F D G INCORPORATED has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2023: FDG RETIREMENT PLAN & TRUST 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 5 |
Total of all active and inactive participants | 2023-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 30 |
Number of participants with account balances | 2023-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: FDG RETIREMENT PLAN & TRUST 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 23 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 29 |
Number of participants with account balances | 2022-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: FDG RETIREMENT PLAN & TRUST 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 29 |
Number of participants with account balances | 2021-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: FDG RETIREMENT PLAN & TRUST 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 29 |
Number of participants with account balances | 2020-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: FDG RETIREMENT PLAN & TRUST 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 26 |
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 | 3 |
Total of all active and inactive participants | 2019-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 29 |
Number of participants with account balances | 2019-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: FDG RETIREMENT PLAN & TRUST 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 25 |
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 | 2 |
Total of all active and inactive participants | 2018-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 27 |
Number of participants with account balances | 2018-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: FDG RETIREMENT PLAN & TRUST 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 30 |
Number of participants with account balances | 2017-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: FDG RETIREMENT PLAN & TRUST 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 25 |
Number of participants with account balances | 2016-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: FDG RETIREMENT PLAN & TRUST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 24 |
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 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 25 |
Number of participants with account balances | 2015-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: FDG RETIREMENT PLAN & TRUST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 20 |
Number of participants with account balances | 2014-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: FDG RETIREMENT PLAN & TRUST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 18 |
Number of participants with account balances | 2013-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: FDG RETIREMENT PLAN & TRUST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 17 |
Number of participants with account balances | 2012-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: FDG RETIREMENT PLAN & TRUST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
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 | 4 |
Total of all active and inactive participants | 2011-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 19 |
Number of participants with account balances | 2011-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: FDG RETIREMENT PLAN & TRUST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
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 | 9 |
Total of all active and inactive participants | 2009-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 25 |
Number of participants with account balances | 2009-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|
2023 : FDG RETIREMENT PLAN & TRUST 2023 401k financial data |
---|
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,028,679 |
Expenses. Total of all expenses incurred | 2023-12-31 | $6,345 |
Benefits paid (including direct rollovers) | 2023-12-31 | $6,057 |
Total plan assets at end of year | 2023-12-31 | $4,497,385 |
Total plan assets at beginning of year | 2023-12-31 | $3,475,051 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from participants | 2023-12-31 | $185,930 |
Other income received | 2023-12-31 | $766,503 |
Net income (gross income less expenses) | 2023-12-31 | $1,022,334 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,497,385 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,475,051 |
Assets. Value of participant loans | 2023-12-31 | $2,739 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $76,246 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $288 |
2022 : FDG RETIREMENT PLAN & TRUST 2022 401k financial data |
---|
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-730,942 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,163,505 |
Benefits paid (including direct rollovers) | 2022-12-31 | $1,163,305 |
Total plan assets at end of year | 2022-12-31 | $3,475,051 |
Total plan assets at beginning of year | 2022-12-31 | $5,369,498 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $175,670 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $2,075 |
Other income received | 2022-12-31 | $-982,958 |
Net income (gross income less expenses) | 2022-12-31 | $-1,894,447 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,475,051 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,369,498 |
Assets. Value of participant loans | 2022-12-31 | $3,707 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $74,271 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $200 |
2021 : FDG RETIREMENT PLAN & TRUST 2021 401k financial data |
---|
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $969,075 |
Expenses. Total of all expenses incurred | 2021-12-31 | $135 |
Total plan assets at end of year | 2021-12-31 | $5,369,498 |
Total plan assets at beginning of year | 2021-12-31 | $4,400,558 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $78,048 |
Other income received | 2021-12-31 | $698,523 |
Net income (gross income less expenses) | 2021-12-31 | $968,940 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,369,498 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,400,558 |
Assets. Value of participant loans | 2021-12-31 | $7,006 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $192,504 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $135 |
2020 : FDG RETIREMENT PLAN & TRUST 2020 401k financial data |
---|
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $992,544 |
Expenses. Total of all expenses incurred | 2020-12-31 | $14,247 |
Benefits paid (including direct rollovers) | 2020-12-31 | $14,172 |
Total plan assets at end of year | 2020-12-31 | $4,400,558 |
