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EDD HELMS GROUP, INC. 401(K) PLAN 401k Plan overview

Plan NameEDD HELMS GROUP, INC. 401(K) PLAN
Plan identification number 002

EDD HELMS GROUP, INC. 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.
  • 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

EDD HELMS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:EDD HELMS GROUP, INC.
Employer identification number (EIN):592605868
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about EDD HELMS GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1985-07-18
Company Identification Number: H67148
Legal Registered Office Address: 740 International Parkway

Sunrise

33325

More information about EDD HELMS GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDD HELMS GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-06-01
0022018-06-01
0022017-06-01MELANIE WILLIAMSON
0022016-06-01MELANIE WILLIAMSON
0022015-06-01
0022014-06-01
0022013-06-01
0022012-06-01L. WADE HELMS
0022011-06-01WADE HELMS
0022010-06-01WADE HELMS
0022009-06-01WADE HELMS
0022001-06-01DEAN GOODSON2022-09-14
0022000-06-01DEAN GOODSON2021-11-16

Plan Statistics for EDD HELMS GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for EDD HELMS GROUP, INC. 401(K) PLAN

Measure Date Value
2019: EDD HELMS GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01113
Total number of active participants reported on line 7a of the Form 55002019-06-01111
Number of retired or separated participants receiving benefits2019-06-011
Number of other retired or separated participants entitled to future benefits2019-06-0110
Total of all active and inactive participants2019-06-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01122
Number of participants with account balances2019-06-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
2018: EDD HELMS GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01100
Total number of active participants reported on line 7a of the Form 55002018-06-0189
Number of retired or separated participants receiving benefits2018-06-011
Number of other retired or separated participants entitled to future benefits2018-06-0110
Total of all active and inactive participants2018-06-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01100
Number of participants with account balances2018-06-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: EDD HELMS GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01114
Total number of active participants reported on line 7a of the Form 55002017-06-0182
Number of retired or separated participants receiving benefits2017-06-013
Number of other retired or separated participants entitled to future benefits2017-06-0111
Total of all active and inactive participants2017-06-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-0196
Number of participants with account balances2017-06-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: EDD HELMS GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01110
Total number of active participants reported on line 7a of the Form 55002016-06-0196
Number of retired or separated participants receiving benefits2016-06-014
Number of other retired or separated participants entitled to future benefits2016-06-0110
Total of all active and inactive participants2016-06-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-01110
Number of participants with account balances2016-06-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-011
2015: EDD HELMS GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01108
Total number of active participants reported on line 7a of the Form 55002015-06-0191
Number of other retired or separated participants entitled to future benefits2015-06-0114
Total of all active and inactive participants2015-06-01105
Total participants2015-06-01105
Number of participants with account balances2015-06-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: EDD HELMS GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01119
Total number of active participants reported on line 7a of the Form 55002014-06-0188
Number of retired or separated participants receiving benefits2014-06-0117
Total of all active and inactive participants2014-06-01105
Total participants2014-06-01105
Number of participants with account balances2014-06-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-0149
2013: EDD HELMS GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01123
Total number of active participants reported on line 7a of the Form 55002013-06-0194
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-0121
Total of all active and inactive participants2013-06-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-01115
Number of participants with account balances2013-06-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-011
2012: EDD HELMS GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01126
Total number of active participants reported on line 7a of the Form 55002012-06-0191
Number of retired or separated participants receiving benefits2012-06-016
Number of other retired or separated participants entitled to future benefits2012-06-0121
Total of all active and inactive participants2012-06-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01118
Number of participants with account balances2012-06-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-011
2011: EDD HELMS GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01128
Total number of active participants reported on line 7a of the Form 55002011-06-01102
Number of retired or separated participants receiving benefits2011-06-015
Number of other retired or separated participants entitled to future benefits2011-06-0116
Total of all active and inactive participants2011-06-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01123
Number of participants with account balances2011-06-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: EDD HELMS GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01132
Total number of active participants reported on line 7a of the Form 55002010-06-01101
Number of retired or separated participants receiving benefits2010-06-011
Number of other retired or separated participants entitled to future benefits2010-06-0118
