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GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN
Plan identification number 003

GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GERALD A. MARTIN, LTD. has sponsored the creation of one or more 401k plans.

Company Name:GERALD A. MARTIN, LTD.
Employer identification number (EIN):850232926
NAIC Classification:236200

Additional information about GERALD A. MARTIN, LTD.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1992-08-06
Company Identification Number: 0009238406
Legal Registered Office Address: PO BOX 91450

ALBUQUERQUE
United States of America (USA)
87199

More information about GERALD A. MARTIN, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-10-01DON FRANCISCO TRUJILLO2016-08-10 DON FRANCISCO TRUJILLO2016-08-10
0032014-10-01DON FRANCISCO TRUJILLO II2016-03-21 DON FRANCISCO TRUJILLO II2016-03-21
0032013-10-01DON FRANCISCO TRUJILLO II DON FRANCISCO TRUJILLO II2015-09-25
0032012-10-01DON FRANCISCO TRUJILLO II DON FRANCISCO TRUJILLO II2014-06-17
0032011-10-01DON FRANCISCO TRUJILLO II DON FRANCISCO TRUJILLO II2013-06-03
0032009-10-01JENNIFER DEAL JENNIFER DEAL2011-03-28
0032008-10-01

Plan Statistics for GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN

401k plan membership statisitcs for GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN

Measure Date Value
2013: GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01105
Total number of active participants reported on line 7a of the Form 55002013-10-0133
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0147
Total of all active and inactive participants2013-10-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-0180
Number of participants with account balances2013-10-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0117
2012: GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01128
Total number of active participants reported on line 7a of the Form 55002012-10-0160
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0142
Total of all active and inactive participants2012-10-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01102
Number of participants with account balances2012-10-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-018
2011: GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01148
Total number of active participants reported on line 7a of the Form 55002011-10-0169
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0155
Total of all active and inactive participants2011-10-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-011
Total participants2011-10-01125
Number of participants with account balances2011-10-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-018
2009: GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01176
Total number of active participants reported on line 7a of the Form 55002009-10-01129
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0144
Total of all active and inactive participants2009-10-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01173
Number of participants with account balances2009-10-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0113

