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PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

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

Company Name:PLANTEL NURSERIES, INC.
Employer identification number (EIN):770133598
NAIC Classification:111400
NAIC Description:Greenhouse, Nursery, and Floriculture Production

Additional information about PLANTEL NURSERIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1985-03-15
Company Identification Number: H47833
Legal Registered Office Address: 915 MIDDLE RIVER DR.

FT. LAUDERDALE

33304

More information about PLANTEL NURSERIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LES GRAULICH
0012016-01-01
0012015-01-01LES GRAULICH
0012014-01-01
0012013-01-01
0012012-01-01LES J. GRAULICH
0012011-01-01LES J. GRAULICH
0012010-01-01LES J. GRAULICH LES J. GRAULICH2011-09-12
0012009-01-01LES J. GRAULICH

Plan Statistics for PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01274
Total number of active participants reported on line 7a of the Form 55002022-01-01198
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01247
Number of participants with account balances2022-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01273
Total number of active participants reported on line 7a of the Form 55002021-01-01219
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0147
Total of all active and inactive participants2021-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01267
Number of participants with account balances2021-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01261
Total number of active participants reported on line 7a of the Form 55002020-01-01212
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01256
Number of participants with account balances2020-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01259
Total number of active participants reported on line 7a of the Form 55002019-01-01195
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01238
Number of participants with account balances2019-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01265
Total number of active participants reported on line 7a of the Form 55002018-01-01208
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01243
Number of participants with account balances2018-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01268
Total number of active participants reported on line 7a of the Form 55002017-01-01204
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01249
Number of participants with account balances2017-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01254
Total number of active participants reported on line 7a of the Form 55002016-01-01211
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01245
Number of participants with account balances2016-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01262
Total number of active participants reported on line 7a of the Form 55002015-01-01205
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01231
Number of participants with account balances2015-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01256
Total number of active participants reported on line 7a of the Form 55002014-01-01217
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01232
Number of participants with account balances2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01231
Total number of active participants reported on line 7a of the Form 55002013-01-01262
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01272
Number of participants with account balances2013-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01184
Total number of active participants reported on line 7a of the Form 55002012-01-01195
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01209
Number of participants with account balances2012-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01155
Total number of active participants reported on line 7a of the Form 55002011-01-01146
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01156
Number of participants with account balances2011-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01153
Total number of active participants reported on line 7a of the Form 55002010-01-01133
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01140
Number of participants with account balances2010-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01132
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01132
Number of participants with account balances2009-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$53
Total income from all sources (including contributions)2022-12-31$-818,991
Total of all expenses incurred2022-12-31$1,536,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,534,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,135,007
Value of total assets at end of year2022-12-31$9,552,449
Value of total assets at beginning of year2022-12-31$11,908,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,547
Total interest from all sources2022-12-31$10,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$679,177
Participant contributions at end of year2022-12-31$257,716
Participant contributions at beginning of year2022-12-31$247,663
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$75,822
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,804
Other income not declared elsewhere2022-12-31$103
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,355,786
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,552,449
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,908,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,274,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,656,280
Interest on participant loans2022-12-31$10,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$56
Net investment gain/loss from pooled separate accounts2022-12-31$-1,965,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$380,008
Employer contributions (assets) at end of year2022-12-31$485
Employer contributions (assets) at beginning of year2022-12-31$485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,534,248
Contract administrator fees2022-12-31$2,547
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GLEEN BURDETTE, INC.
Accountancy firm EIN2022-12-31952772601
2021 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$53
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$52
Total income from all sources (including contributions)2021-12-31$2,202,411
Total of all expenses incurred2021-12-31$137,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$135,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,009,608
Value of total assets at end of year2021-12-31$11,908,288
Value of total assets at beginning of year2021-12-31$9,842,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,373
Total interest from all sources2021-12-31$8,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$643,215
Participant contributions at end of year2021-12-31$247,663
Participant contributions at beginning of year2021-12-31$123,912
Participant contributions at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,804
Other income not declared elsewhere2021-12-31$1
Liabilities. Value of operating payables at end of year2021-12-31$53
Liabilities. Value of operating payables at beginning of year2021-12-31$52
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,065,372
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,908,235
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,842,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,656,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,714,575
Interest on participant loans2021-12-31$8,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$56
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$55
