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GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 401k Plan overview

Plan NameGREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN
Plan identification number 001

GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

A GREATER AUSTIN DEVELOPMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:A GREATER AUSTIN DEVELOPMENT COMPANY, INC.
Employer identification number (EIN):742468102
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LANA SHOCKLEY
0012016-01-01LANA SHOCKLEY
0012016-01-01
0012015-01-01
0012014-01-01LANA SHOCKLEY
0012013-01-01LANA SHOCKLEY LANA SHOCKLEY2014-10-13
0012012-01-01LANA SHOCKLEY LANA SHOCKLEY2013-10-11
0012011-01-01LANA SHOCKLEY LANA SHOCKLEY2012-10-12
0012009-01-01FRANK PETRINI FRANK PETRINI2010-10-13
0012009-01-01FRANK PETRINI FRANK PETRINI2010-10-12

Plan Statistics for GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN

401k plan membership statisitcs for GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN

Measure Date Value
2020: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01272
Total number of active participants reported on line 7a of the Form 55002020-01-01233
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01259
Number of participants with account balances2020-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01235
Total number of active participants reported on line 7a of the Form 55002019-01-01235
Number of retired or separated participants receiving benefits2019-01-0128
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01263
Number of participants with account balances2019-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01226
Total number of active participants reported on line 7a of the Form 55002018-01-01202
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01227
Number of participants with account balances2018-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01207
Total number of active participants reported on line 7a of the Form 55002017-01-01198
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01223
Number of participants with account balances2017-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01207
Total number of active participants reported on line 7a of the Form 55002016-01-01186
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01210
Number of participants with account balances2016-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01193
Total number of active participants reported on line 7a of the Form 55002015-01-01181
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01208
Number of participants with account balances2015-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01200
Total number of active participants reported on line 7a of the Form 55002014-01-01209
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01237
Number of participants with account balances2014-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01174
Total number of active participants reported on line 7a of the Form 55002013-01-01139
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01171
Number of participants with account balances2013-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01195
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01161
Number of participants with account balances2012-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01190
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01177
Number of participants with account balances2011-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01427
Total number of active participants reported on line 7a of the Form 55002009-01-01418
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01418
Number of participants with account balances2009-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN

Measure Date Value
2020 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$60
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,310,556
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$262,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$216,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$655,739
Value of total assets at end of year2020-12-31$6,260,338
Value of total assets at beginning of year2020-12-31$5,212,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,731
Total interest from all sources2020-12-31$13,819
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$397,262
Participant contributions at end of year2020-12-31$266,255
Participant contributions at beginning of year2020-12-31$183,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$60
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$9,767
Total non interest bearing cash at beginning of year2020-12-31$9,694
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$1,048,070
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,260,278
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,212,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$5,984,316
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,019,091
Interest on participant loans2020-12-31$13,819
Net investment gain/loss from pooled separate accounts2020-12-31$640,998
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$258,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$216,755
Contract administrator fees2020-12-31$45,731
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 name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,302,380
Total income from all sources (including contributions)2019-12-31$1,302,380
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$133,165
Total of all expenses incurred2019-12-31$133,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$94,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$94,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$630,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$630,531
Value of total assets at end of year2019-12-31$5,212,208
Value of total assets at end of year2019-12-31$5,212,208
Value of total assets at beginning of year2019-12-31$4,042,993
Value of total assets at beginning of year2019-12-31$4,042,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$39,065
Total interest from all sources2019-12-31$12,248
Total interest from all sources2019-12-31$12,248
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$383,467
Contributions received from participants2019-12-31$383,467
Participant contributions at end of year2019-12-31$183,423
Participant contributions at end of year2019-12-31$183,423
Participant contributions at beginning of year2019-12-31$77,976
Participant contributions at beginning of year2019-12-31$77,976
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$9,694
Total non interest bearing cash at end of year2019-12-31$9,694
Total non interest bearing cash at beginning of year2019-12-31$9,797
Total non interest bearing cash at beginning of year2019-12-31$9,797
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
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$1,169,215
Value of net income/loss2019-12-31$1,169,215
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,212,208
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,212,208
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,042,993
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,042,993
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$39,065
Investment advisory and management fees2019-12-31$39,065
Value of interest in pooled separate accounts at end of year2019-12-31$5,019,091
Value of interest in pooled separate accounts at end of year2019-12-31$5,019,091
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,955,220
Interest on participant loans2019-12-31$12,248
Interest on participant loans2019-12-31$12,248
Net investment gain/loss from pooled separate accounts2019-12-31$659,601
Net investment gain/loss from pooled separate accounts2019-12-31$659,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$247,064
Contributions received in cash from employer2019-12-31$247,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$94,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$94,100
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,106
Total income from all sources (including contributions)2018-12-31$373,244
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$89,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$60,962
Expenses. Certain deemed distributions of participant loans2018-12-31$11,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$539,949
Value of total assets at end of year2018-12-31$4,042,993
Value of total assets at beginning of year2018-12-31$3,761,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,408
Total interest from all sources2018-12-31$5,009
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$324,684
Participant contributions at end of year2018-12-31$77,976
Participant contributions at beginning of year2018-12-31$112,540
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,106
Total non interest bearing cash at end of year2018-12-31$9,797
Total non interest bearing cash at beginning of year2018-12-31$7,864
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$283,425
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,042,993
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,759,568
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$17,408
Value of interest in pooled separate accounts at end of year2018-12-31$3,955,220
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,641,270
Interest on participant loans2018-12-31$5,009
Net investment gain/loss from pooled separate accounts2018-12-31$-171,714
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$215,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$60,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,732
Total income from all sources (including contributions)2017-12-31$816,742
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,622
Expenses. Certain deemed distributions of participant loans2017-12-31$4,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$460,222
Value of total assets at end of year2017-12-31$3,761,674
Value of total assets at beginning of year2017-12-31$2,972,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$957
Total interest from all sources2017-12-31$6,284
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$272,415
Participant contributions at end of year2017-12-31$112,540
Participant contributions at beginning of year2017-12-31$148,732
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,106
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13,732
Total non interest bearing cash at end of year2017-12-31$7,864
Total non interest bearing cash at beginning of year2017-12-31$132
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$800,458
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,759,568
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,959,110
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$957
Value of interest in pooled separate accounts at end of year2017-12-31$3,641,270
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,823,978
Interest on participant loans2017-12-31$6,284
Net investment gain/loss from pooled separate accounts2017-12-31$350,236
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$187,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,622
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$604,257
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$210,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$208,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$437,123
Value of total assets at end of year2016-12-31$2,972,842
Value of total assets at beginning of year2016-12-31$2,565,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,723
Total interest from all sources2016-12-31$5,122
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$260,752
Participant contributions at end of year2016-12-31$148,732
Participant contributions at beginning of year2016-12-31$92,260
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$2,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$132
Total non interest bearing cash at beginning of year2016-12-31$81
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$393,785
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,959,110
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,565,325
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$1,723
Value of interest in pooled separate accounts at end of year2016-12-31$2,823,978
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,470,722
Interest on participant loans2016-12-31$5,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$22
Net investment gain/loss from pooled separate accounts2016-12-31$162,012
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$176,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$208,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2016-12-31741650885
2015 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$354,664
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$28,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,791
Value of total corrective distributions2015-12-31$19,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$394,122
Value of total assets at end of year2015-12-31$2,565,325
Value of total assets at beginning of year2015-12-31$2,239,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$766
Total interest from all sources2015-12-31$3,084
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$238,099
Participant contributions at end of year2015-12-31$92,260
Participant contributions at beginning of year2015-12-31$46,975
Participant contributions at end of year2015-12-31$2,262
Participant contributions at beginning of year2015-12-31$2,262
Total non interest bearing cash at end of year2015-12-31$81
Total non interest bearing cash at beginning of year2015-12-31$86
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$325,675
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,565,325
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,239,650
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$766
Value of interest in pooled separate accounts at end of year2015-12-31$2,470,722
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,190,327
Interest on participant loans2015-12-31$3,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-5
Net investment gain/loss from pooled separate accounts2015-12-31$-42,542
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$156,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,791
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2015-12-31741650885
2014 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$342,330
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$329,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$320,594
Value of total corrective distributions2014-12-31$8,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$228,166
Value of total assets at end of year2014-12-31$2,239,650
Value of total assets at beginning of year2014-12-31$2,227,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$760
Total interest from all sources2014-12-31$2,294
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$166,536
Participant contributions at end of year2014-12-31$46,975
Participant contributions at beginning of year2014-12-31$30,828
Participant contributions at end of year2014-12-31$2,262
Participant contributions at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$86
Total non interest bearing cash at beginning of year2014-12-31$72
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$12,418