Total of all active and inactive participants2010-06-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-01120
Number of participants with account balances2010-06-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: EDD HELMS GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01186
Total number of active participants reported on line 7a of the Form 55002009-06-01104
Number of retired or separated participants receiving benefits2009-06-011
Number of other retired or separated participants entitled to future benefits2009-06-0123
Total of all active and inactive participants2009-06-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01128
Number of participants with account balances2009-06-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010
2001: EDD HELMS GROUP, INC. 401(K) PLAN 2001 401k membership
Total participants, beginning-of-year2001-06-0194
Total number of active participants reported on line 7a of the Form 55002001-06-0189
Number of retired or separated participants receiving benefits2001-06-010
Number of other retired or separated participants entitled to future benefits2001-06-0110
Total of all active and inactive participants2001-06-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2001-06-010
Total participants2001-06-0199
Number of participants with account balances2001-06-0153
2000: EDD HELMS GROUP, INC. 401(K) PLAN 2000 401k membership
Total participants, beginning-of-year2000-06-01122
Total number of active participants reported on line 7a of the Form 55002000-06-0183
Number of retired or separated participants receiving benefits2000-06-010
Number of other retired or separated participants entitled to future benefits2000-06-0111
Total of all active and inactive participants2000-06-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2000-06-010
Total participants2000-06-0194
Number of participants with account balances2000-06-0152

Financial Data on EDD HELMS GROUP, INC. 401(K) PLAN

Measure Date Value
2022 : EDD HELMS GROUP, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total income from all sources (including contributions)2022-05-31$14,103
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$133,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$111,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$357,554
Value of total assets at end of year2022-05-31$4,509,877
Value of total assets at beginning of year2022-05-31$4,629,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$22,140
Total interest from all sources2022-05-31$8,346
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$397,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$397,360
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$125,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$259,051
Participant contributions at end of year2022-05-31$58,725
Participant contributions at beginning of year2022-05-31$79,869
Participant contributions at end of year2022-05-31$7,699
Participant contributions at beginning of year2022-05-31$6,495
Administrative expenses (other) incurred2022-05-31$22,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-119,895
Value of net assets at end of year (total assets less liabilities)2022-05-31$4,509,877
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$4,629,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$4,112,843
Value of interest in pooled separate accounts at beginning of year2022-05-31$4,540,768
Interest on participant loans2022-05-31$4,306
Interest earned on other investments2022-05-31$4,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$327,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-749,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$98,503
Employer contributions (assets) at end of year2022-05-31$2,789
Employer contributions (assets) at beginning of year2022-05-31$2,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$111,858
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31DOHAN CPA PA
Accountancy firm EIN2022-05-31201104940
2021 : EDD HELMS GROUP, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total income from all sources (including contributions)2021-05-31$1,303,188
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$335,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$330,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$310,209
Value of total assets at end of year2021-05-31$4,629,771
Value of total assets at beginning of year2021-05-31$3,662,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$5,207
Total interest from all sources2021-05-31$5,326
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$5,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$5,093
Administrative expenses professional fees incurred2021-05-31$5,207
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$125,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$210,424
Participant contributions at end of year2021-05-31$79,869
Participant contributions at beginning of year2021-05-31$80,960
Participant contributions at end of year2021-05-31$6,495
Participant contributions at beginning of year2021-05-31$5,000
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$11,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$967,708
Value of net assets at end of year (total assets less liabilities)2021-05-31$4,629,771
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$3,662,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in pooled separate accounts at end of year2021-05-31$4,540,768
Value of interest in pooled separate accounts at beginning of year2021-05-31$3,574,009
Interest on participant loans2021-05-31$5,326
Net investment gain/loss from pooled separate accounts2021-05-31$982,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$88,172
Employer contributions (assets) at end of year2021-05-31$2,639
Employer contributions (assets) at beginning of year2021-05-31$2,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$330,273
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31DOHAN CPA PA
Accountancy firm EIN2021-05-31201104940
2020 : EDD HELMS GROUP, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-05-31$528,140
