401k Plan data: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN plan

DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: DOCUMATION, INC

Employer identification number (EIN): 742569756

NAIC Classification: 423400

Additional information about DOCUMATION, INC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1990-04-05

Company Identification Number: 0114895400

Legal Registered Office Address: 4560 LOCKHILL SELMA RD STE 100

SAN ANTONIO
United States of America (USA)
78249

More information about DOCUMATION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ADAM YOUNG 2023-09-25
001 2021-01-01 ADAM YOUNG 2022-09-20
001 2020-01-01 BRIANNA ANDERSON 2021-09-29
001 2019-01-01 BRIANNA ANDERSON 2020-08-21
001 2018-01-01 BRIANNA ANDERSON 2019-09-10
001 2017-04-01
001 2009-01-01 AMY FREIERMUTH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	ADAM YOUNG	2023-09-25
001	2021-01-01	ADAM YOUNG	2022-09-20
001	2020-01-01	BRIANNA ANDERSON	2021-09-29
001	2019-01-01	BRIANNA ANDERSON	2020-08-21
001	2018-01-01	BRIANNA ANDERSON	2019-09-10
001	2017-04-01
001	2009-01-01	AMY FREIERMUTH

Plan Statistics for DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 143
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 168
Number of participants with account balances 2022-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 10
2021: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 129
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 158
Number of participants with account balances 2021-01-01 157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 14
2020: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 127
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 30
Total of all active and inactive participants 2020-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 158
Number of participants with account balances 2020-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 128
Number of retired or separated participants receiving benefits 2019-01-01 24
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 152
Number of participants with account balances 2019-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 140
Number of other retired or separated participants entitled to future benefits 2018-01-01 29
Total of all active and inactive participants 2018-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 169
Number of participants with account balances 2018-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 138
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 129
Number of retired or separated participants receiving benefits 2017-04-01 28
Number of other retired or separated participants entitled to future benefits 2017-04-01 0
Total of all active and inactive participants 2017-04-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 157
Number of participants with account balances 2017-04-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 6
2009: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 165
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 41
Total of all active and inactive participants 2009-01-01 206
Total participants 2009-01-01 206
Number of participants with account balances 2009-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2022: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	143
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	168
Number of participants with account balances	2022-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	10
2021: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	129
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	158
Number of participants with account balances	2021-01-01	157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	14
2020: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	127
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	30
Total of all active and inactive participants	2020-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	158
Number of participants with account balances	2020-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	128
Number of retired or separated participants receiving benefits	2019-01-01	24
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	152
Number of participants with account balances	2019-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	140
Number of other retired or separated participants entitled to future benefits	2018-01-01	29
Total of all active and inactive participants	2018-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	169
Number of participants with account balances	2018-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	138
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	129
Number of retired or separated participants receiving benefits	2017-04-01	28
Number of other retired or separated participants entitled to future benefits	2017-04-01	0
Total of all active and inactive participants	2017-04-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	157
Number of participants with account balances	2017-04-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	6
2009: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	165
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	41
Total of all active and inactive participants	2009-01-01	206
Total participants	2009-01-01	206
Number of participants with account balances	2009-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$209,509
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$599,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$555,089
Value of total corrective distributions	2022-12-31	$9,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,282,799
Value of total assets at end of year	2022-12-31	$7,551,755
Value of total assets at beginning of year	2022-12-31	$7,941,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$34,590
Total interest from all sources	2022-12-31	$27,938
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$177,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$177,934
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$781,990
Participant contributions at end of year	2022-12-31	$151,345
Participant contributions at beginning of year	2022-12-31	$137,789
Participant contributions at beginning of year	2022-12-31	$293
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$266,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-390,036
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,551,755
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,941,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,664,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,019,973
Interest on participant loans	2022-12-31	$18,621
Interest earned on other investments	2022-12-31	$9,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$735,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$783,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,279,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$234,604
Employer contributions (assets) at beginning of year	2022-12-31	$118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$555,089
Contract administrator fees	2022-12-31	$34,590
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ADKF, P.C.
Accountancy firm EIN	2022-12-31	742606559
2021 : DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,768,678
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$308,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$274,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$905,266
Value of total assets at end of year	2021-12-31	$7,941,791
Value of total assets at beginning of year	2021-12-31	$6,482,040
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,955
Total interest from all sources	2021-12-31	$17,842
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$241,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$241,901
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$637,698
Participant contributions at end of year	2021-12-31	$137,789
Participant contributions at beginning of year	2021-12-31	$180,777
Participant contributions at end of year	2021-12-31	$293
Participant contributions at beginning of year	2021-12-31	$35,163
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$68,886
Total non interest bearing cash at beginning of year	2021-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,459,751
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,941,791
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,482,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,019,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,425,001
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$7,720
Interest earned on other investments	2021-12-31	$10,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$783,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$830,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$603,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$198,682
Employer contributions (assets) at end of year	2021-12-31	$118
Employer contributions (assets) at beginning of year	2021-12-31	$10,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$274,972
Contract administrator fees	2021-12-31	$33,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ADKF, P.C.
