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STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 401k Plan overview

Plan NameSTANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN
Plan identification number 001

STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN Benefits

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

401k Sponsoring company profile

STANDARD MORTGAGE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:STANDARD MORTGAGE CORPORATION
Employer identification number (EIN):720593959
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TIMOTHY E KELLY
0012016-01-01TIMOTHY E KELLY
0012015-01-01TIMOTHY E KELLY
0012014-01-01TIMOTHY E KELLY
0012013-01-01TIMOTHY E KELLY
0012012-01-01TIMOTHY E KELLY
0012011-01-01TIMOTHY E KELLY TIMOTHY E KELLY2012-10-18
0012010-01-01TIMOTHY E KELLY
0012009-01-01KELLY TIMOTHY

Plan Statistics for STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN

401k plan membership statisitcs for STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN

Measure Date Value
2022: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01136
Total number of active participants reported on line 7a of the Form 55002022-01-01120
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01138
Number of participants with account balances2022-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01128
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01134
Number of participants with account balances2021-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01129
Total number of active participants reported on line 7a of the Form 55002020-01-01111
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01126
Number of participants with account balances2020-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01134
Total number of active participants reported on line 7a of the Form 55002019-01-01110
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01129
Number of participants with account balances2019-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01128
Total number of active participants reported on line 7a of the Form 55002018-01-01112
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01134
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01141
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01128
Number of participants with account balances2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01133
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01131
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01135
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01132
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01135
Number of participants with account balances2014-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01133
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01124
Number of participants with account balances2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01128
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01124
Number of participants with account balances2011-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01136
Total number of active participants reported on line 7a of the Form 55002010-01-01110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01128
Number of participants with account balances2010-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01134
Total number of active participants reported on line 7a of the Form 55002009-01-01120
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01136
Number of participants with account balances2009-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN

