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PHSK 401(K) SAVINGS RETIREMENT PLAN 401k Plan overview

Plan NamePHSK 401(K) SAVINGS RETIREMENT PLAN
Plan identification number 001

PHSK 401(K) SAVINGS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

PRESBYTERIAN HOMES & SERVICES OF KENTUCKY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRESBYTERIAN HOMES & SERVICES OF KENTUCKY, INC.
Employer identification number (EIN):611078924
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHSK 401(K) SAVINGS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01HARRIET WAGNER2022-10-17
0012020-01-01HARRIET WAGNER2021-08-17
0012019-01-01HARRIET WAGNER2020-08-24
0012018-01-01HARRIET WAGNER2019-09-25
0012017-01-01
0012016-01-01
0012015-01-01HARRIET WAGNER
0012014-01-01HARRIET WAGNER
0012013-01-01HARRIET WAGNER
0012012-01-01STEVEN BARKER
0012011-01-01STEVEN BARKER
0012009-01-01STEVEN BARKER STEVEN BARKER2010-10-08

Plan Statistics for PHSK 401(K) SAVINGS RETIREMENT PLAN

401k plan membership statisitcs for PHSK 401(K) SAVINGS RETIREMENT PLAN

Measure Date Value
2021: PHSK 401(K) SAVINGS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01234
Total number of active participants reported on line 7a of the Form 55002021-01-01176
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01197
Number of participants with account balances2021-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: PHSK 401(K) SAVINGS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01310
Total number of active participants reported on line 7a of the Form 55002020-01-01199
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0125
Total of all active and inactive participants2020-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01224
Number of participants with account balances2020-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: PHSK 401(K) SAVINGS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01331
Total number of active participants reported on line 7a of the Form 55002019-01-01225
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01300
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: PHSK 401(K) SAVINGS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01365
Total number of active participants reported on line 7a of the Form 55002018-01-01283
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01314
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: PHSK 401(K) SAVINGS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01376
Total number of active participants reported on line 7a of the Form 55002017-01-01296
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01344
Number of participants with account balances2017-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: PHSK 401(K) SAVINGS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01417
Total number of active participants reported on line 7a of the Form 55002016-01-01295
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01351
Number of participants with account balances2016-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: PHSK 401(K) SAVINGS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01415
Total number of active participants reported on line 7a of the Form 55002015-01-01334
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01405
Number of participants with account balances2015-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0136
2014: PHSK 401(K) SAVINGS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01545
Total number of active participants reported on line 7a of the Form 55002014-01-01369
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01419
Number of participants with account balances2014-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0147
2013: PHSK 401(K) SAVINGS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01422
Total number of active participants reported on line 7a of the Form 55002013-01-01253
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01157
Total of all active and inactive participants2013-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01417
Number of participants with account balances2013-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0139
2012: PHSK 401(K) SAVINGS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01437
Total number of active participants reported on line 7a of the Form 55002012-01-01271
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01130
Total of all active and inactive participants2012-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01402
Number of participants with account balances2012-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0123
2011: PHSK 401(K) SAVINGS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01452
Total number of active participants reported on line 7a of the Form 55002011-01-01245
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01156
Total of all active and inactive participants2011-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01402
Number of participants with account balances2011-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0145
2009: PHSK 401(K) SAVINGS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01408
Total number of active participants reported on line 7a of the Form 55002009-01-01256
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01157
Total of all active and inactive participants2009-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01413
Number of participants with account balances2009-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on PHSK 401(K) SAVINGS RETIREMENT PLAN

