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PRESIDIAN 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePRESIDIAN 401(K) PROFIT SHARING PLAN
Plan identification number 001

PRESIDIAN 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

PRESIDIAN has sponsored the creation of one or more 401k plans.

Company Name:PRESIDIAN
Employer identification number (EIN):742963774
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESIDIAN 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012014-01-01BRANDEE FREEMAN
0012013-01-01BRANDEE FREEMAN
0012012-01-01BRANDEE FREEMAN
0012011-01-01BRANDEE FREEMAN
0012009-01-01BRANDEE FREEMAN

Plan Statistics for PRESIDIAN 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PRESIDIAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: PRESIDIAN 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01125
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PRESIDIAN 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01115
Total number of active participants reported on line 7a of the Form 55002017-01-0167
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0198
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PRESIDIAN 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01175
Total number of active participants reported on line 7a of the Form 55002016-01-0188
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01157
Number of participants with account balances2016-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2014: PRESIDIAN 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01146
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01171
Number of participants with account balances2014-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PRESIDIAN 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01255
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01146
Number of participants with account balances2013-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PRESIDIAN 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01302
Total number of active participants reported on line 7a of the Form 55002012-01-01241
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01255
Number of participants with account balances2012-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PRESIDIAN 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0186
Total number of active participants reported on line 7a of the Form 55002011-01-01296
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01302
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PRESIDIAN 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01247
Total number of active participants reported on line 7a of the Form 55002009-01-01101
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01114
Number of participants with account balances2009-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on PRESIDIAN 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : PRESIDIAN 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$1,827,985
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$206,509
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$106,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$91,997
Expenses. Certain deemed distributions of participant loans2018-12-31$4,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$179,000
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$1,727,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,367
Total interest from all sources2018-12-31$1,429
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
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 period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$70,907
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$37,468
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$70,036
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$2,471
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-3,401
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$100,366
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,727,619
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$5,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,687,530
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$1,429
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
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$150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$150
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$29,481
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$38,057
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$91,997
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$3,542
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2018-12-31ASEL & ASSOCIATE PLLC
Accountancy firm EIN2018-12-31461840150
2017 : PRESIDIAN 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27
Total income from all sources (including contributions)2017-12-31$532,039
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$425,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$412,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$254,185
Value of total assets at end of year2017-12-31$1,727,619
Value of total assets at beginning of year2017-12-31$1,621,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,774
Total interest from all sources2017-12-31$2,893
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$13,774
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$114,178
Participant contributions at end of year2017-12-31$37,468
Participant contributions at beginning of year2017-12-31$69,699
Participant contributions at beginning of year2017-12-31$1,712
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$69,309
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,471
Other income not declared elsewhere2017-12-31$437
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$106,148
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,727,619
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,621,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,687,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,547,803
Interest on participant loans2017-12-31$2,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$73
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$73
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$274,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$70,698
Employer contributions (assets) at beginning of year2017-12-31$2,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$412,117
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$27
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 name2017-12-31ASEL & ASSOCIATES PLLC
Accountancy firm EIN2017-12-31461840150
2016 : PRESIDIAN 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$27
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$67
Total income from all sources (including contributions)2016-12-31$344,203
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$459,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$444,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$225,507
Value of total assets at end of year2016-12-31$1,621,498
Value of total assets at beginning of year2016-12-31$1,736,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$15,089
Total interest from all sources2016-12-31$4,993
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,787
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$134,358
Participant contributions at end of year2016-12-31$69,699
Participant contributions at beginning of year2016-12-31$94,148
Participant contributions at end of year2016-12-31$1,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,238
Other income not declared elsewhere2016-12-31$353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-115,126
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,621,471
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,736,597
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,547,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,641,205
Interest on participant loans2016-12-31$4,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$73
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$73
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$73
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$113,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$91,149
Employer contributions (assets) at end of year2016-12-31$2,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$444,240
Contract administrator fees2016-12-31$8,302
Liabilities. Value of benefit claims payable at end of year2016-12-31$27
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$67
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 name2016-12-31ASEL & ASSOCIATES, PLLC
Accountancy firm EIN2016-12-31461840150
2014 : PRESIDIAN 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$489,333
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$133,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$111,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$411,767
Value of total assets at end of year2014-12-31$2,469,218
Value of total assets at beginning of year2014-12-31$2,113,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,902
Total interest from all sources2014-12-31$7,174
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$22,902
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$245,617
Participant contributions at end of year2014-12-31$114,928
Participant contributions at beginning of year2014-12-31$84,162
Participant contributions at end of year2014-12-31$5,448
Participant contributions at beginning of year2014-12-31$2,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$171
