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EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC.
Employer identification number (EIN):756053898
NAIC Classification:624410
NAIC Description:Child Day Care Services

Additional information about GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1966-09-16
Company Identification Number: 0022802501
Legal Registered Office Address: PO BOX 3922

ODESSA
United States of America (USA)
79760

More information about GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012017-10-01
0012016-10-01CATRIVA WEBBS
0012015-10-01CATRIVA WEBBS
0012014-10-01CATRIVA WEBBS
0012013-10-01CATRIVA WEBBS
0012012-10-01CATRIVA WEBBS CATRIVA WEBBS2014-07-15
0012011-10-01CATRIVA WEBBS CATRIVA WEBBS2013-06-28
0012009-10-01VELMA HINOJOS VELMA HINOJOS2011-07-08

Plan Statistics for EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC.

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2021 401k membership
Total participants, beginning-of-year2021-10-01267
Total number of active participants reported on line 7a of the Form 55002021-10-01166
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01154
Total of all active and inactive participants2021-10-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01320
Number of participants with account balances2021-10-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0119
2020: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2020 401k membership
Total participants, beginning-of-year2020-10-01279
Total number of active participants reported on line 7a of the Form 55002020-10-01157
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01129
Total of all active and inactive participants2020-10-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-014
Total participants2020-10-01290
Number of participants with account balances2020-10-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0125
2019: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2019 401k membership
Total participants, beginning-of-year2019-10-01267
Total number of active participants reported on line 7a of the Form 55002019-10-01161
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01116
Total of all active and inactive participants2019-10-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-012
Total participants2019-10-01279
Number of participants with account balances2019-10-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0119
2018: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2018 401k membership
Total participants, beginning-of-year2018-10-01245
Total number of active participants reported on line 7a of the Form 55002018-10-01169
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0196
Total of all active and inactive participants2018-10-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-012
Total participants2018-10-01267
Number of participants with account balances2018-10-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-016
2017: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2017 401k membership
Total participants, beginning-of-year2017-10-01247
Total number of active participants reported on line 7a of the Form 55002017-10-01150
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0194
Total of all active and inactive participants2017-10-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-011
Total participants2017-10-01245
Number of participants with account balances2017-10-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0126
2016: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2016 401k membership
Total participants, beginning-of-year2016-10-01238
Total number of active participants reported on line 7a of the Form 55002016-10-01163
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0182
Total of all active and inactive participants2016-10-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-012
Total participants2016-10-01247
Number of participants with account balances2016-10-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0119
2015: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2015 401k membership
Total participants, beginning-of-year2015-10-01231
Total number of active participants reported on line 7a of the Form 55002015-10-01157
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0180
Total of all active and inactive participants2015-10-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-011
Total participants2015-10-01238
Number of participants with account balances2015-10-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0120
2014: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2014 401k membership
Total participants, beginning-of-year2014-10-01226
Total number of active participants reported on line 7a of the Form 55002014-10-01153
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0175
Total of all active and inactive participants2014-10-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-013
Total participants2014-10-01231
Number of participants with account balances2014-10-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0111
2013: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2013 401k membership
Total participants, beginning-of-year2013-10-01203
Total number of active participants reported on line 7a of the Form 55002013-10-01152
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0172
Total of all active and inactive participants2013-10-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-012
Total participants2013-10-01226
Number of participants with account balances2013-10-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-018
2012: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2012 401k membership
Total participants, beginning-of-year2012-10-01204
Total number of active participants reported on line 7a of the Form 55002012-10-01138
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0162
Total of all active and inactive participants2012-10-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-013
Total participants2012-10-01203
Number of participants with account balances2012-10-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-012
2011: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2011 401k membership
Total participants, beginning-of-year2011-10-01214
Total number of active participants reported on line 7a of the Form 55002011-10-01150
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0152
Total of all active and inactive participants2011-10-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-012
Total participants2011-10-01204
Number of participants with account balances2011-10-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-016
2009: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2009 401k membership
Total participants, beginning-of-year2009-10-01229
Total number of active participants reported on line 7a of the Form 55002009-10-01172
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0152
Total of all active and inactive participants2009-10-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-012
Total participants2009-10-01226
Number of participants with account balances2009-10-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-018

Financial Data on EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC.

