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BUSINESS JET 401(K) SAVINGS PLAN 401k Plan overview

Plan NameBUSINESS JET 401(K) SAVINGS PLAN
Plan identification number 001

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

401k Sponsoring company profile

BUSINESS JET CENTER has sponsored the creation of one or more 401k plans.

Company Name:BUSINESS JET CENTER
Employer identification number (EIN):752691641
NAIC Classification:481000
NAIC Description: Air Transportation

Additional information about BUSINESS JET CENTER

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1997-02-14
Company Identification Number: 0009611810
Legal Registered Office Address: 8611 LEMMON AVE

DALLAS
United States of America (USA)
75209

More information about BUSINESS JET CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUSINESS JET 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TAMMY WILLIAMS
0012016-01-01TAMMY WILLIAMS
0012015-01-01TAMMY WILLIAMS
0012014-01-01TAMMY WILLIAMS
0012013-01-01TAMMY WILLIAMS
0012012-01-01TAMMY WILLIAMS
0012011-01-01TAMMY WILLIAMS
0012010-01-01TAMMY WILLIAMS
0012009-01-01TAMMY WILLIAMS

Plan Statistics for BUSINESS JET 401(K) SAVINGS PLAN

401k plan membership statisitcs for BUSINESS JET 401(K) SAVINGS PLAN

Measure Date Value
2022: BUSINESS JET 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01157
Total number of active participants reported on line 7a of the Form 55002022-01-01143
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01192
Number of participants with account balances2022-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: BUSINESS JET 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01142
Total number of active participants reported on line 7a of the Form 55002021-01-01129
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01157
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: BUSINESS JET 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01189
Total number of active participants reported on line 7a of the Form 55002020-01-01115
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01139
Number of participants with account balances2020-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0115
2019: BUSINESS JET 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01192
Total number of active participants reported on line 7a of the Form 55002019-01-01156
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01191
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: BUSINESS JET 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01178
Total number of active participants reported on line 7a of the Form 55002018-01-01155
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01188
Number of participants with account balances2018-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: BUSINESS JET 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01167
Total number of active participants reported on line 7a of the Form 55002017-01-01149
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01174
Number of participants with account balances2017-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: BUSINESS JET 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01186
Total number of active participants reported on line 7a of the Form 55002016-01-01142
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01166
Number of participants with account balances2016-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: BUSINESS JET 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01171
Total number of active participants reported on line 7a of the Form 55002015-01-01155
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01183
Number of participants with account balances2015-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: BUSINESS JET 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01188
Total number of active participants reported on line 7a of the Form 55002014-01-01139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01166
Total participants2014-01-01166
Number of participants with account balances2014-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: BUSINESS JET 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01214
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01184
Total participants2013-01-01184
Number of participants with account balances2013-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: BUSINESS JET 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01202
Total number of active participants reported on line 7a of the Form 55002012-01-01171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0142
Total of all active and inactive participants2012-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01213
Number of participants with account balances2012-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: BUSINESS JET 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01216
Total number of active participants reported on line 7a of the Form 55002011-01-01179
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01202
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: BUSINESS JET 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01232
Total number of active participants reported on line 7a of the Form 55002010-01-01176
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01210
Number of participants with account balances2010-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: BUSINESS JET 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01280
Total number of active participants reported on line 7a of the Form 55002009-01-01170
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01219
Number of participants with account balances2009-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0139

