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AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 401k Plan overview

Plan NameAG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN
Plan identification number 001

AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

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

Company Name:AG RX
Employer identification number (EIN):770329972
NAIC Classification:115110

Additional information about AG RX

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1993-02-02
Company Identification Number: C1719467
Legal Registered Office Address: 751 South Rose Avenue

Oxnard
United States of America (USA)
93030

More information about AG RX

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY EISEL
0012016-01-01KIMBERLY EISEL
0012015-01-01KIMBERLY EISEL
0012014-01-01KIMBERLY EISEL
0012013-01-01KIMBERLY EISEL
0012012-01-01KIMBERLY EISEL
0012011-01-01KIMBERLY EISEL
0012010-01-01KIMBERLY EISEL
0012009-06-01KIMBERLY EISEL
0012009-06-01KIMBERLY EISEL
0012009-06-01KIMBERLY EISEL
0012008-06-01

Plan Statistics for AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

401k plan membership statisitcs for AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Measure Date Value
2022: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01183
Total number of active participants reported on line 7a of the Form 55002022-01-01126
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0137
Total of all active and inactive participants2022-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01176
Number of participants with account balances2022-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01178
Total number of active participants reported on line 7a of the Form 55002021-01-01109
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-0143
Total of all active and inactive participants2021-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01163
Number of participants with account balances2021-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01225
Total number of active participants reported on line 7a of the Form 55002020-01-01115
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01219
Number of participants with account balances2020-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01214
Total number of active participants reported on line 7a of the Form 55002019-01-01105
Number of retired or separated participants receiving benefits2019-01-0129
Number of other retired or separated participants entitled to future benefits2019-01-0189
Total of all active and inactive participants2019-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01223
Number of participants with account balances2019-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01200
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-0141
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01211
Number of participants with account balances2018-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01211
Total number of active participants reported on line 7a of the Form 55002017-01-01123
Number of retired or separated participants receiving benefits2017-01-0135
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01204
Number of participants with account balances2017-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01208
Total number of active participants reported on line 7a of the Form 55002016-01-01129
Number of retired or separated participants receiving benefits2016-01-0123
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01191
Number of participants with account balances2016-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01184
Total number of active participants reported on line 7a of the Form 55002015-01-01115
Number of retired or separated participants receiving benefits2015-01-0143
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01184
Total number of active participants reported on line 7a of the Form 55002014-01-01110
Number of retired or separated participants receiving benefits2014-01-0154
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01179
Number of participants with account balances2014-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01167
Total number of active participants reported on line 7a of the Form 55002013-01-01102
Number of retired or separated participants receiving benefits2013-01-0121
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01164
Number of participants with account balances2013-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01159
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01154
Number of participants with account balances2012-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01146
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01159
Number of participants with account balances2011-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01144
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01146
Number of participants with account balances2010-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01175
Total number of active participants reported on line 7a of the Form 55002009-06-01116
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0127
Total of all active and inactive participants2009-06-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-011
Total participants2009-06-01144
Number of participants with account balances2009-06-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

