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PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 401k Plan overview

Plan NamePROVIDENT MANAGEMENT CORPORATION 401(K) PLAN
Plan identification number 001

PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PROVIDENT MANAGEMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PROVIDENT MANAGEMENT CORPORATION
Employer identification number (EIN):591870484
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about PROVIDENT MANAGEMENT CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0811506

More information about PROVIDENT MANAGEMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARGARET SUE DOBSON
0012016-01-01MARGARET S. DOBSON
0012015-01-01MARGARET SUE DOBSON
0012014-01-01MARGARET S DOBSON
0012013-01-01MARGARET SUE DOBSON
0012012-01-01MARGARET SUE DOBSON
0012011-01-01MARGARET SUE DOBSON
0012009-01-01MARGARET SUE DOBSON
0012009-01-01MARGARET SUE DOBSON

Plan Statistics for PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN

401k plan membership statisitcs for PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN

Measure Date Value
2022: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01282
Total number of active participants reported on line 7a of the Form 55002022-01-01150
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01269
Number of participants with account balances2022-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0130
2021: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01295
Total number of active participants reported on line 7a of the Form 55002021-01-01157
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01119
Total of all active and inactive participants2021-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01279
Number of participants with account balances2021-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01397
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01290
Number of participants with account balances2020-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0134
2019: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01440
Total number of active participants reported on line 7a of the Form 55002019-01-01233
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01148
Total of all active and inactive participants2019-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01384
Number of participants with account balances2019-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0176
2018: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01438
Total number of active participants reported on line 7a of the Form 55002018-01-01299
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01128
Total of all active and inactive participants2018-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01429
Number of participants with account balances2018-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0186
2017: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01583
Total number of active participants reported on line 7a of the Form 55002017-01-01295
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01133
Total of all active and inactive participants2017-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01429
Number of participants with account balances2017-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01113
2016: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01479
Total number of active participants reported on line 7a of the Form 55002016-01-01287
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01292
Total of all active and inactive participants2016-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01579
Number of participants with account balances2016-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0196
2015: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01415
Total number of active participants reported on line 7a of the Form 55002015-01-01285
Number of other retired or separated participants entitled to future benefits2015-01-01189
Total of all active and inactive participants2015-01-01474
Total participants2015-01-01474
Number of participants with account balances2015-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0167
2014: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01267
Total number of active participants reported on line 7a of the Form 55002014-01-01286
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01409
Number of participants with account balances2014-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0149
2013: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01215
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0176
Total of all active and inactive participants2013-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01257
Number of participants with account balances2013-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0130
2012: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01192
Total number of active participants reported on line 7a of the Form 55002012-01-01166
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01209
Number of participants with account balances2012-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01187
Number of participants with account balances2011-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2009: PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01145
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN

Measure Date Value
2022 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-433,173
Total of all expenses incurred2022-12-31$139,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$122,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$307,889
Value of total assets at end of year2022-12-31$4,272,864
Value of total assets at beginning of year2022-12-31$4,845,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,848
Total interest from all sources2022-12-31$17,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$268,259
Participant contributions at end of year2022-12-31$49,544
Participant contributions at beginning of year2022-12-31$65,008
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$77
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$97
Administrative expenses (other) incurred2022-12-31$16,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-573,039
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,272,864
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,845,903
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
Investment advisory and management fees2022-12-31$865
Value of interest in pooled separate accounts at end of year2022-12-31$3,448,203
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,198,669
Interest on participant loans2022-12-31$2,944
Interest earned on other investments2022-12-31$14,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$775,040
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$582,129
Net investment gain/loss from pooled separate accounts2022-12-31$-758,596
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$39,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$122,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31HOWARD AND COMPANY CPAS P.A.
Accountancy firm EIN2022-12-31470916323
2021 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$869,252
Total of all expenses incurred2021-12-31$1,979,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,961,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$250,386
Value of total assets at end of year2021-12-31$4,845,903
Value of total assets at beginning of year2021-12-31$5,955,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,060
Total interest from all sources2021-12-31$14,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$239,536
Participant contributions at end of year2021-12-31$65,008
Participant contributions at beginning of year2021-12-31$93,381
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$97
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$171
Administrative expenses (other) incurred2021-12-31$16,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,109,751
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,845,903
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,955,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$988
Value of interest in pooled separate accounts at end of year2021-12-31$4,198,669
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,010,103
Interest on participant loans2021-12-31$4,174
Interest earned on other investments2021-12-31$10,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$582,129
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$851,999
Net investment gain/loss from pooled separate accounts2021-12-31$604,428
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$10,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,961,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HOWARD AND COMPANY CPAS P.A.
Accountancy firm EIN2021-12-31470916323
2020 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$813,078
Total of all expenses incurred2020-12-31$781,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$740,138
Expenses. Certain deemed distributions of participant loans2020-12-31$12,675
Value of total corrective distributions2020-12-31$4,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$241,698
Value of total assets at end of year2020-12-31$5,955,654
Value of total assets at beginning of year2020-12-31$5,923,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,908
Total interest from all sources2020-12-31$18,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$221,754
Participant contributions at end of year2020-12-31$93,381
Participant contributions at beginning of year2020-12-31$123,261
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$206
Administrative expenses (other) incurred2020-12-31$22,823
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$31,968
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,955,654
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,923,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,085
Value of interest in pooled separate accounts at end of year2020-12-31$5,010,103
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,288,521
Interest on participant loans2020-12-31$6,100
Interest earned on other investments2020-12-31$12,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$851,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$511,698
Net investment gain/loss from pooled separate accounts2020-12-31$552,674
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$19,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$740,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31HOWARD AND COMPANY CPAS P.A.
Accountancy firm EIN2020-12-31470916323
2019 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,503,127
Total of all expenses incurred2019-12-31$264,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$239,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$492,159
Value of total assets at end of year2019-12-31$5,923,686
Value of total assets at beginning of year2019-12-31$4,685,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,922
Total interest from all sources2019-12-31$12,882
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
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$391,001
Participant contributions at end of year2019-12-31$123,261
Participant contributions at beginning of year2019-12-31$101,489
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$54,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$43
Administrative expenses (other) incurred2019-12-31$23,856
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$1,238,329
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,923,686
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,685,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,066
Value of interest in pooled separate accounts at end of year2019-12-31$5,288,521
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,108,749
Interest on participant loans2019-12-31$4,712
Interest earned on other investments2019-12-31$8,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$511,698
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$475,076
Net investment gain/loss from pooled separate accounts2019-12-31$998,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$47,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$239,876
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOWARD AND COMPANY CPAS P.A.
Accountancy firm EIN2019-12-31470916323
2018 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$188,814
Total of all expenses incurred2018-12-31$178,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$150,639
Value of total corrective distributions2018-12-31$4,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$479,205
Value of total assets at end of year2018-12-31$4,685,357
Value of total assets at beginning of year2018-12-31$4,675,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,239
Total interest from all sources2018-12-31$10,696
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$450,000
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$383,645
Participant contributions at end of year2018-12-31$101,489
Participant contributions at beginning of year2018-12-31$111,967
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$84,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$43
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$23,283
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$9,930
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,685,357
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,675,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$956
Value of interest in pooled separate accounts at end of year2018-12-31$4,108,749
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,128,989
Interest on participant loans2018-12-31$4,741
Interest earned on other investments2018-12-31$5,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$475,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$434,471
Net investment gain/loss from pooled separate accounts2018-12-31$-301,087
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$11,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$150,639