Financial Data on BUSINESS JET 401(K) SAVINGS PLAN

Measure Date Value
2022 : BUSINESS JET 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-81,192
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$744,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$703,572
Value of total corrective distributions2022-12-31$11,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$826,947
Value of total assets at end of year2022-12-31$4,926,284
Value of total assets at beginning of year2022-12-31$5,738,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,169
Total interest from all sources2022-12-31$9,950
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$632,644
Participant contributions at end of year2022-12-31$80,688
Participant contributions at beginning of year2022-12-31$117,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$13,781
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-825,599
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,912,503
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,738,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,212
Value of interest in pooled separate accounts at end of year2022-12-31$4,235,732
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,135,953
Interest on participant loans2022-12-31$3,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$332,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$332,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$416,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-918,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$194,303
Employer contributions (assets) at end of year2022-12-31$193,119
Employer contributions (assets) at beginning of year2022-12-31$152,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$703,572
Contract administrator fees2022-12-31$3,957
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK
Accountancy firm EIN2022-12-31221478099
2021 : BUSINESS JET 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,411,728
Total of all expenses incurred2021-12-31$623,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$590,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$696,735
Value of total assets at end of year2021-12-31$5,738,102
Value of total assets at beginning of year2021-12-31$4,949,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,989
Total interest from all sources2021-12-31$9,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$32,989
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$544,395
Participant contributions at end of year2021-12-31$117,192
Participant contributions at beginning of year2021-12-31$109,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$788,411
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,738,102
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,949,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$5,135,953
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,385,207
Income. Interest from loans (other than to participants)2021-12-31$5,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$332,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$289,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$289,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4,475
Net investment gain/loss from pooled separate accounts2021-12-31$705,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$152,340
Employer contributions (assets) at end of year2021-12-31$152,340
Employer contributions (assets) at beginning of year2021-12-31$166,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$590,328
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2021-12-31272602152
2020 : BUSINESS JET 401(K) SAVINGS PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$2,168,135
Total income from all sources (including contributions)2020-12-31$1,451,516
Total of all expenses incurred2020-12-31$477,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$442,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$766,021
Value of total assets at end of year2020-12-31$4,949,691
Value of total assets at beginning of year2020-12-31$6,143,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,580
Total interest from all sources2020-12-31$11,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$34,580
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$599,915
Participant contributions at end of year2020-12-31$109,173
Participant contributions at beginning of year2020-12-31$127,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$974,061
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,949,691
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,143,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$4,385,207
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,540,554
Interest on participant loans2020-12-31$6,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$289,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$260,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$260,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,474
Net investment gain/loss from pooled separate accounts2020-12-31$673,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$166,106
Employer contributions (assets) at end of year2020-12-31$166,106
Employer contributions (assets) at beginning of year2020-12-31$215,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$442,875
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2020-12-31272602152
2019 : BUSINESS JET 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,133,950
Total of all expenses incurred2019-12-31$962,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$925,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,111,952
Value of total assets at end of year2019-12-31$6,143,765
Value of total assets at beginning of year2019-12-31$4,972,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,261
Total interest from all sources2019-12-31$11,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$37,261
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$789,520
Participant contributions at end of year2019-12-31$127,100
Participant contributions at beginning of year2019-12-31$65,881
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$100,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,171,070
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,143,765
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,972,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$5,540,554
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,516,822
Interest on participant loans2019-12-31$5,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$260,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$303,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$303,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,055
Net investment gain/loss from pooled separate accounts2019-12-31$1,010,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$221,888
Employer contributions (assets) at end of year2019-12-31$215,829
Employer contributions (assets) at beginning of year2019-12-31$86,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$925,619
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2019-12-31272602152
2018 : BUSINESS JET 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$417,170
Total of all expenses incurred2018-12-31$181,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$149,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$783,294
Value of total assets at end of year2018-12-31$4,972,695
Value of total assets at beginning of year2018-12-31$4,737,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,922
Total interest from all sources2018-12-31$9,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$31,922
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$497,274
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$665,901
Participant contributions at end of year2018-12-31$65,881
Participant contributions at beginning of year2018-12-31$56,911
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,012
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$235,520
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,972,695
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,737,175
