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TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 401k Plan overview

Plan NameTURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN
Plan identification number 001

TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN Benefits

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

401k Sponsoring company profile

TURENNE & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:TURENNE & ASSOCIATES, LLC
Employer identification number (EIN):631285595
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EMILY WALLS2023-10-13
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01EMILY WALLS
0012014-01-01EMILY WALLS
0012013-01-01EMILY WALLS
0012012-01-01EMILY WALLS
0012011-01-01EMILY WALLS
0012009-01-01EMILY WALLS
0012009-01-01

Plan Statistics for TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN

401k plan membership statisitcs for TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN

Measure Date Value
2022: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01789
Total number of active participants reported on line 7a of the Form 55002022-01-01619
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01320
Total of all active and inactive participants2022-01-01943
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01943
Number of participants with account balances2022-01-01816
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01838
Total number of active participants reported on line 7a of the Form 55002021-01-01579
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01210
Total of all active and inactive participants2021-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01789
Number of participants with account balances2021-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,002
Total number of active participants reported on line 7a of the Form 55002020-01-01663
Number of retired or separated participants receiving benefits2020-01-0121
Number of other retired or separated participants entitled to future benefits2020-01-01198
Total of all active and inactive participants2020-01-01882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01882
Number of participants with account balances2020-01-01776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,016
Total number of active participants reported on line 7a of the Form 55002019-01-01726
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-01203
Total of all active and inactive participants2019-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01945
Number of participants with account balances2019-01-01762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,143
Total number of active participants reported on line 7a of the Form 55002018-01-01738
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01219
Total of all active and inactive participants2018-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01971
Number of participants with account balances2018-01-01790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0148
2017: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,062
Total number of active participants reported on line 7a of the Form 55002017-01-01812
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01231
Total of all active and inactive participants2017-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,057
Number of participants with account balances2017-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0127
2016: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,353
Total number of active participants reported on line 7a of the Form 55002016-01-01789
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-01163
Total of all active and inactive participants2016-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01962
Number of participants with account balances2016-01-01801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,296
Total number of active participants reported on line 7a of the Form 55002015-01-01770
Number of retired or separated participants receiving benefits2015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-01468
Total of all active and inactive participants2015-01-011,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,255
Number of participants with account balances2015-01-011,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,283
Total number of active participants reported on line 7a of the Form 55002014-01-01771
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-01429
Total of all active and inactive participants2014-01-011,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,218
Number of participants with account balances2014-01-011,030
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0139
2013: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,221
Total number of active participants reported on line 7a of the Form 55002013-01-01781
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-01394
Total of all active and inactive participants2013-01-011,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,186
Number of participants with account balances2013-01-01994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0137
2012: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,178
Total number of active participants reported on line 7a of the Form 55002012-01-01752
Number of retired or separated participants receiving benefits2012-01-0119
Number of other retired or separated participants entitled to future benefits2012-01-01344
Total of all active and inactive participants2012-01-011,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,115
Number of participants with account balances2012-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0131
2011: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,103
Total number of active participants reported on line 7a of the Form 55002011-01-01764
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-01303
Total of all active and inactive participants2011-01-011,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,074
Number of participants with account balances2011-01-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2009: TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01968
Total number of active participants reported on line 7a of the Form 55002009-01-01807
Number of retired or separated participants receiving benefits2009-01-0123
Number of other retired or separated participants entitled to future benefits2009-01-01120
Total of all active and inactive participants2009-01-01950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01951
Number of participants with account balances2009-01-01718
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0132

