CLARK & MARTINO, P.A. has sponsored the creation of one or more 401k plans.
Additional information about CLARK & MARTINO, P.A.
Submission information for form 5500 for 401k plan CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2019: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 8 |
| Number of participants with account balances | 2019-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 11 |
| Number of participants with account balances | 2018-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 14 |
| Number of participants with account balances | 2017-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 10 |
| Number of participants with account balances | 2016-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 14 |
| Number of participants with account balances | 2015-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 14 |
| Number of participants with account balances | 2014-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 15 |
| Total participants | 2013-01-01 | 15 |
| Number of participants with account balances | 2013-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 15 |
| Number of participants with account balances | 2012-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 17 |
| Number of participants with account balances | 2011-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 18 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2019 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $775,072 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $422,848 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $402,712 |
| Total plan assets at end of year | 2019-12-31 | $3,374,535 |
| Total plan assets at beginning of year | 2019-12-31 | $3,022,311 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $41,809 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $31,313 |
| Other income received | 2019-12-31 | $688,956 |
| Net income (gross income less expenses) | 2019-12-31 | $352,224 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,374,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,022,311 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $12,994 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $20,136 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $29,526 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $53,724 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $30,522 |
| Total plan assets at end of year | 2018-12-31 | $3,022,311 |
| Total plan assets at beginning of year | 2018-12-31 | $3,046,509 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $76,512 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $102,582 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $23,202 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $14,169 |
| Other income received | 2018-12-31 | $-97,201 |
| Net income (gross income less expenses) | 2018-12-31 | $-24,198 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,022,311 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,046,509 |
| Assets. Value of participant loans | 2018-12-31 | $7,199 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $36,046 |
| 2017 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $577,209 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $14,607 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $14,607 |
| Total plan assets at end of year | 2017-12-31 | $3,046,509 |
| Total plan assets at beginning of year | 2017-12-31 | $2,483,907 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $73,555 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $153,238 |
| Other income received | 2017-12-31 | $463,806 |
| Net income (gross income less expenses) | 2017-12-31 | $562,602 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,046,509 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,483,907 |
| Assets. Value of participant loans | 2017-12-31 | $12,413 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $39,848 |
| 2016 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $3,100 |
| Total income from all sources | 2016-12-31 | $337,346 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $49,665 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $37,184 |
| Total plan assets at end of year | 2016-12-31 | $2,483,907 |
| Total plan assets at beginning of year | 2016-12-31 | $2,199,326 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $73,564 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $164,331 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $222,094 |
| Net income (gross income less expenses) | 2016-12-31 | $287,681 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,483,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,196,226 |
| Assets. Value of participant loans | 2016-12-31 | $17,409 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $41,688 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,481 |
| 2015 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $3,100 |
| Total income from all sources | 2015-12-31 | $131,500 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,396,148 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,364,193 |
| Total plan assets at end of year | 2015-12-31 | $2,199,326 |
| Total plan assets at beginning of year | 2015-12-31 | $3,460,874 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $71,942 |
| Assets. Value of loans (other than to participants) | 2015-12-31 | $207,578 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $19,244 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,264,648 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,196,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,460,874 |
| Assets. Value of participant loans | 2015-12-31 | $22,214 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $40,314 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $13,167 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $18,788 |
| 2014 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $74,402 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $112,813 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $78,976 |
| Total plan assets at end of year | 2014-12-31 | $3,460,874 |
| Total plan assets at beginning of year | 2014-12-31 | $3,499,285 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $20,160 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $213,072 |
| Other income received | 2014-12-31 | $54,242 |
| Net income (gross income less expenses) | 2014-12-31 | $-38,411 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,460,874 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,499,285 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $33,837 |
| 2013 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $394,785 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $34,371 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $3,291 |
| Total plan assets at end of year | 2013-12-31 | $3,499,285 |
| Total plan assets at beginning of year | 2013-12-31 | $3,138,871 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $51,178 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $258,455 |
| Other income received | 2013-12-31 | $303,101 |
| Net income (gross income less expenses) | 2013-12-31 | $360,414 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,499,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,138,871 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $40,506 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $34,371 |