Measure Date Value
2021 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$294,557
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$151,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$141,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$176,079
Value of total assets at end of year2021-12-31$1,202,634
Value of total assets at beginning of year2021-12-31$1,059,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,460
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$27,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$27,397
Administrative expenses professional fees incurred2021-12-31$1,726
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$150,447
Participant contributions at end of year2021-12-31$3,247
Participant contributions at beginning of year2021-12-31$2,840
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$143,431
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,202,634
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,059,203
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$7,734
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,198,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,055,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$91,081
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$25,632
Employer contributions (assets) at end of year2021-12-31$504
Employer contributions (assets) at beginning of year2021-12-31$452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$141,666
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JONES, NALE & MATTINGTLY, PLC
Accountancy firm EIN2021-12-31610420207
2020 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,115
Total income from all sources (including contributions)2020-12-31$246,995
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$305,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$290,831
Value of total corrective distributions2020-12-31$355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$141,769
Value of total assets at end of year2020-12-31$1,059,203
Value of total assets at beginning of year2020-12-31$1,160,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,164
Total interest from all sources2020-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$21,562
Administrative expenses professional fees incurred2020-12-31$6,591
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$115,403
Participant contributions at end of year2020-12-31$2,840
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,427
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$3,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-58,355
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,059,203
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,117,558
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$7,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,055,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,156,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$83,660
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$21,939
Employer contributions (assets) at end of year2020-12-31$452
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$290,831
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$43,115
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JONES, NALE & MATTINGTLY, PLC
Accountancy firm EIN2020-12-31610420207
2019 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$326,153
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$266,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$234,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$158,024
Value of total assets at end of year2019-12-31$1,160,673
Value of total assets at beginning of year2019-12-31$1,057,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,349
Total interest from all sources2019-12-31$467
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$31,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$31,751
Administrative expenses professional fees incurred2019-12-31$23,487
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$117,855
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,592
Total non interest bearing cash at end of year2019-12-31$3,845
Total non interest bearing cash at beginning of year2019-12-31$5,990
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$60,148
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,117,558
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,057,410
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$7,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,156,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$999,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$52,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$52,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$135,911
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$21,577
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$234,656
Liabilities. Value of benefit claims payable at end of year2019-12-31$43,115
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
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 name2019-12-31JONES, NALE & MATTINGTLY, PLC
Accountancy firm EIN2019-12-31610420207
2018 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$140,075
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$287,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$250,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$202,123
Value of total assets at end of year2018-12-31$1,057,410
Value of total assets at beginning of year2018-12-31$1,204,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,944
Total interest from all sources2018-12-31$1,299
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$29,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$29,037
Administrative expenses professional fees incurred2018-12-31$31,028
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$127,095
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$4,414
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,864
Total non interest bearing cash at end of year2018-12-31$5,990
Total non interest bearing cash at beginning of year2018-12-31$1,164,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-147,237
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,057,410
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,204,647
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$5,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$999,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$52,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$34,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-92,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$28,164
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$250,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31JONES, NALE & MATTINGTLY, PLC
Accountancy firm EIN2018-12-31610420207
2017 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$659
Total income from all sources (including contributions)2017-12-31$233,741
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$264,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$249,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$117,772
Value of total assets at end of year2017-12-31$1,204,647
Value of total assets at beginning of year2017-12-31$1,236,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$15,635
Total interest from all sources2017-12-31$1,994
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$97,853
Participant contributions at end of year2017-12-31$4,414
Participant contributions at beginning of year2017-12-31$818
Administrative expenses (other) incurred2017-12-31$15,635
Total non interest bearing cash at end of year2017-12-31$1,164,399
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-30,920
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,204,647
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,235,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,003,859
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$34,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$227,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$113,975
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$19,919
Employer contributions (assets) at end of year2017-12-31$996
Employer contributions (assets) at beginning of year2017-12-31$3,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$249,026
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$659
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 name2017-12-31JONES, NALE & MATTINGTLY, PLC
Accountancy firm EIN2017-12-31610420207
2016 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,475
Total income from all sources (including contributions)2016-12-31$225,153
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$294,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$258,648
Value of total corrective distributions2016-12-31$12,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$161,748
Value of total assets at end of year2016-12-31$1,236,226
Value of total assets at beginning of year2016-12-31$1,317,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,568
Total interest from all sources2016-12-31$2,809
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$137,754
Participant contributions at end of year2016-12-31$818
Participant contributions at beginning of year2016-12-31$10
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,284
Administrative expenses (other) incurred2016-12-31$23,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-69,396
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,235,567
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,304,963
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$1,003,859
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,074,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$227,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$239,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$60,596
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$20,710
Employer contributions (assets) at end of year2016-12-31$3,951
Employer contributions (assets) at beginning of year2016-12-31$3,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$258,648
Liabilities. Value of benefit claims payable at end of year2016-12-31$659
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$12,475
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 name2016-12-31JONES, NALE & MATTINGLY, PLC
Accountancy firm EIN2016-12-31610420207
2015 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$132,751
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$173,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$150,188
Value of total corrective distributions2015-12-31$8,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$165,179
Value of total assets at end of year2015-12-31$1,313,788
Value of total assets at beginning of year2015-12-31$1,354,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,641
Total interest from all sources2015-12-31$2,997
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$142,548
Other income not declared elsewhere2015-12-31$180
Administrative expenses (other) incurred2015-12-31$14,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-41,024
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,313,788