Total plan assets at beginning of year | 2020-12-31 | $3,422,261 |
Value of fidelity bond covering the plan | 2020-12-31 | $440,000 |
Total contributions received or receivable from participants | 2020-12-31 | $190,028 |
Other income received | 2020-12-31 | $722,930 |
Net income (gross income less expenses) | 2020-12-31 | $978,297 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,400,558 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,422,261 |
Assets. Value of participant loans | 2020-12-31 | $6,074 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $79,586 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $75 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : FDG RETIREMENT PLAN & TRUST 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $967,790 |
Expenses. Total of all expenses incurred | 2019-12-31 | $482,810 |
Benefits paid (including direct rollovers) | 2019-12-31 | $482,735 |
Total plan assets at end of year | 2019-12-31 | $3,422,261 |
Total plan assets at beginning of year | 2019-12-31 | $2,937,281 |
Value of fidelity bond covering the plan | 2019-12-31 | $440,000 |
Total contributions received or receivable from participants | 2019-12-31 | $174,706 |
Other income received | 2019-12-31 | $720,369 |
Net income (gross income less expenses) | 2019-12-31 | $484,980 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,422,261 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,937,281 |
Assets. Value of participant loans | 2019-12-31 | $9,675 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $72,715 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $75 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : FDG RETIREMENT PLAN & TRUST 2018 401k financial data |
---|
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-17,416 |
Expenses. Total of all expenses incurred | 2018-12-31 | $30,321 |
Benefits paid (including direct rollovers) | 2018-12-31 | $30,221 |
Total plan assets at end of year | 2018-12-31 | $2,937,281 |
Total plan assets at beginning of year | 2018-12-31 | $2,985,018 |
Value of fidelity bond covering the plan | 2018-12-31 | $440,000 |
Total contributions received or receivable from participants | 2018-12-31 | $151,974 |
Other income received | 2018-12-31 | $-236,684 |
Net income (gross income less expenses) | 2018-12-31 | $-47,737 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,937,281 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,985,018 |
Assets. Value of participant loans | 2018-12-31 | $12,928 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $67,294 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : FDG RETIREMENT PLAN & TRUST 2017 401k financial data |
---|
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $707,526 |
Expenses. Total of all expenses incurred | 2017-12-31 | $85 |
Total plan assets at end of year | 2017-12-31 | $2,985,018 |
Total plan assets at beginning of year | 2017-12-31 | $2,277,577 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Total contributions received or receivable from participants | 2017-12-31 | $145,257 |
Other income received | 2017-12-31 | $500,198 |
Net income (gross income less expenses) | 2017-12-31 | $707,441 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,985,018 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,277,577 |
Assets. Value of participant loans | 2017-12-31 | $15,985 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $62,071 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $85 |
2016 : FDG RETIREMENT PLAN & TRUST 2016 401k financial data |
---|
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $347,718 |
Expenses. Total of all expenses incurred | 2016-12-31 | $19,495 |
Benefits paid (including direct rollovers) | 2016-12-31 | $19,470 |
Total plan assets at end of year | 2016-12-31 | $2,277,577 |
Total plan assets at beginning of year | 2016-12-31 | $1,949,354 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Total contributions received or receivable from participants | 2016-12-31 | $131,661 |
Other income received | 2016-12-31 | $161,935 |
Net income (gross income less expenses) | 2016-12-31 | $328,223 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,277,577 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,949,354 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $54,122 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : FDG RETIREMENT PLAN & TRUST 2015 401k financial data |
---|
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $162,327 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,472 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,447 |
Total plan assets at end of year | 2015-12-31 | $1,949,354 |
Total plan assets at beginning of year | 2015-12-31 | $1,788,499 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $115,063 |
Other income received | 2015-12-31 | $-5,965 |
Net income (gross income less expenses) | 2015-12-31 | $160,855 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,949,354 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,788,499 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $53,229 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : FDG RETIREMENT PLAN & TRUST 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $205,774 |
Expenses. Total of all expenses incurred | 2014-12-31 | $488 |
Total plan assets at end of year | 2014-12-31 | $1,788,499 |
Total plan assets at beginning of year | 2014-12-31 | $1,583,213 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $91,719 |
Other income received | 2014-12-31 | $72,535 |
Net income (gross income less expenses) | 2014-12-31 | $205,286 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,788,499 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,583,213 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $41,520 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $488 |
2013 : FDG RETIREMENT PLAN & TRUST 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $393,516 |
Expenses. Total of all expenses incurred | 2013-12-31 | $3,590 |
Benefits paid (including direct rollovers) | 2013-12-31 | $3,540 |
Total plan assets at end of year | 2013-12-31 | $1,583,213 |
Total plan assets at beginning of year | 2013-12-31 | $1,193,287 |
Value of fidelity bond covering the plan | 2013-12-31 | $175,000 |
Total contributions received or receivable from participants | 2013-12-31 | $70,116 |
Other income received | 2013-12-31 | $290,496 |
Net income (gross income less expenses) | 2013-12-31 | $389,926 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,583,213 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,193,287 |
