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COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 401k Plan overview

Plan NameCOMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN
Plan identification number 004

COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

COMMUNITY LEGAL SERVICES OF MID-FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY LEGAL SERVICES OF MID-FLORIDA, INC.
Employer identification number (EIN):591156260
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about COMMUNITY LEGAL SERVICES OF MID-FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1966-09-29
Company Identification Number: 711555
Legal Registered Office Address: 1574 VILLAGE SQUARE BLVD

TALLAHASSEE

32309

More information about COMMUNITY LEGAL SERVICES OF MID-FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01LINDA TRUITT
0042016-01-01LINDA TRUITT LINDA TRUITT2017-09-26
0042015-01-01LINDA TRUITT
0042014-01-01MICHELLE LILAVOIS
0042013-01-01MICHELLE LILAVOIS
0042012-01-01MICHELLE LILAVOIS
0042011-01-01MICHELLE LILAVOIS
0042010-01-01MICHELLE LILAVOIS
0042009-01-01MICHELLE LILAVOIS

Plan Statistics for COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN

Measure Date Value
2022: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01201
Total number of active participants reported on line 7a of the Form 55002022-01-01115
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01208
Number of participants with account balances2022-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-01112
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01201
Number of participants with account balances2021-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01183
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01190
Number of participants with account balances2020-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01181
Total number of active participants reported on line 7a of the Form 55002019-01-01102
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-01183
Total participants2019-01-01183
Number of participants with account balances2019-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01138
Total number of active participants reported on line 7a of the Form 55002018-01-01125
Number of other retired or separated participants entitled to future benefits2018-01-0156
Total of all active and inactive participants2018-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01181
Number of participants with account balances2018-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01142
Total number of active participants reported on line 7a of the Form 55002017-01-0198
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01138
Number of participants with account balances2017-01-0197
2016: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01124
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01136
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01137
Number of participants with account balances2015-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01136
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01134
Number of participants with account balances2013-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01143
Total number of active participants reported on line 7a of the Form 55002012-01-0191
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01131
Number of participants with account balances2012-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-0198
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01133
Total number of active participants reported on line 7a of the Form 55002010-01-01109
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01145
Number of participants with account balances2010-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01121
Total number of active participants reported on line 7a of the Form 55002009-01-0180
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01108
Number of participants with account balances2009-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN

Measure Date Value
2022 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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$776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$776
Total income from all sources (including contributions)2022-12-31$-66,527
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$560,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$540,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$634,994
Value of total assets at end of year2022-12-31$4,539,697
Value of total assets at beginning of year2022-12-31$5,166,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,328
Total interest from all sources2022-12-31$30,166
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
Administrative expenses professional fees incurred2022-12-31$20,328
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$374,595
Participant contributions at end of year2022-12-31$61,746
Participant contributions at beginning of year2022-12-31$67,002
Participant contributions at end of year2022-12-31$150
Participant contributions at beginning of year2022-12-31$150
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,039,369
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,074,417
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,537
Other income not declared elsewhere2022-12-31$894
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-627,074
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,538,921
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,165,995
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$309,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$375,544
Value of interest in pooled separate accounts at end of year2022-12-31$3,028,989
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,584,217
Interest on participant loans2022-12-31$3,307
Interest earned on other investments2022-12-31$26,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$100,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$65,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-196,251
Net investment gain/loss from pooled separate accounts2022-12-31$-536,330
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$248,862
Employer contributions (assets) at end of year2022-12-31$133
Employer contributions (assets) at beginning of year2022-12-31$133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$540,219
Liabilities. Value of benefit claims payable at end of year2022-12-31$776
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$776
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 name2022-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2022-12-31410746749
2021 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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$776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$776
Total income from all sources (including contributions)2021-12-31$1,026,111
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$900,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$877,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$570,213
Value of total assets at end of year2021-12-31$5,166,771
Value of total assets at beginning of year2021-12-31$5,040,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,527
Total interest from all sources2021-12-31$4,052
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
Administrative expenses professional fees incurred2021-12-31$22,527
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$318,815
Participant contributions at end of year2021-12-31$67,002
Participant contributions at beginning of year2021-12-31$132,359
Participant contributions at end of year2021-12-31$150
Participant contributions at beginning of year2021-12-31$150
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,074,417
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$33,673
Other income not declared elsewhere2021-12-31$18,764
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$126,018
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,165,995
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,039,977
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$375,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$822,295
Value of interest in pooled separate accounts at end of year2021-12-31$3,584,217
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,894,474
Interest on participant loans2021-12-31$4,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$65,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,191,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,648
Net investment gain/loss from pooled separate accounts2021-12-31$398,434
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$217,725
Employer contributions (assets) at end of year2021-12-31$133
Employer contributions (assets) at beginning of year2021-12-31$133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$877,566
Liabilities. Value of benefit claims payable at end of year2021-12-31$776
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$776
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 name2021-12-31CLIFTON LARSON ALLEN, LLP
Accountancy firm EIN2021-12-31410746749
2020 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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$776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$776
Total income from all sources (including contributions)2020-12-31$1,512,147
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$163,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$126,086
Expenses. Certain deemed distributions of participant loans2020-12-31$19,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,058,318
Value of total assets at end of year2020-12-31$5,040,753
Value of total assets at beginning of year2020-12-31$3,692,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,560
Total interest from all sources2020-12-31$5,611
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
Administrative expenses professional fees incurred2020-12-31$17,560
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$279,262
Participant contributions at end of year2020-12-31$132,359
Participant contributions at beginning of year2020-12-31$119,437
Participant contributions at end of year2020-12-31$150
Participant contributions at beginning of year2020-12-31$150
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$584,801
Other income not declared elsewhere2020-12-31$68,430
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,348,671
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,039,977
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,691,306
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$822,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$589,414
Value of interest in pooled separate accounts at end of year2020-12-31$2,894,474
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,855,892
Interest on participant loans2020-12-31$5,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,191,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,127,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$85,316
Net investment gain/loss from pooled separate accounts2020-12-31$294,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$194,255
Employer contributions (assets) at end of year2020-12-31$133
Employer contributions (assets) at beginning of year2020-12-31$133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$126,086
Liabilities. Value of benefit claims payable at end of year2020-12-31$776
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$776
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 name2020-12-31BCA WATSON RICE LLP
Accountancy firm EIN2020-12-31261936394
2019 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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$776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$776
Total income from all sources (including contributions)2019-12-31$904,874
Total income from all sources (including contributions)2019-12-31$904,874
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$759,899
Total of all expenses incurred2019-12-31$759,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$740,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$740,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$444,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$444,388
Value of total assets at end of year2019-12-31$3,692,082
Value of total assets at end of year2019-12-31$3,692,082
Value of total assets at beginning of year2019-12-31$3,547,107
Value of total assets at beginning of year2019-12-31$3,547,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,525
Total interest from all sources2019-12-31$32,403
Total interest from all sources2019-12-31$32,403
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$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
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$269,458
Contributions received from participants2019-12-31$269,458
Participant contributions at end of year2019-12-31$119,437
Participant contributions at end of year2019-12-31$119,437
Participant contributions at beginning of year2019-12-31$149,596
Participant contributions at beginning of year2019-12-31$149,596
Participant contributions at end of year2019-12-31$150
Participant contributions at end of year2019-12-31$150
Participant contributions at beginning of year2019-12-31$150
Participant contributions at beginning of year2019-12-31$150
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,066
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,066
Administrative expenses (other) incurred2019-12-31$42
Administrative expenses (other) incurred2019-12-31$42
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$54,880
Total non interest bearing cash at beginning of year2019-12-31$54,880
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
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$144,975
Value of net income/loss2019-12-31$144,975
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,691,306