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,354,812
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$1,074,440
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,109,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$239,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$222,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-35,605
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,631
Employer contributions (assets) at beginning of year2015-12-31$22,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$150,188
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 name2015-12-31JONES, NALE & MATTINGLY, PLC
Accountancy firm EIN2015-12-31610420207
2014 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$150,790
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$304,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$294,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$109,886
Value of total assets at end of year2014-12-31$1,354,812
Value of total assets at beginning of year2014-12-31$1,508,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,958
Total interest from all sources2014-12-31$27
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$8,784
Was this plan covered by a fidelity bond2014-12-31No
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$89,807
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,258
Administrative expenses (other) incurred2014-12-31$9,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-153,399
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,354,812
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,508,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,190,177
Value of interest in pooled separate accounts at end of year2014-12-31$1,109,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$158,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$158,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$222,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$26,433
Net investment gain/loss from pooled separate accounts2014-12-31$5,660
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$20,079
Employer contributions (assets) at end of year2014-12-31$22,229
Employer contributions (assets) at beginning of year2014-12-31$158,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$294,231
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 name2014-12-31JONES, NALE & MATTINGLY PLC
Accountancy firm EIN2014-12-31610420207
2013 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$281,982
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$108,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$93,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$158,625
Value of total assets at end of year2013-12-31$1,508,211
Value of total assets at beginning of year2013-12-31$1,334,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,786
Total interest from all sources2013-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$30,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$30,918
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$158,625
Amount contributed by the employer to the plan for this plan year2013-12-31$158,625
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$14
Administrative expenses (other) incurred2013-12-31$14,786
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$173,930
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,508,211
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,334,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,190,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,178,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$158,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$92,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$158,625
Employer contributions (assets) at end of year2013-12-31$158,625
Employer contributions (assets) at beginning of year2013-12-31$155,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$93,266
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 name2013-12-31JONES, NALE & MATTINGLY PLC
Accountancy firm EIN2013-12-31610420207
2012 : PHSK 401(K) SAVINGS RETIREMENT 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$300,850
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$141,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$131,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$155,901
Value of total assets at end of year2012-12-31$1,334,281
Value of total assets at beginning of year2012-12-31$1,174,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,361
Total interest from all sources2012-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$44,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$44,409
Administrative expenses professional fees incurred2012-12-31$9,361
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$155,584
Amount contributed by the employer to the plan for this plan year2012-12-31$155,584
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$14
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9
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$159,656
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,334,281
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,174,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,178,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,021,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$100,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$155,901
Employer contributions (assets) at end of year2012-12-31$155,903
Employer contributions (assets) at beginning of year2012-12-31$137,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$131,833
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
Aggregate proceeds on sale of assets2012-12-31$135,581
Aggregate carrying amount (costs) on sale of assets2012-12-31$135,581
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 name2012-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2012-12-31611064249
2011 : PHSK 401(K) SAVINGS RETIREMENT 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$141,550
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$160,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$152,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$137,720
Value of total assets at end of year2011-12-31$1,174,625
Value of total assets at beginning of year2011-12-31$1,193,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,762
Total interest from all sources2011-12-31$93
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$33,493
Administrative expenses professional fees incurred2011-12-31$7,762
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$137,356
Amount contributed by the employer to the plan for this plan year2011-12-31$137,356
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-19,103
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,174,625
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,193,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,021,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$905,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$147,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$147,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$93
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-29,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$137,720
Employer contributions (assets) at end of year2011-12-31$137,720
Employer contributions (assets) at beginning of year2011-12-31$139,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$152,891
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
Aggregate proceeds on sale of assets2011-12-31$26,733
Aggregate carrying amount (costs) on sale of assets2011-12-31$26,733
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 name2011-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2011-12-31611064249
2010 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$235,074
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$104,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$98,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$139,845
Value of total assets at end of year2010-12-31$1,193,728
Value of total assets at beginning of year2010-12-31$1,062,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,055
Total interest from all sources2010-12-31$298
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$32,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$32,995
Administrative expenses professional fees incurred2010-12-31$6,055
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$139,010
Amount contributed by the employer to the plan for this plan year2010-12-31$139,010
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$16
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$130,764
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,193,728
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,062,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$905,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$897,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$147,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$13,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$13,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$61,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$139,845
Employer contributions (assets) at end of year2010-12-31$139,845
Employer contributions (assets) at beginning of year2010-12-31$151,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$98,255
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
Aggregate proceeds on sale of assets2010-12-31$40,049
Aggregate carrying amount (costs) on sale of assets2010-12-31$40,049
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 name2010-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2010-12-31611064249
2009 : PHSK 401(K) SAVINGS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$144,759
Amount contributed by the employer to the plan for this plan year2009-12-31$144,759

Form 5500 Responses for PHSK 401(K) SAVINGS RETIREMENT PLAN

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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916557-01
Policy instance 1
Insurance contract or identification number916557-01
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916557-01
Policy instance 1
Insurance contract or identification number916557-01
Number of Individuals Covered11
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,128
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,128
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INVESTMENT CO.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916557-01
Policy instance 1
Insurance contract or identification number916557-01
Number of Individuals Covered250
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Insurance broker organization code?3
Insurance broker name
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number916557-01
Policy instance 1
Insurance contract or identification number916557-01
Number of Individuals Covered268
Insurance policy start date2014-06-17
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,980
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 $9,980
Insurance broker organization code?3
Insurance broker nameHUNTINGTON INVESTMENT CO.

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