Assets. Value of participant loans | 2013-12-31 | $3,261 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $32,904 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : FDG RETIREMENT PLAN & TRUST 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 | $0 |
Total income from all sources | 2012-12-31 | $234,719 |
Expenses. Total of all expenses incurred | 2012-12-31 | $180,238 |
Benefits paid (including direct rollovers) | 2012-12-31 | $180,238 |
Total plan assets at end of year | 2012-12-31 | $1,193,287 |
Total plan assets at beginning of year | 2012-12-31 | $1,138,806 |
Value of fidelity bond covering the plan | 2012-12-31 | $175,000 |
Total contributions received or receivable from participants | 2012-12-31 | $42,723 |
Other income received | 2012-12-31 | $177,582 |
Net income (gross income less expenses) | 2012-12-31 | $54,481 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,193,287 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,138,806 |
Assets. Value of participant loans | 2012-12-31 | $6,362 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $14,414 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : FDG RETIREMENT PLAN & TRUST 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-14,922 |
Expenses. Total of all expenses incurred | 2011-12-31 | $122,432 |
Benefits paid (including direct rollovers) | 2011-12-31 | $122,432 |
Total plan assets at end of year | 2011-12-31 | $1,138,806 |
Total plan assets at beginning of year | 2011-12-31 | $1,276,160 |
Value of fidelity bond covering the plan | 2011-12-31 | $175,000 |
Total contributions received or receivable from participants | 2011-12-31 | $33,829 |
Other income received | 2011-12-31 | $-57,713 |
Net income (gross income less expenses) | 2011-12-31 | $-137,354 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,138,806 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,276,160 |
Assets. Value of participant loans | 2011-12-31 | $9,306 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $8,962 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : FDG RETIREMENT PLAN & TRUST 2010 401k financial data |
---|
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 | $159,842 |
Expenses. Total of all expenses incurred | 2010-12-31 | $251,976 |
Benefits paid (including direct rollovers) | 2010-12-31 | $251,976 |
Total plan assets at end of year | 2010-12-31 | $1,276,160 |
Total plan assets at beginning of year | 2010-12-31 | $1,368,294 |
Value of fidelity bond covering the plan | 2010-12-31 | $175,000 |
Total contributions received or receivable from participants | 2010-12-31 | $18,153 |
Other income received | 2010-12-31 | $141,689 |
Net income (gross income less expenses) | 2010-12-31 | $-92,134 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,276,160 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,368,294 |
Assets. Value of participant loans | 2010-12-31 | $12,099 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : FDG RETIREMENT PLAN & TRUST 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 |
2023: FDG RETIREMENT PLAN & TRUST 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: FDG RETIREMENT PLAN & TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: FDG RETIREMENT PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: FDG RETIREMENT PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: FDG RETIREMENT PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: FDG RETIREMENT PLAN & TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: FDG RETIREMENT PLAN & TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: FDG RETIREMENT PLAN & TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: FDG RETIREMENT PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: FDG RETIREMENT PLAN & TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: FDG RETIREMENT PLAN & TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: FDG RETIREMENT PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: FDG RETIREMENT PLAN & TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: FDG RETIREMENT PLAN & TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 3 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $558 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 4 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $725 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $725 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 4 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $915 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $915 | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 4 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $737 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $737 | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 4 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $884 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $884 | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 5 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $883 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $883 | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 5 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $784 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $784 | Insurance broker organization code? | 3 | Insurance broker name | JAMES ZOLLER |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 5 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $706 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $706 | Insurance broker organization code? | 3 | Insurance broker name | JAMES ZOLLER |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 5 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $720 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $720 | Insurance broker organization code? | 3 | Insurance broker name | JAMES ZOLLER |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 5 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $688 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $688 | Insurance broker organization code? | 3 | Insurance broker name | JAMES ZOLLER |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 5 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $598 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $598 | Insurance broker organization code? | 3 | Insurance broker name | JAMES ZOLLER |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 5 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $547 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $547 | Insurance broker organization code? | 3 | Insurance broker name | JAMES ZOLLER |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 34526 |
Policy instance | 1 |
Insurance contract or identification number | 34526 | Number of Individuals Covered | 0 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 |
|