Financial Data on TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN

Measure Date Value
2022 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,995,957
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$809,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$752,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,838,473
Value of total assets at end of year2022-12-31$21,171,577
Value of total assets at beginning of year2022-12-31$23,976,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,810
Total interest from all sources2022-12-31$968
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,239,551
Participant contributions at end of year2022-12-31$256
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,805,176
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,171,577
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,976,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,066,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,091,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$76,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$89,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$89,153
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,028,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,796,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,835,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$598,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$752,409
Contract administrator fees2022-12-31$56,810
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2022-12-31630813240
2021 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,703,781
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,781,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,720,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,868,620
Value of total assets at end of year2021-12-31$23,976,753
Value of total assets at beginning of year2021-12-31$21,054,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,659
Total interest from all sources2021-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,193,920
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,304
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,921,973
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,976,753
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,054,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,091,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,236,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$89,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$84,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$84,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,796,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,733,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,835,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$589,396
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,720,149
Contract administrator fees2021-12-31$61,659
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2021-12-31630813240
2020 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,198,221
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,094,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,040,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,739,227
Value of total assets at end of year2020-12-31$21,054,780
Value of total assets at beginning of year2020-12-31$19,951,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,595
Total interest from all sources2020-12-31$192
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,158,599
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$30,763
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,941
Other income not declared elsewhere2020-12-31$4,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,103,726
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,054,780
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,951,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,236,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,185,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$84,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$75,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$75,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,733,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,665,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,454,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$578,687
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$-5,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,040,900
Contract administrator fees2020-12-31$53,595
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2020-12-31630813240
2019 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,111,532
Total income from all sources (including contributions)2019-12-31$5,111,532
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,624,129
Total of all expenses incurred2019-12-31$1,624,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,562,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,562,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,753,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,753,582
Value of total assets at end of year2019-12-31$19,951,054
Value of total assets at end of year2019-12-31$19,951,054
Value of total assets at beginning of year2019-12-31$16,463,651
Value of total assets at beginning of year2019-12-31$16,463,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,148
Total interest from all sources2019-12-31$2,399
Total interest from all sources2019-12-31$2,399
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,157,421
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,157,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,157,421
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,157,421
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,158,285
Contributions received from participants2019-12-31$1,158,285
Participant contributions at end of year2019-12-31$30,763
Participant contributions at end of year2019-12-31$30,763
Participant contributions at beginning of year2019-12-31$70,127
Participant contributions at beginning of year2019-12-31$70,127
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,187
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,487,403
Value of net income/loss2019-12-31$3,487,403
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,951,054
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,951,054
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,463,651
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,463,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$52,984
Investment advisory and management fees2019-12-31$52,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,185,788
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,185,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,863,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,863,468
Interest earned on other investments2019-12-31$1,091
Interest earned on other investments2019-12-31$1,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$75,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$75,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$61,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$61,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$61,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$61,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,665,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,665,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,445,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,445,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,198,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,198,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$555,110
Contributions received in cash from employer2019-12-31$555,110
Employer contributions (assets) at end of year2019-12-31$-5,645
Employer contributions (assets) at end of year2019-12-31$-5,645
Employer contributions (assets) at beginning of year2019-12-31$23,562
Employer contributions (assets) at beginning of year2019-12-31$23,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,562,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,562,981
Contract administrator fees2019-12-31$8,164
Contract administrator fees2019-12-31$8,164
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm name2019-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2019-12-31630813240
Accountancy firm EIN2019-12-31630813240
2018 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$3,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$384,522
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,977,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,908,963
Value of total corrective distributions2018-12-31$257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,654,482
Value of total assets at end of year2018-12-31$16,463,651
Value of total assets at beginning of year2018-12-31$18,053,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,320
Total interest from all sources2018-12-31$3,001
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,496,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,496,961
Administrative expenses professional fees incurred2018-12-31$8,747
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,122,512
Participant contributions at end of year2018-12-31$70,127
Participant contributions at beginning of year2018-12-31$41,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,593,018
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,463,651
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,053,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$59,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,863,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,403,753
Interest earned on other investments2018-12-31$2,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$61,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$49,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$49,524
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,445,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,537,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,769,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$531,970
Employer contributions (assets) at end of year2018-12-31$23,562
Employer contributions (assets) at beginning of year2018-12-31$20,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,908,963
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2018-12-31630813240
2017 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,839,739
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$913,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$847,587
Value of total corrective distributions2017-12-31$326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,684,868
Value of total assets at end of year2017-12-31$18,053,169
Value of total assets at beginning of year2017-12-31$15,126,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$65,116
Total interest from all sources2017-12-31$639
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,101,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,101,234
Administrative expenses professional fees incurred2017-12-31$8,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,123,747
Participant contributions at end of year2017-12-31$41,458
Participant contributions at beginning of year2017-12-31$9,876
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$11,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,926,710
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,053,169
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,126,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$56,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,403,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,474,156
Interest earned on other investments2017-12-31$421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$49,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$50,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$50,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,537,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,586,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,052,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$549,649
Employer contributions (assets) at end of year2017-12-31$20,843
Employer contributions (assets) at beginning of year2017-12-31$5,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$847,587
Contract administrator fees2017-12-31$353
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2017-12-31630813240
2016 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,686,969
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,223,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,168,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,537,025
Value of total assets at end of year2016-12-31$15,126,459
Value of total assets at beginning of year2016-12-31$13,662,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,681
Total interest from all sources2016-12-31$7,979
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,141,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,141,965
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,022,972
Participant contributions at end of year2016-12-31$9,876
Participant contributions at beginning of year2016-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,463,786
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,126,459
