?>
Logo

NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 401k Plan overview

Plan NameNORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN
Plan identification number 001

NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL
Employer identification number (EIN):620729622
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01TEENA SMITH
0012015-07-01TEENA SMITH
0012014-07-01TEENA SMITH
0012013-07-01TEENA SMITH
0012012-07-01LINDA BRINKLEY
0012011-07-01LINDA BRINKLEY
0012010-07-01LINDA BRINKLEY
0012009-07-01LINDA BRINKLEY

Plan Statistics for NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN

401k plan membership statisitcs for NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN

Measure Date Value
2022: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01315
Total number of active participants reported on line 7a of the Form 55002022-07-01212
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0189
Total of all active and inactive participants2022-07-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01301
Number of participants with account balances2022-07-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0114
2021: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01364
Total number of active participants reported on line 7a of the Form 55002021-07-01216
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0191
Total of all active and inactive participants2021-07-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01307
Number of participants with account balances2021-07-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0124
2020: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01438
Total number of active participants reported on line 7a of the Form 55002020-07-01231
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01120
Total of all active and inactive participants2020-07-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01351
Number of participants with account balances2020-07-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0175
2019: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01404
Total number of active participants reported on line 7a of the Form 55002019-07-01309
Number of retired or separated participants receiving benefits2019-07-0152
Number of other retired or separated participants entitled to future benefits2019-07-0143
Total of all active and inactive participants2019-07-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01404
Number of participants with account balances2019-07-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0130
2018: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01372
Total number of active participants reported on line 7a of the Form 55002018-07-01313
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0167
Total of all active and inactive participants2018-07-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01380
Number of participants with account balances2018-07-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0124
2017: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01336
Total number of active participants reported on line 7a of the Form 55002017-07-01273
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0148
Total of all active and inactive participants2017-07-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01321
Number of participants with account balances2017-07-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0130
2016: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01313
Total number of active participants reported on line 7a of the Form 55002016-07-01259
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0150
Total of all active and inactive participants2016-07-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01309
Number of participants with account balances2016-07-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0134
2015: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01354
Total number of active participants reported on line 7a of the Form 55002015-07-01269
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0144
Total of all active and inactive participants2015-07-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01313
Number of participants with account balances2015-07-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0139
2014: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01361
Total number of active participants reported on line 7a of the Form 55002014-07-01281
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0143
Total of all active and inactive participants2014-07-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01324
Number of participants with account balances2014-07-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0123
2013: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01376
Total number of active participants reported on line 7a of the Form 55002013-07-01272
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0152
Total of all active and inactive participants2013-07-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01324
Number of participants with account balances2013-07-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0130
2012: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01362
Total number of active participants reported on line 7a of the Form 55002012-07-01296
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0145
Total of all active and inactive participants2012-07-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01341
Number of participants with account balances2012-07-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0113
2011: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01393
Total number of active participants reported on line 7a of the Form 55002011-07-01284
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0139
Total of all active and inactive participants2011-07-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01324
Number of participants with account balances2011-07-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0120
2010: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01364
Total number of active participants reported on line 7a of the Form 55002010-07-01281
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0180
Total of all active and inactive participants2010-07-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01363
Number of participants with account balances2010-07-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0121
2009: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01356
Total number of active participants reported on line 7a of the Form 55002009-07-01311
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0133
Total of all active and inactive participants2009-07-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01345
Number of participants with account balances2009-07-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0120