Measure Date Value
2022 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$748,789
Total unrealized appreciation/depreciation of assets2022-12-31$748,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$61,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$73,478
Total income from all sources (including contributions)2022-12-31$749,856
Total loss/gain on sale of assets2022-12-31$7,685
Total of all expenses incurred2022-12-31$945,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$921,762
Expenses. Certain deemed distributions of participant loans2022-12-31$6,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,527,822
Value of total assets at end of year2022-12-31$14,030,372
Value of total assets at beginning of year2022-12-31$14,237,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,307
Total interest from all sources2022-12-31$1,884
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$249,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$249,441
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$607,478
Participant contributions at end of year2022-12-31$38,861
Participant contributions at beginning of year2022-12-31$47,198
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$165,342
Other income not declared elsewhere2022-12-31$14,385
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-195,407
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,968,769
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,164,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,380,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,124,679
Interest on participant loans2022-12-31$1,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$76,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$280,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$280,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$79
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,800,150
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
Assets. Invements in employer securities at end of year2022-12-31$7,534,251
Assets. Invements in employer securities at beginning of year2022-12-31$6,785,462
Contributions received in cash from employer2022-12-31$755,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$921,762
Contract administrator fees2022-12-31$325
Liabilities. Value of benefit claims payable at end of year2022-12-31$61,603
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$73,478
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
Aggregate proceeds on sale of assets2022-12-31$7,685
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PKF SAN DIEGO, LLP
Accountancy firm EIN2022-12-31813391684
2021 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$69,736
Total unrealized appreciation/depreciation of assets2021-12-31$69,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$73,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,166
Total income from all sources (including contributions)2021-12-31$1,891,112
Total of all expenses incurred2021-12-31$949,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$923,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$989,002
Value of total assets at end of year2021-12-31$14,237,654
Value of total assets at beginning of year2021-12-31$13,253,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,376
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$116,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$116,845
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$538,520
Participant contributions at end of year2021-12-31$47,198
Participant contributions at beginning of year2021-12-31$30,837
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,111
Administrative expenses (other) incurred2021-12-31$26,376
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$941,642
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,164,176
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,222,534
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$7,124,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,368,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$280,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$138,561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$138,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$715,529
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
Assets. Invements in employer securities at end of year2021-12-31$6,785,462
Assets. Invements in employer securities at beginning of year2021-12-31$6,715,726
Contributions received in cash from employer2021-12-31$441,371
Employer contributions (assets) at beginning of year2021-12-31$265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$923,094
Liabilities. Value of benefit claims payable at end of year2021-12-31$73,478
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$31,166
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PKF SAN DIEGO, LLP
Accountancy firm EIN2021-12-31813391684
2020 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,448,345
Total unrealized appreciation/depreciation of assets2020-12-31$1,448,345
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,927
Total income from all sources (including contributions)2020-12-31$3,389,125
Total of all expenses incurred2020-12-31$687,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$670,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$777,905
Value of total assets at end of year2020-12-31$13,289,420
Value of total assets at beginning of year2020-12-31$10,586,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,847
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$91,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$91,344
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$476,989
Participant contributions at end of year2020-12-31$30,837
Participant contributions at beginning of year2020-12-31$68,344
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,448
Administrative expenses (other) incurred2020-12-31$16,847
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$2,701,730
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,258,254
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,556,524
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$6,368,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,794,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$138,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$333,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$333,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,071,531
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
Assets. Invements in employer securities at end of year2020-12-31$6,715,726
Assets. Invements in employer securities at beginning of year2020-12-31$5,267,381
Contributions received in cash from employer2020-12-31$283,468
Employer contributions (assets) at end of year2020-12-31$35,985
Employer contributions (assets) at beginning of year2020-12-31$122,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$670,548
Liabilities. Value of benefit claims payable at end of year2020-12-31$31,166
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$29,927
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PKF SAN DIEGO, LLP
Accountancy firm EIN2020-12-31813391684
2019 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-115,146
Total unrealized appreciation/depreciation of assets2019-12-31$-115,146
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$29,927
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,308
Expenses. Interest paid2019-12-31$576
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$576
Total income from all sources (including contributions)2019-12-31$1,682,563
Total of all expenses incurred2019-12-31$1,070,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,052,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$756,720
Value of total assets at end of year2019-12-31$10,586,451
Value of total assets at beginning of year2019-12-31$9,988,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,622
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$139,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$139,318
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$482,791
Participant contributions at end of year2019-12-31$68,344
Participant contributions at beginning of year2019-12-31$79,245
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$227
Other income not declared elsewhere2019-12-31$7,377
Administrative expenses (other) incurred2019-12-31$17,622
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$611,682
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,556,524
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,944,842
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$4,794,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,439,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$333,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$77,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$77,161
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$894,294
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
Assets. Invements in employer securities at end of year2019-12-31$5,267,381
Assets. Invements in employer securities at beginning of year2019-12-31$5,382,527
Contributions received in cash from employer2019-12-31$273,929
Employer contributions (assets) at end of year2019-12-31$122,252
Employer contributions (assets) at beginning of year2019-12-31$7,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,052,683
Liabilities. Value of benefit claims payable at end of year2019-12-31$29,927
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,146
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
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$41,935
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31PKF, LLP
Accountancy firm EIN2019-12-31813391684
2018 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$661,862
Total unrealized appreciation/depreciation of assets2018-12-31$661,862
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$43,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$125,527
Expenses. Interest paid2018-12-31$4,903
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$4,903
Total income from all sources (including contributions)2018-12-31$1,241,701
Total of all expenses incurred2018-12-31$442,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$434,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$888,420
Value of total assets at end of year2018-12-31$9,988,150
Value of total assets at beginning of year2018-12-31$9,270,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,202
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$90,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$90,197
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$463,347
Participant contributions at end of year2018-12-31$79,245
Participant contributions at beginning of year2018-12-31$60,487
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,150
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,840
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$855
Administrative expenses (other) incurred2018-12-31$3,202
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$799,457
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,944,842
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,145,385
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$4,439,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,415,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$77,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$61,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$61,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-398,778