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,691,306
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,546,331
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,546,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$589,414
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$589,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$977,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$977,414
Value of interest in pooled separate accounts at end of year2019-12-31$1,855,892
Value of interest in pooled separate accounts at end of year2019-12-31$1,855,892
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,272,897
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,272,897
Interest on participant loans2019-12-31$4,114
Interest on participant loans2019-12-31$4,114
Interest earned on other investments2019-12-31$28,289
Interest earned on other investments2019-12-31$28,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$19,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$19,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,127,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,127,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,072,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,072,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$150,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$150,533
Net investment gain/loss from pooled separate accounts2019-12-31$277,550
Net investment gain/loss from pooled separate accounts2019-12-31$277,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$157,864
Contributions received in cash from employer2019-12-31$157,864
Employer contributions (assets) at end of year2019-12-31$133
Employer contributions (assets) at end of year2019-12-31$133
Employer contributions (assets) at beginning of year2019-12-31$133
Employer contributions (assets) at beginning of year2019-12-31$133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$740,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$740,374
Contract administrator fees2019-12-31$19,483
Contract administrator fees2019-12-31$19,483
Liabilities. Value of benefit claims payable at end of year2019-12-31$776
Liabilities. Value of benefit claims payable at end of year2019-12-31$776
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$776
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$776
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BCA WATSON RICE LLP
Accountancy firm name2019-12-31BCA WATSON RICE LLP
Accountancy firm EIN2019-12-31261936394
Accountancy firm EIN2019-12-31261936394
2018 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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$776
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$159,033
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$628,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$601,201
Expenses. Certain deemed distributions of participant loans2018-12-31$5,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$290,946
Value of total assets at end of year2018-12-31$3,547,107
Value of total assets at beginning of year2018-12-31$4,015,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,342
Total interest from all sources2018-12-31$5,436
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$173,964
Participant contributions at end of year2018-12-31$149,596
Participant contributions at beginning of year2018-12-31$131,411
Participant contributions at end of year2018-12-31$150
Participant contributions at beginning of year2018-12-31$3,940
Total non interest bearing cash at end of year2018-12-31$54,880
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-469,559
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,546,331
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,015,890
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$977,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,165,063
Value of interest in pooled separate accounts at end of year2018-12-31$1,272,897
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Income. Interest from loans (other than to participants)2018-12-31$5,302
Interest earned on other investments2018-12-31$134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$19,912
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,072,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,710,960
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-60,682
Net investment gain/loss from pooled separate accounts2018-12-31$-76,667
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$116,982
Employer contributions (assets) at end of year2018-12-31$133
Employer contributions (assets) at beginning of year2018-12-31$4,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$601,201
Contract administrator fees2018-12-31$22,342
Liabilities. Value of benefit claims payable at end of year2018-12-31$776
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 name2018-12-31JAMES MOORE AND COMPANY
Accountancy firm EIN2018-12-31593204548
2017 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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$525,857
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$318,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$299,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$193,173
Value of total assets at end of year2017-12-31$4,015,890
Value of total assets at beginning of year2017-12-31$3,808,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,135
Total interest from all sources2017-12-31$44,986
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
Administrative expenses professional fees incurred2017-12-31$19,135
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$89,714
Participant contributions at end of year2017-12-31$131,411
Participant contributions at beginning of year2017-12-31$96,085
Participant contributions at end of year2017-12-31$3,940
Participant contributions at beginning of year2017-12-31$3,696
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$207,089
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,015,890
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,808,801
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$2,165,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,899,493
Interest earned on other investments2017-12-31$3,732
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$41,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,710,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,805,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$287,698
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$103,459
Employer contributions (assets) at end of year2017-12-31$4,516
Employer contributions (assets) at beginning of year2017-12-31$4,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$299,633
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 name2017-12-31JAMES MOORE AND COMPANY
Accountancy firm EIN2017-12-31593204548
2016 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$357,374
Total of all expenses incurred2016-12-31$397,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$397,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$220,577
Value of total assets at end of year2016-12-31$3,808,801
Value of total assets at beginning of year2016-12-31$3,849,195
Total interest from all sources2016-12-31$47,151
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$116,699
Participant contributions at end of year2016-12-31$96,085
Participant contributions at beginning of year2016-12-31$138,253
Participant contributions at end of year2016-12-31$3,696
Participant contributions at beginning of year2016-12-31$5,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-40,394
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,808,801
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,849,195
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$1,899,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,847,831
Interest on participant loans2016-12-31$4,129
Interest earned on other investments2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$20,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$20,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$43,022
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,805,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,833,532
Net gain/loss from 103.12 investment entities2016-12-31$89,646
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$103,878
Employer contributions (assets) at end of year2016-12-31$4,392
Employer contributions (assets) at beginning of year2016-12-31$4,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$397,768
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 name2016-12-31JAMES MOORE AND COMPANY
Accountancy firm EIN2016-12-31593204548
2015 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$251,208
Total of all expenses incurred2015-12-31$366,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$366,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$262,856
Value of total assets at end of year2015-12-31$3,849,195
Value of total assets at beginning of year2015-12-31$3,964,592
Total interest from all sources2015-12-31$53,569
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$158,288
Participant contributions at end of year2015-12-31$138,253
Participant contributions at beginning of year2015-12-31$140,317
Participant contributions at end of year2015-12-31$5,191
Participant contributions at beginning of year2015-12-31$7,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-115,397
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,849,195
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,964,592
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$1,847,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,878,474
Income. Interest from loans (other than to participants)2015-12-31$4,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$20,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$34,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$34,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$48,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,833,532
