?>
Logo

WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameWRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN
Plan identification number 001

WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

WRIGHT ENRICHMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:WRIGHT ENRICHMENT, INC.
Employer identification number (EIN):720742848
NAIC Classification:311900
NAIC Description: Other Food Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01S. L. WRIGHT IV2023-10-13 S. L. WRIGHT IV2023-10-13
0012021-01-01S. L. WRIGHT IV2022-10-11 S. L. WRIGHT IV2022-10-11
0012020-01-01S. L. WRIGHT IV2021-10-14
0012019-01-01S. L. WRIGHT IV2020-09-08
0012018-01-01S. L. WRIGHT IV2019-10-04 S. L. WRIGHT IV2019-10-04
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01S. L. WRIGHT IV
0012013-01-01S. L. WRIGHT IV
0012012-01-01S. L. WRIGHT IV
0012011-01-01SCOTT QUICK
0012009-01-01S. L. WRIGHT IV

Plan Statistics for WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN

Measure Date Value
2022: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01136
Total number of active participants reported on line 7a of the Form 55002022-01-0194
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-018
Total of all active and inactive participants2022-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01106
Number of participants with account balances2022-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01124
Total number of active participants reported on line 7a of the Form 55002021-01-0189
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01108
Number of participants with account balances2021-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01111
Total number of active participants reported on line 7a of the Form 55002020-01-0193
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01102
Number of participants with account balances2020-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01118
Total number of active participants reported on line 7a of the Form 55002019-01-0188
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-015
Total of all active and inactive participants2019-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0199
Number of participants with account balances2019-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01108
Number of participants with account balances2018-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01128
Total number of active participants reported on line 7a of the Form 55002017-01-0191
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01107
Number of participants with account balances2017-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01118
Total number of active participants reported on line 7a of the Form 55002016-01-01126
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01141
Number of participants with account balances2016-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01100
Total number of active participants reported on line 7a of the Form 55002015-01-0179
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0192
Number of participants with account balances2015-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01106
Total number of active participants reported on line 7a of the Form 55002014-01-0169
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0189
Number of participants with account balances2014-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01106
Total number of active participants reported on line 7a of the Form 55002013-01-0179
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0196
Number of participants with account balances2013-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01109
Total number of active participants reported on line 7a of the Form 55002012-01-0180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0189
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-0181
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0193
Number of participants with account balances2011-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-0177
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0187
Number of participants with account balances2009-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN

Measure Date Value
2022 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$12,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,278
Total income from all sources (including contributions)2022-12-31$-163,618
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$461,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$436,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$350,351
Value of total assets at end of year2022-12-31$3,200,045
Value of total assets at beginning of year2022-12-31$3,816,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,882
Total interest from all sources2022-12-31$1,204
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$25,882
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
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$245,050
Participant contributions at end of year2022-12-31$1,495
Participant contributions at beginning of year2022-12-31$1,925
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,025
Assets. Loans (other than to participants) at end of year2022-12-31$21,743
Assets. Loans (other than to participants) at beginning of year2022-12-31$39,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,278
Total non interest bearing cash at end of year2022-12-31$4,188
Total non interest bearing cash at beginning of year2022-12-31$8,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-625,604
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,188,030
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,813,634
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$3,072,619
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,618,957
Income. Interest from loans (other than to participants)2022-12-31$1,204
Net investment gain/loss from pooled separate accounts2022-12-31$-515,173
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$99,276
Employer contributions (assets) at end of year2022-12-31$100,000
Employer contributions (assets) at beginning of year2022-12-31$148,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$436,104
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 name2022-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2022-12-31721287807
2021 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$3,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,713
Total income from all sources (including contributions)2021-12-31$768,813
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$338,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$305,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$377,488
Value of total assets at end of year2021-12-31$3,816,912
Value of total assets at beginning of year2021-12-31$3,385,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,116
Total interest from all sources2021-12-31$1,997
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$400,000
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$235,546
Participant contributions at end of year2021-12-31$1,925
Participant contributions at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$39,102
Assets. Loans (other than to participants) at beginning of year2021-12-31$59,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,713
Total non interest bearing cash at end of year2021-12-31$8,271
Total non interest bearing cash at beginning of year2021-12-31$7,280
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$430,756
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,813,634
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,382,878
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$3,618,957
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,215,065
Income. Interest from loans (other than to participants)2021-12-31$1,997
Net investment gain/loss from pooled separate accounts2021-12-31$389,328
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$141,942
Employer contributions (assets) at end of year2021-12-31$148,657
Employer contributions (assets) at beginning of year2021-12-31$103,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$305,941
Contract administrator fees2021-12-31$32,116
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 name2021-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2021-12-31721287807
2020 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$2,713
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$79
Total income from all sources (including contributions)2020-12-31$686,290
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$433,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$404,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$327,710
Value of total assets at end of year2020-12-31$3,385,591
Value of total assets at beginning of year2020-12-31$3,130,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,398
Total interest from all sources2020-12-31$2,597
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$322,000
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$223,727
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$628
Assets. Loans (other than to participants) at end of year2020-12-31$59,749
Assets. Loans (other than to participants) at beginning of year2020-12-31$64,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$79
Total non interest bearing cash at end of year2020-12-31$7,280
Total non interest bearing cash at beginning of year2020-12-31$8,488
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$252,941
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,382,878
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,129,937
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$3,215,065
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,952,914
Interest on participant loans2020-12-31$2,597
Net investment gain/loss from pooled separate accounts2020-12-31$355,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$103,983
Employer contributions (assets) at end of year2020-12-31$103,497
Employer contributions (assets) at beginning of year2020-12-31$103,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$404,951
Contract administrator fees2020-12-31$28,398
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 name2020-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2020-12-31721287807
2019 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$79
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79
Total income from all sources (including contributions)2019-12-31$674,136
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$306,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$295,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$325,809
Value of total assets at end of year2019-12-31$3,130,016
Value of total assets at beginning of year2019-12-31$2,761,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,247
Total interest from all sources2019-12-31$3,601
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$300,000
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$224,418
Participant contributions at end of year2019-12-31$628
Participant contributions at beginning of year2019-12-31$5,059
Assets. Loans (other than to participants) at end of year2019-12-31$64,379
Assets. Loans (other than to participants) at beginning of year2019-12-31$87,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$79
Total non interest bearing cash at end of year2019-12-31$8,488
Total non interest bearing cash at beginning of year2019-12-31$3,171
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$368,021
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,129,937
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,761,916
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$2,952,914
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,564,197
Income. Interest from loans (other than to participants)2019-12-31$3,601
Net investment gain or loss from common/collective trusts2019-12-31$344,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$101,391
Employer contributions (assets) at end of year2019-12-31$103,607
Employer contributions (assets) at beginning of year2019-12-31$102,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$295,868
Contract administrator fees2019-12-31$10,247
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 name2019-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2019-12-31721287807
2018 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$79
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$139,656
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$187,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$183,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$313,061
Value of total assets at end of year2018-12-31$2,761,995
Value of total assets at beginning of year2018-12-31$2,809,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,556
Total interest from all sources2018-12-31$-173,405
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$300,000
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$206,708
Participant contributions at end of year2018-12-31$5,059
Participant contributions at beginning of year2018-12-31$4,333
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,206
Assets. Loans (other than to participants) at end of year2018-12-31$87,352
Assets. Loans (other than to participants) at beginning of year2018-12-31$68,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$79
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$3,171
Total non interest bearing cash at beginning of year2018-12-31$2,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-47,730
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,761,916
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,809,646
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$2,564,197
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,734,305
