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EZCORP, INC. 401(K) PLAN AND TRUST 401k Plan overview

Plan NameEZCORP, INC. 401(K) PLAN AND TRUST
Plan identification number 001

EZCORP, INC. 401(K) PLAN AND TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EZCORP, INC.
Employer identification number (EIN):742540145
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Additional information about EZCORP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-10-03
Company Identification Number: 0801861188
Legal Registered Office Address: 2500 BEE CAVES RD BLD 1 STE 200

AUSTIN
United States of America (USA)
78746

More information about EZCORP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EZCORP, INC. 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TOMMI HOWELL
0012016-01-01TOMMI HOWELL
0012015-01-01TOMMI HOWELL
0012015-01-01TOMMI HOWELL
0012014-01-01TOMMI HOWELL
0012013-01-01LAURA FLORES
0012012-01-01LAURA FLORES LAURA FLORES2013-10-08
0012011-01-01LAURA FLORES
0012010-01-01LAURA FLORES
0012009-01-01DANIEL M. CHISM DANIEL M. CHISM2010-10-25
0012009-01-01DANIEL M. CHISM DANIEL M. CHISM2010-10-15
0012009-01-01DANIEL M. CHISM DANIEL M. CHISM2010-10-15

Plan Statistics for EZCORP, INC. 401(K) PLAN AND TRUST

401k plan membership statisitcs for EZCORP, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022: EZCORP, INC. 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-013,646
Total number of active participants reported on line 7a of the Form 55002022-01-012,933
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011,036
Total of all active and inactive participants2022-01-013,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,970
Number of participants with account balances2022-01-013,682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01170
2021: EZCORP, INC. 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-013,823
Total number of active participants reported on line 7a of the Form 55002021-01-012,724
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01921
Total of all active and inactive participants2021-01-013,645
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,645
Number of participants with account balances2021-01-013,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01139
2020: EZCORP, INC. 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-014,202
Total number of active participants reported on line 7a of the Form 55002020-01-012,991
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01831
Total of all active and inactive participants2020-01-013,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013,822
Number of participants with account balances2020-01-013,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01129
2019: EZCORP, INC. 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-013,672
Total number of active participants reported on line 7a of the Form 55002019-01-013,349
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01850
Total of all active and inactive participants2019-01-014,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014,199
Number of participants with account balances2019-01-013,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01187
2018: EZCORP, INC. 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-013,610
Total number of active participants reported on line 7a of the Form 55002018-01-013,194
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01475
Total of all active and inactive participants2018-01-013,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,669
Number of participants with account balances2018-01-012,937
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EZCORP, INC. 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-013,822
Total number of active participants reported on line 7a of the Form 55002017-01-013,149
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01461
Total of all active and inactive participants2017-01-013,610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,610
Number of participants with account balances2017-01-012,774
2016: EZCORP, INC. 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-013,835
Total number of active participants reported on line 7a of the Form 55002016-01-013,367
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01455
Total of all active and inactive participants2016-01-013,822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,822
Number of participants with account balances2016-01-012,735
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01773
2015: EZCORP, INC. 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-014,374
Total number of active participants reported on line 7a of the Form 55002015-01-012,943
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01608
Total of all active and inactive participants2015-01-013,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,551
Number of participants with account balances2015-01-012,191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: EZCORP, INC. 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-014,430
Total number of active participants reported on line 7a of the Form 55002014-01-013,752
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01620
Total of all active and inactive participants2014-01-014,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014,372
Number of participants with account balances2014-01-012,412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01114
2013: EZCORP, INC. 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-014,575
Total number of active participants reported on line 7a of the Form 55002013-01-013,925
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01496
Total of all active and inactive participants2013-01-014,421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,421
Number of participants with account balances2013-01-012,237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01339
2012: EZCORP, INC. 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-014,700
Total number of active participants reported on line 7a of the Form 55002012-01-013,874
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01699
Total of all active and inactive participants2012-01-014,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-014,575
Number of participants with account balances2012-01-011,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01183
2011: EZCORP, INC. 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-014,300
Total number of active participants reported on line 7a of the Form 55002011-01-014,365
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01334
Total of all active and inactive participants2011-01-014,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-014,700