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,899,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-65,217
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$104,568
Employer contributions (assets) at end of year2015-12-31$4,274
Employer contributions (assets) at beginning of year2015-12-31$4,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$366,605
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 name2015-12-31JAMES MOORE AND COMPANY
Accountancy firm EIN2015-12-31593204548
2014 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$398,148
Total of all expenses incurred2014-12-31$175,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$175,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$298,728
Value of total assets at end of year2014-12-31$3,964,592
Value of total assets at beginning of year2014-12-31$3,742,347
Total interest from all sources2014-12-31$52,539
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$187,738
Participant contributions at end of year2014-12-31$140,317
Participant contributions at beginning of year2014-12-31$109,396
Participant contributions at end of year2014-12-31$7,701
Participant contributions at beginning of year2014-12-31$8,087
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,560
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$222,245
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,964,592
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,742,347
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$1,878,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,744,286
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$5,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$34,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$47,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,899,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,851,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$46,881
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$109,430
Employer contributions (assets) at end of year2014-12-31$4,441
Employer contributions (assets) at beginning of year2014-12-31$4,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$175,903
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 name2014-12-31JAMES MOORE AND COMPANY
Accountancy firm EIN2014-12-31593204548
2013 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$504,293
Total of all expenses incurred2013-12-31$230,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$230,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$298,364
Value of total assets at end of year2013-12-31$3,742,347
Value of total assets at beginning of year2013-12-31$3,468,831
Total interest from all sources2013-12-31$49,997
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$189,099
Participant contributions at end of year2013-12-31$109,396
Participant contributions at beginning of year2013-12-31$108,857
Participant contributions at end of year2013-12-31$8,087
Participant contributions at beginning of year2013-12-31$13,945
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$273,516
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,742,347
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,468,831
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$1,768,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,694,668
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,686
Interest on participant loans2013-12-31$4,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$45,237
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,851,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,643,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$155,932
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$109,265
Employer contributions (assets) at end of year2013-12-31$4,716
Employer contributions (assets) at beginning of year2013-12-31$6,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$230,777
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 name2013-12-31JAMES MOORE AND COMPANY
Accountancy firm EIN2013-12-31593204548
2012 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$591,542
Total of all expenses incurred2012-12-31$421,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$421,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$353,918
Value of total assets at end of year2012-12-31$3,468,831
Value of total assets at beginning of year2012-12-31$3,299,218
Total interest from all sources2012-12-31$60,057
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$218,389
Participant contributions at end of year2012-12-31$108,857
Participant contributions at beginning of year2012-12-31$124,597
Participant contributions at end of year2012-12-31$13,945
Participant contributions at beginning of year2012-12-31$9,190
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,924
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$169,613
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,468,831
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,299,218
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$1,694,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,783,135
Value of interest in pooled separate accounts at end of year2012-12-31$1,686
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,514
Interest on participant loans2012-12-31$4,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$55,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,643,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,373,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$177,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$120,605
Employer contributions (assets) at end of year2012-12-31$6,567
Employer contributions (assets) at beginning of year2012-12-31$6,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$421,929
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 name2012-12-31JAMES MOORE AND COMPANY
Accountancy firm EIN2012-12-31593204548
2011 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2011 401k financial data
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$404,754
Total of all expenses incurred2011-12-31$69,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$69,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$395,005
Value of total assets at end of year2011-12-31$3,299,218
Value of total assets at beginning of year2011-12-31$2,964,277
Total interest from all sources2011-12-31$45,685
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$218,224
Participant contributions at end of year2011-12-31$124,597
Participant contributions at beginning of year2011-12-31$87,704
Participant contributions at end of year2011-12-31$9,190
Participant contributions at beginning of year2011-12-31$8,857
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$334,941
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,299,218
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,964,277
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$1,783,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,672,216
Value of interest in pooled separate accounts at end of year2011-12-31$1,514
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,608
Income. Interest from loans (other than to participants)2011-12-31$3,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$42,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,373,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,182,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-35,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$176,781
Employer contributions (assets) at end of year2011-12-31$6,997
Employer contributions (assets) at beginning of year2011-12-31$11,064
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$69,813
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 name2011-12-31JAMES KNUTZEN & ASSOCIATES, CPA, PA
Accountancy firm EIN2011-12-31537402153
2010 : COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$670,660
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$93,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$93,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$463,973
Value of total assets at end of year2010-12-31$2,964,277
Value of total assets at beginning of year2010-12-31$2,387,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$37,248
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,113
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$1,113
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$247,251
Participant contributions at end of year2010-12-31$87,704
Participant contributions at beginning of year2010-12-31$61,250
Participant contributions at end of year2010-12-31$8,857
Participant contributions at beginning of year2010-12-31$12,947
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,370
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$576,815
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,964,277
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,387,462
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$1,672,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,384,491
Value of interest in pooled separate accounts at end of year2010-12-31$1,608
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,369
Interest on participant loans2010-12-31$1,902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$35,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,182,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$910,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$168,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$206,352
Employer contributions (assets) at end of year2010-12-31$11,064
Employer contributions (assets) at beginning of year2010-12-31$16,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$93,845
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 name2010-12-31JAMES KNUTZEN & ASSOCIATES, CPA, PA
Accountancy firm EIN2010-12-31537402153