Interest on participant loans2018-12-31$3,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-176,676
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$102,147
Employer contributions (assets) at end of year2018-12-31$102,216
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$183,830
Contract administrator fees2018-12-31$3,556
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 name2018-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2018-12-31721287807
2017 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$1,913
Total income from all sources (including contributions)2017-12-31$566,513
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$73,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$62,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$271,504
Value of total assets at end of year2017-12-31$2,809,646
Value of total assets at beginning of year2017-12-31$2,318,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,684
Total interest from all sources2017-12-31$2,587
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$300,000
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$203,270
Participant contributions at end of year2017-12-31$4,333
Participant contributions at beginning of year2017-12-31$12,313
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$68,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$347
Assets. Loans (other than to participants) at end of year2017-12-31$68,379
Assets. Loans (other than to participants) at beginning of year2017-12-31$52,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,913
Other income not declared elsewhere2017-12-31$136
Total non interest bearing cash at end of year2017-12-31$2,629
Total non interest bearing cash at beginning of year2017-12-31$4,206
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$492,738
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,809,646
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,316,908
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 pooled separate accounts at end of year2017-12-31$2,734,305
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,249,479
Interest on participant loans2017-12-31$2,587
Net investment gain/loss from pooled separate accounts2017-12-31$292,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$62,091
Contract administrator fees2017-12-31$11,684
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 name2017-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2017-12-31721287807
2016 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$1,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$883
Total income from all sources (including contributions)2016-12-31$333,192
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$73,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$70,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$236,223
Value of total assets at end of year2016-12-31$2,318,821
Value of total assets at beginning of year2016-12-31$2,058,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,688
Total interest from all sources2016-12-31$1,648
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$250,000
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$173,280
Participant contributions at end of year2016-12-31$12,313
Participant contributions at beginning of year2016-12-31$3,395
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$62,943
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$52,476
Assets. Loans (other than to participants) at beginning of year2016-12-31$55,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$883
Other income not declared elsewhere2016-12-31$20
Total non interest bearing cash at end of year2016-12-31$4,206
Total non interest bearing cash at beginning of year2016-12-31$4,206
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$259,637
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,316,908
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,057,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,688
Value of interest in pooled separate accounts at end of year2016-12-31$2,249,479
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,995,500
Interest on participant loans2016-12-31$1,648
Net investment gain/loss from pooled separate accounts2016-12-31$95,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$70,867
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 name2016-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2016-12-31721287807
2015 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$883
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$124,123
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$170,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$168,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$153,232
Value of total assets at end of year2015-12-31$2,058,154
Value of total assets at beginning of year2015-12-31$2,103,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,438
Total interest from all sources2015-12-31$1,921
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$152,878
Participant contributions at end of year2015-12-31$3,395
Participant contributions at beginning of year2015-12-31$2,810
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$354
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$675
Assets. Loans (other than to participants) at end of year2015-12-31$55,053
Assets. Loans (other than to participants) at beginning of year2015-12-31$68,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$4,206
Total non interest bearing cash at beginning of year2015-12-31$4,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-46,532
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,057,271
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,103,803
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 pooled separate accounts at end of year2015-12-31$1,995,500
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,028,011
Interest on participant loans2015-12-31$1,921
Net investment gain/loss from pooled separate accounts2015-12-31$-31,030
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$168,217
Contract administrator fees2015-12-31$2,438
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 name2015-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2015-12-31721287807
2014 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$234,304
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$153,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$151,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$180,775
Value of total assets at end of year2014-12-31$2,103,803
Value of total assets at beginning of year2014-12-31$2,023,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,471
Total interest from all sources2014-12-31$2,498
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
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$166,682
Participant contributions at end of year2014-12-31$2,810
Participant contributions at beginning of year2014-12-31$104
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$68,101
Assets. Loans (other than to participants) at beginning of year2014-12-31$69,888
Total non interest bearing cash at end of year2014-12-31$4,206
Total non interest bearing cash at beginning of year2014-12-31$3,448
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$80,466
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,103,803
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,023,337
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 pooled separate accounts at end of year2014-12-31$2,028,011
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,949,897
Income. Interest from loans (other than to participants)2014-12-31$2,498
Net investment gain/loss from pooled separate accounts2014-12-31$51,031
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$151,367
Contract administrator fees2014-12-31$2,471
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 name2014-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2014-12-31721287807
2013 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$335,004
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$144,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$142,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$166,739
Value of total assets at end of year2013-12-31$2,023,337
Value of total assets at beginning of year2013-12-31$1,833,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,485
Total interest from all sources2013-12-31$2,637
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
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$166,738
Participant contributions at end of year2013-12-31$104
Participant contributions at beginning of year2013-12-31$5,507
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,017
Assets. Loans (other than to participants) at end of year2013-12-31$69,888
Assets. Loans (other than to participants) at beginning of year2013-12-31$81,462
Total non interest bearing cash at end of year2013-12-31$3,448
Total non interest bearing cash at beginning of year2013-12-31$1,580
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$190,240
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,023,337
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,833,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,485
Value of interest in pooled separate accounts at end of year2013-12-31$1,949,897
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,743,531
Income. Interest from loans (other than to participants)2013-12-31$2,637
Net investment gain/loss from pooled separate accounts2013-12-31$165,628
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$142,279
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 name2013-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2013-12-31721287807