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
Assets. Invements in employer securities at end of year2018-12-31$5,382,527
Assets. Invements in employer securities at beginning of year2018-12-31$4,720,665
Contributions received in cash from employer2018-12-31$420,000
Employer contributions (assets) at end of year2018-12-31$7,072
Employer contributions (assets) at beginning of year2018-12-31$7,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$434,139
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,146
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,401
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
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$41,935
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$121,271
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31PKF, LLP
Accountancy firm EIN2018-12-31813391684
2017 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$236,175
Total unrealized appreciation/depreciation of assets2017-12-31$236,175
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$125,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$233,379
Expenses. Interest paid2017-12-31$10,305
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$10,305
Total income from all sources (including contributions)2017-12-31$1,837,899
Total of all expenses incurred2017-12-31$873,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$857,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$791,417
Value of total assets at end of year2017-12-31$9,270,912
Value of total assets at beginning of year2017-12-31$8,413,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,517
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$163,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$163,739
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$389,337
Participant contributions at end of year2017-12-31$60,487
Participant contributions at beginning of year2017-12-31$48,434
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,840
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,712
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13,377
Administrative expenses (other) incurred2017-12-31$5,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$964,824
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,145,385
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,180,561
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$4,415,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,827,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$61,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$28,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$28,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$646,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$4,720,665
Assets. Invements in employer securities at beginning of year2017-12-31$4,484,490
Contributions received in cash from employer2017-12-31$360,000
Employer contributions (assets) at end of year2017-12-31$7,072
Employer contributions (assets) at beginning of year2017-12-31$16,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$857,253
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,401
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$24,444
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
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$121,271
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$195,558
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PKF, LLP
Accountancy firm EIN2017-12-31813391684
2016 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$26,933
Total unrealized appreciation/depreciation of assets2016-12-31$26,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$233,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$266,815
Expenses. Interest paid2016-12-31$14,740
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$14,740
Total income from all sources (including contributions)2016-12-31$960,255
Total of all expenses incurred2016-12-31$726,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$708,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$641,654
Value of total assets at end of year2016-12-31$8,413,940
Value of total assets at beginning of year2016-12-31$8,213,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,137
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$122,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$122,146
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$306,142
Participant contributions at end of year2016-12-31$48,434
Participant contributions at beginning of year2016-12-31$40,609
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,712
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$15,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,316
Administrative expenses (other) incurred2016-12-31$3,137
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$233,647
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,180,561
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,946,914
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$3,827,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,354,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$28,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$346,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$346,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$169,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$4,484,490
Assets. Invements in employer securities at beginning of year2016-12-31$4,449,630
Contributions received in cash from employer2016-12-31$335,512
Employer contributions (assets) at end of year2016-12-31$16,914
Employer contributions (assets) at beginning of year2016-12-31$7,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$708,731
Liabilities. Value of benefit claims payable at end of year2016-12-31$24,444
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$195,558
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$265,499
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31PKF, LLP
Accountancy firm EIN2016-12-31813391684
2015 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$22,410
Total unrealized appreciation/depreciation of assets2015-12-31$22,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$266,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$332,304
Expenses. Interest paid2015-12-31$19,379
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$19,379
Total income from all sources (including contributions)2015-12-31$469,553
Total of all expenses incurred2015-12-31$791,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$769,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$767,796
Value of total assets at end of year2015-12-31$8,213,729
Value of total assets at beginning of year2015-12-31$8,600,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,647
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$68,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$68,047
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$260,112
Participant contributions at end of year2015-12-31$40,609
Participant contributions at beginning of year2015-12-31$49,007
Assets. Other investments not covered elsewhere at end of year2015-12-31$15,639
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$15,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,849
Administrative expenses (other) incurred2015-12-31$2,647
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-321,518
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,946,914
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,268,432
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$3,354,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,748,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$346,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$353,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$353,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-388,700
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
Assets. Invements in employer securities at end of year2015-12-31$4,449,630
Assets. Invements in employer securities at beginning of year2015-12-31$4,427,220
Contributions received in cash from employer2015-12-31$507,684
Employer contributions (assets) at end of year2015-12-31$7,072
Employer contributions (assets) at beginning of year2015-12-31$7,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$769,045
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
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$265,499
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$330,455
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PKF CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31954354850
2014 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$751,391
Total unrealized appreciation/depreciation of assets2014-12-31$751,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$332,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$387,722
Expenses. Interest paid2014-12-31$29,449
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$29,449
Total income from all sources (including contributions)2014-12-31$1,514,360
Total of all expenses incurred2014-12-31$1,289,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,256,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$572,536
Value of total assets at end of year2014-12-31$8,600,736
Value of total assets at beginning of year2014-12-31$8,431,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,398
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$156,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$156,780
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$249,675
Participant contributions at end of year2014-12-31$49,007
Participant contributions at beginning of year2014-12-31$44,926
Participant contributions at beginning of year2014-12-31$4,404
Assets. Other investments not covered elsewhere at end of year2014-12-31$15,639
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$18,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,849
Administrative expenses (other) incurred2014-12-31$3,398
Liabilities. Value of operating payables at beginning of year2014-12-31$987
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$224,619
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,268,432
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,043,813
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$3,748,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,118,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$353,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$565,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$565,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$33,653
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
Assets. Invements in employer securities at end of year2014-12-31$4,427,220
Assets. Invements in employer securities at beginning of year2014-12-31$3,675,829
Contributions received in cash from employer2014-12-31$322,861
Employer contributions (assets) at end of year2014-12-31$7,072
Employer contributions (assets) at beginning of year2014-12-31$4,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,256,894
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
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$330,455
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$386,735
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PKF CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31954354850