Total income from all sources (including contributions)2020-05-31$528,140
Total of all expenses incurred2020-05-31$139,167
Total of all expenses incurred2020-05-31$139,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$138,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$138,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$274,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$274,205
Value of total assets at end of year2020-05-31$3,662,062
Value of total assets at end of year2020-05-31$3,662,062
Value of total assets at beginning of year2020-05-31$3,273,089
Value of total assets at beginning of year2020-05-31$3,273,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$1,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$1,075
Total interest from all sources2020-05-31$6,473
Total interest from all sources2020-05-31$6,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Administrative expenses professional fees incurred2020-05-31$1,075
Administrative expenses professional fees incurred2020-05-31$1,075
Was this plan covered by a fidelity bond2020-05-31Yes
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$250,000
Value of fidelity bond cover2020-05-31$250,000
If this is an individual account plan, was there a blackout period2020-05-31No
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$197,532
Contributions received from participants2020-05-31$197,532
Participant contributions at end of year2020-05-31$80,960
Participant contributions at end of year2020-05-31$80,960
Participant contributions at beginning of year2020-05-31$87,457
Participant contributions at beginning of year2020-05-31$87,457
Participant contributions at end of year2020-05-31$5,000
Participant contributions at end of year2020-05-31$5,000
Participant contributions at beginning of year2020-05-31$6,958
Participant contributions at beginning of year2020-05-31$6,958
Other income not declared elsewhere2020-05-31$0
Other income not declared elsewhere2020-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$388,973
Value of net income/loss2020-05-31$388,973
Value of net assets at end of year (total assets less liabilities)2020-05-31$3,662,062
Value of net assets at end of year (total assets less liabilities)2020-05-31$3,662,062
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$3,273,089
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$3,273,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$2,769,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$2,769,889
Value of interest in pooled separate accounts at end of year2020-05-31$3,574,009
Value of interest in pooled separate accounts at end of year2020-05-31$3,574,009
Value of interest in pooled separate accounts at beginning of year2020-05-31$405,973
Value of interest in pooled separate accounts at beginning of year2020-05-31$405,973
Interest on participant loans2020-05-31$6,473
Interest on participant loans2020-05-31$6,473
Net investment gain/loss from pooled separate accounts2020-05-31$247,462
Net investment gain/loss from pooled separate accounts2020-05-31$247,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$76,673
Contributions received in cash from employer2020-05-31$76,673
Employer contributions (assets) at end of year2020-05-31$2,093
Employer contributions (assets) at end of year2020-05-31$2,093
Employer contributions (assets) at beginning of year2020-05-31$2,812
Employer contributions (assets) at beginning of year2020-05-31$2,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$138,092
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$138,092
Did the plan have assets held for investment2020-05-31Yes
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31DOHAN CPA PA
Accountancy firm name2020-05-31DOHAN CPA PA
Accountancy firm EIN2020-05-31201104940
Accountancy firm EIN2020-05-31201104940
2019 : EDD HELMS GROUP, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-05-31$274,802
Total of all expenses incurred2019-05-31$316,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$315,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$247,662
Value of total assets at end of year2019-05-31$3,273,089
Value of total assets at beginning of year2019-05-31$3,314,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$958
Total interest from all sources2019-05-31$6,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$250,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$173,389
Participant contributions at end of year2019-05-31$87,457
Participant contributions at beginning of year2019-05-31$111,566
Participant contributions at end of year2019-05-31$6,958
Participant contributions at beginning of year2019-05-31$5,656
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$5,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-41,290
Value of net assets at end of year (total assets less liabilities)2019-05-31$3,273,089
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$3,314,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$2,769,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$2,738,517
Value of interest in pooled separate accounts at end of year2019-05-31$405,973
Value of interest in pooled separate accounts at beginning of year2019-05-31$456,371
Interest on participant loans2019-05-31$6,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$20,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$68,628
Employer contributions (assets) at end of year2019-05-31$2,812
Employer contributions (assets) at beginning of year2019-05-31$2,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$315,134
Contract administrator fees2019-05-31$958
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31DOHAN CPA PA
Accountancy firm EIN2019-05-31201104940
2018 : EDD HELMS GROUP, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-05-31$475,078
Total of all expenses incurred2018-05-31$20,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$19,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$221,344
Value of total assets at end of year2018-05-31$3,314,379
Value of total assets at beginning of year2018-05-31$2,859,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$1,109