2012 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$350,254
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$161,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$158,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$212,039
Value of total assets at end of year2012-12-31$1,833,097
Value of total assets at beginning of year2012-12-31$1,644,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,707
Total interest from all sources2012-12-31$3,530
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
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$183,925
Participant contributions at end of year2012-12-31$5,507
Participant contributions at beginning of year2012-12-31$4,047
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,114
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$81,462
Assets. Loans (other than to participants) at beginning of year2012-12-31$113,695
Total non interest bearing cash at end of year2012-12-31$1,580
Total non interest bearing cash at beginning of year2012-12-31$38,998
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$188,839
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,833,097
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,644,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,707
Value of interest in pooled separate accounts at end of year2012-12-31$1,743,531
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,486,917
Interest on participant loans2012-12-31$3,530
Net investment gain/loss from pooled separate accounts2012-12-31$134,685
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
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$158,708
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 name2012-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2012-12-31721287807
2011 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$128,102
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$83,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$80,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$154,005
Value of total assets at end of year2011-12-31$1,644,258
Value of total assets at beginning of year2011-12-31$1,599,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,490
Total interest from all sources2011-12-31$4,349
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
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$152,831
Participant contributions at end of year2011-12-31$4,047
Participant contributions at beginning of year2011-12-31$5,327
Assets. Loans (other than to participants) at end of year2011-12-31$113,695
Assets. Loans (other than to participants) at beginning of year2011-12-31$59,400
Total non interest bearing cash at end of year2011-12-31$38,998
Total non interest bearing cash at beginning of year2011-12-31$27,253
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$44,799
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,644,258
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,599,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,490
Value of interest in pooled separate accounts at end of year2011-12-31$1,486,917
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,407,479
Interest on participant loans2011-12-31$4,041
Interest earned on other investments2011-12-31$308
Net investment gain/loss from pooled separate accounts2011-12-31$-30,252
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$1,174
Employer contributions (assets) at end of year2011-12-31$601
Employer contributions (assets) at beginning of year2011-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$80,813
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 name2011-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2011-12-31721287807
2010 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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$401,965
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$255,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$253,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$261,054
Value of total assets at end of year2010-12-31$1,599,459
Value of total assets at beginning of year2010-12-31$1,452,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,378
Total interest from all sources2010-12-31$3,958
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
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$160,769
Participant contributions at end of year2010-12-31$5,327
Participant contributions at beginning of year2010-12-31$20,739
Assets. Loans (other than to participants) at end of year2010-12-31$59,400
Assets. Loans (other than to participants) at beginning of year2010-12-31$57,977
Total non interest bearing cash at end of year2010-12-31$27,253
Total non interest bearing cash at beginning of year2010-12-31$5,186
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$146,580
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,599,459
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,452,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,378
Value of interest in pooled separate accounts at end of year2010-12-31$1,407,479
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,168,977
Interest on participant loans2010-12-31$3,958
Net investment gain/loss from pooled separate accounts2010-12-31$136,953
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$100,285
Employer contributions (assets) at end of year2010-12-31$100,000
Employer contributions (assets) at beginning of year2010-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$253,007
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 name2010-12-31ARSEMENT, REDD & MORELLA, LLC
Accountancy firm EIN2010-12-31721287807
2009 : WRIGHT ENRICHMENT, INC. PROFIT SHARING 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 WRIGHT ENRICHMENT, INC. PROFIT SHARING PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered100
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,561
Total amount of fees paid to insurance companyUSD $300
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,561
Amount paid for insurance broker fees300
Additional information about fees paid to insurance broker300 LOANS FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered102
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,756
Total amount of fees paid to insurance companyUSD $551
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,756
Amount paid for insurance broker fees551
Additional information about fees paid to insurance broker525 LOANS FEES 26 OTHER ALLOW
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered92
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,677
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,677
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered77
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,346
Total amount of fees paid to insurance companyUSD $27
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,909
Insurance broker organization code?6
Amount paid for insurance broker fees27
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered79
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,595
Total amount of fees paid to insurance companyUSD $34
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,187
Insurance broker organization code?6
Amount paid for insurance broker fees34
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered81
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,616
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,354
Insurance broker organization code?6
Insurance broker nameARS RETIREMENT CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered73
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,145
Total amount of fees paid to insurance companyUSD $23
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,095
Insurance broker organization code?6
Amount paid for insurance broker fees23
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker nameARS RETIREMENT CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered76
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,889
Total amount of fees paid to insurance companyUSD $32
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,870
Insurance broker organization code?6
Amount paid for insurance broker fees32
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker nameARS RETIREMENT CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered76
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,263
Total amount of fees paid to insurance companyUSD $21
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,332
Insurance broker organization code?6
Amount paid for insurance broker fees21
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker nameARS RETIREMENT CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered80
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,895
Total amount of fees paid to insurance companyUSD $675
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,032
Insurance broker organization code?6
Amount paid for insurance broker fees675
Additional information about fees paid to insurance brokerLOAN FEES
Insurance broker nameARS RETIREMENT CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered82
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,255
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77733
Policy instance 1
Insurance contract or identification number77733
Number of Individuals Covered87
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,596
Total amount of fees paid to insurance companyUSD $329
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

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

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

See full terms and conditions

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