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TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 401k Plan overview

Plan NameTEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN
Plan identification number 001

TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN Benefits

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

401k Sponsoring company profile

TEAM FOCUS INSURANCE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:TEAM FOCUS INSURANCE GROUP, LLC
Employer identification number (EIN):651062206
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about TEAM FOCUS INSURANCE GROUP, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2017-11-14
Company Identification Number: 137909495
Legal Registered Office Address: 12745 SW BEAVERDAM RD SUITE 307

BEAVERTON
United States of America (USA)
97005

More information about TEAM FOCUS INSURANCE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01ANDREW MCGUIRE2022-08-16
0012021-01-01ANDREW MCGUIRE2022-08-16
0012020-01-01RACHEL CLARK2021-08-20
0012019-01-01RACHEL CLARK2020-08-05
0012018-01-01LAURA DECESPEDES2019-08-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES BLAKE
0012011-01-01JAMES BLAKE
0012009-01-01GLENNON REIDLER

Plan Statistics for TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN

401k plan membership statisitcs for TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN

Measure Date Value
2021: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01293
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01320
Total number of active participants reported on line 7a of the Form 55002020-01-01210
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01288
Number of participants with account balances2020-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01320
Total number of active participants reported on line 7a of the Form 55002019-01-01242
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01305
Number of participants with account balances2019-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01330
Total number of active participants reported on line 7a of the Form 55002018-01-01252
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01393
Total number of active participants reported on line 7a of the Form 55002017-01-01253
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01314
Number of participants with account balances2017-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0141
2016: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01414
Total number of active participants reported on line 7a of the Form 55002016-01-01305
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01381
Number of participants with account balances2016-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01390
Total number of active participants reported on line 7a of the Form 55002015-01-01324
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01396
Number of participants with account balances2015-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0141
2014: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01354
Total number of active participants reported on line 7a of the Form 55002014-01-01315
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01372
Number of participants with account balances2014-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01337
Total number of active participants reported on line 7a of the Form 55002013-01-01299
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01336
Number of participants with account balances2013-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0144
2012: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01321
Total number of active participants reported on line 7a of the Form 55002012-01-01289
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01321
Number of participants with account balances2012-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01270
Total number of active participants reported on line 7a of the Form 55002011-01-01239
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01275
Number of participants with account balances2011-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01338
Total number of active participants reported on line 7a of the Form 55002009-01-01219
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0164
Total of all active and inactive participants2009-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01283
Number of participants with account balances2009-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN

Measure Date Value
2021 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-23$3,460,983
Total of all expenses incurred2021-12-23$18,956,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-23$18,839,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-23$1,170,945
Value of total assets at end of year2021-12-23$0
Value of total assets at beginning of year2021-12-23$15,495,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-23$116,756
Total interest from all sources2021-12-23$2,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-23Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-23$0
Was this plan covered by a fidelity bond2021-12-23Yes
Value of fidelity bond cover2021-12-23$1,000,000
If this is an individual account plan, was there a blackout period2021-12-23No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-23$0
Were there any nonexempt tranactions with any party-in-interest2021-12-23No
Contributions received from participants2021-12-23$734,757
Participant contributions at end of year2021-12-23$0
Participant contributions at beginning of year2021-12-23$43,042
Income. Received or receivable in cash from other sources (including rollovers)2021-12-23$229,626
Total non interest bearing cash at end of year2021-12-23$0
Total non interest bearing cash at beginning of year2021-12-23$3,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-23No
Value of net income/loss2021-12-23$-15,495,650
Value of net assets at end of year (total assets less liabilities)2021-12-23$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-23$15,495,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-23No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-23No
Were any leases to which the plan was party in default or uncollectible2021-12-23No
Investment advisory and management fees2021-12-23$50,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-23$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-23$15,449,317
Interest on participant loans2021-12-23$2,459
Net investment gain/loss from pooled separate accounts2021-12-23$2,287,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-23No
Was there a failure to transmit to the plan any participant contributions2021-12-23No
Has the plan failed to provide any benefit when due under the plan2021-12-23No
Contributions received in cash from employer2021-12-23$206,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-23$18,839,877
Contract administrator fees2021-12-23$66,392
Did the plan have assets held for investment2021-12-23Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-23No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-23Yes
Opinion of an independent qualified public accountant for this plan2021-12-23Disclaimer
Accountancy firm name2021-12-23FORVIS, LLP
Accountancy firm EIN2021-12-23440160260
2020 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,443,738
Total of all expenses incurred2020-12-31$1,031,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$942,589
Value of total corrective distributions2020-12-31$3,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,376,119
Value of total assets at end of year2020-12-31$15,495,650
Value of total assets at beginning of year2020-12-31$13,083,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$85,570
Total interest from all sources2020-12-31$4,304
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$1,000,000
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$867,745
Participant contributions at end of year2020-12-31$43,042
Participant contributions at beginning of year2020-12-31$74,844
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$237,876
Total non interest bearing cash at end of year2020-12-31$3,291
Total non interest bearing cash at beginning of year2020-12-31$7,469
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$2,412,279
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,495,650
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,083,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$46,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,449,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,001,058
Interest on participant loans2020-12-31$4,304
Net investment gain/loss from pooled separate accounts2020-12-31$2,063,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$270,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$942,589
Contract administrator fees2020-12-31$39,421
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,724,843
Total of all expenses incurred2019-12-31$633,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$540,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,362,657
Value of total assets at end of year2019-12-31$13,083,371
Value of total assets at beginning of year2019-12-31$9,991,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$92,353
Total interest from all sources2019-12-31$4,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$919,921
Participant contributions at end of year2019-12-31$74,844
Participant contributions at beginning of year2019-12-31$75,955
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$90
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$143,664
Total non interest bearing cash at end of year2019-12-31$7,469
Total non interest bearing cash at beginning of year2019-12-31$3,822
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$3,091,834
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,083,371
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,991,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$42,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,001,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,911,625
Interest on participant loans2019-12-31$4,561
Net investment gain/loss from pooled separate accounts2019-12-31$2,357,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$299,072
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$45
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$540,656
Contract administrator fees2019-12-31$49,978
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$392,091
Total of all expenses incurred2018-12-31$1,328,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,247,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,092,765
Value of total assets at end of year2018-12-31$9,991,537
Value of total assets at beginning of year2018-12-31$10,928,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$81,527
Total interest from all sources2018-12-31$4,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$821,791
Participant contributions at end of year2018-12-31$75,955
Participant contributions at beginning of year2018-12-31$82,324
Participant contributions at end of year2018-12-31$90
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,062
Total non interest bearing cash at end of year2018-12-31$3,822
Total non interest bearing cash at beginning of year2018-12-31$30,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-936,500
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,991,537
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,928,037
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$39,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,911,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,815,219
Interest on participant loans2018-12-31$4,710
Net investment gain/loss from pooled separate accounts2018-12-31$-705,384
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$243,912
Employer contributions (assets) at end of year2018-12-31$45
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,247,064
Contract administrator fees2018-12-31$41,828
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 name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,722,813
Total of all expenses incurred2017-12-31$1,088,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,042,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,069,922
Value of total assets at end of year2017-12-31$10,928,037
Value of total assets at beginning of year2017-12-31$9,294,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,736
Total interest from all sources2017-12-31$4,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$765,758
Participant contributions at end of year2017-12-31$82,324
Participant contributions at beginning of year2017-12-31$109,919
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$33,500
Total non interest bearing cash at end of year2017-12-31$30,494
Total non interest bearing cash at beginning of year2017-12-31$11,737
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$1,633,898
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,928,037
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,294,139
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$40,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,815,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,172,483
Interest on participant loans2017-12-31$4,315
Net investment gain/loss from pooled separate accounts2017-12-31$1,648,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$270,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,042,179
Contract administrator fees2017-12-31$6,171
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,998,275
Total of all expenses incurred2016-12-31$1,699,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,652,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,400,900
Value of total assets at end of year2016-12-31$9,294,139
Value of total assets at beginning of year2016-12-31$8,995,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,286
Total interest from all sources2016-12-31$11,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$860,680
Participant contributions at end of year2016-12-31$109,919
Participant contributions at beginning of year2016-12-31$117,102
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$268,182
Administrative expenses (other) incurred2016-12-31$21
Total non interest bearing cash at end of year2016-12-31$11,737
Total non interest bearing cash at beginning of year2016-12-31$10,559
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$298,394
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,294,139
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,995,745
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
Investment advisory and management fees2016-12-31$42,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,172,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,865,274
Interest on participant loans2016-12-31$4,875
Interest earned on other investments2016-12-31$7,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,810
Net investment gain/loss from pooled separate accounts2016-12-31$585,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$272,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,652,595
Contract administrator fees2016-12-31$5,082
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 name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2015 401k financial data
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$18,227
Total income from all sources (including contributions)2015-12-31$1,224,770
Total of all expenses incurred2015-12-31$1,579,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,531,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,282,405
Value of total assets at end of year2015-12-31$8,995,745
Value of total assets at beginning of year2015-12-31$9,368,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,488
Total interest from all sources2015-12-31$12,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$857,452
Participant contributions at end of year2015-12-31$117,102
Participant contributions at beginning of year2015-12-31$99,279