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
Value of interest in pooled separate accounts at end of year2018-12-31$4,516,822
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,271,497
Income. Interest from loans (other than to participants)2018-12-31$3,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$303,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$333,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$333,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,002
Net investment gain/loss from pooled separate accounts2018-12-31$-375,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$86,381
Employer contributions (assets) at end of year2018-12-31$86,381
Employer contributions (assets) at beginning of year2018-12-31$75,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$149,728
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2018-12-31272602152
2017 : BUSINESS JET 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,246,178
Total of all expenses incurred2017-12-31$284,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$257,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$646,392
Value of total assets at end of year2017-12-31$4,737,175
Value of total assets at beginning of year2017-12-31$3,775,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,940
Total interest from all sources2017-12-31$9,740
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$27,940
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$370,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$557,629
Participant contributions at end of year2017-12-31$56,911
Participant contributions at beginning of year2017-12-31$96,589
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$300
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,232
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$961,186
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,737,175
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,775,989
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 pooled separate accounts at end of year2017-12-31$4,271,497
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,307,245
Interest on participant loans2017-12-31$3,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$333,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$303,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$303,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6,177
Net investment gain/loss from pooled separate accounts2017-12-31$590,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$75,531
Employer contributions (assets) at end of year2017-12-31$75,531
Employer contributions (assets) at beginning of year2017-12-31$68,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$257,052
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 name2017-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2017-12-31272602152
2016 : BUSINESS JET 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$823,839
Total of all expenses incurred2016-12-31$690,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$659,185
Expenses. Certain deemed distributions of participant loans2016-12-31$4,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$605,982
Value of total assets at end of year2016-12-31$3,775,989
Value of total assets at beginning of year2016-12-31$3,642,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,671
Total interest from all sources2016-12-31$9,085
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$26,671
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$370,000
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$510,624
Participant contributions at end of year2016-12-31$96,589
Participant contributions at beginning of year2016-12-31$84,890
Participant contributions at end of year2016-12-31$300
Participant contributions at beginning of year2016-12-31$1,285
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$26,861
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$133,584
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,775,989
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,642,405
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 pooled separate accounts at end of year2016-12-31$3,307,245
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,288,049
Income. Interest from loans (other than to participants)2016-12-31$4,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$303,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$207,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$207,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,989
Net investment gain/loss from pooled separate accounts2016-12-31$208,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$68,497
Employer contributions (assets) at end of year2016-12-31$68,497
Employer contributions (assets) at beginning of year2016-12-31$60,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$659,185
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 name2016-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2016-12-31272602152
2015 : BUSINESS JET 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$594,858
Total of all expenses incurred2015-12-31$216,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$191,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$634,089
Value of total assets at end of year2015-12-31$3,642,405
Value of total assets at beginning of year2015-12-31$3,263,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,145
Total interest from all sources2015-12-31$7,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$25,145
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$370,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$490,848
Participant contributions at end of year2015-12-31$84,890
Participant contributions at beginning of year2015-12-31$78,643
Participant contributions at end of year2015-12-31$1,285
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$82,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$378,551
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,642,405
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,263,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,288,049
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,937,049
Income. Interest from loans (other than to participants)2015-12-31$3,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$207,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$190,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$190,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,068
Net investment gain/loss from pooled separate accounts2015-12-31$-46,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$60,638
Employer contributions (assets) at end of year2015-12-31$60,638
Employer contributions (assets) at beginning of year2015-12-31$57,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$191,162
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2015-12-31272602152
2014 : BUSINESS JET 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$637,165
Total of all expenses incurred2014-12-31$1,037,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,007,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$501,132
Value of total assets at end of year2014-12-31$3,263,854
Value of total assets at beginning of year2014-12-31$3,664,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,976
Total interest from all sources2014-12-31$7,630
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$29,976
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$370,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$407,519
Participant contributions at end of year2014-12-31$78,643
Participant contributions at beginning of year2014-12-31$67,397
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-400,303
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,263,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,664,157
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 pooled separate accounts at end of year2014-12-31$2,937,049
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,369,106
