?>
Logo

MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MICHAEL N SIMS MD PA has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL N SIMS MD PA
Employer identification number (EIN):751819715
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-12-01
0012017-12-01
0012017-12-01
0012016-12-01MICHAEL SIMS MICHAEL SIMS2018-06-19
0012015-12-01ROBIN SIMS ROBIN SIMS2017-09-14
0012014-12-01MICHAEL SIMS MICHAEL SIMS2016-06-27
0012013-12-01ROBIN SIMS ROBIN SIMS2015-09-14
0012012-12-01MICHAEL SIMS MICHAEL SIMS2014-09-15
0012011-12-01ROBIN SIMS ROBIN SIMS2013-10-09
0012009-12-01MICHAEL SIMS MICHAEL SIMS2011-09-06
0012009-12-01MICHAEL SIMS MICHAEL SIMS2011-09-07
0012009-12-01MICHAEL SIMS MICHAEL SIMS2011-09-06
0012008-12-01

Plan Statistics for MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-011
Total number of active participants reported on line 7a of the Form 55002018-12-010
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-010
Total of all active and inactive participants2018-12-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-010
Total participants2018-12-010
Number of participants with account balances2018-12-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-12-010
2017: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-012
Total number of active participants reported on line 7a of the Form 55002017-12-011
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-010
Total of all active and inactive participants2017-12-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-010
Total participants2017-12-011
Number of participants with account balances2017-12-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-12-010
2016: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-012
Total number of active participants reported on line 7a of the Form 55002016-12-011
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-011
Total of all active and inactive participants2016-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-012
Number of participants with account balances2016-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-010
2015: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-012
Total number of active participants reported on line 7a of the Form 55002015-12-011
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-011
Total of all active and inactive participants2015-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-012
Number of participants with account balances2015-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-010
2014: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-012
Total number of active participants reported on line 7a of the Form 55002014-12-011
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-011
Total of all active and inactive participants2014-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-012
Number of participants with account balances2014-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-012
Total number of active participants reported on line 7a of the Form 55002013-12-011
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-011
Total of all active and inactive participants2013-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-012
Number of participants with account balances2013-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-012
Total number of active participants reported on line 7a of the Form 55002012-12-011
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-011
Total of all active and inactive participants2012-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-012
Number of participants with account balances2012-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-010
2011: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-012
Total number of active participants reported on line 7a of the Form 55002011-12-011
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-011
Total of all active and inactive participants2011-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-012
Number of participants with account balances2011-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2009: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-12-012
Total number of active participants reported on line 7a of the Form 55002009-12-011
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-011
Total of all active and inactive participants2009-12-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-012
Number of participants with account balances2009-12-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-010