Financial Data on NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN

Measure Date Value
2023 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$890,606
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$743,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$740,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$472,592
Value of total assets at end of year2023-06-30$5,185,286
Value of total assets at beginning of year2023-06-30$5,038,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$3,175
Total interest from all sources2023-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Other income not declared elsewhere2023-06-30$69,779
Administrative expenses (other) incurred2023-06-30$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$146,659
Value of net assets at end of year (total assets less liabilities)2023-06-30$5,185,286
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$5,038,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$2,230,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$1,820,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$2,478,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$2,823,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$348,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$472,592
Employer contributions (assets) at end of year2023-06-30$476,741
Employer contributions (assets) at beginning of year2023-06-30$394,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$740,772
Contract administrator fees2023-06-30$3,125
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30ATA, PLLC
Accountancy firm EIN2023-06-30621110839
2022 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$420,162
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,167,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,160,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$898,869
Value of total assets at end of year2022-06-30$5,038,627
Value of total assets at beginning of year2022-06-30$5,785,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$6,845
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Other income not declared elsewhere2022-06-30$74,754
Administrative expenses (other) incurred2022-06-30$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-746,908
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,038,627
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,785,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,820,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$2,265,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,823,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,508,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-553,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$898,869
Employer contributions (assets) at end of year2022-06-30$394,149
Employer contributions (assets) at beginning of year2022-06-30$11,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,160,225
Contract administrator fees2022-06-30$6,770
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30ATA CPAS + ADVISORS PLLC
Accountancy firm EIN2022-06-30621110839
2021 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,208,729
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$493,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$488,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$456,726
Value of total assets at end of year2021-06-30$5,785,535
Value of total assets at beginning of year2021-06-30$5,070,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$5,109
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$4,039
Other income not declared elsewhere2021-06-30$91,179
Administrative expenses (other) incurred2021-06-30$809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$714,737
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,785,535
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,070,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$2,265,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,543,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,508,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,520,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$660,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$452,687
Employer contributions (assets) at end of year2021-06-30$11,012
Employer contributions (assets) at beginning of year2021-06-30$7,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$488,883
Contract administrator fees2021-06-30$4,300
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2021-06-30621110839
2020 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$613,709
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$110,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$109,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$425,700
Value of total assets at end of year2020-06-30$5,070,798
Value of total assets at beginning of year2020-06-30$4,567,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$1,200
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$63
Other income not declared elsewhere2020-06-30$92,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$502,839
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,070,798
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,567,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,543,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,366,595
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,520,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,194,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$95,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$425,637
Employer contributions (assets) at end of year2020-06-30$7,003
Employer contributions (assets) at beginning of year2020-06-30$7,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$109,670
Contract administrator fees2020-06-30$1,200
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2020-06-30621110839
2019 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$565,522
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$158,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$156,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$394,931
Value of total assets at end of year2019-06-30$4,567,959
Value of total assets at beginning of year2019-06-30$4,160,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$1,250
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Other income not declared elsewhere2019-06-30$87,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$407,393
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,567,959
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,160,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,366,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,208,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,194,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,944,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$83,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$394,931
Employer contributions (assets) at end of year2019-06-30$7,003
Employer contributions (assets) at beginning of year2019-06-30$7,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$156,879
Contract administrator fees2019-06-30$1,250
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2019-06-30621110839
2018 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$589,144
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$308,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$305,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$370,019
Value of total assets at end of year2018-06-30$4,160,566
Value of total assets at beginning of year2018-06-30$3,879,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,643
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Other income not declared elsewhere2018-06-30$80,759
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$281,026
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,160,566
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,879,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,208,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$999,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,944,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,872,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$138,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$370,019
Employer contributions (assets) at end of year2018-06-30$7,003
Employer contributions (assets) at beginning of year2018-06-30$7,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$305,475
Contract administrator fees2018-06-30$2,643
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2018-06-30621110839
2017 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$599,616
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$765,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$762,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$355,567
Value of total assets at end of year2017-06-30$3,879,540
Value of total assets at beginning of year2017-06-30$4,045,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$3,475
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$3,475
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Other income not declared elsewhere2017-06-30$84,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-166,258
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,879,540
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,045,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$999,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$774,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,872,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,263,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$159,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$355,567
Employer contributions (assets) at end of year2017-06-30$7,003
Employer contributions (assets) at beginning of year2017-06-30$7,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$762,399
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2017-06-30621110839
2016 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$383,527
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$407,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$404,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$363,712
Value of total assets at end of year2016-06-30$4,045,798
Value of total assets at beginning of year2016-06-30$4,070,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,348
Total interest from all sources2016-06-30$76,784
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$3,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-24,393
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,045,798
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,070,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$774,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$762,787
Interest earned on other investments2016-06-30$76,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,263,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,300,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-56,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$363,712
Employer contributions (assets) at end of year2016-06-30$7,003
Employer contributions (assets) at beginning of year2016-06-30$7,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$404,572
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2016-06-30621110839
2015 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$417,735
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$423,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$417,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$337,923
Value of total assets at end of year2015-06-30$4,070,191
Value of total assets at beginning of year2015-06-30$4,075,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$6,113
Total interest from all sources2015-06-30$51,405
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Administrative expenses (other) incurred2015-06-30$6,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-5,773
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,070,191
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,075,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$762,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,432,899
Interest earned on other investments2015-06-30$51,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,300,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,636,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$28,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$337,923
Employer contributions (assets) at end of year2015-06-30$7,003
Employer contributions (assets) at beginning of year2015-06-30$7,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$417,395
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2015-06-30621110839
2014 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$671,873
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$515,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$511,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$378,315
Value of total assets at end of year2014-06-30$4,075,964
Value of total assets at beginning of year2014-06-30$3,919,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$3,671
Total interest from all sources2014-06-30$55,775
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$3,671
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$156,683
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,075,964
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,919,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,432,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,009,618
Interest earned on other investments2014-06-30$55,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,636,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,903,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$237,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$378,315
Employer contributions (assets) at end of year2014-06-30$7,003
Employer contributions (assets) at beginning of year2014-06-30$6,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$511,519
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2014-06-30621110839
2013 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$489,984
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$355,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$352,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$367,301
Value of total assets at end of year2013-06-30$3,919,281
Value of total assets at beginning of year2013-06-30$3,784,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$3,600
Total interest from all sources2013-06-30$65,531
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$3,600
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$400,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$134,303
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,919,281
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,784,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,009,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,640,560
Interest earned on other investments2013-06-30$65,531
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,903,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$2,106,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$57,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$367,301
Employer contributions (assets) at end of year2013-06-30$6,111
Employer contributions (assets) at beginning of year2013-06-30$38,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$352,081
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2013-06-30621110839
2012 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$244,889
Total of all expenses incurred2012-06-30$406,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$402,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$370,534
Value of total assets at end of year2012-06-30$3,784,978
Value of total assets at beginning of year2012-06-30$3,946,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,333
Total interest from all sources2012-06-30$70,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$4,333
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$350,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$38,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-161,760
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,784,978
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,946,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,640,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,824,016
Interest earned on other investments2012-06-30$70,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$2,106,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,122,722
Net investment gain/loss from pooled separate accounts2012-06-30$-196,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$370,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$402,316
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2012-06-30621110839
2011 : NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$774,638
Total of all expenses incurred2011-06-30$297,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$294,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$366,914
Value of total assets at end of year2011-06-30$3,946,738
Value of total assets at beginning of year2011-06-30$3,469,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,367
Total interest from all sources2011-06-30$74,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$477,396
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,946,738
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,469,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,824,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,503,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$74,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,122,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,965,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$332,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$366,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$294,875
Contract administrator fees2011-06-30$2,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ALEXANDER THOMPSON ARNOLD PLLC
Accountancy firm EIN2011-06-30621110839