Number of participants with account balances2011-01-011,527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01167
2010: EZCORP, INC. 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013,418
Total number of active participants reported on line 7a of the Form 55002010-01-013,960
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01221
Total of all active and inactive participants2010-01-014,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-014,182
Number of participants with account balances2010-01-011,414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01150
2009: EZCORP, INC. 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-012,966
Total number of active participants reported on line 7a of the Form 55002009-01-013,188
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01230
Total of all active and inactive participants2009-01-013,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,418
Number of participants with account balances2009-01-011,246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0139

Financial Data on EZCORP, INC. 401(K) PLAN AND TRUST

Measure Date Value
2022 : EZCORP, INC. 401(K) PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$78,204
Total unrealized appreciation/depreciation of assets2022-12-31$78,204
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,292,486
Total loss/gain on sale of assets2022-12-31$-13,491
Total of all expenses incurred2022-12-31$4,937,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,477,099
Expenses. Certain deemed distributions of participant loans2022-12-31$7,515
Value of total corrective distributions2022-12-31$98,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,767,594
Value of total assets at end of year2022-12-31$38,929,919
Value of total assets at beginning of year2022-12-31$42,574,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$354,745
Total interest from all sources2022-12-31$78,739
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$44,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$44,428
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,384,720
Participant contributions at end of year2022-12-31$1,454,180
Participant contributions at beginning of year2022-12-31$1,313,596
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$209,210
Other income not declared elsewhere2022-12-31$-32,561
Administrative expenses (other) incurred2022-12-31$4,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,644,979
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,929,919
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,574,898
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
Investment advisory and management fees2022-12-31$84,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,344,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,016,616
Value of interest in pooled separate accounts at end of year2022-12-31$32,599,033
Value of interest in pooled separate accounts at beginning of year2022-12-31$35,930,924
Interest on participant loans2022-12-31$62,065
Interest earned on other investments2022-12-31$16,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$838,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$640,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-842,034
Net investment gain/loss from pooled separate accounts2022-12-31$-4,788,393
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
Assets. Invements in employer securities at end of year2022-12-31$693,259
Assets. Invements in employer securities at beginning of year2022-12-31$673,573
Contributions received in cash from employer2022-12-31$1,173,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,477,099
Contract administrator fees2022-12-31$266,333
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
Aggregate proceeds on sale of assets2022-12-31$45,028
Aggregate carrying amount (costs) on sale of assets2022-12-31$58,519
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : EZCORP, INC. 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$154,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,292,209
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,399,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,976,493
Expenses. Certain deemed distributions of participant loans2021-12-31$-419
Value of total corrective distributions2021-12-31$42,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,605,489
Value of total assets at end of year2021-12-31$42,574,898
Value of total assets at beginning of year2021-12-31$34,527,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$381,066
Total interest from all sources2021-12-31$77,038
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$37,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$37,229
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,141,762
Participant contributions at end of year2021-12-31$1,313,596
Participant contributions at beginning of year2021-12-31$1,124,466
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$462,806
Other income not declared elsewhere2021-12-31$-25,277
Administrative expenses (other) incurred2021-12-31$381,066
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$7,892,672
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,574,898
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$34,527,276
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$4,016,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,860,221
Value of interest in pooled separate accounts at end of year2021-12-31$35,930,924
Value of interest in pooled separate accounts at beginning of year2021-12-31$29,349,477
Interest on participant loans2021-12-31$61,709
Interest earned on other investments2021-12-31$15,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$640,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$680,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,597,730
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
Assets. Invements in employer securities at end of year2021-12-31$673,573
Assets. Invements in employer securities at beginning of year2021-12-31$512,643
Contributions received in cash from employer2021-12-31$1,000,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,976,493
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : EZCORP, INC. 401(K) PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-128,734
Total unrealized appreciation/depreciation of assets2020-12-31$-128,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,365,906
Total loss/gain on sale of assets2020-12-31$-154,016
Total of all expenses incurred2020-12-31$4,916,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,542,467
Expenses. Certain deemed distributions of participant loans2020-12-31$-832
Value of total corrective distributions2020-12-31$58,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,174,883