Financial Data on GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN

Measure Date Value
2014 : GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-09-30$0
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total transfer of assets to this plan2014-09-30$0
Total transfer of assets from this plan2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$5,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$28,088
Expenses. Interest paid2014-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-09-30$0
Total income from all sources (including contributions)2014-09-30$480,808
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$1,293,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$1,279,766
Expenses. Certain deemed distributions of participant loans2014-09-30$0
Value of total corrective distributions2014-09-30$5,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$130,466
Value of total assets at end of year2014-09-30$2,893,623
Value of total assets at beginning of year2014-09-30$3,729,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$8,347
Total income from rents2014-09-30$0
Total interest from all sources2014-09-30$3,125
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$0
Assets. Real estate other than employer real property at end of year2014-09-30$0
Assets. Real estate other than employer real property at beginning of year2014-09-30$0
Administrative expenses professional fees incurred2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-09-30$0
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$400,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$105,479
Participant contributions at end of year2014-09-30$68,569
Participant contributions at beginning of year2014-09-30$109,036
Participant contributions at end of year2014-09-30$1,829
Participant contributions at beginning of year2014-09-30$2,377
Assets. Other investments not covered elsewhere at end of year2014-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$964
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Assets. Loans (other than to participants) at end of year2014-09-30$0
Assets. Loans (other than to participants) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$5,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$28,088
Other income not declared elsewhere2014-09-30$1,401
Administrative expenses (other) incurred2014-09-30$8,347
Liabilities. Value of operating payables at end of year2014-09-30$0
Liabilities. Value of operating payables at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$0
Total non interest bearing cash at beginning of year2014-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Income. Non cash contributions2014-09-30$0
Value of net income/loss2014-09-30$-812,716
Value of net assets at end of year (total assets less liabilities)2014-09-30$2,888,212
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$3,700,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Assets. partnership/joint venture interests at end of year2014-09-30$0
Assets. partnership/joint venture interests at beginning of year2014-09-30$0
Investment advisory and management fees2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$2,788,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$3,587,601
Value of interest in pooled separate accounts at end of year2014-09-30$0
Value of interest in pooled separate accounts at beginning of year2014-09-30$0
Interest on participant loans2014-09-30$3,100
Income. Interest from loans (other than to participants)2014-09-30$0
Interest earned on other investments2014-09-30$25
Income. Interest from US Government securities2014-09-30$0
Income. Interest from corporate debt instruments2014-09-30$0
Value of interest in master investment trust accounts at end of year2014-09-30$0
Value of interest in master investment trust accounts at beginning of year2014-09-30$0
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2014-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-09-30$34,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-09-30$29,408
Expenses. Payments to insurance carriers foe the provision of benefits2014-09-30$0
Asset value of US Government securities at end of year2014-09-30$0
Asset value of US Government securities at beginning of year2014-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$0
Net investment gain/loss from pooled separate accounts2014-09-30$345,816
Net investment gain or loss from common/collective trusts2014-09-30$0
Net gain/loss from 103.12 investment entities2014-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Assets. Invements in employer securities at end of year2014-09-30$0
Assets. Invements in employer securities at beginning of year2014-09-30$0
Assets. Value of employer real property at end of year2014-09-30$0
Assets. Value of employer real property at beginning of year2014-09-30$0
Contributions received in cash from employer2014-09-30$24,023
Employer contributions (assets) at end of year2014-09-30$403
Employer contributions (assets) at beginning of year2014-09-30$594
Income. Dividends from preferred stock2014-09-30$0
Income. Dividends from common stock2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$1,279,766
Asset. Corporate debt instrument preferred debt at end of year2014-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2014-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-09-30$0
Contract administrator fees2014-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2014-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-09-30$0
Liabilities. Value of benefit claims payable at end of year2014-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Aggregate proceeds on sale of assets2014-09-30$0
Aggregate carrying amount (costs) on sale of assets2014-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2014-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30REDW, LLC
Accountancy firm EIN2014-09-30850203431
2013 : GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-09-30$0
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$0
Total transfer of assets from this plan2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$28,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$35,371
Expenses. Interest paid2013-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-09-30$0
Total income from all sources (including contributions)2013-09-30$775,599
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,236,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,198,505
Expenses. Certain deemed distributions of participant loans2013-09-30$0
Value of total corrective distributions2013-09-30$28,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$221,210
Value of total assets at end of year2013-09-30$3,729,016
Value of total assets at beginning of year2013-09-30$4,197,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$10,029
Total income from rents2013-09-30$0
Total interest from all sources2013-09-30$5,405
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$0
Assets. Real estate other than employer real property at end of year2013-09-30$0
Assets. Real estate other than employer real property at beginning of year2013-09-30$0
Administrative expenses professional fees incurred2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-09-30$0
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$176,968
Participant contributions at end of year2013-09-30$109,036
Participant contributions at beginning of year2013-09-30$147,578
Participant contributions at end of year2013-09-30$2,377
Participant contributions at beginning of year2013-09-30$0
Assets. Other investments not covered elsewhere at end of year2013-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$246
Assets. Loans (other than to participants) at end of year2013-09-30$0
Assets. Loans (other than to participants) at beginning of year2013-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$28,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$35,130
Other income not declared elsewhere2013-09-30$0
Administrative expenses (other) incurred2013-09-30$10,029
Liabilities. Value of operating payables at end of year2013-09-30$0
Liabilities. Value of operating payables at beginning of year2013-09-30$0
Total non interest bearing cash at end of year2013-09-30$0
Total non interest bearing cash at beginning of year2013-09-30$5,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Income. Non cash contributions2013-09-30$0