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,662,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,474,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,020,249
Interest earned on other investments2016-12-31$176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$50,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$39,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$39,927
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,586,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,602,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$514,053
Employer contributions (assets) at end of year2016-12-31$5,284
Employer contributions (assets) at beginning of year2016-12-31$45
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,168,502
Contract administrator fees2016-12-31$54,681
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2016-12-31630813240
2015 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,323,693
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$740,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$659,470
Value of total corrective distributions2015-12-31$3,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,499,329
Value of total assets at end of year2015-12-31$13,662,673
Value of total assets at beginning of year2015-12-31$13,079,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$77,365
Total interest from all sources2015-12-31$3,947
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$871,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$871,634
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$949,418
Participant contributions at end of year2015-12-31$30
Participant contributions at beginning of year2015-12-31$13,984
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$76,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$583,651
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,662,673
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,079,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$77,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,020,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,484,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$39,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$39,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$39,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,602,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,513,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,051,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$473,001
Employer contributions (assets) at end of year2015-12-31$45
Employer contributions (assets) at beginning of year2015-12-31$27,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$659,470
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2015-12-31630813240
2014 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,960,239
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,169,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,102,159
Value of total corrective distributions2014-12-31$101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,379,833
Value of total assets at end of year2014-12-31$13,079,022
Value of total assets at beginning of year2014-12-31$12,287,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$66,955
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$703,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$703,656
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$926,239
Participant contributions at end of year2014-12-31$13,984
Participant contributions at beginning of year2014-12-31$18,217
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$791,024
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,079,022
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,287,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$66,955
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,484,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,936,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$39,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$16,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$16,567
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,513,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,290,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-123,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$453,185
Employer contributions (assets) at end of year2014-12-31$27,277
Employer contributions (assets) at beginning of year2014-12-31$26,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,102,159
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2014-12-31630813240
2013 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,139,677
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,197,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,137,914
Value of total corrective distributions2013-12-31$1,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,396,544
Value of total assets at end of year2013-12-31$12,287,998
Value of total assets at beginning of year2013-12-31$10,346,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,573
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$580,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$919,584
Participant contributions at end of year2013-12-31$18,217
Participant contributions at beginning of year2013-12-31$7,501
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$26,106
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,941,824
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,287,998
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,346,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$58,573
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,936,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,934,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$16,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,290,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,381,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,162,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$450,854
Employer contributions (assets) at end of year2013-12-31$26,248
Employer contributions (assets) at beginning of year2013-12-31$13,514
Income. Dividends from common stock2013-12-31$580,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,137,914
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PEARCE, BEVILL, LEESBURG & MOORE,PC
Accountancy firm EIN2013-12-31630813240
2012 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,301,994
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$796,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$778,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,398,269
Value of total assets at end of year2012-12-31$10,346,174
Value of total assets at beginning of year2012-12-31$8,840,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,953
Total interest from all sources2012-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$272,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$272,879
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$955,518
Participant contributions at end of year2012-12-31$7,501
Participant contributions at beginning of year2012-12-31$17,507
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$65,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,505,217
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,346,174
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,840,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,934,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,332,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,834
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,834
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,381,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,408,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$630,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$442,751
Employer contributions (assets) at end of year2012-12-31$13,514
Employer contributions (assets) at beginning of year2012-12-31$10,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$778,824
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PEARCE, BEVILL, LEESBURG & MOORE
Accountancy firm EIN2012-12-31630813240
2011 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,197,276
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$942,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$903,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,344,617
Value of total assets at end of year2011-12-31$8,840,957
Value of total assets at beginning of year2011-12-31$8,586,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,410
Total interest from all sources2011-12-31$-372
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$152,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$152,397
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$957,692
Participant contributions at end of year2011-12-31$17,507
Participant contributions at beginning of year2011-12-31$38,124
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$25,660
Total non interest bearing cash at end of year2011-12-31$65,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$254,346
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,840,957
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,586,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,332,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,064,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,834
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$83,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$83,015
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$-372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,408,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,381,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-299,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$361,265
Employer contributions (assets) at end of year2011-12-31$10,880
Employer contributions (assets) at beginning of year2011-12-31$19,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$903,520
Contract administrator fees2011-12-31$39,410
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PEARCE, BEVILL, LEESBURG & MOORE
Accountancy firm EIN2011-12-31630813240
2010 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,101,821
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$582,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$527,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,342,280
Value of total assets at end of year2010-12-31$8,586,611
Value of total assets at beginning of year2010-12-31$7,067,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$55,359
Total interest from all sources2010-12-31$-5,553
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$119,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$119,640
Administrative expenses professional fees incurred2010-12-31$33,247
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$901,064
Participant contributions at end of year2010-12-31$38,124
Participant contributions at beginning of year2010-12-31$28,945
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,518,952
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,586,611
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,067,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,064,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,666,647
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest earned on other investments2010-12-31$-4,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$83,015
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$74,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$74,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,381,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,282,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$645,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$431,437
Employer contributions (assets) at end of year2010-12-31$19,251
Employer contributions (assets) at beginning of year2010-12-31$15,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$527,510
Contract administrator fees2010-12-31$22,112
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PEARCE, BEVILL, LEESBURG & MOORE
Accountancy firm EIN2010-12-31630813240
2009 : TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TURENNE & ASSOCIATES, LLC AND AFFILIATES 401(K) PLAN

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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered816
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered579
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered663
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered762
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered823
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered1057
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered1296
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered1030
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered994
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered900
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered858
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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
Other information about contractGUARANTEED INVESTMENT
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-VJ31
Policy instance 1
Insurance contract or identification numberGAP-B0-VJ31
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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
Other information about contractGUARANTEED INVESTMENT

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