Form 5500 Responses for COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN

2022: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY LEGAL SERVICES OF MID-FLORIDA RETIREMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76798
Policy instance 2
Insurance contract or identification numberG76798
Number of Individuals Covered167
Insurance policy start date2022-05-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered167
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76798
Policy instance 2
Insurance contract or identification numberG76798
Number of Individuals Covered201
Insurance policy start date2021-05-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered201
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76798
Policy instance 2
Insurance contract or identification numberG76798
Number of Individuals Covered190
Insurance policy start date2020-05-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered190
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76798
Policy instance 2
Insurance contract or identification numberG76798
Number of Individuals Covered133
Insurance policy start date2019-05-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered24
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered32
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76798
Policy instance 2
Insurance contract or identification numberG76798
Number of Individuals Covered119
Insurance policy start date2018-05-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered144
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,497
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 $756
Insurance broker organization code?3
Insurance broker nameWEST COAST FINANCIAL GROUP, INC.
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered46
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,230
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,322
Insurance broker organization code?3
Insurance broker nameKENNETH THOMAS HEIDEN
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered57
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,724
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,465
Insurance broker organization code?3
Insurance broker nameKENNETH THOMAS HEIDEN
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered61
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,631
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,498
Insurance broker organization code?3
Insurance broker nameKENNETH THOMAS HEIDEN
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered61
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,343
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $6,576
Insurance broker organization code?3
Insurance broker nameKENNETH THOMAS HEIDEN
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Number of Individuals Covered64
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,190
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberBA35
Policy instance 1
Insurance contract or identification numberBA35
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,722
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,420
Insurance broker organization code?3
Insurance broker nameLEGEND EQUITIES CORPORATION

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