Income. Interest from loans (other than to participants)2014-12-31$3,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$190,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$177,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$177,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,577
Net investment gain/loss from pooled separate accounts2014-12-31$128,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$57,809
Employer contributions (assets) at end of year2014-12-31$57,809
Employer contributions (assets) at beginning of year2014-12-31$50,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,007,492
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 name2014-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2014-12-31272602152
2013 : BUSINESS JET 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,020,442
Total of all expenses incurred2013-12-31$363,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$338,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$560,950
Value of total assets at end of year2013-12-31$3,664,157
Value of total assets at beginning of year2013-12-31$3,006,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,120
Total interest from all sources2013-12-31$2,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$25,120
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$450,323
Participant contributions at end of year2013-12-31$67,397
Participant contributions at beginning of year2013-12-31$73,176
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,323
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$657,222
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,664,157
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,006,935
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 pooled separate accounts at end of year2013-12-31$3,369,106
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,661,192
Interest on participant loans2013-12-31$2,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$177,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$207,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$207,615
Net investment gain/loss from pooled separate accounts2013-12-31$456,638
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$50,304
Employer contributions (assets) at end of year2013-12-31$50,304
Employer contributions (assets) at beginning of year2013-12-31$64,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$338,100
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 name2013-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2013-12-31272602152
2012 : BUSINESS JET 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$792,724
Total of all expenses incurred2012-12-31$315,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$277,403
Expenses. Certain deemed distributions of participant loans2012-12-31$16,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$498,337
Value of total assets at end of year2012-12-31$3,006,935
Value of total assets at beginning of year2012-12-31$2,529,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,256
Total interest from all sources2012-12-31$2,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
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$424,844
Participant contributions at end of year2012-12-31$73,176
Participant contributions at beginning of year2012-12-31$54,068
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,541
Administrative expenses (other) incurred2012-12-31$21,256
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$477,718
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,006,935
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,529,217
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 pooled separate accounts at end of year2012-12-31$2,661,192
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,203,033
Interest on participant loans2012-12-31$2,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$207,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$204,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$204,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$291,759
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$64,952
Employer contributions (assets) at end of year2012-12-31$64,952
Employer contributions (assets) at beginning of year2012-12-31$67,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$277,403
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 name2012-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2012-12-31272602152
2011 : BUSINESS JET 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$415,257
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$434,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$431,843
Expenses. Certain deemed distributions of participant loans2011-12-31$2,604
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$451,446
Value of total assets at end of year2011-12-31$2,529,217
Value of total assets at beginning of year2011-12-31$2,548,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$3,197
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
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$384,093
Participant contributions at end of year2011-12-31$54,068
Participant contributions at beginning of year2011-12-31$80,550
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-19,190
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,529,217
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,548,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$2,203,033
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,269,764
Interest on participant loans2011-12-31$3,197
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$204,763
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$150,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$150,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-39,386
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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$67,353
Employer contributions (assets) at end of year2011-12-31$67,353
Employer contributions (assets) at beginning of year2011-12-31$47,283
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$431,843
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2011-12-31272602152
2010 : BUSINESS JET 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$831,603
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$340,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$339,326
Expenses. Certain deemed distributions of participant loans2010-12-31$1,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$636,754
Value of total assets at end of year2010-12-31$2,548,407
Value of total assets at beginning of year2010-12-31$2,057,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$4,005
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$250,000
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$365,278
Participant contributions at end of year2010-12-31$80,550
Participant contributions at beginning of year2010-12-31$82,871
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$224,193
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$490,937
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,548,407
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,057,470
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 pooled separate accounts at end of year2010-12-31$2,269,764
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,800,716
Interest on participant loans2010-12-31$4,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$150,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$152,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$152,063
Net investment gain/loss from pooled separate accounts2010-12-31$190,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$47,283
Employer contributions (assets) at end of year2010-12-31$47,283
Employer contributions (assets) at beginning of year2010-12-31$21,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$339,326
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 name2010-12-31BKM SOWAN HORAN, LLP
Accountancy firm EIN2010-12-31272602152
2009 : BUSINESS JET 401(K) SAVINGS 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 BUSINESS JET 401(K) SAVINGS PLAN