Total interest from all sources2018-05-31$7,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Administrative expenses professional fees incurred2018-05-31$1,109
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$250,000
If this is an individual account plan, was there a blackout period2018-05-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$157,629
Participant contributions at end of year2018-05-31$111,566
Participant contributions at beginning of year2018-05-31$130,124
Participant contributions at end of year2018-05-31$5,656
Participant contributions at beginning of year2018-05-31$3,023
Assets. Other investments not covered elsewhere at beginning of year2018-05-31$2,725,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$454,951
Value of net assets at end of year (total assets less liabilities)2018-05-31$3,314,379
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$2,859,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$2,738,517
Value of interest in pooled separate accounts at end of year2018-05-31$456,371
Interest on participant loans2018-05-31$7,964
Net investment gain or loss from common/collective trusts2018-05-31$245,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$63,715
Employer contributions (assets) at end of year2018-05-31$2,269
Employer contributions (assets) at beginning of year2018-05-31$1,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$19,018
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31Yes
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31DOHAN CPA PA
Accountancy firm EIN2018-05-31201104940
2017 : EDD HELMS GROUP, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-05-31$554,403
Total of all expenses incurred2017-05-31$382,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$361,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$207,666
Value of total assets at end of year2017-05-31$2,859,428
Value of total assets at beginning of year2017-05-31$2,687,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$20,880
Total interest from all sources2017-05-31$5,059
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$250,000
If this is an individual account plan, was there a blackout period2017-05-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$138,572
Participant contributions at end of year2017-05-31$130,124
Participant contributions at beginning of year2017-05-31$68,489
Participant contributions at end of year2017-05-31$3,023
Participant contributions at beginning of year2017-05-31$3,322
Assets. Other investments not covered elsewhere at end of year2017-05-31$2,725,061
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$5,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$171,671
Value of net assets at end of year (total assets less liabilities)2017-05-31$2,859,428
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$2,687,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$2,609,696
Interest on participant loans2017-05-31$5,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$5,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$5,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$341,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$63,748
Employer contributions (assets) at end of year2017-05-31$1,220
Employer contributions (assets) at beginning of year2017-05-31$1,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$361,852
Contract administrator fees2017-05-31$20,880
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31Yes
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31DOHAN CPA PA
Accountancy firm EIN2017-05-31201104940
2016 : EDD HELMS GROUP, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-05-31$135,281
Total of all expenses incurred2016-05-31$144,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$104,634
Value of total corrective distributions2016-05-31$18,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$208,649
Value of total assets at end of year2016-05-31$2,687,757
Value of total assets at beginning of year2016-05-31$2,696,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$20,612
Total interest from all sources2016-05-31$3,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$250,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$148,331
Participant contributions at end of year2016-05-31$68,489
Participant contributions at beginning of year2016-05-31$66,014
Participant contributions at end of year2016-05-31$3,322
Participant contributions at beginning of year2016-05-31$6,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-8,892
Value of net assets at end of year (total assets less liabilities)2016-05-31$2,687,757
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$2,696,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$2,609,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$2,589,899
Interest on participant loans2016-05-31$3,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$5,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$34,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$34,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-77,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$60,318
Employer contributions (assets) at end of year2016-05-31$1,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$104,634
Contract administrator fees2016-05-31$20,612
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31DOHAN CPA PA
Accountancy firm EIN2016-05-31201104940
2015 : EDD HELMS GROUP, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-05-31$357,003
Total of all expenses incurred2015-05-31$235,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$208,949
Value of total corrective distributions2015-05-31$6,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$183,872
Value of total assets at end of year2015-05-31$2,696,649
Value of total assets at beginning of year2015-05-31$2,575,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$20,452
Total interest from all sources2015-05-31$4,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$250,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$142,412
Participant contributions at end of year2015-05-31$66,014
Participant contributions at beginning of year2015-05-31$85,187
Participant contributions at end of year2015-05-31$6,112