Measure Date Value
2022 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-984,999
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,130,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,107,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,058,177
Value of total assets at end of year2022-12-31$15,339,774
Value of total assets at beginning of year2022-12-31$17,454,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,907
Total interest from all sources2022-12-31$92,960
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$9,750
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$669,268
Participant contributions at end of year2022-12-31$274,574
Participant contributions at beginning of year2022-12-31$216,939
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,813
Administrative expenses (other) incurred2022-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,115,143
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,339,774
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,454,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$9,782,347
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,145,782
Interest on participant loans2022-12-31$9,255
Interest earned on other investments2022-12-31$83,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,282,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,092,196
Net investment gain/loss from pooled separate accounts2022-12-31$-2,136,136
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$387,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,107,237
Contract administrator fees2022-12-31$13,107
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,385,396
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,598,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,587,003
Expenses. Certain deemed distributions of participant loans2021-12-31$2,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,152,460
Value of total assets at end of year2021-12-31$17,454,917
Value of total assets at beginning of year2021-12-31$15,667,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,553
Total interest from all sources2021-12-31$90,353
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$695,099
Participant contributions at end of year2021-12-31$216,939
Participant contributions at beginning of year2021-12-31$203,724
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$75,863
Administrative expenses (other) incurred2021-12-31$8,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,787,280
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,454,917
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,667,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$12,145,782
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,582,996
Interest on participant loans2021-12-31$9,245
Interest earned on other investments2021-12-31$81,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,092,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,880,917
Net investment gain/loss from pooled separate accounts2021-12-31$2,142,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$381,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,587,003
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2021-12-31721202445
2020 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,423,674
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,219,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,212,375
Value of total corrective distributions2020-12-31$2,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$660,698
Value of total assets at end of year2020-12-31$15,667,637
Value of total assets at beginning of year2020-12-31$15,463,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,092
Total interest from all sources2020-12-31$109,106
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$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$592,217
Participant contributions at end of year2020-12-31$203,724
Participant contributions at beginning of year2020-12-31$265,179
Administrative expenses (other) incurred2020-12-31$5,092
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$203,942
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,667,637
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,463,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,582,996
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,797,101
Interest on participant loans2020-12-31$11,221
Interest earned on other investments2020-12-31$97,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,880,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,401,415
Net investment gain/loss from pooled separate accounts2020-12-31$1,653,870
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$68,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,212,375
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 name2020-12-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2020-12-31721202445
2019 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,032,728
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$971,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$963,205
Value of total corrective distributions2019-12-31$2,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$621,677
Value of total assets at end of year2019-12-31$15,463,695
Value of total assets at beginning of year2019-12-31$13,402,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,330
Total interest from all sources2019-12-31$120,181
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$554,996
Participant contributions at end of year2019-12-31$265,179
Participant contributions at beginning of year2019-12-31$233,457
Administrative expenses (other) incurred2019-12-31$6,330
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$2,060,954
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,463,695
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,402,741
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
Value of interest in pooled separate accounts at end of year2019-12-31$9,797,101
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,767,879
Interest on participant loans2019-12-31$12,796
Interest earned on other investments2019-12-31$107,385
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,401,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,401,405
Net investment gain/loss from pooled separate accounts2019-12-31$2,290,870
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$66,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$963,205
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 name2019-12-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2019-12-31721202445
2018 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$277,617
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,717,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,704,600
Value of total corrective distributions2018-12-31$8,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$607,553
Value of total assets at end of year2018-12-31$13,402,741
Value of total assets at beginning of year2018-12-31$14,842,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,532
Total interest from all sources2018-12-31$116,426
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$534,734
Participant contributions at end of year2018-12-31$233,457
Participant contributions at beginning of year2018-12-31$169,212
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,846
Administrative expenses (other) incurred2018-12-31$4,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,439,807
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,402,741
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,842,548
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
Value of interest in pooled separate accounts at end of year2018-12-31$7,767,879
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,695,131
Interest on participant loans2018-12-31$7,386
Interest earned on other investments2018-12-31$109,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,401,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,978,205
Net investment gain/loss from pooled separate accounts2018-12-31$-446,362
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$63,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,704,600
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 name2018-12-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2018-12-31721202445
2017 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,303,823
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,462,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,460,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$654,313
Value of total assets at end of year2017-12-31$14,842,548
Value of total assets at beginning of year2017-12-31$14,001,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,635
Total interest from all sources2017-12-31$108,070
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$569,820
Participant contributions at end of year2017-12-31$169,212
Participant contributions at beginning of year2017-12-31$229,042
Other income not declared elsewhere2017-12-31$1
Administrative expenses (other) incurred2017-12-31$1,635
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$841,424
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,842,548
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,001,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$8,695,131
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,140,658
Interest on participant loans2017-12-31$6,584
Interest earned on other investments2017-12-31$101,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,978,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,631,424
Net investment gain/loss from pooled separate accounts2017-12-31$1,541,439
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$84,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,460,764
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 name2017-12-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2017-12-31721202445
2016 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,459,517
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$621,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$614,928
Value of total corrective distributions2016-12-31$5,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$702,113
Value of total assets at end of year2016-12-31$14,001,124
Value of total assets at beginning of year2016-12-31$13,163,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,809
Total interest from all sources2016-12-31$103,951
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$624,048
Participant contributions at end of year2016-12-31$229,042
Participant contributions at beginning of year2016-12-31$242,544
Administrative expenses (other) incurred2016-12-31$1,809
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$837,617
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,001,124
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,163,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,034,980
Value of interest in pooled separate accounts at end of year2016-12-31$8,140,658
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,445,238
Interest on participant loans2016-12-31$7,367
Interest earned on other investments2016-12-31$96,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,631,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,440,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-59,549
Net investment gain/loss from pooled separate accounts2016-12-31$713,002
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$78,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$614,928
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 name2016-12-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2016-12-31721202445
2015 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$768,576
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$801,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$794,804
Value of total corrective distributions2015-12-31$4,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$611,322
Value of total assets at end of year2015-12-31$13,163,507
Value of total assets at beginning of year2015-12-31$13,196,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,870
Total interest from all sources2015-12-31$108,334
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,769
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$528,368
Participant contributions at end of year2015-12-31$242,544
Participant contributions at beginning of year2015-12-31$268,974
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,101
Other income not declared elsewhere2015-12-31$967
Administrative expenses (other) incurred2015-12-31$1,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-32,942