2022: BUSINESS JET 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BUSINESS JET 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BUSINESS JET 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BUSINESS JET 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BUSINESS JET 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BUSINESS JET 401(K) SAVINGS 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: BUSINESS JET 401(K) SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BUSINESS JET 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BUSINESS JET 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BUSINESS JET 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BUSINESS JET 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BUSINESS JET 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BUSINESS JET 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BUSINESS JET 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 2
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered170
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,517
Total amount of fees paid to insurance companyUSD $4,509
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,517
Amount paid for insurance broker fees4509
Additional information about fees paid to insurance brokerADMINISTRAVIE FEES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FQ0U
Policy instance 1
Insurance contract or identification numberGAP-7P-FQ0U
Number of Individuals Covered170
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $801
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $801
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 2
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered138
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,246
Total amount of fees paid to insurance companyUSD $5,001
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,246
Amount paid for insurance broker fees5001
Additional information about fees paid to insurance brokerADMINSTRATIVE FEES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FQ0U
Policy instance 1
Insurance contract or identification numberGAP-7P-FQ0U
Number of Individuals Covered138
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $633
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $633
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 2
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered121
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,488
Total amount of fees paid to insurance companyUSD $5,051
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,488
Amount paid for insurance broker fees5051
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FQ0U
Policy instance 1
Insurance contract or identification numberGAP-7P-FQ0U
Number of Individuals Covered121
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $631
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $631
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 2
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered169
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,894
Total amount of fees paid to insurance companyUSD $5,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,894
Amount paid for insurance broker fees5214
Additional information about fees paid to insurance brokerADMINISTRAVIE FEES
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FQ0U
Policy instance 1
Insurance contract or identification numberGAP-7P-FQ0U
Number of Individuals Covered169
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $629
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $629
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FQ0U
Policy instance 2
Insurance contract or identification numberGAP-7P-FQ0U
Number of Individuals Covered149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $863
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $863
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 1
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,978
Total amount of fees paid to insurance companyUSD $4,886
Commission paid to Insurance BrokerUSD $8,978
Amount paid for insurance broker fees4886
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 2
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered152
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,986
Total amount of fees paid to insurance companyUSD $4,144
Commission paid to Insurance BrokerUSD $7,986
Amount paid for insurance broker fees4144
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FQ0U
Policy instance 1
Insurance contract or identification numberGAP-7P-FQ0U
Number of Individuals Covered152
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $581
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $581
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FQ0U
Policy instance 2
Insurance contract or identification numberGAP-7P-FQ0U
Number of Individuals Covered138
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $674
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $674
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 1
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered138
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,878
Total amount of fees paid to insurance companyUSD $4,015
Commission paid to Insurance BrokerUSD $7,878
Amount paid for insurance broker fees4015
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 2
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered159
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,033
Total amount of fees paid to insurance companyUSD $3,890
Commission paid to Insurance BrokerUSD $8,033
Amount paid for insurance broker fees3890
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-7P-FQ0U
Policy instance 1
Insurance contract or identification numberGAP-7P-FQ0U
Number of Individuals Covered159
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $159
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $159
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 1
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered179
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,565
Total amount of fees paid to insurance companyUSD $2,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,565
Amount paid for insurance broker fees2941
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 1
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered168
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,314
Total amount of fees paid to insurance companyUSD $2,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-U056
Policy instance 1
Insurance contract or identification numberGAP-54-U056
Number of Individuals Covered178
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,911
Total amount of fees paid to insurance companyUSD $2,528
Commission paid to Insurance BrokerUSD $5,911
Amount paid for insurance broker fees2528
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameROBERT CECIL JR.

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