Participant contributions at beginning of year2015-05-31$6,964
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$41,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$121,430
Value of net assets at end of year (total assets less liabilities)2015-05-31$2,696,649
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$2,575,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$2,589,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$2,401,566
Interest on participant loans2015-05-31$4,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$34,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$81,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$81,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$168,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$208,949
Contract administrator fees2015-05-31$20,452
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31FUOCO GROUP LLC
Accountancy firm EIN2015-05-31208022284
2014 : EDD HELMS GROUP, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-05-31$400,354
Total of all expenses incurred2014-05-31$616,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$596,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$133,539
Value of total assets at end of year2014-05-31$2,568,255
Value of total assets at beginning of year2014-05-31$2,784,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$19,377
Total interest from all sources2014-05-31$5,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$250,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$127,241
Participant contributions at end of year2014-05-31$85,187
Participant contributions at beginning of year2014-05-31$106,817
Participant contributions at end of year2014-05-31$6,964
Participant contributions at beginning of year2014-05-31$6,465
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$162
Total non interest bearing cash at beginning of year2014-05-31$656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$-215,945
Value of net assets at end of year (total assets less liabilities)2014-05-31$2,568,255
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$2,784,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$2,401,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$2,595,076
Interest on participant loans2014-05-31$5,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$81,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$72,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$72,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$261,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$6,136
Employer contributions (assets) at beginning of year2014-05-31$2,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$596,922
Contract administrator fees2014-05-31$19,377
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31FUOCO GROUP LLC
Accountancy firm EIN2014-05-31208022284
2013 : EDD HELMS GROUP, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$0
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total income from all sources (including contributions)2013-05-31$618,828
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$499,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$457,466
Expenses. Certain deemed distributions of participant loans2013-05-31$20,415
Value of total corrective distributions2013-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$259,879
Value of total assets at end of year2013-05-31$2,784,200
Value of total assets at beginning of year2013-05-31$2,664,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$21,680
Total income from rents2013-05-31$0
Total interest from all sources2013-05-31$9,285
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$0
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$250,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$189,486
Participant contributions at end of year2013-05-31$106,817
Participant contributions at beginning of year2013-05-31$120,261
Participant contributions at end of year2013-05-31$6,465
Participant contributions at beginning of year2013-05-31$1,236
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-05-31$2,850
Other income not declared elsewhere2013-05-31$0
Administrative expenses (other) incurred2013-05-31$950
Total non interest bearing cash at end of year2013-05-31$656
Total non interest bearing cash at beginning of year2013-05-31$3,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Income. Non cash contributions2013-05-31$0
Value of net income/loss2013-05-31$119,267
Value of net assets at end of year (total assets less liabilities)2013-05-31$2,784,200
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$2,664,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$2,595,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$2,194,158
Interest on participant loans2013-05-31$5,870
Income. Interest from loans (other than to participants)2013-05-31$0
Interest earned on other investments2013-05-31$3,415
Income. Interest from US Government securities2013-05-31$0
Income. Interest from corporate debt instruments2013-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$72,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$343,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$343,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$0
Net investment gain/loss from pooled separate accounts2013-05-31$349,664
Net investment gain or loss from common/collective trusts2013-05-31$0
Net gain/loss from 103.12 investment entities2013-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$70,393
Employer contributions (assets) at end of year2013-05-31$2,459
Employer contributions (assets) at beginning of year2013-05-31$3,117
Income. Dividends from preferred stock2013-05-31$0
Income. Dividends from common stock2013-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$454,616
Contract administrator fees2013-05-31$20,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-05-31No
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$0
Aggregate carrying amount (costs) on sale of assets2013-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31FUOCO GROUP LLC
Accountancy firm EIN2013-05-31208022284
