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AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

AFFORDABLE RENT-TO-OWN, LLC 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

AFFORDABLE RENT TO OWN, LLC has sponsored the creation of one or more 401k plans.

Company Name:AFFORDABLE RENT TO OWN, LLC
Employer identification number (EIN):721147185
NAIC Classification:532210
NAIC Description:Consumer Electronics and Appliances Rental

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTOPHER OVERTON2023-09-28 CHRISTOPHER OVERTON2023-09-28
0012021-01-01CHRISTOPHER OVERTON2022-10-13 CHRISTOPHER OVERTON2022-10-13
0012020-01-01CHRISTOPHER OVERTON2021-09-30 CHRISTOPHER OVERTON2021-09-30
0012019-01-01CHRISTOPHER OVERTON2020-10-08 CHRISTOPHER OVERTON2020-10-08
0012018-01-01CHRISTOPHER OVERTON2019-08-27 CHRISTOPHER OVERTON2019-08-27
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CHRISTOPHER OVERTON CHRISTOPHER OVERTON2013-10-14
0012011-01-01CHRISTOPHER OVERTON CHRISTOPHER OVERTON2012-10-11
0012010-01-01CHRISTOPHER OVERTON CHRISTOPHER OVERTON2011-10-10
0012009-01-01CHRISTOPHER OVERTON CHRISTOPHER OVERTON2010-09-30
0012009-01-01CHRISTOPHER OVERTON CHRISTOPHER OVERTON2010-10-04

Plan Statistics for AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01338
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01143
Total of all active and inactive participants2022-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01318
Number of participants with account balances2022-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0140
2021: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01370
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01124
Total of all active and inactive participants2021-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01321
Number of participants with account balances2021-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0146
2020: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01323
Total number of active participants reported on line 7a of the Form 55002020-01-01211
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01323
Number of participants with account balances2020-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01315
Total number of active participants reported on line 7a of the Form 55002019-01-01194
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0198
Total of all active and inactive participants2019-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01292
Number of participants with account balances2019-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01318
Total number of active participants reported on line 7a of the Form 55002018-01-01172
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01120
Total of all active and inactive participants2018-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01292
Number of participants with account balances2018-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01328
Total number of active participants reported on line 7a of the Form 55002017-01-01171
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01130
Total of all active and inactive participants2017-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01301
Number of participants with account balances2017-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01323
Total number of active participants reported on line 7a of the Form 55002016-01-01167
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01134
Total of all active and inactive participants2016-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01301
Number of participants with account balances2016-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0134
2015: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01304
Total number of active participants reported on line 7a of the Form 55002015-01-01167
Number of other retired or separated participants entitled to future benefits2015-01-01137
Total of all active and inactive participants2015-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01304
Number of participants with account balances2015-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0141
2014: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01311
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01103
Total of all active and inactive participants2014-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01280
Number of participants with account balances2014-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0136
2013: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01274
Total number of active participants reported on line 7a of the Form 55002013-01-01171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01106
Total of all active and inactive participants2013-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01277
Number of participants with account balances2013-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0142
2012: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01254
Total number of active participants reported on line 7a of the Form 55002012-01-01156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0189
Total of all active and inactive participants2012-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01245
Number of participants with account balances2012-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0139
2011: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01239
Total number of active participants reported on line 7a of the Form 55002011-01-01144
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01106
Total of all active and inactive participants2011-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01250
Number of participants with account balances2011-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0137
2010: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01221
Total number of active participants reported on line 7a of the Form 55002010-01-01155
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0165
Total of all active and inactive participants2010-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01220
Number of participants with account balances2010-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0128
2009: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01189
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01189
Number of participants with account balances2009-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,522,191
Total unrealized appreciation/depreciation of assets2022-12-31$-1,522,191
Total transfer of assets to this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$577
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,931
Total income from all sources (including contributions)2022-12-31$-3,497,860
Total of all expenses incurred2022-12-31$1,914,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,807,481
Value of total corrective distributions2022-12-31$5,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,199,250
Value of total assets at end of year2022-12-31$18,987,712
Value of total assets at beginning of year2022-12-31$24,401,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$101,533
Total interest from all sources2022-12-31$577
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$117,568
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$98,145
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$580,286
Participant contributions at end of year2022-12-31$1,005
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,301
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,931
Other income not declared elsewhere2022-12-31$2,868
Administrative expenses (other) incurred2022-12-31$3,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,412,515
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,987,135
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,399,650
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$12,038,714
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,483,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$247,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$208,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$208,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$275,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$532,655
