CHEHAYEB & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about CHEHAYEB & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 5 |
| Number of participants with account balances | 2022-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 6 |
| Number of participants with account balances | 2018-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 6 |
| Number of participants with account balances | 2017-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
| 2016: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 8 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 7 |
| Number of participants with account balances | 2015-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 9 |
| Number of participants with account balances | 2014-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 6 |
| Number of participants with account balances | 2013-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 7 |
| Number of participants with account balances | 2011-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 8 |
| Number of participants with account balances | 2010-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 10 |
| Number of participants with account balances | 2009-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2008: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 2 |
| Total of all active and inactive participants | 2008-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
| Total participants | 2008-01-01 | 10 |
| Number of participants with account balances | 2008-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2022 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-240,288 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,648 |
| Total plan assets at end of year | 2022-12-31 | $2,088,332 |
| Total plan assets at beginning of year | 2022-12-31 | $2,330,268 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $58,587 |
| Other income received | 2022-12-31 | $-385,022 |
| Net income (gross income less expenses) | 2022-12-31 | $-241,936 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,088,332 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,330,268 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $86,147 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,648 |
| 2021 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $342,548 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $2,330,268 |
| Total plan assets at beginning of year | 2021-12-31 | $1,987,720 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $54,311 |
| Other income received | 2021-12-31 | $214,195 |
| Net income (gross income less expenses) | 2021-12-31 | $342,548 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,330,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,987,720 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $74,042 |
| 2020 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $348,290 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,987,720 |
| Total plan assets at beginning of year | 2020-12-31 | $1,639,430 |
| Value of fidelity bond covering the plan | 2020-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $47,414 |
| Other income received | 2020-12-31 | $221,950 |
| Net income (gross income less expenses) | 2020-12-31 | $348,290 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,987,720 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,639,430 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $78,926 |
| 2019 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $350,246 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,933 |
| Total plan assets at end of year | 2019-12-31 | $1,639,430 |
| Total plan assets at beginning of year | 2019-12-31 | $1,291,117 |
| Value of fidelity bond covering the plan | 2019-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $49,431 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,933 |
| Other income received | 2019-12-31 | $229,694 |
| Net income (gross income less expenses) | 2019-12-31 | $348,313 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,639,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,291,117 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $71,121 |
| 2018 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $57,774 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $34,837 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $31,630 |
| Total plan assets at end of year | 2018-12-31 | $1,291,117 |
| Total plan assets at beginning of year | 2018-12-31 | $1,268,180 |
| Value of fidelity bond covering the plan | 2018-12-31 | $88,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $51,083 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $3,117 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $1,933 |
| Other income received | 2018-12-31 | $-69,545 |
| Net income (gross income less expenses) | 2018-12-31 | $22,937 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,291,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,268,180 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $74,303 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $90 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $273,130 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $6,897 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $4,378 |
| Total plan assets at end of year | 2017-12-31 | $1,268,180 |
| Total plan assets at beginning of year | 2017-12-31 | $1,001,947 |
| Value of fidelity bond covering the plan | 2017-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $49,683 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $2,429 |
| Other income received | 2017-12-31 | $139,727 |
| Net income (gross income less expenses) | 2017-12-31 | $266,233 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,268,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,001,947 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $83,720 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $90 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $182,342 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $11,467 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $6,527 |
| Total plan assets at end of year | 2016-12-31 | $1,001,947 |
| Total plan assets at beginning of year | 2016-12-31 | $831,072 |
| Value of fidelity bond covering the plan | 2016-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $50,967 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $4,875 |
| Other income received | 2016-12-31 | $52,202 |
| Net income (gross income less expenses) | 2016-12-31 | $170,875 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,001,947 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $831,072 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $79,173 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $65 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $114,080 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $229,434 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $229,304 |
| Total plan assets at end of year | 2015-12-31 | $831,072 |
| Total plan assets at beginning of year | 2015-12-31 | $946,426 |
| Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $43,986 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $130 |
| Other income received | 2015-12-31 | $-6,337 |
| Net income (gross income less expenses) | 2015-12-31 | $-115,354 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $831,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $946,426 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $76,431 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $155,631 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $171,607 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $171,412 |
| Total plan assets at end of year | 2014-12-31 | $948,857 |
| Total plan assets at beginning of year | 2014-12-31 | $964,833 |