Value of total assets at end of year2020-12-31$34,527,276
Value of total assets at beginning of year2020-12-31$30,077,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$315,795
Total interest from all sources2020-12-31$73,451
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$28,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$28,202
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$4,757,438
Participant contributions at end of year2020-12-31$1,124,466
Participant contributions at beginning of year2020-12-31$1,012,396
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$544,614
Other income not declared elsewhere2020-12-31$-29,118
Administrative expenses (other) incurred2020-12-31$315,795
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$4,449,694
Value of net assets at end of year (total assets less liabilities)2020-12-31$34,527,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,077,582
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$2,860,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,975,821
Value of interest in pooled separate accounts at end of year2020-12-31$29,349,477
Value of interest in pooled separate accounts at beginning of year2020-12-31$25,663,093
Interest on participant loans2020-12-31$55,796
Interest earned on other investments2020-12-31$17,655
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$680,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$420,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$461,287
Net investment gain/loss from pooled separate accounts2020-12-31$2,939,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$512,643
Assets. Invements in employer securities at beginning of year2020-12-31$1,005,659
Contributions received in cash from employer2020-12-31$872,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,542,467
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
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
Aggregate proceeds on sale of assets2020-12-31$210,324
Aggregate carrying amount (costs) on sale of assets2020-12-31$364,340
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARMANINO LLP
Accountancy firm EIN2020-12-31946214841
2019 : EZCORP, INC. 401(K) PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-165,977
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-165,977
Total unrealized appreciation/depreciation of assets2019-12-31$-165,977
Total unrealized appreciation/depreciation of assets2019-12-31$-165,977
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$10,161,869
Total income from all sources (including contributions)2019-12-31$10,161,869
Total loss/gain on sale of assets2019-12-31$-20,515
Total loss/gain on sale of assets2019-12-31$-20,515
Total of all expenses incurred2019-12-31$4,560,647
Total of all expenses incurred2019-12-31$4,560,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,215,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,215,817
Expenses. Certain deemed distributions of participant loans2019-12-31$-578
Expenses. Certain deemed distributions of participant loans2019-12-31$-578
Value of total corrective distributions2019-12-31$92,695
Value of total corrective distributions2019-12-31$92,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,418,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,418,936
Value of total assets at end of year2019-12-31$30,077,582
Value of total assets at end of year2019-12-31$30,077,582
Value of total assets at beginning of year2019-12-31$24,476,360
Value of total assets at beginning of year2019-12-31$24,476,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$252,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$252,713
Total interest from all sources2019-12-31$77,457
Total interest from all sources2019-12-31$77,457
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,511
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$19,511
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$19,511
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$19,511
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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$4,676,081
Contributions received from participants2019-12-31$4,676,081
Participant contributions at end of year2019-12-31$1,012,396
Participant contributions at end of year2019-12-31$1,012,396
Participant contributions at beginning of year2019-12-31$1,127,255
Participant contributions at beginning of year2019-12-31$1,127,255
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$706,414
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$706,414
Other income not declared elsewhere2019-12-31$-184,390
Other income not declared elsewhere2019-12-31$-184,390
Administrative expenses (other) incurred2019-12-31$252,713
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$5,601,222
Value of net income/loss2019-12-31$5,601,222
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,077,582
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,077,582
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,476,360
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,476,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,975,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,975,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,496,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,496,789
Value of interest in pooled separate accounts at end of year2019-12-31$25,663,093
Value of interest in pooled separate accounts at end of year2019-12-31$25,663,093
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$58,560
Interest on participant loans2019-12-31$58,560
Interest earned on other investments2019-12-31$9,126
Interest earned on other investments2019-12-31$9,126
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$534,505
Value of interest in common/collective trusts at beginning of year2019-12-31$534,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$420,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$420,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$196,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$196,723
Net investment gain/loss from pooled separate accounts2019-12-31$3,812,341
Net investment gain/loss from pooled separate accounts2019-12-31$3,812,341
Net investment gain or loss from common/collective trusts2019-12-31$7,783
Net investment gain or loss from common/collective trusts2019-12-31$7,783
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$1,005,659
Assets. Invements in employer securities at beginning of year2019-12-31$1,317,811
Assets. Invements in employer securities at beginning of year2019-12-31$1,317,811
Contributions received in cash from employer2019-12-31$1,036,441