2013 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$485,069
Total unrealized appreciation/depreciation of assets2013-12-31$485,069
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$387,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$452,809
Expenses. Interest paid2013-12-31$26,999
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$26,999
Total income from all sources (including contributions)2013-12-31$1,641,768
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$345,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$301,129
Value of total corrective distributions2013-12-31$8,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$402,783
Value of total assets at end of year2013-12-31$8,431,535
Value of total assets at beginning of year2013-12-31$7,199,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,750
Total interest from all sources2013-12-31$2,054
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$244,266
Participant contributions at end of year2013-12-31$44,926
Participant contributions at beginning of year2013-12-31$42,991
Participant contributions at end of year2013-12-31$4,404
Participant contributions at beginning of year2013-12-31$2,193
Assets. Other investments not covered elsewhere at end of year2013-12-31$18,160
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$21,030
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$259,289
Liabilities. Value of operating payables at end of year2013-12-31$987
Liabilities. Value of operating payables at beginning of year2013-12-31$3,519
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,296,663
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,043,813
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,747,150
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
Investment advisory and management fees2013-12-31$8,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,118,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,370,731
Interest on participant loans2013-12-31$2,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$565,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$569,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$569,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$492,573
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
Assets. Invements in employer securities at end of year2013-12-31$3,675,829
Assets. Invements in employer securities at beginning of year2013-12-31$3,190,760
Contributions received in cash from employer2013-12-31$158,517
Employer contributions (assets) at end of year2013-12-31$4,212
Employer contributions (assets) at beginning of year2013-12-31$2,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$301,129
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$7,220
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
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$386,735
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$442,070
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31PKF CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31954354850
2012 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$60,375
Total unrealized appreciation/depreciation of assets2012-12-31$60,375
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$452,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$544,108
Expenses. Interest paid2012-12-31$32,061
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$32,061
Total income from all sources (including contributions)2012-12-31$1,188,836
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$993,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$948,909
Expenses. Certain deemed distributions of participant loans2012-12-31$4,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$588,875
Value of total assets at end of year2012-12-31$7,199,959
Value of total assets at beginning of year2012-12-31$7,095,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,367
Total interest from all sources2012-12-31$16,947
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$253,875
Participant contributions at end of year2012-12-31$42,991
Participant contributions at beginning of year2012-12-31$58,168
Participant contributions at end of year2012-12-31$2,193
Participant contributions at beginning of year2012-12-31$3,180
Assets. Other investments not covered elsewhere at end of year2012-12-31$21,030
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$24,286
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$3,519
Liabilities. Value of operating payables at beginning of year2012-12-31$43,432
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$195,732
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,747,150
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,551,418
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
Investment advisory and management fees2012-12-31$7,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,370,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,113,329
Interest on participant loans2012-12-31$2,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$569,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$769,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$769,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$14,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$522,639
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
Assets. Invements in employer securities at end of year2012-12-31$3,190,760
Assets. Invements in employer securities at beginning of year2012-12-31$3,127,129
Contributions received in cash from employer2012-12-31$335,000
Employer contributions (assets) at end of year2012-12-31$2,841
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$948,909
Liabilities. Value of benefit claims payable at end of year2012-12-31$7,220
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$442,070
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$500,676
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PKF CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31954354850
2011 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-71,008
Total unrealized appreciation/depreciation of assets2011-12-31$-71,008
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$544,108
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$553,211
Expenses. Interest paid2011-12-31$37,158
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$37,158
Total income from all sources (including contributions)2011-12-31$69,806
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$695,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$655,475
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$445,140
Value of total assets at end of year2011-12-31$7,095,526
Value of total assets at beginning of year2011-12-31$7,730,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,708
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$3,281
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$265,140
Participant contributions at end of year2011-12-31$58,168
Participant contributions at beginning of year2011-12-31$86,726
Participant contributions at end of year2011-12-31$3,180
Participant contributions at beginning of year2011-12-31$2,923
Assets. Other investments not covered elsewhere at end of year2011-12-31$24,286
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$26,867
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-2,581
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at end of year2011-12-31$43,432
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-625,535
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,551,418
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,176,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,113,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,510,659
Interest on participant loans2011-12-31$3,281
Income. Interest from loans (other than to participants)2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$769,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$904,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$904,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-305,026
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$3,127,129
Assets. Invements in employer securities at beginning of year2011-12-31$3,198,137
Contributions received in cash from employer2011-12-31$180,000
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$841
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$655,475
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$500,676
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$553,211
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PKF CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31954354850
2010 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$31,354
Total unrealized appreciation/depreciation of assets2010-12-31$31,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$553,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$600,484
Expenses. Interest paid2010-12-31$37,594
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$37,594
Total income from all sources (including contributions)2010-12-31$968,161
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$411,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$370,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$453,888
Value of total assets at end of year2010-12-31$7,730,164
Value of total assets at beginning of year2010-12-31$7,220,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,088
Total interest from all sources2010-12-31$7,424
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$294,888
Participant contributions at end of year2010-12-31$86,726
Participant contributions at beginning of year2010-12-31$118,717
Participant contributions at end of year2010-12-31$2,923
Participant contributions at beginning of year2010-12-31$15,381
Assets. Other investments not covered elsewhere at end of year2010-12-31$26,867
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$28,477
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$30,230
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$556,999
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,176,953
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,619,954
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
Investment advisory and management fees2010-12-31$3,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,510,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,553,240
Interest on participant loans2010-12-31$5,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$904,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,337,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,337,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$445,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$3,198,137
Assets. Invements in employer securities at beginning of year2010-12-31$3,166,783
Contributions received in cash from employer2010-12-31$159,000
Employer contributions (assets) at end of year2010-12-31$841
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$370,480
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
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$553,211
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$600,484
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PKF CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2010-12-31954354850
2009 : AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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 AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN

2022: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) 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: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes
2008: AG RX EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN 2008 form 5500 responses
2008-06-01Type of plan entitySingle employer plan
2008-06-01Submission has been amendedYes
2008-06-01This submission is the final filingNo
2008-06-01This return/report is a short plan year return/report (less than 12 months)No
2008-06-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268912
Policy instance 1
Insurance contract or identification number59-268912
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268912
Policy instance 2
Insurance contract or identification number59-268912
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268938
Policy instance 1
Insurance contract or identification number59-268938
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268912
Policy instance 2
Insurance contract or identification number59-268912
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268938
Policy instance 1
Insurance contract or identification number59-268938
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268938
Policy instance 1
Insurance contract or identification number59-268938
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268912
Policy instance 2
Insurance contract or identification number59-268912
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268938
Policy instance 1
Insurance contract or identification number59-268938
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268912
Policy instance 2
Insurance contract or identification number59-268912
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268920
Policy instance 3
Insurance contract or identification number59-268920
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268938
Policy instance 1
Insurance contract or identification number59-268938
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268912
Policy instance 2
Insurance contract or identification number59-268912
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268920
Policy instance 3
Insurance contract or identification number59-268920
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268920
Policy instance 3
Insurance contract or identification number59-268920
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268938
Policy instance 1
Insurance contract or identification number59-268938
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268912
Policy instance 2
Insurance contract or identification number59-268912
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268920
Policy instance 3
Insurance contract or identification number59-268920
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268912
Policy instance 2
Insurance contract or identification number59-268912
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268938
Policy instance 1
Insurance contract or identification number59-268938
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268920
Policy instance 3
Insurance contract or identification number59-268920
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268912
Policy instance 2
Insurance contract or identification number59-268912
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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
WAHINGTON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65900 )
Policy contract number59-268938
Policy instance 1
Insurance contract or identification number59-268938
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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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