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WATSON REALTY CORP. 401(K) PLAN 401k Plan overview

Plan NameWATSON REALTY CORP. 401(K) PLAN
Plan identification number 002

WATSON REALTY CORP. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WATSON REALTY CORP. has sponsored the creation of one or more 401k plans.

Company Name:WATSON REALTY CORP.
Employer identification number (EIN):591152302
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about WATSON REALTY CORP.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1966-03-08
Company Identification Number: 302769
Legal Registered Office Address: 7821 DEERCREEK CLUB RD

JACKSONVILLE

32256

More information about WATSON REALTY CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WATSON REALTY CORP. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DIANE WALDRIP
0022017-01-01DIANE WALDRIP
0022016-01-01DIANE WALDRIP
0022015-01-01DIANE WALDRIP
0022014-01-01DIANE WALDRIP
0022013-01-01DIANE WALDRIP
0022012-01-01DIANE WALDRIP
0022011-01-01DIANE WALDRIP
0022010-01-01DIANE WALDRIP
0022009-01-01DIANE WALDRIP
0022009-01-01DIANE WALDRIP

Plan Statistics for WATSON REALTY CORP. 401(K) PLAN

401k plan membership statisitcs for WATSON REALTY CORP. 401(K) PLAN

Measure Date Value
2022: WATSON REALTY CORP. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01589
Total number of active participants reported on line 7a of the Form 55002022-01-01390
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01182
Total of all active and inactive participants2022-01-01583
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01583
Number of participants with account balances2022-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0150
2021: WATSON REALTY CORP. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01610
Total number of active participants reported on line 7a of the Form 55002021-01-01401
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01183
Total of all active and inactive participants2021-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01584
Number of participants with account balances2021-01-01477
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0161
2020: WATSON REALTY CORP. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01624
Total number of active participants reported on line 7a of the Form 55002020-01-01446
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01140
Total of all active and inactive participants2020-01-01586
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01586
Number of participants with account balances2020-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0160
2019: WATSON REALTY CORP. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01621
Total number of active participants reported on line 7a of the Form 55002019-01-01474
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01129
Total of all active and inactive participants2019-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01603
Number of participants with account balances2019-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0159
2018: WATSON REALTY CORP. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01604
Total number of active participants reported on line 7a of the Form 55002018-01-01492
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0192
Total of all active and inactive participants2018-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01584
Number of participants with account balances2018-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0150
2017: WATSON REALTY CORP. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01525
Total number of active participants reported on line 7a of the Form 55002017-01-01452
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01522
Number of participants with account balances2017-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: WATSON REALTY CORP. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01372
Total number of active participants reported on line 7a of the Form 55002016-01-01303
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01364
Number of participants with account balances2016-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01235
2015: WATSON REALTY CORP. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01353
Total number of active participants reported on line 7a of the Form 55002015-01-01297
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01342
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: WATSON REALTY CORP. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01355
Total number of active participants reported on line 7a of the Form 55002014-01-01292
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01329
Number of participants with account balances2014-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: WATSON REALTY CORP. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01363
Total number of active participants reported on line 7a of the Form 55002013-01-01274
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01325
Number of participants with account balances2013-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: WATSON REALTY CORP. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01319
Total number of active participants reported on line 7a of the Form 55002012-01-01289
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01343
Number of participants with account balances2012-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: WATSON REALTY CORP. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01422
Total number of active participants reported on line 7a of the Form 55002011-01-01202
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01257
Number of participants with account balances2011-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: WATSON REALTY CORP. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01378
Total number of active participants reported on line 7a of the Form 55002010-01-01279
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0149
Total of all active and inactive participants2010-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01328
Number of participants with account balances2010-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: WATSON REALTY CORP. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01385
Total number of active participants reported on line 7a of the Form 55002009-01-01318
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01364
Number of participants with account balances2009-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on WATSON REALTY CORP. 401(K) PLAN

