interest in common/collective trusts at end of year2013-12-31$1,375,156
Value of interest in common/collective trusts at beginning of year2013-12-31$1,598,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$47
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$47
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,477,576
Net investment gain or loss from common/collective trusts2013-12-31$3,990
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$1,009,679
Employer contributions (assets) at end of year2013-12-31$1,009,679
Employer contributions (assets) at beginning of year2013-12-31$1,038,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,691,413
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 name2013-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2013-12-31134008324
2012 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,140,204
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$664,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$643,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,038,898
Value of total assets at end of year2012-12-31$11,660,627
Value of total assets at beginning of year2012-12-31$10,185,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,658
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$182,223
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$182,223
Administrative expenses professional fees incurred2012-12-31$21,658
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,038,898
Amount contributed by the employer to the plan for this plan year2012-12-31$1,038,898
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,475,403
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,660,627
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,185,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,022,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,696,570
Value of interest in common/collective trusts at end of year2012-12-31$1,598,689
Value of interest in common/collective trusts at beginning of year2012-12-31$1,461,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$47
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$16,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$16,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$909,226
Net investment gain or loss from common/collective trusts2012-12-31$9,857
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$1,038,898
Employer contributions (assets) at end of year2012-12-31$1,038,898
Employer contributions (assets) at beginning of year2012-12-31$1,010,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$643,143
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 name2012-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2012-12-31134008324
2011 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,029,082
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$405,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$384,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,010,543
Value of total assets at end of year2011-12-31$10,185,224
Value of total assets at beginning of year2011-12-31$9,562,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,114
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$162,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$162,846
Administrative expenses professional fees incurred2011-12-31$21,114
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,010,544
Amount contributed by the employer to the plan for this plan year2011-12-31$1,010,544
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$623,099
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,185,224
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,562,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,696,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,302,579
Value of interest in common/collective trusts at end of year2011-12-31$1,461,778
Value of interest in common/collective trusts at beginning of year2011-12-31$1,239,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$16,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-162,219
Net investment gain or loss from common/collective trusts2011-12-31$17,912
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$1,010,543
Employer contributions (assets) at end of year2011-12-31$1,010,543
Employer contributions (assets) at beginning of year2011-12-31$1,007,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$384,869
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 name2011-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2011-12-31134008324
2010 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,972,716
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$264,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$248,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,007,877
Value of total assets at end of year2010-12-31$9,562,125
Value of total assets at beginning of year2010-12-31$7,853,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,163
Total interest from all sources2010-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$136,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$136,451
Administrative expenses professional fees incurred2010-12-31$16,163
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,007,877
Amount contributed by the employer to the plan for this plan year2010-12-31$1,007,877
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,708,426
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,562,125
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,853,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,302,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,718,863
Value of interest in common/collective trusts at end of year2010-12-31$1,239,247
Value of interest in common/collective trusts at beginning of year2010-12-31$1,137,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,422
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$808,605
Net investment gain or loss from common/collective trusts2010-12-31$19,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,007,877
Employer contributions (assets) at end of year2010-12-31$1,007,877
Employer contributions (assets) at beginning of year2010-12-31$996,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$248,127
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 name2010-12-31PRICEWATERHOUSECOOPERS LLC
Accountancy firm EIN2010-12-31134008324
2009 : THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$996,760
Amount contributed by the employer to the plan for this plan year2009-12-31$996,760

Form 5500 Responses for THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN)

2023: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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
2017: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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
2010: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE PLAN) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE PGA OF AMERICA EMPLOYEES RETIREMENT PLAN (A MONEY PURCHASE 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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140069-02
Policy instance 1
Insurance contract or identification number140069-02
Number of Individuals Covered61
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809757A
Policy instance 1
Insurance contract or identification number809757A
Number of Individuals Covered59
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809757A
Policy instance 1
Insurance contract or identification number809757A
Number of Individuals Covered69
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809757A
Policy instance 1
Insurance contract or identification number809757A
Number of Individuals Covered74
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809757A
Policy instance 1
Insurance contract or identification number809757A
Number of Individuals Covered70
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809757A
Policy instance 1
Insurance contract or identification number809757A
Number of Individuals Covered88
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809757A
Policy instance 1
Insurance contract or identification number809757A
Number of Individuals Covered476
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

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