Accountancy firm EIN	2021-12-31	742606559
2020 : DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,439,391
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,147,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,114,313
Value of total corrective distributions	2020-12-31	$6,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,047,745
Value of total assets at end of year	2020-12-31	$6,482,040
Value of total assets at beginning of year	2020-12-31	$7,190,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$26,422
Total interest from all sources	2020-12-31	$21,861
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$121,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$121,797
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$559,737
Participant contributions at end of year	2020-12-31	$180,777
Participant contributions at beginning of year	2020-12-31	$118,220
Participant contributions at end of year	2020-12-31	$35,163
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$295,343
Total non interest bearing cash at end of year	2020-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-708,142
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,482,040
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,190,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,425,001
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,088,308
Interest on participant loans	2020-12-31	$7,504
Interest earned on other investments	2020-12-31	$14,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$830,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$983,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$247,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$192,665
Employer contributions (assets) at end of year	2020-12-31	$10,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,114,313
Contract administrator fees	2020-12-31	$26,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ADKF, P.C.
Accountancy firm EIN	2020-12-31	742606559
2019 : DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$2,017,645
Total of all expenses incurred	2019-12-31	$270,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$215,936
Expenses. Certain deemed distributions of participant loans	2019-12-31	$10,651
Value of total corrective distributions	2019-12-31	$21,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$974,915
Value of total assets at end of year	2019-12-31	$7,190,182
Value of total assets at beginning of year	2019-12-31	$5,442,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,600
Total interest from all sources	2019-12-31	$7,682
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$295,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$295,547
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$512,446
Participant contributions at end of year	2019-12-31	$118,220
Participant contributions at beginning of year	2019-12-31	$141,499
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$287,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,747,258
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,190,182
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,442,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,088,308
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,648,640
Interest on participant loans	2019-12-31	$7,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$983,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$652,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$739,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$175,374
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$215,936
Contract administrator fees	2019-12-31	$22,600
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	AKIN DOHERTY KLEIN & FEUGE
Accountancy firm EIN	2019-12-31	742606559
2018 : DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$352,358
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$786,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$759,347
Value of total corrective distributions	2018-12-31	$8,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$718,435
Value of total assets at end of year	2018-12-31	$5,442,924
Value of total assets at beginning of year	2018-12-31	$5,877,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$19,311
Total interest from all sources	2018-12-31	$5,890
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$280,139
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$280,139
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$440,912
Participant contributions at end of year	2018-12-31	$141,499
Participant contributions at beginning of year	2018-12-31	$39,983
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$110,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-434,495
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,442,924
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,877,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,648,640
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,722,553
Interest on participant loans	2018-12-31	$5,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3,190
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$652,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,111,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-652,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$167,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$759,347
Contract administrator fees	2018-12-31	$19,311
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	AKIN, DOHERTY, KLEIN & FUEGE
Accountancy firm EIN	2018-12-31	742606559
2017 : DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$5,874,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$828,807
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$826,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$818,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$404,172
Value of total assets at end of year	2017-12-31	$5,877,419
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,512
Total interest from all sources	2017-12-31	$6,408
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$181,879
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$181,879
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$294,237
Participant contributions at end of year	2017-12-31	$39,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,496
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,877,419
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$7,512
Value of interest in pooled separate accounts at end of year	2017-12-31	$4,722,553
Interest on participant loans	2017-12-31	$6,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3,190
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,111,693
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$236,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$109,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$818,799
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	AKIN, DOHERTY, KLEIN & FUEGE
Accountancy firm EIN	2017-12-31	742606559

Form 5500 Responses for DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN

2022: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	First time form 5500 has been submitted	Yes
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2009: DOCUMATION OF SAN ANTONIO, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813911

Policy instance

Insurance contract or identification number	813911
Number of Individuals Covered	168
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813911

Policy instance

Insurance contract or identification number	813911
Number of Individuals Covered	158
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

Policy instance

Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-05-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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?	Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Other information about contract	GROUP ANNUITY CONTACT

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

813911

Policy instance

Insurance contract or identification number	813911
Number of Individuals Covered	158
Insurance policy start date	2020-06-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

Policy instance

Number of Individuals Covered	69
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502118-01

Policy instance

Insurance contract or identification number	502118-01
Number of Individuals Covered	76
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

502118-01

Policy instance

Insurance contract or identification number	502118-01
Number of Individuals Covered	72
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

DOCUMATION OF AUSTIN RET. PLAN [EIN = 200652302]

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See full terms and conditions

Company Name:	DOCUMATION, INC
Employer identification number (EIN):	742569756
NAIC Classification:	423400

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1990-04-05
Company Identification Number:	0114895400
Legal Registered Office Address:	4560 LOCKHILL SELMA RD STE 100 SAN ANTONIO United States of America (USA) 78249