Financial Data on MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
2018 : MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-11-30$0
2017 : MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-11-30$0
Total plan liabilities at end of year2017-11-30$0
Total plan liabilities at beginning of year2017-11-30$0
Total income from all sources2017-11-30$203,699
Expenses. Total of all expenses incurred2017-11-30$87,400
Benefits paid (including direct rollovers)2017-11-30$87,400
Total plan assets at end of year2017-11-30$1,449,701
Total plan assets at beginning of year2017-11-30$1,333,402
Value of fidelity bond covering the plan2017-11-30$255,000
Total contributions received or receivable from participants2017-11-30$24,000
Expenses. Other expenses not covered elsewhere2017-11-30$0
Contributions received from other sources (not participants or employers)2017-11-30$0
Other income received2017-11-30$143,699
Noncash contributions received2017-11-30$0
Net income (gross income less expenses)2017-11-30$116,299
Net plan assets at end of year (total assets less liabilities)2017-11-30$1,449,701
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$1,333,402
Assets. Value of assets in partnership/joint-venture interests2017-11-30$56,925
Total contributions received or receivable from employer(s)2017-11-30$36,000
Value of certain deemed distributions of participant loans2017-11-30$0
Value of corrective distributions2017-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-11-30$0
2016 : MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-11-30$0
Total plan liabilities at end of year2016-11-30$0
Total plan liabilities at beginning of year2016-11-30$0
Total income from all sources2016-11-30$158,217
Expenses. Total of all expenses incurred2016-11-30$61,062
Benefits paid (including direct rollovers)2016-11-30$61,000
Total plan assets at end of year2016-11-30$1,333,402
Total plan assets at beginning of year2016-11-30$1,236,247
Value of fidelity bond covering the plan2016-11-30$255,000
Total contributions received or receivable from participants2016-11-30$24,000
Expenses. Other expenses not covered elsewhere2016-11-30$0
Contributions received from other sources (not participants or employers)2016-11-30$0
Other income received2016-11-30$105,217
Noncash contributions received2016-11-30$0
Net income (gross income less expenses)2016-11-30$97,155
Net plan assets at end of year (total assets less liabilities)2016-11-30$1,333,402
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$1,236,247
Assets. Value of assets in partnership/joint-venture interests2016-11-30$54,840
Total contributions received or receivable from employer(s)2016-11-30$29,000
Value of certain deemed distributions of participant loans2016-11-30$0
Value of corrective distributions2016-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$62
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-11-30$0
Total plan liabilities at end of year2015-11-30$0
Total plan liabilities at beginning of year2015-11-30$0
Total income from all sources2015-11-30$5,923
Expenses. Total of all expenses incurred2015-11-30$165,040
Benefits paid (including direct rollovers)2015-11-30$165,000
Total plan assets at end of year2015-11-30$1,236,247
Total plan assets at beginning of year2015-11-30$1,395,364
Value of fidelity bond covering the plan2015-11-30$255,000
Total contributions received or receivable from participants2015-11-30$16,500
Expenses. Other expenses not covered elsewhere2015-11-30$0
Contributions received from other sources (not participants or employers)2015-11-30$0
Other income received2015-11-30$-27,577
Noncash contributions received2015-11-30$0
Net income (gross income less expenses)2015-11-30$-159,117
Net plan assets at end of year (total assets less liabilities)2015-11-30$1,236,247
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$1,395,364
Assets. Value of assets in partnership/joint-venture interests2015-11-30$47,595
Total contributions received or receivable from employer(s)2015-11-30$17,000
Value of certain deemed distributions of participant loans2015-11-30$0
Value of corrective distributions2015-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-11-30$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-11-30$0
Total plan liabilities at end of year2014-11-30$0
Total plan liabilities at beginning of year2014-11-30$0
Total income from all sources2014-11-30$127,378
Expenses. Total of all expenses incurred2014-11-30$65,080
Benefits paid (including direct rollovers)2014-11-30$65,000
Total plan assets at end of year2014-11-30$1,395,364
Total plan assets at beginning of year2014-11-30$1,333,066
Value of fidelity bond covering the plan2014-11-30$255,000
Total contributions received or receivable from participants2014-11-30$0
Expenses. Other expenses not covered elsewhere2014-11-30$0
Contributions received from other sources (not participants or employers)2014-11-30$0
Other income received2014-11-30$92,878
Noncash contributions received2014-11-30$0
Net income (gross income less expenses)2014-11-30$62,298
Net plan assets at end of year (total assets less liabilities)2014-11-30$1,395,364
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$1,333,066
Assets. Value of assets in partnership/joint-venture interests2014-11-30$237,710
Total contributions received or receivable from employer(s)2014-11-30$34,500
Value of certain deemed distributions of participant loans2014-11-30$0
Value of corrective distributions2014-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-11-30$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-11-30$0
Total plan liabilities at end of year2013-11-30$0
Total plan liabilities at beginning of year2013-11-30$0
Total income from all sources2013-11-30$205,493
Expenses. Total of all expenses incurred2013-11-30$70,080
Benefits paid (including direct rollovers)2013-11-30$70,000
Total plan assets at end of year2013-11-30$1,333,066
Total plan assets at beginning of year2013-11-30$1,197,653
Value of fidelity bond covering the plan2013-11-30$255,000
Total contributions received or receivable from participants2013-11-30$0
Expenses. Other expenses not covered elsewhere2013-11-30$0
Contributions received from other sources (not participants or employers)2013-11-30$0
Other income received2013-11-30$171,993
Noncash contributions received2013-11-30$0
Net income (gross income less expenses)2013-11-30$135,413
Net plan assets at end of year (total assets less liabilities)2013-11-30$1,333,066
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$1,197,653
Assets. Value of assets in partnership/joint-venture interests2013-11-30$237,710
Total contributions received or receivable from employer(s)2013-11-30$33,500
Value of certain deemed distributions of participant loans2013-11-30$0
Value of corrective distributions2013-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-11-30$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-11-30$0
2012 : MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-11-30$0
Total plan liabilities at end of year2012-11-30$0
Total plan liabilities at beginning of year2012-11-30$0
Total income from all sources2012-11-30$141,269
Expenses. Total of all expenses incurred2012-11-30$35,080
Benefits paid (including direct rollovers)2012-11-30$35,000
Total plan assets at end of year2012-11-30$1,197,803
Total plan assets at beginning of year2012-11-30$1,091,614
Value of fidelity bond covering the plan2012-11-30$255,000
Total contributions received or receivable from participants2012-11-30$0
Expenses. Other expenses not covered elsewhere2012-11-30$0
Contributions received from other sources (not participants or employers)2012-11-30$0
Other income received2012-11-30$133,769
Net income (gross income less expenses)2012-11-30$106,189
Net plan assets at end of year (total assets less liabilities)2012-11-30$1,197,803
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$1,091,614
Assets. Value of assets in partnership/joint-venture interests2012-11-30$253,007
Total contributions received or receivable from employer(s)2012-11-30$7,500
Value of certain deemed distributions of participant loans2012-11-30$0
Value of corrective distributions2012-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-11-30$80
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-11-30$0
2011 : MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-11-30$0
Total plan liabilities at end of year2011-11-30$0
Total plan liabilities at beginning of year2011-11-30$0
Total income from all sources2011-11-30$49,102
Expenses. Total of all expenses incurred2011-11-30$50,080
Benefits paid (including direct rollovers)2011-11-30$50,000
Total plan assets at end of year2011-11-30$1,091,614
Total plan assets at beginning of year2011-11-30$1,092,592
Value of fidelity bond covering the plan2011-11-30$250,000
Total contributions received or receivable from participants2011-11-30$5,000
Expenses. Other expenses not covered elsewhere2011-11-30$0
Contributions received from other sources (not participants or employers)2011-11-30$0
Other income received2011-11-30$36,752
Noncash contributions received2011-11-30$0
Net income (gross income less expenses)2011-11-30$-978
Net plan assets at end of year (total assets less liabilities)2011-11-30$1,091,614
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$1,092,592
Assets. Value of assets in partnership/joint-venture interests2011-11-30$170,461
Total contributions received or receivable from employer(s)2011-11-30$7,350
Value of certain deemed distributions of participant loans2011-11-30$0
Value of corrective distributions2011-11-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-11-30$80