Measure Date Value
2022 : WATSON REALTY CORP. 401(K) 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$26,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,911
Total income from all sources (including contributions)2022-12-31$-965,392
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$811,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$713,444
Value of total corrective distributions2022-12-31$26,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,291,201
Value of total assets at end of year2022-12-31$11,911,706
Value of total assets at beginning of year2022-12-31$13,680,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,877
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,169,359
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,540
Administrative expenses (other) incurred2022-12-31$18
Total non interest bearing cash at end of year2022-12-31$19,302
Total non interest bearing cash at beginning of year2022-12-31$17,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,777,124
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,884,984
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,662,108
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$11,773,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,462,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,256,593
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$119,302
Employer contributions (assets) at end of year2022-12-31$119,302
Employer contributions (assets) at beginning of year2022-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$713,444
Contract administrator fees2022-12-31$71,859
Liabilities. Value of benefit claims payable at end of year2022-12-31$26,722
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$17,911
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 name2022-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2022-12-31263429295
2021 : WATSON REALTY CORP. 401(K) 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$17,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$48,024
Total income from all sources (including contributions)2021-12-31$3,374,520
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,053,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,976,144
Value of total corrective distributions2021-12-31$263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,801,609
Value of total assets at end of year2021-12-31$13,680,019
Value of total assets at beginning of year2021-12-31$12,389,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,360
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,213,872
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$387,737
Administrative expenses (other) incurred2021-12-31$18
Total non interest bearing cash at end of year2021-12-31$17,999
Total non interest bearing cash at beginning of year2021-12-31$11,167
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$1,320,753
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,662,108
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,341,355
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$13,462,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,228,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,572,911
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$200,000
Employer contributions (assets) at end of year2021-12-31$200,000
Employer contributions (assets) at beginning of year2021-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,976,144
Contract administrator fees2021-12-31$77,342
Liabilities. Value of benefit claims payable at end of year2021-12-31$17,911
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$48,024
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 name2021-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2021-12-31263429295
2020 : WATSON REALTY CORP. 401(K) 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$48,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,433
Total income from all sources (including contributions)2020-12-31$3,088,881
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,494,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,382,536
Value of total corrective distributions2020-12-31$48,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,371,575
Value of total assets at end of year2020-12-31$12,389,379
Value of total assets at beginning of year2020-12-31$10,761,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,182
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,140,052
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$81,523
Total non interest bearing cash at end of year2020-12-31$11,167
Total non interest bearing cash at beginning of year2020-12-31$10,435
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$1,594,139
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,341,355
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,747,216
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$12,228,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,631,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,717,306
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$150,000
Employer contributions (assets) at end of year2020-12-31$150,000
Employer contributions (assets) at beginning of year2020-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,382,536
Contract administrator fees2020-12-31$64,182
Liabilities. Value of benefit claims payable at end of year2020-12-31$48,024
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$14,433
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2020-12-31263429295
2019 : WATSON REALTY CORP. 401(K) 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$14,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,287
Total income from all sources (including contributions)2019-12-31$3,080,158
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$832,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$777,829
Value of total corrective distributions2019-12-31$14,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,297,145
Value of total assets at end of year2019-12-31$10,761,649
Value of total assets at beginning of year2019-12-31$8,503,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,278
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$40,265
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,070,976
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$106,121
Other income not declared elsewhere2019-12-31$506
Total non interest bearing cash at end of year2019-12-31$10,435
Total non interest bearing cash at beginning of year2019-12-31$9,565
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$2,247,618
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,747,216
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,499,598
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$10,631,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,394,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,782,507
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$120,048
Employer contributions (assets) at end of year2019-12-31$120,000
Employer contributions (assets) at beginning of year2019-12-31$100,150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$777,829
Contract administrator fees2019-12-31$13
Liabilities. Value of benefit claims payable at end of year2019-12-31$14,433
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,287
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 name2019-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2019-12-31263429295
2018 : WATSON REALTY CORP. 401(K) 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$4,287
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$1,109,239
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$868,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$862,195
Value of total corrective distributions2018-12-31$4,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,732,081
Value of total assets at end of year2018-12-31$8,503,885
Value of total assets at beginning of year2018-12-31$8,258,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,664
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,041,281
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$375,650
Other income not declared elsewhere2018-12-31$1,756
Total non interest bearing cash at end of year2018-12-31$9,565
Total non interest bearing cash at beginning of year2018-12-31$6,393
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$241,093
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,499,598
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,258,505
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$8,394,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,225,503
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$26,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-624,598
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$315,150
Employer contributions (assets) at end of year2018-12-31$100,150
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$862,195
Contract administrator fees2018-12-31$1,664
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,287
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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 name2018-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2018-12-31263429295
2017 : WATSON REALTY CORP. 401(K) 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$2,134,852
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$714,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$705,118
Value of total corrective distributions2017-12-31$8,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,059,875
Value of total assets at end of year2017-12-31$8,258,505
Value of total assets at beginning of year2017-12-31$6,838,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$881
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$830,810
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$29,065
Other income not declared elsewhere2017-12-31$1,528
Administrative expenses (other) incurred2017-12-31$6
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$6,393
Total non interest bearing cash at beginning of year2017-12-31$2,641
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$1,420,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,258,505
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,838,065
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$8,225,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,567,033
Value of interest in common/collective trusts at end of year2017-12-31$26,609
Value of interest in common/collective trusts at beginning of year2017-12-31$268,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,073,449
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$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$705,118
Contract administrator fees2017-12-31$875
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 name2017-12-31ASSURANCE DIMENSIONS
Accountancy firm EIN2017-12-31273236857
2016 : WATSON REALTY CORP. 401(K) 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$1,308,653