Contributions received in cash from employer2019-12-31$1,036,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,215,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,215,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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
Aggregate proceeds on sale of assets2019-12-31$190,679
Aggregate proceeds on sale of assets2019-12-31$190,679
Aggregate carrying amount (costs) on sale of assets2019-12-31$211,194
Aggregate carrying amount (costs) on sale of assets2019-12-31$211,194
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 name2019-12-31ARMANINO LLP
Accountancy firm name2019-12-31ARMANINO LLP
Accountancy firm EIN2019-12-31946214841
Accountancy firm EIN2019-12-31946214841
2018 : EZCORP, INC. 401(K) PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
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$32,735
Total income from all sources (including contributions)2018-12-31$2,606,222
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,780,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,346,956
Value of total corrective distributions2018-12-31$38,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,269,459
Value of total assets at end of year2018-12-31$24,476,360
Value of total assets at beginning of year2018-12-31$26,683,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$395,158
Total interest from all sources2018-12-31$48,062
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,027,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,027,920
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$3,944,071
Participant contributions at end of year2018-12-31$1,127,255
Participant contributions at beginning of year2018-12-31$1,075,564
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$443,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) 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$32,735
Other income not declared elsewhere2018-12-31$-661,194
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,174,415
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,476,360
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,650,775
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$91,623
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,496,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,012,961
Interest on participant loans2018-12-31$48,062
Value of interest in common/collective trusts at end of year2018-12-31$534,505
Value of interest in common/collective trusts at beginning of year2018-12-31$310,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,084,020
Net investment gain or loss from common/collective trusts2018-12-31$5,995
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
Assets. Invements in employer securities at end of year2018-12-31$1,317,811
Assets. Invements in employer securities at beginning of year2018-12-31$2,255,954
Contributions received in cash from employer2018-12-31$882,198
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$28,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,346,956
Contract administrator fees2018-12-31$303,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : EZCORP, INC. 401(K) PLAN AND TRUST 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$32,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,378,091
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,743,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,415,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,528,632
Value of total assets at end of year2017-12-31$26,683,510
Value of total assets at beginning of year2017-12-31$22,016,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$327,464
Total interest from all sources2017-12-31$42,365
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$813,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$813,958
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,498,341
Participant contributions at end of year2017-12-31$1,075,564
Participant contributions at beginning of year2017-12-31$1,137,153
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$240,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$32,735
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$702,776
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,634,677
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,650,775
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,016,098
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$77,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,012,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,365,961
Interest on participant loans2017-12-31$42,365
Value of interest in common/collective trusts at end of year2017-12-31$310,848
Value of interest in common/collective trusts at beginning of year2017-12-31$274,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$67,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$67,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,286,382
Net investment gain or loss from common/collective trusts2017-12-31$3,978
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
Assets. Invements in employer securities at end of year2017-12-31$2,255,954
Assets. Invements in employer securities at beginning of year2017-12-31$2,079,264
Contributions received in cash from employer2017-12-31$790,074
Employer contributions (assets) at end of year2017-12-31$28,183
Employer contributions (assets) at beginning of year2017-12-31$91,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,415,950
Contract administrator fees2017-12-31$250,191
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 name2017-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2017-12-31752919818
2016 : EZCORP, INC. 401(K) PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,148,764
Total unrealized appreciation/depreciation of assets2016-12-31$1,148,764
Total transfer of assets to this plan2016-12-31$563,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$124,219
Total income from all sources (including contributions)2016-12-31$5,773,780
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,117,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,787,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,588,798
Value of total assets at end of year2016-12-31$22,016,098
Value of total assets at beginning of year2016-12-31$19,920,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$329,896
Total interest from all sources2016-12-31$46,901
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$544,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$544,751
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,885,769
Participant contributions at end of year2016-12-31$1,137,153
Participant contributions at beginning of year2016-12-31$1,230,557
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$37,710