Net investment gain/loss from pooled separate accounts2022-12-31$-3,295,932
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$618,964
Employer contributions (assets) at end of year2022-12-31$242,498
Employer contributions (assets) at beginning of year2022-12-31$318,507
Income. Dividends from preferred stock2022-12-31$117,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,807,481
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$6,178,022
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$7,857,653
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 name2022-12-31PEDELAHORE & CO LLP
Accountancy firm EIN2022-12-31720535866
2021 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,110,409
Total unrealized appreciation/depreciation of assets2021-12-31$1,110,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$244
Total income from all sources (including contributions)2021-12-31$4,873,600
Total of all expenses incurred2021-12-31$1,728,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,625,118
Value of total corrective distributions2021-12-31$5,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,323,903
Value of total assets at end of year2021-12-31$24,401,581
Value of total assets at beginning of year2021-12-31$21,254,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$97,400
Total interest from all sources2021-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$111,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$611,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$244
Other income not declared elsewhere2021-12-31$3,138
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$3,145,102
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,399,650
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,254,548
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$15,483,551
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,699,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$208,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$189,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$189,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$19
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$532,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$317,529
Net investment gain/loss from pooled separate accounts2021-12-31$2,324,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$712,555
Employer contributions (assets) at end of year2021-12-31$318,507
Employer contributions (assets) at beginning of year2021-12-31$460,714
Income. Dividends from preferred stock2021-12-31$111,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,625,118
Contract administrator fees2021-12-31$97,400
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$7,857,653
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$6,587,241
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 name2021-12-31PEDELAHORE & CO LLP
Accountancy firm EIN2021-12-31720535866
2020 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$634,037
Total unrealized appreciation/depreciation of assets2020-12-31$634,037
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$244
Total income from all sources (including contributions)2020-12-31$4,225,737
Total of all expenses incurred2020-12-31$982,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$897,126
Value of total corrective distributions2020-12-31$6,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,400,663
Value of total assets at end of year2020-12-31$21,254,792
Value of total assets at beginning of year2020-12-31$18,011,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$79,164
Total interest from all sources2020-12-31$216
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$105,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$17,763
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$573,670
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$491
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$63
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$244
Other income not declared elsewhere2020-12-31$775
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$3,242,755
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,254,548
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,011,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$61,401
Value of interest in pooled separate accounts at end of year2020-12-31$13,699,894
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,450,325
Interest earned on other investments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$189,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$302,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$302,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$317,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$72,232
Net investment gain/loss from pooled separate accounts2020-12-31$2,084,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$826,502
Employer contributions (assets) at end of year2020-12-31$460,714
Employer contributions (assets) at beginning of year2020-12-31$273,800
Income. Dividends from common stock2020-12-31$105,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$897,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$6,587,241
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$5,913,238
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 name2020-12-31PEDELAHORE & CO LLP
Accountancy firm EIN2020-12-31720535866
2019 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$988,930
Total unrealized appreciation/depreciation of assets2019-12-31$988,930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$118
Total income from all sources (including contributions)2019-12-31$4,620,294
Total of all expenses incurred2019-12-31$783,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$701,699
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$4,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,099,395
Value of total assets at end of year2019-12-31$18,011,793
Value of total assets at beginning of year2019-12-31$14,175,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$77,252
Total interest from all sources2019-12-31$2,124
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$140,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$16,100
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$505,212
Participant contributions at beginning of year2019-12-31$23
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,219
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$63
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$63
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$118
Other income not declared elsewhere2019-12-31$326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,836,697
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,011,793
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,175,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$61,152
Value of interest in pooled separate accounts at end of year2019-12-31$11,450,325
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,768,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$302,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$310,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$310,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$72,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$64,276
Net investment gain/loss from pooled separate accounts2019-12-31$2,388,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$592,964
Employer contributions (assets) at end of year2019-12-31$273,800
Employer contributions (assets) at beginning of year2019-12-31$246,697
Income. Dividends from common stock2019-12-31$140,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$701,699
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$5,913,238
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$4,784,952
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEDELAHORE & CO., LLP
Accountancy firm EIN2019-12-31720535866
2018 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-624,108
Total unrealized appreciation/depreciation of assets2018-12-31$-624,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$118
Total income from all sources (including contributions)2018-12-31$-228,411
Total of all expenses incurred2018-12-31$878,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$800,143