2012 : EDD HELMS GROUP, INC. 401(K) PLAN 2012 401k financial data
Expenses. Interest paid2012-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-05-31$0
Total income from all sources (including contributions)2012-05-31$192,366
Total of all expenses incurred2012-05-31$507,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$485,841
Expenses. Certain deemed distributions of participant loans2012-05-31$550
Value of total corrective distributions2012-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$244,979
Value of total assets at end of year2012-05-31$2,664,933
Value of total assets at beginning of year2012-05-31$2,979,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$20,698
Total interest from all sources2012-05-31$13,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$250,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$167,933
Participant contributions at end of year2012-05-31$120,261
Participant contributions at beginning of year2012-05-31$153,823
Participant contributions at end of year2012-05-31$1,236
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-05-31$0
Total non interest bearing cash at end of year2012-05-31$3,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Income. Non cash contributions2012-05-31$0
Value of net income/loss2012-05-31$-314,723
Value of net assets at end of year (total assets less liabilities)2012-05-31$2,664,933
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$2,979,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$2,194,158
Value of interest in pooled separate accounts at beginning of year2012-05-31$2,304,653
Interest on participant loans2012-05-31$7,528
Interest earned on other investments2012-05-31$6,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$343,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$2,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$2,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$518,347
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$0
Net investment gain/loss from pooled separate accounts2012-05-31$-66,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$77,046
Employer contributions (assets) at end of year2012-05-31$3,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$485,841
Contract administrator fees2012-05-31$20,698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31FUOCO GROUP LLC
Accountancy firm EIN2012-05-31208022284
2011 : EDD HELMS GROUP, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-05-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$0
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total transfer of assets to this plan2011-05-31$0
Total transfer of assets from this plan2011-05-31$0
Expenses. Interest paid2011-05-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-05-31$0
Total income from all sources (including contributions)2011-05-31$621,108
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$155,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$127,896
Expenses. Certain deemed distributions of participant loans2011-05-31$4,926
Value of total corrective distributions2011-05-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$285,631
Value of total assets at end of year2011-05-31$2,979,656
Value of total assets at beginning of year2011-05-31$2,513,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$22,334
Total income from rents2011-05-31$0
Total interest from all sources2011-05-31$6,159
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$0
Administrative expenses professional fees incurred2011-05-31$0
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$250,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$200,652
Participant contributions at end of year2011-05-31$153,823
Participant contributions at beginning of year2011-05-31$89,728
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$0
Other income not declared elsewhere2011-05-31$0
Administrative expenses (other) incurred2011-05-31$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Income. Non cash contributions2011-05-31$0
Value of net income/loss2011-05-31$465,952
Value of net assets at end of year (total assets less liabilities)2011-05-31$2,979,656
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$2,513,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$0
Value of interest in pooled separate accounts at end of year2011-05-31$2,304,653
Value of interest in pooled separate accounts at beginning of year2011-05-31$1,823,833
Interest on participant loans2011-05-31$6,159
Income. Interest from loans (other than to participants)2011-05-31$0
Interest earned on other investments2011-05-31$0
Income. Interest from US Government securities2011-05-31$0
Income. Interest from corporate debt instruments2011-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$2,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$2,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$2,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$518,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$597,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$11,420
Net investment gain/loss from pooled separate accounts2011-05-31$317,898
Net investment gain or loss from common/collective trusts2011-05-31$0
Net gain/loss from 103.12 investment entities2011-05-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$84,979
Income. Dividends from preferred stock2011-05-31$0
Income. Dividends from common stock2011-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$127,896
Contract administrator fees2011-05-31$21,284
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$0
Aggregate carrying amount (costs) on sale of assets2011-05-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31DOHAN SALUM & COMPANY CPA
Accountancy firm EIN2011-05-31201104940

Form 5500 Responses for EDD HELMS GROUP, INC. 401(K) PLAN

2019: EDD HELMS GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: EDD HELMS GROUP, INC. 401(K) PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: EDD HELMS GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: EDD HELMS GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: EDD HELMS GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: EDD HELMS GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: EDD HELMS GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedYes