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$186,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$124,219
Other income not declared elsewhere2016-12-31$70,496
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,656,073
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,016,098
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,796,049
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$65,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,365,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,622,652
Interest on participant loans2016-12-31$46,901
Value of interest in common/collective trusts at end of year2016-12-31$274,853
Value of interest in common/collective trusts at beginning of year2016-12-31$161,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$67,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$36,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$36,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$370,811
Net investment gain or loss from common/collective trusts2016-12-31$3,259
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
Assets. Invements in employer securities at end of year2016-12-31$2,079,264
Assets. Invements in employer securities at beginning of year2016-12-31$1,078,015
Contributions received in cash from employer2016-12-31$665,319
Employer contributions (assets) at end of year2016-12-31$91,365
Employer contributions (assets) at beginning of year2016-12-31$603,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,787,811
Contract administrator fees2016-12-31$264,353
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2016-12-31752919818
2015 : EZCORP, INC. 401(K) PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,573,240
Total unrealized appreciation/depreciation of assets2015-12-31$-1,573,240
Total transfer of assets to this plan2015-12-31$1,148
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$219,473
Total income from all sources (including contributions)2015-12-31$719,300
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$4,906,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,346,206
Value of total corrective distributions2015-12-31$219,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,932,304
Value of total assets at end of year2015-12-31$19,206,461
Value of total assets at beginning of year2015-12-31$23,612,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$341,088
Total interest from all sources2015-12-31$49,091
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$757,471
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$757,471
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,918,122
Participant contributions at end of year2015-12-31$1,307,483
Participant contributions at beginning of year2015-12-31$1,160,865
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$289,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$219,473
Other income not declared elsewhere2015-12-31$63,746
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,187,467
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,206,461
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$23,392,780
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$72,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,622,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,496,774
Interest on participant loans2015-12-31$49,091
Value of interest in common/collective trusts at end of year2015-12-31$161,856
Value of interest in common/collective trusts at beginning of year2015-12-31$146,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$78,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$78,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,511,363
Net investment gain or loss from common/collective trusts2015-12-31$1,291
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
Assets. Invements in employer securities at end of year2015-12-31$1,114,469
Assets. Invements in employer securities at beginning of year2015-12-31$2,850,073
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$590,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,346,206
Contract administrator fees2015-12-31$268,875
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2015-12-31752919818
2014 : EZCORP, INC. 401(K) PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-36,065
Total unrealized appreciation/depreciation of assets2014-12-31$-36,065
Total transfer of assets to this plan2014-12-31$785,913
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$219,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$183,092
Total income from all sources (including contributions)2014-12-31$4,855,541
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,919,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,525,010
Value of total corrective distributions2014-12-31$157,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,201,826
Value of total assets at end of year2014-12-31$23,612,253
Value of total assets at beginning of year2014-12-31$20,853,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$236,944
Total interest from all sources2014-12-31$52,316
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$361,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$361,074
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,546,462
Participant contributions at end of year2014-12-31$1,160,865
Participant contributions at beginning of year2014-12-31$1,273,866
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$109,423
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$65,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$289,431
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$219,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$183,092
Other income not declared elsewhere2014-12-31$78,234
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$-1,825
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$1,936,158
Value of net assets at end of year (total assets less liabilities)2014-12-31$23,392,780
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,670,709
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$62,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,496,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,247,846
Interest on participant loans2014-12-31$52,316
Value of interest in common/collective trusts at end of year2014-12-31$146,258
Value of interest in common/collective trusts at beginning of year2014-12-31$17,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$78,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$22,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$22,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,197,714
Net investment gain or loss from common/collective trusts2014-12-31$442