Value of total corrective distributions2018-12-31$6,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$974,380
Value of total assets at end of year2018-12-31$14,175,214
Value of total assets at beginning of year2018-12-31$15,282,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$72,651
Total interest from all sources2018-12-31$1,747
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$106,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$13,700
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$445,700
Participant contributions at end of year2018-12-31$23
Participant contributions at beginning of year2018-12-31$122
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$63
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$43
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,107,235
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,175,096
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,282,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$58,951
Value of interest in pooled separate accounts at end of year2018-12-31$8,768,305
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,207,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$310,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$251,941
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$251,941
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$64,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$71,369
Net investment gain/loss from pooled separate accounts2018-12-31$-687,186
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$528,680
Employer contributions (assets) at end of year2018-12-31$246,697
Employer contributions (assets) at beginning of year2018-12-31$252,890
Income. Dividends from common stock2018-12-31$106,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$800,143
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$4,784,952
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$5,498,048
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 name2018-12-31PEDELAHORE & CO., LLP
Accountancy firm EIN2018-12-31720535866
2017 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$845,998
Total unrealized appreciation/depreciation of assets2017-12-31$845,998
Total income from all sources (including contributions)2017-12-31$3,662,531
Total of all expenses incurred2017-12-31$1,007,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$918,821
Value of total corrective distributions2017-12-31$12,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$984,826
Value of total assets at end of year2017-12-31$15,282,331
Value of total assets at beginning of year2017-12-31$12,626,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,588
Total interest from all sources2017-12-31$529
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$95,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$15,832
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$446,009
Participant contributions at end of year2017-12-31$122
Participant contributions at beginning of year2017-12-31$971
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$43
Other income not declared elsewhere2017-12-31$519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,655,365
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,282,331
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,626,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$59,756
Value of interest in pooled separate accounts at end of year2017-12-31$9,207,918
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,484,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$251,941
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$280,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$280,345
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$71,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$85,854
Net investment gain/loss from pooled separate accounts2017-12-31$1,735,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$538,817
Employer contributions (assets) at end of year2017-12-31$252,890
Employer contributions (assets) at beginning of year2017-12-31$159,032
Income. Dividends from common stock2017-12-31$95,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$918,821
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$5,498,048
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,616,451
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 name2017-12-31PEDELAHORE & CO., LLP
Accountancy firm EIN2017-12-31720535866
2016 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$256,660
Total unrealized appreciation/depreciation of assets2016-12-31$256,660
Total income from all sources (including contributions)2016-12-31$1,730,864
Total of all expenses incurred2016-12-31$993,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$914,753
Value of total corrective distributions2016-12-31$10,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$821,783
Value of total assets at end of year2016-12-31$12,626,966
Value of total assets at beginning of year2016-12-31$11,889,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$69,020
Total interest from all sources2016-12-31$171
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$92,357
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$397,370
Participant contributions at end of year2016-12-31$971
Participant contributions at beginning of year2016-12-31$336
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$178
Administrative expenses (other) incurred2016-12-31$89
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$736,978
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,626,966
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,889,988
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$68,931
Value of interest in pooled separate accounts at end of year2016-12-31$7,484,313
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,880,163
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$280,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$273,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$273,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$85,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$108,238
Net investment gain/loss from pooled separate accounts2016-12-31$559,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$415,475
Employer contributions (assets) at end of year2016-12-31$159,032
Employer contributions (assets) at beginning of year2016-12-31$160,600
Income. Dividends from common stock2016-12-31$92,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$914,753
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,616,451
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,467,452
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PEDELAHORE & CO., LLP
Accountancy firm EIN2016-12-31720535866
2015 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-204,378
Total unrealized appreciation/depreciation of assets2015-12-31$-204,378
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$659,686
Total of all expenses incurred2015-12-31$573,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$477,466
Value of total corrective distributions2015-12-31$22,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$779,292
Value of total assets at end of year2015-12-31$11,889,988
Value of total assets at beginning of year2015-12-31$11,803,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$72,569
Total interest from all sources2015-12-31$33
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$93,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$19,594
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$418,695
Participant contributions at end of year2015-12-31$336
Participant contributions at beginning of year2015-12-31$336
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$388
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$86,670
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,889,988
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,803,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$52,975
Value of interest in pooled separate accounts at end of year2015-12-31$6,880,163