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31HOWARDS AND COMPANY CPAS P.A.
Accountancy firm EIN2018-12-31470916323
2017 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$999,633
Total of all expenses incurred2017-12-31$388,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$361,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$382,757
Value of total assets at end of year2017-12-31$4,675,427
Value of total assets at beginning of year2017-12-31$4,064,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,551
Total interest from all sources2017-12-31$9,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$450,000
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$321,622
Participant contributions at end of year2017-12-31$111,967
Participant contributions at beginning of year2017-12-31$58,625
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,408
Administrative expenses (other) incurred2017-12-31$26,754
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$610,643
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,675,427
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,064,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$797
Value of interest in pooled separate accounts at end of year2017-12-31$4,128,989
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,569,323
Interest on participant loans2017-12-31$4,457
Interest earned on other investments2017-12-31$5,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$434,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$436,836
Net investment gain/loss from pooled separate accounts2017-12-31$607,393
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$56,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$361,439
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31HOWARDS AND COMPANY CPAS P.A.
Accountancy firm EIN2017-12-31470916323
2016 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$536,244
Total of all expenses incurred2016-12-31$371,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$340,456
Expenses. Certain deemed distributions of participant loans2016-12-31$10,484
Value of total corrective distributions2016-12-31$5,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$356,292
Value of total assets at end of year2016-12-31$4,064,784
Value of total assets at beginning of year2016-12-31$3,900,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,443
Total interest from all sources2016-12-31$1,836
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$450,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$302,615
Participant contributions at end of year2016-12-31$58,625
Participant contributions at beginning of year2016-12-31$57,656
Other income not declared elsewhere2016-12-31$4,262
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$164,596
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,064,784
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,900,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,569,323
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,515,273
Interest on participant loans2016-12-31$1,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$436,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$327,259
Net investment gain/loss from pooled separate accounts2016-12-31$173,854
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$53,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$340,456
Contract administrator fees2016-12-31$15,443
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 name2016-12-31HOWARDS AND COMPANY CPAS P.A.
Accountancy firm EIN2016-12-31470916323
2015 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$403,839
Total of all expenses incurred2015-12-31$634,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$607,205
Value of total corrective distributions2015-12-31$12,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$388,530
Value of total assets at end of year2015-12-31$3,900,188
Value of total assets at beginning of year2015-12-31$4,130,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,097
Total interest from all sources2015-12-31$1,795
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$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$320,794
Participant contributions at end of year2015-12-31$57,656
Participant contributions at beginning of year2015-12-31$47,766
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,909
Other income not declared elsewhere2015-12-31$4,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-230,799
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,900,188
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,130,987
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 pooled separate accounts at end of year2015-12-31$3,515,273
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,652,347
Interest on participant loans2015-12-31$1,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$327,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$430,874
Net investment gain/loss from pooled separate accounts2015-12-31$8,750
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$49,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$607,205
Contract administrator fees2015-12-31$15,097
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 name2015-12-31HOWARDS AND COMPANY CPAS P.A.
Accountancy firm EIN2015-12-31470916323
2014 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$613,965
Total of all expenses incurred2014-12-31$128,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$111,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$288,725
Value of total assets at end of year2014-12-31$4,130,987
Value of total assets at beginning of year2014-12-31$3,645,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,160
Total interest from all sources2014-12-31$1,440
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$300,000
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$246,545
Participant contributions at end of year2014-12-31$47,766
Participant contributions at beginning of year2014-12-31$24,465
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,921
Other income not declared elsewhere2014-12-31$6,488
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$485,851
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,130,987
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,645,136
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 pooled separate accounts at end of year2014-12-31$3,652,347
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,073,088
Interest on participant loans2014-12-31$1,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$430,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$547,583
Net investment gain/loss from pooled separate accounts2014-12-31$317,312
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$36,259
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$111,954
Contract administrator fees2014-12-31$16,160
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 name2014-12-31HOWARD & COMPANY, CPAS, P.A.
Accountancy firm EIN2014-12-31470916323
2013 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$878,744
Total of all expenses incurred2013-12-31$66,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$48,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$291,547
Value of total assets at end of year2013-12-31$3,645,136
Value of total assets at beginning of year2013-12-31$2,832,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,946
Total interest from all sources2013-12-31$1,219
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$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$228,152
Participant contributions at end of year2013-12-31$24,465
Participant contributions at beginning of year2013-12-31$33,491
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,113
Other income not declared elsewhere2013-12-31$8,209
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$812,263
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,645,136
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,832,873
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 pooled separate accounts at end of year2013-12-31$3,073,088
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,239,808
Interest on participant loans2013-12-31$1,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$547,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$559,574
Net investment gain/loss from pooled separate accounts2013-12-31$577,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$33,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$48,535
Contract administrator fees2013-12-31$17,946
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 name2013-12-31HOWARD & COMPANY, CPAS, P.A.
Accountancy firm EIN2013-12-31470916323