Net investment gain/loss from pooled separate accounts2021-12-31$1,184,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$366,393
Employer contributions (assets) at end of year2021-12-31$485
Employer contributions (assets) at beginning of year2021-12-31$569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$135,666
Contract administrator fees2021-12-31$1,373
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2021-12-31952772601
2020 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$52
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$53
Total income from all sources (including contributions)2020-12-31$2,188,693
Total of all expenses incurred2020-12-31$143,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$142,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$943,929
Value of total assets at end of year2020-12-31$9,842,915
Value of total assets at beginning of year2020-12-31$7,798,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,691
Total interest from all sources2020-12-31$8,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$602,563
Participant contributions at end of year2020-12-31$123,912
Participant contributions at beginning of year2020-12-31$128,214
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$385
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,804
Other income not declared elsewhere2020-12-31$1,147
Administrative expenses (other) incurred2020-12-31$1,691
Liabilities. Value of operating payables at end of year2020-12-31$52
Liabilities. Value of operating payables at beginning of year2020-12-31$53
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,044,838
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,842,863
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,798,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,714,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,664,517
Interest on participant loans2020-12-31$8,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$55
Net investment gain/loss from pooled separate accounts2020-12-31$1,235,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$341,366
Employer contributions (assets) at end of year2020-12-31$569
Employer contributions (assets) at beginning of year2020-12-31$1,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$142,164
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2020-12-31952772601
2019 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$53
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$52
Total income from all sources (including contributions)2019-12-31$2,305,438
Total of all expenses incurred2019-12-31$375,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$373,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$948,798
Value of total assets at end of year2019-12-31$7,798,078
Value of total assets at beginning of year2019-12-31$5,868,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,943
Total interest from all sources2019-12-31$7,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$528,886
Participant contributions at end of year2019-12-31$128,214
Participant contributions at beginning of year2019-12-31$113,210
Participant contributions at end of year2019-12-31$385
Participant contributions at beginning of year2019-12-31$82
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$103,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,804
Other income not declared elsewhere2019-12-31$3,716
Administrative expenses (other) incurred2019-12-31$1,943
Liabilities. Value of operating payables at end of year2019-12-31$53
Liabilities. Value of operating payables at beginning of year2019-12-31$52
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,930,075
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,798,025
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,867,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,664,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,750,008
Interest on participant loans2019-12-31$7,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,345,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$316,149
Employer contributions (assets) at end of year2019-12-31$1,158
Employer contributions (assets) at beginning of year2019-12-31$898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$373,420
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2019-12-31952772601
2018 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$52
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$880
Total income from all sources (including contributions)2018-12-31$445,137
Total of all expenses incurred2018-12-31$281,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$279,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$815,468
Value of total assets at end of year2018-12-31$5,868,002
Value of total assets at beginning of year2018-12-31$5,704,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,354
Total interest from all sources2018-12-31$4,755
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$467,471
Participant contributions at end of year2018-12-31$113,210
Participant contributions at beginning of year2018-12-31$99,027
Participant contributions at end of year2018-12-31$82
Participant contributions at beginning of year2018-12-31$7,562
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$62,899
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,904
Administrative expenses (other) incurred2018-12-31$1,354
Liabilities. Value of operating payables at end of year2018-12-31$52
Liabilities. Value of operating payables at beginning of year2018-12-31$880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$163,939
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,867,950
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,704,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,750,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,583,741
Interest on participant loans2018-12-31$4,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-375,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$285,098
Employer contributions (assets) at end of year2018-12-31$898
Employer contributions (assets) at beginning of year2018-12-31$10,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$279,844
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2018-12-31952772601
2017 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$880
Total income from all sources (including contributions)2017-12-31$1,354,595
Total of all expenses incurred2017-12-31$114,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$114,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$556,276
Value of total assets at end of year2017-12-31$5,704,891
Value of total assets at beginning of year2017-12-31$4,464,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$288
Total interest from all sources2017-12-31$3,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$336,971
Participant contributions at end of year2017-12-31$99,027
Participant contributions at beginning of year2017-12-31$35,727
Participant contributions at end of year2017-12-31$7,562
Participant contributions at beginning of year2017-12-31$11,830
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,904
Administrative expenses (other) incurred2017-12-31$288
Liabilities. Value of operating payables at end of year2017-12-31$880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,239,928
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,704,011
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,464,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,583,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,404,987
Interest on participant loans2017-12-31$3,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$794,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$214,296