Form 5500 Responses for MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN

2018: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingYes
2018-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedYes
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement - TrustYes
2011: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedYes
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement - TrustYes
2009: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedYes
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement - TrustYes
2008: MICHAEL N SIMS MD PA 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352150Y
Policy instance 1
Insurance contract or identification numberI0352150Y
Number of Individuals Covered0
Insurance policy start date2018-12-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $548
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $548
Amount paid for insurance broker fees0
Insurance broker organization code?7
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352100Y
Policy instance 2
Insurance contract or identification numberI0352100Y
Number of Individuals Covered0
Insurance policy start date2018-12-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $480
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $480
Amount paid for insurance broker fees0
Insurance broker organization code?7
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352130Y
Policy instance 3
Insurance contract or identification numberI0352130Y
Number of Individuals Covered0
Insurance policy start date2018-12-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $575
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $575
Amount paid for insurance broker fees0
Insurance broker organization code?7
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352140Y
Policy instance 4
Insurance contract or identification numberI0352140Y
Number of Individuals Covered0
Insurance policy start date2018-12-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $212
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $212
Amount paid for insurance broker fees0
Insurance broker organization code?7
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352120Y
Policy instance 5
Insurance contract or identification numberI0352120Y
Number of Individuals Covered0
Insurance policy start date2018-12-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $760
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $760
Amount paid for insurance broker fees0
Insurance broker organization code?7
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0285010Y
Policy instance 6
Insurance contract or identification numberI0285010Y
Number of Individuals Covered0
Insurance policy start date2018-12-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $361
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $361
Amount paid for insurance broker fees0
Insurance broker organization code?7
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352120Y
Policy instance 5
Insurance contract or identification numberI0352120Y
Number of Individuals Covered1
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $3,351
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352140Y
Policy instance 4
Insurance contract or identification numberI0352140Y
Number of Individuals Covered1
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $943
Total amount of fees paid to insurance companyUSD $40
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352130Y
Policy instance 3
Insurance contract or identification numberI0352130Y
Number of Individuals Covered1
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $2,613
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352100Y
Policy instance 2
Insurance contract or identification numberI0352100Y
Number of Individuals Covered1
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $2,174
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0352150Y
Policy instance 1
Insurance contract or identification numberI0352150Y
Number of Individuals Covered1
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $2,660
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
ING USA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberI0285010Y
Policy instance 6
Insurance contract or identification numberI0285010Y
Number of Individuals Covered1
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $1,483
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3