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,239,650
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,227,232
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$760
Value of interest in pooled separate accounts at end of year2014-12-31$2,190,327
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,196,332
Interest on participant loans2014-12-31$2,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13
Net investment gain/loss from pooled separate accounts2014-12-31$111,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$61,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$320,594
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 name2014-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2014-12-31741650885
2013 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,566
Total income from all sources (including contributions)2013-12-31$408,974
Total of all expenses incurred2013-12-31$149,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$146,906
Expenses. Certain deemed distributions of participant loans2013-12-31$2,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$139,118
Value of total assets at end of year2013-12-31$2,227,232
Value of total assets at beginning of year2013-12-31$1,979,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$500
Total interest from all sources2013-12-31$2,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
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$139,118
Participant contributions at end of year2013-12-31$30,828
Participant contributions at beginning of year2013-12-31$58,304
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$9,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$11,566
Total non interest bearing cash at end of year2013-12-31$72
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$259,215
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,227,232
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,968,017
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$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,196,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,912,112
Interest on participant loans2013-12-31$2,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$267,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$146,906
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 name2013-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2013-12-31741650885
2012 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,566
Total income from all sources (including contributions)2012-12-31$373,847
Total of all expenses incurred2012-12-31$409,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$399,929
Expenses. Certain deemed distributions of participant loans2012-12-31$9,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$132,225
Value of total assets at end of year2012-12-31$1,979,583
Value of total assets at beginning of year2012-12-31$2,004,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$487
Total interest from all sources2012-12-31$4,041
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$100,000
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$132,225
Participant contributions at end of year2012-12-31$58,304
Participant contributions at beginning of year2012-12-31$93,534
Participant contributions at end of year2012-12-31$9,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$11,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-36,033
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,968,017
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,004,050
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$487
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,912,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,910,516
Interest on participant loans2012-12-31$4,041
Income. Interest from loans (other than to participants)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$237,581
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$399,929
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 name2012-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2012-12-31741650885
2011 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$91,426
Total of all expenses incurred2011-12-31$122,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$122,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$151,735
Value of total assets at end of year2011-12-31$2,004,050
Value of total assets at beginning of year2011-12-31$2,035,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$301
Total interest from all sources2011-12-31$4,460
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$100,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$151,735
Participant contributions at end of year2011-12-31$93,534
Participant contributions at beginning of year2011-12-31$95,781
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-30,995
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,004,050
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,035,045
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$301
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,910,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,939,264
Interest on participant loans2011-12-31$4,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-64,769
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$122,120
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 name2011-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2011-12-31741650885
2010 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$343,158
Total of all expenses incurred2010-12-31$172,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$172,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$161,882
Value of total assets at end of year2010-12-31$2,035,045
Value of total assets at beginning of year2010-12-31$1,864,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$268
Total interest from all sources2010-12-31$5,236
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$100,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$161,882
Participant contributions at end of year2010-12-31$95,781
Participant contributions at beginning of year2010-12-31$120,582
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$170,830
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,035,045
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,864,215
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$268
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,939,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,743,633
Interest on participant loans2010-12-31$5,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$176,040
Net investment gain/loss from pooled separate accounts2010-12-31$0
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$172,060
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 name2010-12-31PADGETT, STRATEMANN & CO., LLP
Accountancy firm EIN2010-12-31741650885
2009 : GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GREATER AUSTIN DEVELOPMENT COMPANY 401(K) PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107475
Policy instance 1
Insurance contract or identification number107475
Number of Individuals Covered108
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $12,993
Total amount of fees paid to insurance companyUSD $3,537
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $12,993
Insurance broker organization code?3
Amount paid for insurance broker fees3537
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107475
Policy instance 1
Insurance contract or identification number107475
Number of Individuals Covered104
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,007
Total amount of fees paid to insurance companyUSD $3,072
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,007
Insurance broker organization code?3
Amount paid for insurance broker fees3072
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107475
Policy instance 1
Insurance contract or identification number107475
Number of Individuals Covered99
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,573
Total amount of fees paid to insurance companyUSD $2,443
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,573
Insurance broker organization code?3
Amount paid for insurance broker fees2443
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107475
Policy instance 1
Insurance contract or identification number107475
Number of Individuals Covered90
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,935
Total amount of fees paid to insurance companyUSD $1,797
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,935
Insurance broker organization code?3
Amount paid for insurance broker fees1797
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K YOUNG CONSULTING LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107475
Policy instance 1
Insurance contract or identification number107475
Number of Individuals Covered90
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,799
Total amount of fees paid to insurance companyUSD $1,515
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,799
Insurance broker organization code?3
Amount paid for insurance broker fees1515
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K YOUNG CONSULTING LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107475
Policy instance 1
Insurance contract or identification number107475
Number of Individuals Covered87
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,358
Total amount of fees paid to insurance companyUSD $1,470
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,358
Insurance broker organization code?3
Amount paid for insurance broker fees1470
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameDAVID K YOUNG CONSULTING LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107475
Policy instance 1
Insurance contract or identification number107475
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,852
Total amount of fees paid to insurance companyUSD $2,128
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Amount paid for insurance broker fees2128
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $4,852
Insurance broker nameLPL FINANCIAL LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA820508
Policy instance 2
Insurance contract or identification numberGA820508
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $4,559
Total amount of fees paid to insurance companyUSD $250
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Amount paid for insurance broker fees234
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $23
Insurance broker nameLPL FINANCIAL LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107475
Policy instance 1
Insurance contract or identification number107475
Number of Individuals Covered88
Insurance policy start date2012-10-23
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,745
Total amount of fees paid to insurance companyUSD $3,167
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 $0
Amount paid for insurance broker fees3167
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameLPL FINANCIAL LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA820508
Policy instance 1
Insurance contract or identification numberGA820508
Number of Individuals Covered88
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,033
Total amount of fees paid to insurance companyUSD $974
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA820508
Policy instance 1
Insurance contract or identification numberGA820508
Number of Individuals Covered94
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,572
Total amount of fees paid to insurance companyUSD $5,000
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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