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$0
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total transfer of assets to this plan2022-09-30$0
Total transfer of assets from this plan2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$63,853
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$282,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$281,294
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Value of total corrective distributions2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$255,915
Value of total assets at end of year2022-09-30$1,671,124
Value of total assets at beginning of year2022-09-30$1,890,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$1,448
Total interest from all sources2022-09-30$1,336
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$0
Assets. Real estate other than employer real property at end of year2022-09-30$0
Assets. Real estate other than employer real property at beginning of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-09-30$0
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$104,854
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$0
Assets. Loans (other than to participants) at end of year2022-09-30$0
Assets. Loans (other than to participants) at beginning of year2022-09-30$0
Other income not declared elsewhere2022-09-30$0
Administrative expenses (other) incurred2022-09-30$1,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Income. Non cash contributions2022-09-30$0
Value of net income/loss2022-09-30$-218,889
Value of net assets at end of year (total assets less liabilities)2022-09-30$1,671,124
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$1,890,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$0
Assets. partnership/joint venture interests at beginning of year2022-09-30$0
Investment advisory and management fees2022-09-30$1,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$0
Value of interest in pooled separate accounts at end of year2022-09-30$1,351,130
Value of interest in pooled separate accounts at beginning of year2022-09-30$1,592,165
Interest on participant loans2022-09-30$0
Income. Interest from loans (other than to participants)2022-09-30$0
Interest earned on other investments2022-09-30$1,336
Income. Interest from US Government securities2022-09-30$0
Income. Interest from corporate debt instruments2022-09-30$0
Value of interest in master investment trust accounts at end of year2022-09-30$0
Value of interest in master investment trust accounts at beginning of year2022-09-30$0
Value of interest in common/collective trusts at end of year2022-09-30$0
Value of interest in common/collective trusts at beginning of year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$319,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$297,848
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Asset value of US Government securities at end of year2022-09-30$0
Asset value of US Government securities at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$0
Net investment gain/loss from pooled separate accounts2022-09-30$-193,398
Net investment gain or loss from common/collective trusts2022-09-30$0
Net gain/loss from 103.12 investment entities2022-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$151,061
Employer contributions (assets) at end of year2022-09-30$0
Employer contributions (assets) at beginning of year2022-09-30$0
Income. Dividends from preferred stock2022-09-30$0
Income. Dividends from common stock2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$281,294
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$0
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$0
Aggregate carrying amount (costs) on sale of assets2022-09-30$0
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CONDLEY & COMPANY LLP
Accountancy firm EIN2022-09-30751056027
2021 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$551,988
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$408,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$406,839
Expenses. Certain deemed distributions of participant loans2021-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$266,545
Value of total assets at end of year2021-09-30$1,890,014
Value of total assets at beginning of year2021-09-30$1,746,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$1,747
Total interest from all sources2021-09-30$2,932
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$111,793
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$0
Other income not declared elsewhere2021-09-30$0
Administrative expenses (other) incurred2021-09-30$1,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$143,402
Value of net assets at end of year (total assets less liabilities)2021-09-30$1,890,014
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$1,746,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$1,592,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$1,453,745
Interest on participant loans2021-09-30$0
Interest earned on other investments2021-09-30$2,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$297,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$292,867
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$0
Net investment gain/loss from pooled separate accounts2021-09-30$282,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$154,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$406,839
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30CONDLEY & COMPANY LLP
Accountancy firm EIN2021-09-30751056027
2020 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$282,489
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$259,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$256,688
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$199,094
Value of total assets at end of year2020-09-30$1,746,612
Value of total assets at beginning of year2020-09-30$1,723,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$2,561
Total interest from all sources2020-09-30$4,755
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$79,548
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$0
Other income not declared elsewhere2020-09-30$0
Administrative expenses (other) incurred2020-09-30$2,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$23,240
Value of net assets at end of year (total assets less liabilities)2020-09-30$1,746,612
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$1,723,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$1,453,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$1,301,321
Interest on participant loans2020-09-30$0
Interest earned on other investments2020-09-30$4,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$292,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$422,051
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from pooled separate accounts2020-09-30$78,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$119,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$256,688
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30WIPFLI LLP
Accountancy firm EIN2020-09-30390758449
2019 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$224,967
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$126,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$123,816
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$193,265
Value of total assets at end of year2019-09-30$1,723,372
Value of total assets at beginning of year2019-09-30$1,625,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$2,937
Total interest from all sources2019-09-30$6,397
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$70,133
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$0
Other income not declared elsewhere2019-09-30$0
Administrative expenses (other) incurred2019-09-30$2,937
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$98,214
Value of net assets at end of year (total assets less liabilities)2019-09-30$1,723,372
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$1,625,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$1,301,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$1,218,824