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$355,431
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,469,218
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,113,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,344,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,974,670
Interest on participant loans2014-12-31$3,744
Interest earned on other investments2014-12-31$427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$51,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$51,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$70,392
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$166,150
Employer contributions (assets) at end of year2014-12-31$4,036
Employer contributions (assets) at beginning of year2014-12-31$1,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$111,000
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 name2014-12-31ASEL & ASSOCIATES, PLLC
Accountancy firm EIN2014-12-31461840150
2013 : PRESIDIAN 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$682,479
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$63,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$369,435
Value of total assets at end of year2013-12-31$2,113,787
Value of total assets at beginning of year2013-12-31$1,494,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,608
Total interest from all sources2013-12-31$2,303
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$52,991
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$52,991
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 period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$216,151
Participant contributions at end of year2013-12-31$84,162
Participant contributions at beginning of year2013-12-31$51,960
Participant contributions at end of year2013-12-31$1,507
Participant contributions at beginning of year2013-12-31$3,598
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$367
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,162
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,070
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$619,358
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,113,787
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,494,429
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,974,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,388,687
Interest on participant loans2013-12-31$2,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$51,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$45,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$45,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$257,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$152,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$51,513
Contract administrator fees2013-12-31$11,608
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ASEL & ASSOCIATES, PLLC
Accountancy firm EIN2013-12-31461840150
2012 : PRESIDIAN 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$514,927
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$117,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$107,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$345,557
Value of total assets at end of year2012-12-31$1,494,429
Value of total assets at beginning of year2012-12-31$1,096,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,171
Total interest from all sources2012-12-31$1,672
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$24,349
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$24,349
Administrative expenses professional fees incurred2012-12-31$10,171
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$199,898
Participant contributions at end of year2012-12-31$51,960
Participant contributions at beginning of year2012-12-31$28,187
Participant contributions at end of year2012-12-31$5,070
Participant contributions at beginning of year2012-12-31$6,971
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,261
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$397,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,494,429
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,096,735
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$1,388,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,018,355
Interest on participant loans2012-12-31$1,519
Interest earned on other investments2012-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$45,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$38,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$38,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$143,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$141,398
Employer contributions (assets) at end of year2012-12-31$3,598
Employer contributions (assets) at beginning of year2012-12-31$4,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$107,062
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ASEL & ASSOCIATES, PLLC
Accountancy firm EIN2012-12-31461840150
2011 : PRESIDIAN 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$248,053
Total of all expenses incurred2011-12-31$256,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$249,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$284,423
Value of total assets at end of year2011-12-31$1,096,736
Value of total assets at beginning of year2011-12-31$1,105,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,559
Total interest from all sources2011-12-31$1,580
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,151
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$19,151
Administrative expenses professional fees incurred2011-12-31$6,559
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$164,547
Participant contributions at end of year2011-12-31$28,188
Participant contributions at beginning of year2011-12-31$29,639
Participant contributions at end of year2011-12-31$6,971
Participant contributions at beginning of year2011-12-31$5,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,096,736
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,105,121
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$1,018,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,042,577
Interest on participant loans2011-12-31$1,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$38,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$23,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$23,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-57,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$119,876
Employer contributions (assets) at end of year2011-12-31$4,765
Employer contributions (assets) at beginning of year2011-12-31$3,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$249,880
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FISHER, HERBST, AND KEMBLE PC
Accountancy firm EIN2011-12-31742584861
2010 : PRESIDIAN 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$368,460
Total of all expenses incurred2010-12-31$76,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$71,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$247,707
Value of total assets at end of year2010-12-31$1,105,121
Value of total assets at beginning of year2010-12-31$812,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,283
Total interest from all sources2010-12-31$16,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$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$130,696
Participant contributions at end of year2010-12-31$29,639
Participant contributions at beginning of year2010-12-31$10,904
Participant contributions at end of year2010-12-31$5,627
Participant contributions at beginning of year2010-12-31$6,259
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$21,792
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$292,311
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,105,121
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$812,810
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$1,042,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$755,540
Interest on participant loans2010-12-31$577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$23,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$36,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$36,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$15,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$104,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$95,219
Employer contributions (assets) at end of year2010-12-31$3,798
Employer contributions (assets) at beginning of year2010-12-31$4,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$71,866
Contract administrator fees2010-12-31$4,283
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FISHER, HERBST, & KEMBLE, PC
Accountancy firm EIN2010-12-31742584861
2009 : PRESIDIAN 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PRESIDIAN 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number113728
Policy instance 1
Insurance contract or identification number113728
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,905
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees2905
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATOR
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number113728
Policy instance 1
Insurance contract or identification number113728
Number of Individuals Covered98
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,241
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees4241
Additional information about fees paid to insurance brokerCONTRACT ADMINISTRATOR
Insurance broker organization code?5
Insurance broker namePENSION RESOURCES CORPORATION

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