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
Assets. Invements in employer securities at end of year2014-12-31$2,850,073
Assets. Invements in employer securities at beginning of year2014-12-31$2,613,919
Contributions received in cash from employer2014-12-31$590,153
Employer contributions (assets) at end of year2014-12-31$590,153
Employer contributions (assets) at beginning of year2014-12-31$570,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,525,010
Contract administrator fees2014-12-31$174,180
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 name2014-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2014-12-31752919818
2013 : EZCORP, INC. 401(K) PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,610,362
Total unrealized appreciation/depreciation of assets2013-12-31$1,610,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$183,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$164,440
Total income from all sources (including contributions)2013-12-31$4,289,478
Total loss/gain on sale of assets2013-12-31$-1,656,660
Total of all expenses incurred2013-12-31$3,973,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,692,657
Value of total corrective distributions2013-12-31$183,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,651,352
Value of total assets at end of year2013-12-31$20,853,801
Value of total assets at beginning of year2013-12-31$20,518,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$97,317
Total interest from all sources2013-12-31$44,474
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$639,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$639,938
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,942,504
Participant contributions at end of year2013-12-31$1,273,866
Participant contributions at beginning of year2013-12-31$1,033,448
Participant contributions at end of year2013-12-31$109,423
Participant contributions at beginning of year2013-12-31$91,113
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$138,587
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$183,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$164,440
Other income not declared elsewhere2013-12-31$12
Administrative expenses (other) incurred2013-12-31$13,442
Total non interest bearing cash at end of year2013-12-31$-1,825
Total non interest bearing cash at beginning of year2013-12-31$43,670
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$316,412
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,670,709
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,354,297
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$83,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,247,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,272,265
Interest on participant loans2013-12-31$44,474
Value of interest in common/collective trusts at end of year2013-12-31$17,766
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$22,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$823,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$823,118
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$0
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
Assets. Invements in employer securities at end of year2013-12-31$2,613,919
Assets. Invements in employer securities at beginning of year2013-12-31$4,698,058
Contributions received in cash from employer2013-12-31$570,261
Employer contributions (assets) at end of year2013-12-31$570,261
Employer contributions (assets) at beginning of year2013-12-31$556,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,692,657
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$-1,656,660
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 name2013-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2013-12-31752919818
2012 : EZCORP, INC. 401(K) PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-1,487,951
Total unrealized appreciation/depreciation of assets2012-12-31$-1,487,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$164,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$67,281
Total income from all sources (including contributions)2012-12-31$3,322,135
Total loss/gain on sale of assets2012-12-31$-52,850
Total of all expenses incurred2012-12-31$1,720,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,669,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,295,958
Value of total assets at end of year2012-12-31$20,518,737
Value of total assets at beginning of year2012-12-31$18,819,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,120
Total interest from all sources2012-12-31$42,949
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$449,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$449,686
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,602,189
Participant contributions at end of year2012-12-31$1,033,448
Participant contributions at beginning of year2012-12-31$940,844
Participant contributions at end of year2012-12-31$91,113
Participant contributions at beginning of year2012-12-31$15,865
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$137,353
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$164,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$67,281
Total non interest bearing cash at end of year2012-12-31$43,670
Total non interest bearing cash at beginning of year2012-12-31$13,230
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$1,601,759
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,354,297
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,752,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,272,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,606,069
Interest on participant loans2012-12-31$42,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$823,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$688,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$688,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,074,343
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
Assets. Invements in employer securities at end of year2012-12-31$4,698,058
Assets. Invements in employer securities at beginning of year2012-12-31$6,096,541
Contributions received in cash from employer2012-12-31$556,416
Employer contributions (assets) at end of year2012-12-31$556,416
Employer contributions (assets) at beginning of year2012-12-31$459,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,669,256
Contract administrator fees2012-12-31$51,120
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$-52,850
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 name2012-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2012-12-31752919818
2011 : EZCORP, INC. 401(K) PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-255,183
Total unrealized appreciation/depreciation of assets2011-12-31$-255,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$229,775