Interest on participant loans2019-09-30$0
Interest earned on other investments2019-09-30$6,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$422,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$406,334
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from pooled separate accounts2019-09-30$25,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$123,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$123,816
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30WIPFLI LLP
Accountancy firm EIN2019-09-30390758449
2018 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$293,602
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$262,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$259,871
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$199,071
Value of total assets at end of year2018-09-30$1,625,158
Value of total assets at beginning of year2018-09-30$1,594,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$3,027
Total interest from all sources2018-09-30$4,056
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$71,468
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$0
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$3,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$30,704
Value of net assets at end of year (total assets less liabilities)2018-09-30$1,625,158
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$1,594,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$1,218,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$1,157,431
Interest on participant loans2018-09-30$0
Interest earned on other investments2018-09-30$4,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$406,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$437,023
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from pooled separate accounts2018-09-30$90,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$127,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$259,871
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30WIPFLI LLP
Accountancy firm EIN2018-09-30390758449
2017 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$276,926
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$272,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$269,884
Expenses. Certain deemed distributions of participant loans2017-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$147,036
Value of total assets at end of year2017-09-30$1,594,454
Value of total assets at beginning of year2017-09-30$1,590,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$3,051
Total interest from all sources2017-09-30$4,377
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$42,841
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$0
Other income not declared elsewhere2017-09-30$0
Administrative expenses (other) incurred2017-09-30$3,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$3,991
Value of net assets at end of year (total assets less liabilities)2017-09-30$1,594,454
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$1,590,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$1,157,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$1,131,886
Interest on participant loans2017-09-30$0
Interest earned on other investments2017-09-30$4,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$437,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$458,577
Expenses. Payments to insurance carriers foe the provision of benefits2017-09-30$0
Net investment gain/loss from pooled separate accounts2017-09-30$125,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30Yes
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$104,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$269,884
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30WIPFLI LLP
Accountancy firm EIN2017-09-30390758449
2016 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$255,495
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$224,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$221,396
Expenses. Certain deemed distributions of participant loans2016-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$151,951
Value of total assets at end of year2016-09-30$1,590,463
Value of total assets at beginning of year2016-09-30$1,559,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$3,102
Total interest from all sources2016-09-30$4,643
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$39,496
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$1,267
Other income not declared elsewhere2016-09-30$0
Administrative expenses (other) incurred2016-09-30$3,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$30,997
Value of net assets at end of year (total assets less liabilities)2016-09-30$1,590,463
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$1,559,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$1,131,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$1,075,982
Interest on participant loans2016-09-30$0
Interest earned on other investments2016-09-30$4,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$458,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$483,484
Expenses. Payments to insurance carriers foe the provision of benefits2016-09-30$0
Net investment gain/loss from pooled separate accounts2016-09-30$98,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$111,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$221,396
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30RON KIRBY, CPA
Accountancy firm EIN2016-09-30331036168
2015 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$147,790
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$72,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$69,261
Expenses. Certain deemed distributions of participant loans2015-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$155,919
Value of total assets at end of year2015-09-30$1,559,466
Value of total assets at beginning of year2015-09-30$1,484,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$3,384
Total interest from all sources2015-09-30$4,701
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$46,648
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$0
Other income not declared elsewhere2015-09-30$0
Administrative expenses (other) incurred2015-09-30$3,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$75,145
Value of net assets at end of year (total assets less liabilities)2015-09-30$1,559,466
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$1,484,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$1,075,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$1,028,113
Interest on participant loans2015-09-30$0
Interest earned on other investments2015-09-30$4,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$483,484
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$456,208
Expenses. Payments to insurance carriers foe the provision of benefits2015-09-30$0
Net investment gain/loss from pooled separate accounts2015-09-30$-12,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$109,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$69,261
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30RON KIRBY CPA
Accountancy firm EIN2015-09-30331036168
2014 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$253,415
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$141,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$134,786
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$161,811
Value of total assets at end of year2014-09-30$1,484,321
Value of total assets at beginning of year2014-09-30$1,372,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$6,580
Total interest from all sources2014-09-30$4,624
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$47,809
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$0
Other income not declared elsewhere2014-09-30$5
Administrative expenses (other) incurred2014-09-30$6,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$112,049
Value of net assets at end of year (total assets less liabilities)2014-09-30$1,484,321