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,566,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$273,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$173,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$173,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$108,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$166,457
Net investment gain/loss from pooled separate accounts2015-12-31$-8,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$360,597
Employer contributions (assets) at end of year2015-12-31$160,600
Employer contributions (assets) at beginning of year2015-12-31$325,652
Income. Dividends from common stock2015-12-31$93,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$477,466
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,467,452
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,570,553
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PEDELAHORE & CO., LLP
Accountancy firm EIN2015-12-31720535866
2014 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-21,020
Total unrealized appreciation/depreciation of assets2014-12-31$-21,020
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$2,122
Total income from all sources (including contributions)2014-12-31$1,577,765
Total of all expenses incurred2014-12-31$689,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$595,173
Value of total corrective distributions2014-12-31$30,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,069,012
Value of total assets at end of year2014-12-31$11,803,318
Value of total assets at beginning of year2014-12-31$10,917,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$64,059
Total interest from all sources2014-12-31$162
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$77,144
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$447,322
Participant contributions at end of year2014-12-31$336
Participant contributions at beginning of year2014-12-31$51
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$388
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,122
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$888,301
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,803,318
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,915,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$64,059
Value of interest in pooled separate accounts at end of year2014-12-31$6,566,625
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,936,591
Interest earned on other investments2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$173,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$537,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$537,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$166,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$98,655
Net investment gain/loss from pooled separate accounts2014-12-31$452,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$621,690
Employer contributions (assets) at end of year2014-12-31$325,652
Employer contributions (assets) at beginning of year2014-12-31$365,461
Income. Dividends from common stock2014-12-31$77,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$595,173
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,570,553
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,979,048
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 name2014-12-31PEDELAHORE & CO., LLP
Accountancy firm EIN2014-12-31720535866
2013 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$971,914
Total unrealized appreciation/depreciation of assets2013-12-31$971,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$173
Total income from all sources (including contributions)2013-12-31$3,375,320
Total of all expenses incurred2013-12-31$425,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$338,927
Value of total corrective distributions2013-12-31$27,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,121,947
Value of total assets at end of year2013-12-31$10,917,139
Value of total assets at beginning of year2013-12-31$7,965,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,964
Total interest from all sources2013-12-31$87
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$50,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$18,567
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$448,133
Participant contributions at end of year2013-12-31$51
Participant contributions at beginning of year2013-12-31$1,267
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$173
Other income not declared elsewhere2013-12-31$778
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,949,348
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,915,017
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,965,669
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$41,397
Value of interest in pooled separate accounts at end of year2013-12-31$5,936,591
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,178,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$537,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$299,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$299,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$87
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$98,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$146,774
Net investment gain/loss from pooled separate accounts2013-12-31$1,229,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$671,006
Employer contributions (assets) at end of year2013-12-31$365,461
Employer contributions (assets) at beginning of year2013-12-31$339,791
Income. Dividends from common stock2013-12-31$50,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$338,927
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,979,048
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,999,621
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 name2013-12-31PEDELAHORE & CO., LLP
Accountancy firm EIN2013-12-31720535866
2012 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$328,843
Total unrealized appreciation/depreciation of assets2012-12-31$328,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$173
Total income from all sources (including contributions)2012-12-31$1,971,278
Total of all expenses incurred2012-12-31$629,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$589,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,000,077
Value of total assets at end of year2012-12-31$7,965,842
Value of total assets at beginning of year2012-12-31$6,623,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,131
Total interest from all sources2012-12-31$24
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$70,376
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$394,472
Participant contributions at end of year2012-12-31$1,267
Participant contributions at beginning of year2012-12-31$981
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$173
Other income not declared elsewhere2012-12-31$2,035
Administrative expenses (other) incurred2012-12-31$3,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,341,960
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,965,669
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,623,709
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$36,851
Value of interest in pooled separate accounts at end of year2012-12-31$4,178,430
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,249,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$299,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$187,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$187,561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$146,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$243,511
Net investment gain/loss from pooled separate accounts2012-12-31$569,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$605,605
Employer contributions (assets) at end of year2012-12-31$339,791
Employer contributions (assets) at beginning of year2012-12-31$314,260
Income. Dividends from common stock2012-12-31$70,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$589,187
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,999,621
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,627,727
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KOLDER,CHAMPAGNE,SLAVEN & COMPANY
Accountancy firm EIN2012-12-31721369868
2011 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-78,838