| Value of fidelity bond covering the plan | 2014-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $43,342 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $195 |
| Other income received | 2014-12-31 | $30,909 |
| Net income (gross income less expenses) | 2014-12-31 | $-15,976 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $948,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $964,833 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $81,380 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $197,953 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $84,841 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $84,711 |
| Total plan assets at end of year | 2013-12-31 | $964,833 |
| Total plan assets at beginning of year | 2013-12-31 | $851,721 |
| Value of fidelity bond covering the plan | 2013-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $30,578 |
| Other income received | 2013-12-31 | $109,397 |
| Net income (gross income less expenses) | 2013-12-31 | $113,112 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $964,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $851,721 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $57,978 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $130 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $160,204 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $28,837 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $26,927 |
| Total plan assets at end of year | 2012-12-31 | $851,721 |
| Total plan assets at beginning of year | 2012-12-31 | $720,354 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $29,576 |
| Other income received | 2012-12-31 | $75,245 |
| Net income (gross income less expenses) | 2012-12-31 | $131,367 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $851,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $720,354 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $55,383 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,910 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $53,149 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $473,126 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $472,470 |
| Total plan assets at end of year | 2011-12-31 | $720,354 |
| Total plan assets at beginning of year | 2011-12-31 | $1,140,331 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $28,659 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $11,792 |
| Other income received | 2011-12-31 | $-26,634 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-419,977 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $720,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,140,331 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $39,332 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $656 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $126,964 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $114,760 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $114,760 |
| Total plan assets at end of year | 2010-12-31 | $1,140,331 |
| Total plan assets at beginning of year | 2010-12-31 | $1,128,127 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $16,345 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $103,487 |
| Net income (gross income less expenses) | 2010-12-31 | $12,204 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,140,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,128,127 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $7,132 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2008 : CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2008 401k financial data |
|---|
| Transfers to/from the plan | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $-257,165 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $0 |
| Total plan assets at end of year | 2008-12-31 | $855,517 |
| Total plan assets at beginning of year | 2008-12-31 | $1,112,682 |
| Value of fidelity bond covering the plan | 2008-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $47,792 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $7,308 |
| Other income received | 2008-12-31 | $-372,966 |
| Net income (gross income less expenses) | 2008-12-31 | $-257,165 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $855,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $1,112,682 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $60,701 |
| Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
| Value of corrective distributions | 2008-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $0 |
| 2022: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: CHEHAYEB & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $10,480 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,778 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $11,587 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,532 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $9,118 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,288 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $7,153 | | Total amount of fees paid to insurance company | USD $717 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,153 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $7,102 | | Total amount of fees paid to insurance company | USD $65 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,455 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,999 | | Total amount of fees paid to insurance company | USD $65 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,453 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 5 | | Insurance broker name | AMERICAN PENSION SERVICES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,917 | | Total amount of fees paid to insurance company | USD $130 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,469 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | AMERICAN PENSION SERVICES, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,840 | | Total amount of fees paid to insurance company | USD $195 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,399 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $4,807 | | Total amount of fees paid to insurance company | USD $130 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,369 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 1 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $-2,122 | | Total amount of fees paid to insurance company | USD $449 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 449 | | Additional information about fees paid to insurance broker | TPA FEES AND COMPENSATION | | Insurance broker organization code? | 5 | | Insurance broker name | |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-805028 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-805028 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-06-15 | | Total amount of commissions paid to insurance broker | USD $3,112 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 101551 |
| Policy instance | 2 |
| Insurance contract or identification number | 101551 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2011-06-16 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $12,272 | | Total amount of fees paid to insurance company | USD $462 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-805028 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-805028 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $6,152 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,152 | | Insurance broker organization code? | 3 | | Insurance broker name | INTERSECURITIES INS AGY INC |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-805028 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-805028 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Total amount of commissions paid to insurance broker | USD $3,849 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $3,849 | | Insurance broker organization code? | 3 | | Insurance broker name | TRANSMERICA FINANCAIL ADVISORS |
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