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$1,372,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$1,028,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$914,348
Interest on participant loans2014-09-30$0
Interest earned on other investments2014-09-30$4,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$456,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$457,924
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Net investment gain/loss from pooled separate accounts2014-09-30$86,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$114,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$134,786
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30RON KIRBY
Accountancy firm EIN2014-09-30330136168
2013 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$277,482
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$192,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$182,545
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$166,429
Value of total assets at end of year2013-09-30$1,372,272
Value of total assets at beginning of year2013-09-30$1,287,782
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$10,447
Total interest from all sources2013-09-30$6,134
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$58,489
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$0
Other income not declared elsewhere2013-09-30$0
Administrative expenses (other) incurred2013-09-30$10,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$84,490
Value of net assets at end of year (total assets less liabilities)2013-09-30$1,372,272
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$1,287,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$914,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$808,383
Interest on participant loans2013-09-30$0
Interest earned on other investments2013-09-30$6,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$457,924
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$479,399
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Net investment gain/loss from pooled separate accounts2013-09-30$104,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$107,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$182,545
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30RON KIRBY, CPA
Accountancy firm EIN2013-09-30331036138
2012 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$306,285
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$124,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$118,796
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$174,428
Value of total assets at end of year2012-09-30$1,287,782
Value of total assets at beginning of year2012-09-30$1,105,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$5,481
Total interest from all sources2012-09-30$8,247
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$66,692
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$0
Other income not declared elsewhere2012-09-30$776
Administrative expenses (other) incurred2012-09-30$5,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$182,008
Value of net assets at end of year (total assets less liabilities)2012-09-30$1,287,782
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$1,105,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$808,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$661,817
Interest on participant loans2012-09-30$0
Interest earned on other investments2012-09-30$8,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$479,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$443,957
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Net investment gain/loss from pooled separate accounts2012-09-30$122,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$107,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$118,796
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30RON KIRBY, CPA
Accountancy firm EIN2012-09-30331036138
2011 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$217,720
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$170,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$159,812
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$210,001
Value of total assets at end of year2011-09-30$1,105,774
Value of total assets at beginning of year2011-09-30$1,058,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$10,200
Total interest from all sources2011-09-30$9,038
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$89,288
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$5,647
Other income not declared elsewhere2011-09-30$3,415
Administrative expenses (other) incurred2011-09-30$10,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$47,708
Value of net assets at end of year (total assets less liabilities)2011-09-30$1,105,774
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$1,058,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$661,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$676,323
Interest on participant loans2011-09-30$0
Interest earned on other investments2011-09-30$9,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$443,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$381,743
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from pooled separate accounts2011-09-30$-4,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$115,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$159,812
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30RON KIRBY, CPA
Accountancy firm EIN2011-09-30331036138
2010 : EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC.

2021: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF GREATER OPPORTUNITIES OF THE PERMIAN BASIN, INC. 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered320
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $213
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 Administration1
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 $0
Amount paid for insurance broker fees213
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered290
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $213
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 Administration1
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 $0
Amount paid for insurance broker fees213
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered279
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $840
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 Administration1
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 $0
Amount paid for insurance broker fees840
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered0
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered245
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $208
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 Administration1
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 $0
Amount paid for insurance broker fees208
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered231
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $219
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 $0
Amount paid for insurance broker fees219
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered226
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $555
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 $0
Amount paid for insurance broker fees555
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHOUSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered203
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $216
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 $0
Amount paid for insurance broker fees88
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTRACEY SMITH
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered204
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $478
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057600A
Policy instance 1
Insurance contract or identification number057600A
Number of Individuals Covered214
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $703
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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

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