| 2012 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $1,452 |
| Total income from all sources | 2012-12-31 | $441,677 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $96,349 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $69,988 |
| Total plan assets at end of year | 2012-12-31 | $3,138,871 |
| Total plan assets at beginning of year | 2012-12-31 | $2,794,995 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $64,200 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $303,565 |
| Other income received | 2012-12-31 | $257,477 |
| Net income (gross income less expenses) | 2012-12-31 | $345,328 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,138,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,793,543 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $94,673 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $120,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $26,361 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $1,452 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $140,656 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $29,194 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,452 |
| Total plan assets at end of year | 2011-12-31 | $2,794,995 |
| Total plan assets at beginning of year | 2011-12-31 | $2,682,081 |
| Value of fidelity bond covering the plan | 2011-12-31 | $550,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $61,670 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $356,871 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-41,014 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $111,462 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,793,543 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,682,081 |
| Assets. Value of participant loans | 2011-12-31 | $2,147 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2011-12-31 | $144,673 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $120,000 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $27,742 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $353,806 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $45,719 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $15,273 |
| Total plan assets at end of year | 2010-12-31 | $2,682,081 |
| Total plan assets at beginning of year | 2010-12-31 | $2,373,994 |
| Value of fidelity bond covering the plan | 2010-12-31 | $550,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $62,466 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $425,382 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $181,340 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $308,087 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,682,081 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,373,994 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $110,000 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $30,446 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2019: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CLARK & MARTINO, P.A. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 50194801 |
| Policy instance | 1 |
| Insurance contract or identification number | 50194801 | | Number of Individuals Covered | 8 | | Total amount of commissions paid to insurance broker | USD $542 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $542 | | Insurance broker organization code? | 3 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 50194801 |
| Policy instance | 1 |
| Insurance contract or identification number | 50194801 | | Number of Individuals Covered | 4 | | Total amount of commissions paid to insurance broker | USD $462 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $462 | | Insurance broker organization code? | 3 |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 20949 |
| Policy instance | 2 |
| Insurance contract or identification number | 20949 | | Number of Individuals Covered | 0 | | Total amount of commissions paid to insurance broker | USD $2,033 | | Total amount of fees paid to insurance company | USD $252 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,033 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 252 | | Insurance broker name | MATTHEWS BENEFIT GROUP |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 50194801 |
| Policy instance | 1 |
| Insurance contract or identification number | 50194801 | | Number of Individuals Covered | 2 | | Total amount of commissions paid to insurance broker | USD $88 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $88 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN STANLEY SMITH BARNEY LLC |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 20949 |
| Policy instance | 1 |
| Insurance contract or identification number | 20949 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,650 | | Total amount of fees paid to insurance company | USD $1,101 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,650 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 245 | | Insurance broker name | MATTHEWS BENEFIT GROUP, INC. |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 20949 |
| Policy instance | 1 |
| Insurance contract or identification number | 20949 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,487 | | Total amount of fees paid to insurance company | USD $595 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,487 | | Additional information about fees paid to insurance broker | COMMISSION | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 437 | | Insurance broker name | MORGAN STANLEY INSURANCE SERVICES |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 20949 |
| Policy instance | 1 |
| Insurance contract or identification number | 20949 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,077 | | Total amount of fees paid to insurance company | USD $525 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,077 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 385 | | Insurance broker name | MORGAN STANELY & CO., INCOR |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 20949 |
| Policy instance | 1 |
| Insurance contract or identification number | 20949 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,508 | | Total amount of fees paid to insurance company | USD $470 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,508 | | Additional information about fees paid to insurance broker | BROKER COMMISSION | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 314 | | Insurance broker name | MORGAN STANELY & CO., INCOR |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 20949 |
| Policy instance | 1 |
| Insurance contract or identification number | 20949 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,190 | | Total amount of fees paid to insurance company | USD $420 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 20949 |
| Policy instance | 1 |
| Insurance contract or identification number | 20949 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,748 | | Total amount of fees paid to insurance company | USD $361 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,748 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 215 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
|