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: EDD HELMS GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: EDD HELMS GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: EDD HELMS GROUP, INC. 401(K) PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: EDD HELMS GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes
2001: EDD HELMS GROUP, INC. 401(K) PLAN 2001 form 5500 responses
2001-06-01Type of plan entitySingle employer plan
2001-06-01Submission has been amendedNo
2001-06-01This submission is the final filingNo
2001-06-01This return/report is a short plan year return/report (less than 12 months)No
2001-06-01Plan is a collectively bargained planNo
2001-06-01Plan funding arrangement – InsuranceYes
2001-06-01Plan funding arrangement – TrustYes
2001-06-01Plan benefit arrangement – InsuranceYes
2001-06-01Plan benefit arrangement - TrustYes
2000: EDD HELMS GROUP, INC. 401(K) PLAN 2000 form 5500 responses
2000-06-01Type of plan entitySingle employer plan
2000-06-01Submission has been amendedNo
2000-06-01This submission is the final filingNo
2000-06-01This return/report is a short plan year return/report (less than 12 months)No
2000-06-01Plan is a collectively bargained planNo
2000-06-01Plan funding arrangement – InsuranceYes
2000-06-01Plan funding arrangement – TrustYes
2000-06-01Plan benefit arrangement – InsuranceYes
2000-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841629
Policy instance 1
Insurance contract or identification numberGA-841629
Number of Individuals Covered51
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $6,878
Total amount of fees paid to insurance companyUSD $1,710
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 $6,878
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1640
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841629
Policy instance 1
Insurance contract or identification numberGA-841629
Number of Individuals Covered49
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $6,456
Total amount of fees paid to insurance companyUSD $1,614
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 $3,254
Additional information about fees paid to insurance brokerBROKER COMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1614
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841629
Policy instance 1
Insurance contract or identification numberGA-841629
Number of Individuals Covered49
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $44,141
Total amount of fees paid to insurance companyUSD $6,462
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 $44,141
Additional information about fees paid to insurance brokerBROKER COMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees6462
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49869
Policy instance 1
Insurance contract or identification number49869
Number of Individuals Covered58
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $8,394
Total amount of fees paid to insurance companyUSD $2,014
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 $8,394
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees550
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49869
Policy instance 1
Insurance contract or identification number49869
Number of Individuals Covered60
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $9,170
Total amount of fees paid to insurance companyUSD $1,832
Are there contracts with unallocated funds for contracts of type 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 $9,170
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees400
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49869
Policy instance 1
Insurance contract or identification number49869
Number of Individuals Covered63
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $8,515
Total amount of fees paid to insurance companyUSD $1,991
Are there contracts with unallocated funds for contracts of type 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 $8,515
Insurance broker organization code?4
Amount paid for insurance broker fees750
Insurance broker nameTHE PENSION STUDIO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49869
Policy instance 1
Insurance contract or identification number49869
Number of Individuals Covered67
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $9,564
Total amount of fees paid to insurance companyUSD $2,319
Are there contracts with unallocated funds for contracts of type 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 $9,453
Insurance broker organization code?4
Amount paid for insurance broker fees2319
Additional information about fees paid to insurance brokerOTHER ALLOWANCES/TPA COMPENSATION
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49869
Policy instance 1
Insurance contract or identification number49869
Number of Individuals Covered76
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $9,267
Total amount of fees paid to insurance companyUSD $2,300
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number49869
Policy instance 1
Insurance contract or identification number49869
Number of Individuals Covered76
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $8,972
Total amount of fees paid to insurance companyUSD $2,445
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number009-1637-2
Policy instance 1
Insurance contract or identification number009-1637-2
Number of Individuals Covered53
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-841629
Policy instance 1
Insurance contract or identification numberGA-841629
Number of Individuals Covered0
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $6,262
Total amount of fees paid to insurance companyUSD $924
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees924
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6,262
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number009-1637-2
Policy instance 2
Insurance contract or identification number009-1637-2
Number of Individuals Covered52
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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