Total unrealized appreciation/depreciation of assets2011-12-31$-78,838
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$728,378
Total of all expenses incurred2011-12-31$286,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$240,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$885,651
Value of total assets at end of year2011-12-31$6,623,709
Value of total assets at beginning of year2011-12-31$6,182,262
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$45,939
Total interest from all sources2011-12-31$88
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$47,224
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$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$337,883
Participant contributions at end of year2011-12-31$981
Participant contributions at beginning of year2011-12-31$243
Other income not declared elsewhere2011-12-31$656
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$441,447
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,623,709
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,182,262
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$12,921
Value of interest in pooled separate accounts at end of year2011-12-31$3,249,669
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,112,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$187,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$360,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$360,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$88
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$243,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$134,053
Net investment gain/loss from pooled separate accounts2011-12-31$-126,403
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$547,768
Employer contributions (assets) at end of year2011-12-31$314,260
Employer contributions (assets) at beginning of year2011-12-31$316,456
Income. Dividends from common stock2011-12-31$47,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$240,992
Contract administrator fees2011-12-31$33,018
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,627,727
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,259,017
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 name2011-12-31KOLDER,CHAMPAGNE,SLAVEN & COMPANY
Accountancy firm EIN2011-12-31721369868
2010 : AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$295,741
Total unrealized appreciation/depreciation of assets2010-12-31$295,741
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,584,060
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$185,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$154,204
Value of total corrective distributions2010-12-31$2,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$851,053
Value of total assets at end of year2010-12-31$6,182,262
Value of total assets at beginning of year2010-12-31$4,783,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,904
Total interest from all sources2010-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$39,421
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$314,944
Participant contributions at end of year2010-12-31$243
Participant contributions at beginning of year2010-12-31$38
Other income not declared elsewhere2010-12-31$15,829
Administrative expenses (other) incurred2010-12-31$1,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,398,934
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,182,262
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,783,328
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$26,963
Value of interest in pooled separate accounts at end of year2010-12-31$3,112,085
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,406,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$360,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$203,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$203,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$134,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$46,520
Net investment gain/loss from pooled separate accounts2010-12-31$381,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$536,109
Employer contributions (assets) at end of year2010-12-31$316,456
Employer contributions (assets) at beginning of year2010-12-31$183,494
Income. Dividends from common stock2010-12-31$39,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$154,204
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,259,017
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,942,774
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 name2010-12-31KOLDER,CHAMPAGNE,SLAVEN & COMPANY
Accountancy firm EIN2010-12-31721369868

Form 5500 Responses for AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN

2022: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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
2010: AFFORDABLE RENT-TO-OWN, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AFFORDABLE RENT-TO-OWN, LLC 401(K) 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81F883
Policy instance 1
Insurance contract or identification number81F883
Number of Individuals Covered216
Insurance policy start date2022-01-01
Insurance policy end date2022-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81F883
Policy instance 1
Insurance contract or identification number81F883
Number of Individuals Covered229
Insurance policy start date2021-01-01
Insurance policy end date2021-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number81F883
Policy instance 2
Insurance contract or identification number81F883
Number of Individuals Covered229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811541
Policy instance 1
Insurance contract or identification number811541
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811541
Policy instance 1
Insurance contract or identification number811541
Number of Individuals Covered194
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,098
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,098
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811541
Policy instance 1
Insurance contract or identification number811541
Number of Individuals Covered188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,809
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,809
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INSURANCE GROUP INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811541
Policy instance 1
Insurance contract or identification number811541
Number of Individuals Covered192
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $17,594
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,735
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1999
Policy instance 1
Insurance contract or identification numberGH1999
Number of Individuals Covered236
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,781
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,781
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number811541
Policy instance 2
Insurance contract or identification number811541
Number of Individuals Covered200
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,221
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,221
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1999
Policy instance 1
Insurance contract or identification numberGH1999
Number of Individuals Covered243
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,834
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $1,883
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1999
Policy instance 1
Insurance contract or identification numberGH1999
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,883
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,883
Insurance broker organization code?3
Insurance broker nameMORGAN KEEGAN AND COMPANY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1999
Policy instance 1
Insurance contract or identification numberGH1999
Number of Individuals Covered217
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,718
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH1999
Policy instance 1
Insurance contract or identification numberGH1999
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,809
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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