Employer contributions (assets) at end of year2017-12-31$10,657
Employer contributions (assets) at beginning of year2017-12-31$11,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$114,379
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2017-12-31952772601
2016 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$871,792
Total of all expenses incurred2016-12-31$110,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$110,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$547,892
Value of total assets at end of year2016-12-31$4,464,083
Value of total assets at beginning of year2016-12-31$3,702,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$114
Total interest from all sources2016-12-31$1,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$337,325
Participant contributions at end of year2016-12-31$35,727
Participant contributions at beginning of year2016-12-31$15,404
Participant contributions at end of year2016-12-31$11,830
Participant contributions at beginning of year2016-12-31$150
Other income not declared elsewhere2016-12-31$476
Administrative expenses (other) incurred2016-12-31$114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$761,639
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,464,083
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,702,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,404,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,686,741
Interest on participant loans2016-12-31$1,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$322,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$210,567
Employer contributions (assets) at end of year2016-12-31$11,539
Employer contributions (assets) at beginning of year2016-12-31$149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$110,039
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2016-12-31952772601
2015 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$465,462
Total of all expenses incurred2015-12-31$127,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$127,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$509,049
Value of total assets at end of year2015-12-31$3,702,444
Value of total assets at beginning of year2015-12-31$3,364,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48
Total interest from all sources2015-12-31$635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$150,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$312,487
Participant contributions at end of year2015-12-31$15,404
Participant contributions at beginning of year2015-12-31$4,766
Participant contributions at end of year2015-12-31$150
Administrative expenses (other) incurred2015-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$338,008
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,702,444
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,364,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,686,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,347,247
Interest on participant loans2015-12-31$635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$196,562
Employer contributions (assets) at end of year2015-12-31$149
Employer contributions (assets) at beginning of year2015-12-31$12,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$127,406
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2015-12-31952772601
2014 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$673,083
Total of all expenses incurred2014-12-31$115,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$114,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$471,438
Value of total assets at end of year2014-12-31$3,364,436
Value of total assets at beginning of year2014-12-31$2,806,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$483
Total interest from all sources2014-12-31$350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$150,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$289,047
Participant contributions at end of year2014-12-31$4,766
Participant contributions at beginning of year2014-12-31$12,824
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$264
Administrative expenses (other) incurred2014-12-31$455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$557,740
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,364,436
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,806,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,347,247
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,791,487
Interest on participant loans2014-12-31$350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$201,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$182,046
Employer contributions (assets) at end of year2014-12-31$12,423
Employer contributions (assets) at beginning of year2014-12-31$2,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$114,860
Contract administrator fees2014-12-31$28
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2014-12-31952772601
2013 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$847,367
Total of all expenses incurred2013-12-31$105,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$104,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$421,160
Value of total assets at end of year2013-12-31$2,806,696
Value of total assets at beginning of year2013-12-31$2,064,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$755
Total interest from all sources2013-12-31$597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$257,118
Participant contributions at end of year2013-12-31$12,824
Participant contributions at beginning of year2013-12-31$13,757
Participant contributions at beginning of year2013-12-31$430
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$264
Other income not declared elsewhere2013-12-31$264
Administrative expenses (other) incurred2013-12-31$655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$741,896
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,806,696
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,064,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,791,487
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,050,258
Interest on participant loans2013-12-31$597
Net investment gain/loss from pooled separate accounts2013-12-31$425,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$164,042
Employer contributions (assets) at end of year2013-12-31$2,121
Employer contributions (assets) at beginning of year2013-12-31$355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$104,716
Contract administrator fees2013-12-31$100
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2013-12-31952772601
2012 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$617,402
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$97,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$95,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$385,648
Value of total assets at end of year2012-12-31$2,064,800
Value of total assets at beginning of year2012-12-31$1,544,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,698
Total interest from all sources2012-12-31$407
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$222,523
Participant contributions at end of year2012-12-31$13,757
Participant contributions at beginning of year2012-12-31$6,176
Participant contributions at end of year2012-12-31$430
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,858
Administrative expenses (other) incurred2012-12-31$1,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$520,092
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,064,800
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,544,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,050,258
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,538,352
Interest on participant loans2012-12-31$407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$180