2012 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$531,864
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$78,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$61,048
Expenses. Certain deemed distributions of participant loans2012-12-31$2,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$244,434
Value of total assets at end of year2012-12-31$2,832,873
Value of total assets at beginning of year2012-12-31$2,379,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,754
Total interest from all sources2012-12-31$988
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$210,091
Participant contributions at end of year2012-12-31$33,491
Participant contributions at beginning of year2012-12-31$16,523
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,760
Other income not declared elsewhere2012-12-31$9,173
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$453,580
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,832,873
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,379,293
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 pooled separate accounts at end of year2012-12-31$2,239,808
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,806,411
Interest on participant loans2012-12-31$988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$559,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$556,359
Net investment gain/loss from pooled separate accounts2012-12-31$277,269
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$28,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$61,048
Contract administrator fees2012-12-31$14,754
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31HOWARD & COMPANY, CPAS, P.A.
Accountancy firm EIN2012-12-31470916323
2011 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$163,665
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$123,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$108,635
Expenses. Certain deemed distributions of participant loans2011-12-31$1,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$205,441
Value of total assets at end of year2011-12-31$2,379,293
Value of total assets at beginning of year2011-12-31$2,339,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,207
Total interest from all sources2011-12-31$680
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$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$180,170
Participant contributions at end of year2011-12-31$16,523
Participant contributions at beginning of year2011-12-31$18,335
Other income not declared elsewhere2011-12-31$11,094
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$39,989
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,379,293
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,339,304
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 pooled separate accounts at end of year2011-12-31$1,806,411
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,852,049
Interest on participant loans2011-12-31$680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$556,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$468,920
Net investment gain/loss from pooled separate accounts2011-12-31$-53,550
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$25,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$108,635
Contract administrator fees2011-12-31$13,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31HOWARD & COMPANY, CPAS, P.A.
Accountancy firm EIN2011-12-31470916323
2010 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$474,087
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$169,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$146,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$225,127
Value of total assets at end of year2010-12-31$2,339,304
Value of total assets at beginning of year2010-12-31$2,034,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,584
Total interest from all sources2010-12-31$1,024
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$197,154
Participant contributions at end of year2010-12-31$18,335
Participant contributions at beginning of year2010-12-31$31,252
Other income not declared elsewhere2010-12-31$11,381
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$304,455
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,339,304
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,034,849
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 pooled separate accounts at end of year2010-12-31$1,852,049
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,614,125
Interest on participant loans2010-12-31$1,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$468,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$389,472
Net investment gain/loss from pooled separate accounts2010-12-31$236,555
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$27,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$146,048
Contract administrator fees2010-12-31$23,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31HOWARD & COMPANY, CPAS, P.A.
Accountancy firm EIN2010-12-31470916323
2009 : PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PROVIDENT MANAGEMENT CORPORATION 401(K) PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510
Policy instance 1
Insurance contract or identification number995510
Number of Individuals Covered228
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,915
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,711
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510
Policy instance 1
Insurance contract or identification number995510
Number of Individuals Covered227
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,387
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,211
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510
Policy instance 1
Insurance contract or identification number995510
Number of Individuals Covered222
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,594
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,622
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510
Policy instance 1
Insurance contract or identification number995510
Number of Individuals Covered293
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,225
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,168
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510
Policy instance 1
Insurance contract or identification number995510
Number of Individuals Covered299
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,927
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,055
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510
Policy instance 1
Insurance contract or identification number995510
Number of Individuals Covered326
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,768
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,338
Insurance broker organization code?3
Insurance broker nameROBERT L OLSON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510-000
Policy instance 1
Insurance contract or identification number995510-000
Number of Individuals Covered410
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,881
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,881
Insurance broker organization code?3
Insurance broker nameROBERT L OLSON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510-000
Policy instance 1
Insurance contract or identification number995510-000
Number of Individuals Covered334
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,484
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,484
Insurance broker organization code?3
Insurance broker nameROBERT L OLSON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510-000
Policy instance 1
Insurance contract or identification number995510-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,556
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,556
Insurance broker organization code?3
Insurance broker nameROBERT L OLSON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510-000
Policy instance 1
Insurance contract or identification number995510-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,754
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $7,754
Insurance broker organization code?3
Insurance broker nameROBERT L OLSON
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510-000
Policy instance 1
Insurance contract or identification number995510-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,104
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995510-000
Policy instance 1
Insurance contract or identification number995510-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,302
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $6,302
Insurance broker organization code?3
Insurance broker nameROBERT L OLSON

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