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$314,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$309,947
Value of total corrective distributions2016-12-31$4,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$890,993
Value of total assets at end of year2016-12-31$6,838,065
Value of total assets at beginning of year2016-12-31$5,843,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$658,983
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$82,010
Other income not declared elsewhere2016-12-31$1,256
Administrative expenses (other) incurred2016-12-31$3
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$2,641
Total non interest bearing cash at beginning of year2016-12-31$2,871
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$994,450
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,838,065
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,843,615
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$6,567,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,768,115
Value of interest in common/collective trusts at end of year2016-12-31$268,391
Value of interest in common/collective trusts at beginning of year2016-12-31$72,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$416,404
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$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$309,947
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 name2016-12-31BARLEY, MCNAMARA, WILD
Accountancy firm EIN2016-12-31273236857
2015 : WATSON REALTY CORP. 401(K) 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$783,722
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$229,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$225,172
Value of total corrective distributions2015-12-31$4,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$860,586
Value of total assets at end of year2015-12-31$5,843,615
Value of total assets at beginning of year2015-12-31$5,289,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$667,615
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,971
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$2,871
Total non interest bearing cash at beginning of year2015-12-31$3,134
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$553,726
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,843,615
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,289,889
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$5,768,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,233,845
Value of interest in common/collective trusts at end of year2015-12-31$72,629
Value of interest in common/collective trusts at beginning of year2015-12-31$52,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-76,864
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$125,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$225,172
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 name2015-12-31BARLEY, MCNAMARA, WILD
Accountancy firm EIN2015-12-31273236857
2014 : WATSON REALTY CORP. 401(K) 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$858,499
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$384,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$372,829
Value of total corrective distributions2014-12-31$11,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$631,590
Value of total assets at end of year2014-12-31$5,289,889
Value of total assets at beginning of year2014-12-31$4,816,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$531,596
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$400
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$3,134
Total non interest bearing cash at beginning of year2014-12-31$2,573
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$473,819
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,289,889
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,816,070
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$5,233,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,803,330
Value of interest in common/collective trusts at end of year2014-12-31$52,910
Value of interest in common/collective trusts at beginning of year2014-12-31$10,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$226,909
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$99,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$372,829
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 name2014-12-31BARLEY, MCNAMARA, WILD
Accountancy firm EIN2014-12-31273236857
2013 : WATSON REALTY CORP. 401(K) 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$1,219,182
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$588,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$573,473
Value of total corrective distributions2013-12-31$13,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$565,779
Value of total assets at end of year2013-12-31$4,816,070
Value of total assets at beginning of year2013-12-31$4,184,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$600
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$498,178
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,012
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$2,573
Total non interest bearing cash at beginning of year2013-12-31$14,336
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$631,173
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,816,070
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,184,897
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$4,803,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,165,449
Value of interest in common/collective trusts at end of year2013-12-31$10,167
Value of interest in common/collective trusts at beginning of year2013-12-31$5,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$653,403
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$45,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$573,473
Contract administrator fees2013-12-31$600
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 name2013-12-31BARLEY, MCNAMARA, WILD
Accountancy firm EIN2013-12-31273236857
2012 : WATSON REALTY CORP. 401(K) 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$786,181
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$398,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$382,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$400,515
Value of total assets at end of year2012-12-31$4,184,897
Value of total assets at beginning of year2012-12-31$3,797,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,700
Total interest from all sources2012-12-31$15,700
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$11,131
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$11,131
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$400,515
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$14,336
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$387,485
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,184,897
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,797,412
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$4,165,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,723,500
Interest earned on other investments2012-12-31$15,700
Value of interest in common/collective trusts at end of year2012-12-31$5,112
Value of interest in common/collective trusts at beginning of year2012-12-31$73,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$358,835
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$382,996
Contract administrator fees2012-12-31$15,700
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 name2012-12-31BARLEY, MCNAMARA, WILD & MARTIN
Accountancy firm EIN2012-12-31273236857
2011 : WATSON REALTY CORP. 401(K) 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$274,107
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$427,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$402,698
Value of total corrective distributions2011-12-31$5,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$336,091
Value of total assets at end of year2011-12-31$3,797,412
Value of total assets at beginning of year2011-12-31$3,950,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,332
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,426
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$14,426
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$323,292
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,799
Other income not declared elsewhere2011-12-31$19,332
Administrative expenses (other) incurred2011-12-31$19,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-153,008
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,797,412
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,950,420
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$3,723,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,882,846
Value of interest in common/collective trusts at end of year2011-12-31$73,912
Value of interest in common/collective trusts at beginning of year2011-12-31$67,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-99,468
Net investment gain or loss from common/collective trusts2011-12-31$3,726
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$402,698
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 name2011-12-31BARLEY, MCNAMARA, WILD, MARTIN
Accountancy firm EIN2011-12-31273236857
2010 : WATSON REALTY CORP. 401(K) 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$16,066
Total income from all sources (including contributions)2010-12-31$773,969
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$808,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$791,675
Value of total corrective distributions2010-12-31$2,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$345,269
Value of total assets at end of year2010-12-31$3,950,420
Value of total assets at beginning of year2010-12-31$4,001,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,543
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$23,347
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$23,347
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$344,729
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$540
Other income not declared elsewhere2010-12-31$7,842
Administrative expenses (other) incurred2010-12-31$14,543
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$16,066
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$16,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-34,801
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,950,420
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,985,221
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$3,882,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,985,221
Value of interest in common/collective trusts at end of year2010-12-31$67,574
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$396,928
Net investment gain or loss from common/collective trusts2010-12-31$583
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$791,675
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 name2010-12-31BARLEY, MCNAMARA, WILD & MARTIN
Accountancy firm EIN2010-12-31273236857
2009 : WATSON REALTY CORP. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WATSON REALTY CORP. 401(K) PLAN