Value of net income/loss2013-09-30$-461,023
Value of net assets at end of year (total assets less liabilities)2013-09-30$3,700,928
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$4,161,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Assets. partnership/joint venture interests at end of year2013-09-30$0
Assets. partnership/joint venture interests at beginning of year2013-09-30$0
Investment advisory and management fees2013-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,587,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$0
Value of interest in pooled separate accounts at end of year2013-09-30$0
Value of interest in pooled separate accounts at beginning of year2013-09-30$3,982,808
Interest on participant loans2013-09-30$5,267
Income. Interest from loans (other than to participants)2013-09-30$0
Interest earned on other investments2013-09-30$138
Income. Interest from US Government securities2013-09-30$0
Income. Interest from corporate debt instruments2013-09-30$0
Value of interest in master investment trust accounts at end of year2013-09-30$0
Value of interest in master investment trust accounts at beginning of year2013-09-30$0
Value of interest in common/collective trusts at end of year2013-09-30$0
Value of interest in common/collective trusts at beginning of year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2013-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-09-30$29,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-09-30$61,146
Expenses. Payments to insurance carriers foe the provision of benefits2013-09-30$0
Asset value of US Government securities at end of year2013-09-30$0
Asset value of US Government securities at beginning of year2013-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$548,984
Net investment gain/loss from pooled separate accounts2013-09-30$0
Net investment gain or loss from common/collective trusts2013-09-30$0
Net gain/loss from 103.12 investment entities2013-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$0
Assets. Invements in employer securities at beginning of year2013-09-30$0
Assets. Value of employer real property at end of year2013-09-30$0
Assets. Value of employer real property at beginning of year2013-09-30$0
Contributions received in cash from employer2013-09-30$44,242
Employer contributions (assets) at end of year2013-09-30$594
Employer contributions (assets) at beginning of year2013-09-30$0
Income. Dividends from preferred stock2013-09-30$0
Income. Dividends from common stock2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,198,505
Asset. Corporate debt instrument preferred debt at end of year2013-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2013-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-09-30$0
Contract administrator fees2013-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2013-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-09-30$0
Liabilities. Value of benefit claims payable at end of year2013-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-09-30$0
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Aggregate proceeds on sale of assets2013-09-30$0
Aggregate carrying amount (costs) on sale of assets2013-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2013-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-09-30$241
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30REDW, LLC
Accountancy firm EIN2013-09-30850203431
2012 : GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-09-30$0
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total transfer of assets to this plan2012-09-30$0
Total transfer of assets from this plan2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$35,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$11,603
Expenses. Interest paid2012-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-09-30$0
Total income from all sources (including contributions)2012-09-30$1,077,374
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$971,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$917,910
Expenses. Certain deemed distributions of participant loans2012-09-30$0
Value of total corrective distributions2012-09-30$35,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$361,959
Value of total assets at end of year2012-09-30$4,197,322
Value of total assets at beginning of year2012-09-30$4,067,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$18,768
Total income from rents2012-09-30$0
Total interest from all sources2012-09-30$6,177
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-09-30$0
Assets. Real estate other than employer real property at end of year2012-09-30$0
Assets. Real estate other than employer real property at beginning of year2012-09-30$0
Administrative expenses professional fees incurred2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-09-30$0
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$400,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$285,828
Participant contributions at end of year2012-09-30$147,578
Participant contributions at beginning of year2012-09-30$132,376
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$0
Assets. Other investments not covered elsewhere at end of year2012-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2012-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-30$0
Assets. Loans (other than to participants) at end of year2012-09-30$0
Assets. Loans (other than to participants) at beginning of year2012-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$35,130
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$11,603
Other income not declared elsewhere2012-09-30$0
Administrative expenses (other) incurred2012-09-30$18,768
Liabilities. Value of operating payables at end of year2012-09-30$0
Liabilities. Value of operating payables at beginning of year2012-09-30$0
Total non interest bearing cash at end of year2012-09-30$5,544
Total non interest bearing cash at beginning of year2012-09-30$12,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Income. Non cash contributions2012-09-30$0
Value of net income/loss2012-09-30$105,566
Value of net assets at end of year (total assets less liabilities)2012-09-30$4,161,951
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$4,056,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Assets. partnership/joint venture interests at end of year2012-09-30$0
Assets. partnership/joint venture interests at beginning of year2012-09-30$0
Investment advisory and management fees2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$0
Value of interest in pooled separate accounts at end of year2012-09-30$3,982,808
Value of interest in pooled separate accounts at beginning of year2012-09-30$3,867,250
Interest on participant loans2012-09-30$5,557
Income. Interest from loans (other than to participants)2012-09-30$0
Interest earned on other investments2012-09-30$620
Income. Interest from US Government securities2012-09-30$0
Income. Interest from corporate debt instruments2012-09-30$0
Value of interest in master investment trust accounts at end of year2012-09-30$0
Value of interest in master investment trust accounts at beginning of year2012-09-30$0
Value of interest in common/collective trusts at end of year2012-09-30$0
Value of interest in common/collective trusts at beginning of year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-09-30$61,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-09-30$55,459
Expenses. Payments to insurance carriers foe the provision of benefits2012-09-30$0
Asset value of US Government securities at end of year2012-09-30$0
Asset value of US Government securities at beginning of year2012-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$0
Net investment gain/loss from pooled separate accounts2012-09-30$709,238
Net investment gain or loss from common/collective trusts2012-09-30$0
Net gain/loss from 103.12 investment entities2012-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Assets. Invements in employer securities at end of year2012-09-30$0
Assets. Invements in employer securities at beginning of year2012-09-30$0
Assets. Value of employer real property at end of year2012-09-30$0
Assets. Value of employer real property at beginning of year2012-09-30$0
Contributions received in cash from employer2012-09-30$76,131
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$0