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,163,507
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,196,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,034,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,000,045
Value of interest in pooled separate accounts at end of year2015-12-31$6,445,238
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,345,315
Interest on participant loans2015-12-31$8,405
Interest earned on other investments2015-12-31$99,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,440,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,582,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,935
Net investment gain/loss from pooled separate accounts2015-12-31$42,119
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$58,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$794,804
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 name2015-12-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2015-12-31721202445
2014 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,298,785
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$739,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$730,928
Value of total corrective distributions2014-12-31$6,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$514,020
Value of total assets at end of year2014-12-31$13,196,449
Value of total assets at beginning of year2014-12-31$12,637,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,855
Total interest from all sources2014-12-31$121,158
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$9,367
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$452,894
Participant contributions at end of year2014-12-31$268,974
Participant contributions at beginning of year2014-12-31$292,259
Administrative expenses (other) incurred2014-12-31$1,855
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$559,020
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,196,449
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,637,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,000,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$887,197
Value of interest in pooled separate accounts at end of year2014-12-31$6,345,315
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,805,120
Interest on participant loans2014-12-31$8,899
Interest earned on other investments2014-12-31$112,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,582,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,652,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$98,718
Net investment gain/loss from pooled separate accounts2014-12-31$555,522
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$61,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$730,928
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 name2014-12-31POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN2014-12-31721202445
2013 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,116,689
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,016,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,005,634
Value of total corrective distributions2013-12-31$9,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$493,240
Value of total assets at end of year2013-12-31$12,637,429
Value of total assets at beginning of year2013-12-31$11,537,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,030
Total interest from all sources2013-12-31$128,719
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,365
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$422,938
Participant contributions at end of year2013-12-31$292,259
Participant contributions at beginning of year2013-12-31$206,152
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,731
Administrative expenses (other) incurred2013-12-31$2,030
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$1,099,758
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,637,429
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,537,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$887,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$833,955
Value of interest in pooled separate accounts at end of year2013-12-31$5,805,120
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,889,229
Interest on participant loans2013-12-31$8,995
Interest earned on other investments2013-12-31$119,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,652,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$5,608,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$249,913
Net investment gain/loss from pooled separate accounts2013-12-31$1,240,452
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$67,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,005,634
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 name2013-12-31GURTNER ZUNIGA ABNEY, LLC
Accountancy firm EIN2013-12-31204981479
2012 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,378,530
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$217,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$216,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$537,154
Value of total assets at end of year2012-12-31$11,537,671
Value of total assets at beginning of year2012-12-31$10,376,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,091
Total interest from all sources2012-12-31$141,961
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,831
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$452,457
Participant contributions at end of year2012-12-31$206,152
Participant contributions at beginning of year2012-12-31$194,913
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$32,205
Administrative expenses (other) incurred2012-12-31$1,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,160,979
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,537,671
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,376,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$833,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$978,499
Value of interest in pooled separate accounts at end of year2012-12-31$4,889,229
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,732,385
Interest on participant loans2012-12-31$6,048
Interest earned on other investments2012-12-31$135,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$5,608,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,470,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$87,144
Net investment gain/loss from pooled separate accounts2012-12-31$605,440
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$52,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$216,460
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 name2012-12-31SILVA, GURTNER & ABNEY LLC
Accountancy firm EIN2012-12-31204981479
2011 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$455,894
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$437,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$436,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$453,867
Value of total assets at end of year2011-12-31$10,376,692
Value of total assets at beginning of year2011-12-31$10,358,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$983
Total interest from all sources2011-12-31$141,549
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,452
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$6,452
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$382,796
Participant contributions at end of year2011-12-31$194,913
Participant contributions at beginning of year2011-12-31$122,799
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$22
Other income not declared elsewhere2011-12-31$-490
Administrative expenses (other) incurred2011-12-31$983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$18,277
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,376,692
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,358,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$978,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,011,972
Value of interest in pooled separate accounts at end of year2011-12-31$3,732,385
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,105,302
Interest on participant loans2011-12-31$5,571
Interest earned on other investments2011-12-31$135,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,470,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,118,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-145,484
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$71,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$436,634
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SILVA, GURTNER & ABNEY LLC
Accountancy firm EIN2011-12-31204981479
2010 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 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$1,277,723
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$343,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$339,036
Value of total corrective distributions2010-12-31$3,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$474,144
Value of total assets at end of year2010-12-31$10,358,415
Value of total assets at beginning of year2010-12-31$9,424,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,063
Total interest from all sources2010-12-31$143,904
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,427
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$405,377
Participant contributions at end of year2010-12-31$122,799
Participant contributions at beginning of year2010-12-31$193,122
Administrative expenses (other) incurred2010-12-31$1,063
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$933,884
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,358,415
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,424,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,011,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$4,105,302
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,401,789
Interest on participant loans2010-12-31$8,260
Interest earned on other investments2010-12-31$135,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,118,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,829,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$129,074
Net investment gain/loss from pooled separate accounts2010-12-31$527,174
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$68,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$339,036
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 name2010-12-31SILVA, GURTNER & ABNEY LLC
Accountancy firm EIN2010-12-31204981479
2009 : STANDARD MORTGAGE CORPORATION PROFIT SHARING 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 STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN

2022: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STANDARD MORTGAGE CORPORATION PROFIT SHARING 401 K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031580
Policy instance 1
Insurance contract or identification number031580
Number of Individuals Covered138
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031580
Policy instance 1
Insurance contract or identification number031580
Number of Individuals Covered132
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031580
Policy instance 1
Insurance contract or identification number031580
Number of Individuals Covered126
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031580
Policy instance 1
Insurance contract or identification number031580
Number of Individuals Covered129
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031580
Policy instance 1
Insurance contract or identification number031580
Number of Individuals Covered134
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number031580
Policy instance 1
Insurance contract or identification number031580
Number of Individuals Covered128
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31580-001
Policy instance 1
Insurance contract or identification number31580-001
Number of Individuals Covered132
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31580-001
Policy instance 1
Insurance contract or identification number31580-001
Number of Individuals Covered135
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31580-001
Policy instance 1
Insurance contract or identification number31580-001
Number of Individuals Covered133
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31580-001
Policy instance 1
Insurance contract or identification number31580-001
Number of Individuals Covered122
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31580-001
Policy instance 1
Insurance contract or identification number31580-001
Number of Individuals Covered124
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number31580-001
Policy instance 1
Insurance contract or identification number31580-001
Number of Individuals Covered128
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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