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$149,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$18,227
Administrative expenses (other) incurred2015-12-31$898
Total non interest bearing cash at end of year2015-12-31$10,559
Total non interest bearing cash at beginning of year2015-12-31$20,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-354,962
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,995,745
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,350,707
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$43,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,865,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,246,339
Interest on participant loans2015-12-31$4,958
Interest earned on other investments2015-12-31$7,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,804
Net investment gain/loss from pooled separate accounts2015-12-31$-69,883
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$275,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,531,244
Contract administrator fees2015-12-31$4,366
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 name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,227
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,667
Total income from all sources (including contributions)2014-12-31$1,626,893
Total of all expenses incurred2014-12-31$825,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$760,650
Value of total corrective distributions2014-12-31$20,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,182,398
Value of total assets at end of year2014-12-31$9,368,934
Value of total assets at beginning of year2014-12-31$8,552,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,959
Total interest from all sources2014-12-31$7,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$882,189
Participant contributions at end of year2014-12-31$99,279
Participant contributions at beginning of year2014-12-31$105,514
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$18,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,667
Administrative expenses (other) incurred2014-12-31$1,767
Total non interest bearing cash at end of year2014-12-31$20,512
Total non interest bearing cash at beginning of year2014-12-31$23,596
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$800,896
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,350,707
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,549,811
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$40,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,246,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,423,029
Interest on participant loans2014-12-31$3,780
Interest earned on other investments2014-12-31$3,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$339
Net investment gain/loss from pooled separate accounts2014-12-31$437,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$285,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$760,650
Contract administrator fees2014-12-31$3,014
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 name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2013 401k financial data
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$2,661,185
Total of all expenses incurred2013-12-31$915,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$865,323
Value of total corrective distributions2013-12-31$11,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,350,199
Value of total assets at end of year2013-12-31$8,528,882
Value of total assets at beginning of year2013-12-31$6,783,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,647
Total interest from all sources2013-12-31$3,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$777,363
Participant contributions at end of year2013-12-31$105,514
Participant contributions at beginning of year2013-12-31$69,231
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$298,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$2,031
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$1,745,486
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,528,882
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,783,396
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$32,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,423,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,691,563
Interest on participant loans2013-12-31$3,430
Interest earned on other investments2013-12-31$113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$22,602
Net investment gain/loss from pooled separate accounts2013-12-31$1,307,443
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$274,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$865,323
Contract administrator fees2013-12-31$3,923
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 name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,660,704
Total of all expenses incurred2012-12-31$747,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$716,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$852,211
Value of total assets at end of year2012-12-31$6,783,396
Value of total assets at beginning of year2012-12-31$5,870,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,793
Total interest from all sources2012-12-31$4,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$617,488
Participant contributions at end of year2012-12-31$69,231
Participant contributions at beginning of year2012-12-31$107,257
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,782
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$335
Administrative expenses (other) incurred2012-12-31$991
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$912,919
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,783,396
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,870,477
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$27,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,691,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,741,089
Interest on participant loans2012-12-31$3,808
Interest earned on other investments2012-12-31$224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$22,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$22,131
Net investment gain/loss from pooled separate accounts2012-12-31$804,461
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$225,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$716,657
Contract administrator fees2012-12-31$2,496
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 name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,570,004
Total transfer of assets from this plan2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$558,524
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$981,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$950,142
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$765,377
Value of total assets at end of year2011-12-31$5,870,477
Value of total assets at beginning of year2011-12-31$4,723,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,477
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$6,474
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
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$507,083
Participant contributions at end of year2011-12-31$107,257
Participant contributions at beginning of year2011-12-31$107,589
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$159,056
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$19
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-423,095
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,870,477
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,723,568
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
Investment advisory and management fees2011-12-31$26,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,741,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,574,661
Interest on participant loans2011-12-31$6,042
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$432
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$22,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$41,318
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-213,327
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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$99,238
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$950,142
Contract administrator fees2011-12-31$4,678
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-12-31381357951
2010 : TEAM FOCUS INSURANCE GROUP, LLC 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$1,067,929
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$555,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$525,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$522,693
Value of total assets at end of year2010-12-31$4,723,568
Value of total assets at beginning of year2010-12-31$4,211,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,523
Total interest from all sources2010-12-31$6,029
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$2,355
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$331,191
Participant contributions at end of year2010-12-31$107,589
Participant contributions at beginning of year2010-12-31$87,359
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$61,105
Administrative expenses (other) incurred2010-12-31$8,129
Total non interest bearing cash at end of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$511,944
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,723,568
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,211,624
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
Investment advisory and management fees2010-12-31$20,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,574,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,088,459
Interest on participant loans2010-12-31$5,146
Interest earned on other investments2010-12-31$883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$41,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$35,806
Net investment gain/loss from pooled separate accounts2010-12-31$539,207
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$130,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$525,462
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 name2010-12-31BLACKMAN KALLICK
Accountancy firm EIN2010-12-31363468829
2009 : TEAM FOCUS INSURANCE GROUP, LLC 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 TEAM FOCUS INSURANCE GROUP, LLC 401(K) PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73837
Policy instance 1
Insurance contract or identification number73837
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-23
Total amount of commissions paid to insurance brokerUSD $7,870
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,870
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73837
Policy instance 1
Insurance contract or identification number73837
Number of Individuals Covered260
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,534
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,345
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73837
Policy instance 1
Insurance contract or identification number73837
Number of Individuals Covered280
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,836
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,836
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number73837
Policy instance 1
Insurance contract or identification number73837
Number of Individuals Covered272
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,995
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,995
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerTPA COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?5
Insurance broker nameTHE PENSION STUDIO

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