Income. Dividends from preferred stock2012-09-30$0
Income. Dividends from common stock2012-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$917,910
Asset. Corporate debt instrument preferred debt at end of year2012-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2012-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-09-30$0
Contract administrator fees2012-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2012-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-09-30$0
Liabilities. Value of benefit claims payable at end of year2012-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-09-30$0
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Aggregate proceeds on sale of assets2012-09-30$0
Aggregate carrying amount (costs) on sale of assets2012-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2012-09-30$241
Liabilities. Value of acquisition indebtedness at beginning of year2012-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30MOSS ADAMS
Accountancy firm EIN2012-09-30910189318
2011 : GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-09-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$0
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total transfer of assets to this plan2011-09-30$0
Total transfer of assets from this plan2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$11,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$12,002
Expenses. Interest paid2011-09-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-09-30$0
Total income from all sources (including contributions)2011-09-30$522,073
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$954,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$917,051
Expenses. Certain deemed distributions of participant loans2011-09-30$0
Value of total corrective distributions2011-09-30$11,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$529,126
Value of total assets at end of year2011-09-30$4,067,988
Value of total assets at beginning of year2011-09-30$4,501,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$26,140
Total income from rents2011-09-30$0
Total interest from all sources2011-09-30$6,164
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-09-30$0
Assets. Real estate other than employer real property at end of year2011-09-30$0
Assets. Real estate other than employer real property at beginning of year2011-09-30$0
Administrative expenses professional fees incurred2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-09-30$0
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$400,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$423,088
Participant contributions at end of year2011-09-30$132,376
Participant contributions at beginning of year2011-09-30$82,926
Participant contributions at end of year2011-09-30$0
Participant contributions at beginning of year2011-09-30$0
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$0
Assets. Loans (other than to participants) at end of year2011-09-30$0
Assets. Loans (other than to participants) at beginning of year2011-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$11,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$12,002
Other income not declared elsewhere2011-09-30$5
Administrative expenses (other) incurred2011-09-30$26,140
Liabilities. Value of operating payables at end of year2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$0
Total non interest bearing cash at end of year2011-09-30$12,903
Total non interest bearing cash at beginning of year2011-09-30$3,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Income. Non cash contributions2011-09-30$0
Value of net income/loss2011-09-30$-432,721
Value of net assets at end of year (total assets less liabilities)2011-09-30$4,056,385
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$4,489,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Assets. partnership/joint venture interests at end of year2011-09-30$0
Assets. partnership/joint venture interests at beginning of year2011-09-30$0
Investment advisory and management fees2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$0
Value of interest in pooled separate accounts at end of year2011-09-30$3,867,250
Value of interest in pooled separate accounts at beginning of year2011-09-30$4,358,484
Interest on participant loans2011-09-30$5,114
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$1,050
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Value of interest in master investment trust accounts at end of year2011-09-30$0
Value of interest in master investment trust accounts at beginning of year2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$0
Value of interest in common/collective trusts at beginning of year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$55,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$56,675
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Asset value of US Government securities at end of year2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$0
Net investment gain/loss from pooled separate accounts2011-09-30$-13,222
Net investment gain or loss from common/collective trusts2011-09-30$0
Net gain/loss from 103.12 investment entities2011-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Assets. Invements in employer securities at end of year2011-09-30$0
Assets. Invements in employer securities at beginning of year2011-09-30$0
Assets. Value of employer real property at end of year2011-09-30$0
Assets. Value of employer real property at beginning of year2011-09-30$0
Contributions received in cash from employer2011-09-30$106,038
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$0
Income. Dividends from preferred stock2011-09-30$0
Income. Dividends from common stock2011-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$917,051
Asset. Corporate debt instrument preferred debt at end of year2011-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$0
Contract administrator fees2011-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$0
Liabilities. Value of benefit claims payable at end of year2011-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-09-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-09-30$0
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Aggregate proceeds on sale of assets2011-09-30$0
Aggregate carrying amount (costs) on sale of assets2011-09-30$0
Liabilities. Value of acquisition indebtedness at end of year2011-09-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-09-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30MOSS ADAMS
Accountancy firm EIN2011-09-30910189318
2010 : GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN

2013: GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: GERALD A. MARTIN, LTD. 401 (K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90029
Policy instance 1
Insurance contract or identification number90029
Number of Individuals Covered57
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $8,210
Total amount of fees paid to insurance companyUSD $1,538
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,210
Insurance broker organization code?3
Amount paid for insurance broker fees1538
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENSION PLANNING CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90029
Policy instance 1
Insurance contract or identification number90029
Number of Individuals Covered100
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $8,787
Total amount of fees paid to insurance companyUSD $1,981
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?Yes
Commission paid to Insurance BrokerUSD $8,787
Insurance broker organization code?3
Amount paid for insurance broker fees1981
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENSION PLANNING CONSULTANTS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90029
Policy instance 1
Insurance contract or identification number90029
Number of Individuals Covered117
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $10,738
Total amount of fees paid to insurance companyUSD $2,338
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 number90029
Policy instance 1
Insurance contract or identification number90029
Number of Individuals Covered133
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $13,122
Total amount of fees paid to insurance companyUSD $2,446
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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