Total income from all sources (including contributions)2011-12-31$2,578,177
Total loss/gain on sale of assets2011-12-31$45,750
Total of all expenses incurred2011-12-31$1,618,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,507,156
Value of total corrective distributions2011-12-31$67,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,841,135
Value of total assets at end of year2011-12-31$18,819,819
Value of total assets at beginning of year2011-12-31$18,022,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$44,061
Total interest from all sources2011-12-31$33,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$341,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$341,837
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,312,128
Participant contributions at end of year2011-12-31$940,844
Participant contributions at beginning of year2011-12-31$617,268
Participant contributions at end of year2011-12-31$15,865
Participant contributions at beginning of year2011-12-31$18,111
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$60,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$67,281
Total non interest bearing cash at end of year2011-12-31$13,230
Total non interest bearing cash at beginning of year2011-12-31$85,481
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$959,679
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,752,538
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,792,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,606,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,830,759
Interest on participant loans2011-12-31$32,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$688,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$720,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$720,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-428,362
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$6,096,541
Assets. Invements in employer securities at beginning of year2011-12-31$6,373,841
Contributions received in cash from employer2011-12-31$468,764
Employer contributions (assets) at end of year2011-12-31$459,218
Employer contributions (assets) at beginning of year2011-12-31$376,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,507,156
Contract administrator fees2011-12-31$44,061
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$229,775
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$45,750
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 name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : EZCORP, INC. 401(K) PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,271,939
Total unrealized appreciation/depreciation of assets2010-12-31$2,271,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$229,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$90,733
Total income from all sources (including contributions)2010-12-31$6,038,488
Total loss/gain on sale of assets2010-12-31$45,672
Total of all expenses incurred2010-12-31$1,575,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,410,755
Value of total corrective distributions2010-12-31$143,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,537,257
Value of total assets at end of year2010-12-31$18,022,634
Value of total assets at beginning of year2010-12-31$13,420,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,904
Total interest from all sources2010-12-31$27,661
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$259,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$259,122
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,050,976
Participant contributions at end of year2010-12-31$617,268
Participant contributions at beginning of year2010-12-31$486,768
Participant contributions at end of year2010-12-31$18,111
Participant contributions at beginning of year2010-12-31$5,208
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$109,105
Total non interest bearing cash at end of year2010-12-31$85,481
Total non interest bearing cash at beginning of year2010-12-31$9,866
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$4,462,862
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,792,859
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,329,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,830,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,758,924
Interest on participant loans2010-12-31$26,016
Interest earned on other investments2010-12-31$1,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$720,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$630,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$630,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$217,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$896,837
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
Assets. Invements in employer securities at end of year2010-12-31$6,373,841
Assets. Invements in employer securities at beginning of year2010-12-31$4,052,234
Contributions received in cash from employer2010-12-31$377,176
Employer contributions (assets) at end of year2010-12-31$376,779
Employer contributions (assets) at beginning of year2010-12-31$260,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,410,755
Contract administrator fees2010-12-31$20,904
Liabilities. Value of benefit claims payable at end of year2010-12-31$229,775
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$90,733
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
Aggregate proceeds on sale of assets2010-12-31$45,672
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 name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : EZCORP, INC. 401(K) PLAN AND TRUST 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 EZCORP, INC. 401(K) PLAN AND TRUST

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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075322
Policy instance 1
Insurance contract or identification number075322
Number of Individuals Covered3970
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075322
Policy instance 1
Insurance contract or identification number075322
Number of Individuals Covered3645
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075322
Policy instance 1
Insurance contract or identification number075322
Number of Individuals Covered3822
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075322
Policy instance 1
Insurance contract or identification number075322
Number of Individuals Covered3970
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number936956-01
Policy instance 1
Insurance contract or identification number936956-01
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-04-20
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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