Form 5500 Responses for NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN

2022: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: NORTHWEST TENNESSEE ECONOMIC DEVELOPMENT COUNCIL PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number352281
Policy instance 1
Insurance contract or identification number352281
Number of Individuals Covered298
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $21,615
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,796
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number352281
Policy instance 1
Insurance contract or identification number352281
Number of Individuals Covered305
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $24,978
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,720
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number352281
Policy instance 1
Insurance contract or identification number352281
Number of Individuals Covered351
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $25,361
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,053
Insurance broker organization code?3
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE352281
Policy instance 1
Insurance contract or identification numberE352281
Number of Individuals Covered402
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $21,856
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,005
Insurance broker organization code?3
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE352281
Policy instance 1
Insurance contract or identification numberE352281
Number of Individuals Covered369
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $20,218
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,581
Insurance broker organization code?3
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE352281
Policy instance 1
Insurance contract or identification numberE352281
Number of Individuals Covered312
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $18,730
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE352281
Policy instance 1
Insurance contract or identification numberE352281
Number of Individuals Covered309
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $19,208
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,703
Insurance broker organization code?3
Insurance broker nameWILLIAM F LARGE
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE352281
Policy instance 1
Insurance contract or identification numberE352281
Number of Individuals Covered323
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $19,208
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,703
Insurance broker organization code?3
Insurance broker nameWILLIAM F LARGE
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE352281
Policy instance 1
Insurance contract or identification numberE352281
Number of Individuals Covered321
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $18,848
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,390
Insurance broker organization code?3
Insurance broker nameWILLIAM F LARGE
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE352281
Policy instance 1
Insurance contract or identification numberE352281
Number of Individuals Covered341
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $18,336
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,944
Insurance broker organization code?3
Insurance broker nameWILLIAM F LARGE
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE352281
Policy instance 1
Insurance contract or identification numberE352281
Number of Individuals Covered318
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $17,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE352281
Policy instance 1
Insurance contract or identification numberE352281
Number of Individuals Covered362
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3