Net investment gain/loss from pooled separate accounts2012-12-31$231,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$138,267
Employer contributions (assets) at end of year2012-12-31$355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$95,612
Contract administrator fees2012-12-31$408
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2012-12-31952772601
2011 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$261,266
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$140,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$131,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$317,253
Value of total assets at end of year2011-12-31$1,544,708
Value of total assets at beginning of year2011-12-31$1,423,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,974
Total interest from all sources2011-12-31$264
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$194,078
Participant contributions at end of year2011-12-31$6,176
Participant contributions at beginning of year2011-12-31$6,928
Administrative expenses (other) incurred2011-12-31$527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$121,237
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,544,708
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,423,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,538,352
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,416,363
Interest on participant loans2011-12-31$264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$180
Net investment gain/loss from pooled separate accounts2011-12-31$-56,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$123,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$131,055
Contract administrator fees2011-12-31$8,447
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GLENN BURDETTE, INC.
Accountancy firm EIN2011-12-31952772601
2010 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$439,582
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$65,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$57,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$269,097
Value of total assets at end of year2010-12-31$1,423,471
Value of total assets at beginning of year2010-12-31$1,049,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,004
Total interest from all sources2010-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$156,778
Participant contributions at end of year2010-12-31$6,928
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$11,341
Administrative expenses (other) incurred2010-12-31$748
Total non interest bearing cash at end of year2010-12-31$180
Total non interest bearing cash at beginning of year2010-12-31$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$373,865
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,423,471
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,049,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,416,363
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,049,131
Interest on participant loans2010-12-31$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$170,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$100,978
Employer contributions (assets) at beginning of year2010-12-31$295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$57,713
Contract administrator fees2010-12-31$7,256
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GLENN, BURDETTE, PHILLIPS & BRYSON
Accountancy firm EIN2010-12-31952772601
2009 : PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PLANTEL NURSERIES, INC. 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37370
Policy instance 1
Insurance contract or identification numberG37370
Number of Individuals Covered224
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37370
Policy instance 1
Insurance contract or identification numberG37370
Number of Individuals Covered235
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37370
Policy instance 1
Insurance contract or identification numberG37370
Number of Individuals Covered225
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37370
Policy instance 1
Insurance contract or identification numberG37370
Number of Individuals Covered197
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37370
Policy instance 1
Insurance contract or identification numberG37370
Number of Individuals Covered198
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37370
Policy instance 1
Insurance contract or identification numberG37370
Number of Individuals Covered172
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,003
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,003
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameKESTRA INVESTMENT SERVICES
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37370
Policy instance 1
Insurance contract or identification numberG37370
Number of Individuals Covered139
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,584
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,785
Insurance broker organization code?4
Insurance broker nameLINSCO PRIVATE LEDGER CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47120
Policy instance 1
Insurance contract or identification number47120
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-04-14
Total amount of commissions paid to insurance brokerUSD $2,365
Total amount of fees paid to insurance companyUSD $65
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,365
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees65
Insurance broker nameMERIDIAN RETIREMENT PLAN ADVISORS
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG37370
Policy instance 2
Insurance contract or identification numberG37370
Number of Individuals Covered126
Insurance policy start date2014-03-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $62,538
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,538
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?4
Insurance broker nameLINSCO PRIVATE LEDGER CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47120
Policy instance 1
Insurance contract or identification number47120
Number of Individuals Covered125
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,770
Total amount of fees paid to insurance companyUSD $655
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,214
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Amount paid for insurance broker fees655
Insurance broker nameLPL FINANCIAL CORPORATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47120
Policy instance 1
Insurance contract or identification number47120
Number of Individuals Covered113
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,494
Total amount of fees paid to insurance companyUSD $1,481
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $4,494
Insurance broker organization code?4
Amount paid for insurance broker fees1290
Additional information about fees paid to insurance brokerTPA FEES PAID
Insurance broker nameJRN BENEFITS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47120
Policy instance 1
Insurance contract or identification number47120
Number of Individuals Covered95
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,841
Total amount of fees paid to insurance companyUSD $1,272
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number47120
Policy instance 1
Insurance contract or identification number47120
Number of Individuals Covered64
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,818
Total amount of fees paid to insurance companyUSD $1,221
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 $2,818
Insurance broker organization code?4
Amount paid for insurance broker fees648
Additional information about fees paid to insurance brokerREDEMPTION FEES
Insurance broker nameLAW OFFICES OF JOHN R. NELSON

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