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

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered493
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $28,217
Total amount of fees paid to insurance companyUSD $6,139
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,217
Insurance broker organization code?3
Amount paid for insurance broker fees6139
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered478
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $29,904
Total amount of fees paid to insurance companyUSD $6,506
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,904
Insurance broker organization code?3
Amount paid for insurance broker fees6506
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered461
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $24,408
Total amount of fees paid to insurance companyUSD $5,310
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,408
Insurance broker organization code?3
Amount paid for insurance broker fees5310
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered459
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $24,620
Total amount of fees paid to insurance companyUSD $8,765
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,620
Insurance broker organization code?3
Amount paid for insurance broker fees8765
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered423
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $26,260
Total amount of fees paid to insurance companyUSD $6,682
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,260
Insurance broker organization code?3
Amount paid for insurance broker fees3718
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered363
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,544
Total amount of fees paid to insurance companyUSD $4,473
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,544
Insurance broker organization code?3
Amount paid for insurance broker fees4473
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENCOR, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered231
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,674
Total amount of fees paid to insurance companyUSD $2,849
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,674
Insurance broker organization code?3
Amount paid for insurance broker fees2849
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENCOR, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered223
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,956
Total amount of fees paid to insurance companyUSD $2,588
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,956
Insurance broker organization code?3
Amount paid for insurance broker fees2588
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENCOR, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered218
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,656
Total amount of fees paid to insurance companyUSD $13,302
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,656
Insurance broker organization code?3
Amount paid for insurance broker fees13302
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENCOR, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108511
Policy instance 1
Insurance contract or identification number108511
Number of Individuals Covered230
Insurance policy start date2012-12-06
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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