MESCH, CLARK & ROTHSCHILD, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 35 |
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 | 12 |
Total of all active and inactive participants | 2022-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 48 |
Number of participants with account balances | 2022-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
2021: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 34 |
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 | 12 |
Total of all active and inactive participants | 2021-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 47 |
Number of participants with account balances | 2021-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 36 |
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 | 13 |
Total of all active and inactive participants | 2020-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 50 |
Number of participants with account balances | 2020-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 36 |
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 | 12 |
Total of all active and inactive participants | 2019-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 49 |
Number of participants with account balances | 2019-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 33 |
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 | 14 |
Total of all active and inactive participants | 2018-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 50 |
Number of participants with account balances | 2018-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 37 |
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 | 18 |
Total of all active and inactive participants | 2017-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 57 |
Number of participants with account balances | 2017-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 36 |
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 | 19 |
Total of all active and inactive participants | 2016-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 55 |
Number of participants with account balances | 2016-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 61 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
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 | 19 |
Total of all active and inactive participants | 2015-01-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 55 |
Number of participants with account balances | 2015-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
2014: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 42 |
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 | 19 |
Total of all active and inactive participants | 2014-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 61 |
Number of participants with account balances | 2014-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 42 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 16 |
Total of all active and inactive participants | 2013-01-01 | 59 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 59 |
Number of participants with account balances | 2013-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 42 |
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 | 15 |
Total of all active and inactive participants | 2012-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 57 |
Number of participants with account balances | 2012-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 46 |
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 | 14 |
Total of all active and inactive participants | 2011-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 60 |
Number of participants with account balances | 2011-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 49 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 11 |
Total of all active and inactive participants | 2010-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 60 |
Number of participants with account balances | 2010-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
2009: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 50 |
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 | 6 |
Total of all active and inactive participants | 2009-01-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 56 |
Number of participants with account balances | 2009-01-01 | 55 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2022 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $6,143 |
Total plan liabilities at beginning of year | 2022-12-31 | $10,590 |
Total income from all sources | 2022-12-31 | $-519,363 |
Expenses. Total of all expenses incurred | 2022-12-31 | $640,394 |
Benefits paid (including direct rollovers) | 2022-12-31 | $538,380 |
Total plan assets at end of year | 2022-12-31 | $17,780,125 |
Total plan assets at beginning of year | 2022-12-31 | $18,944,329 |
Value of fidelity bond covering the plan | 2022-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2022-12-31 | $253,305 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $1,014,550 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $25,684 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $4,506 |
Other income received | 2022-12-31 | $-905,118 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,159,757 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $17,773,982 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $18,933,739 |
Assets. Value of participant loans | 2022-12-31 | $72,013 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $2,965,048 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $643,000 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $257,655 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $127,944 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $76,330 |
2021 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $10,590 |
Total plan liabilities at beginning of year | 2021-12-31 | $9,339 |
Total income from all sources | 2021-12-31 | $2,285,092 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,418,366 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,292,128 |
Total plan assets at end of year | 2021-12-31 | $18,944,329 |
Total plan assets at beginning of year | 2021-12-31 | $18,076,352 |
Value of fidelity bond covering the plan | 2021-12-31 | $4,800,000 |
Total contributions received or receivable from participants | 2021-12-31 | $367,578 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $1,044,639 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $72,537 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $148,026 |
Other income received | 2021-12-31 | $1,574,112 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $866,726 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $18,933,739 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,067,013 |
Assets. Value of participant loans | 2021-12-31 | $44,590 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $2,527,093 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $350,000 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $257,655 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $195,376 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $53,701 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $85,498 |
2020 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $9,339 |
Total plan liabilities at beginning of year | 2020-12-31 | $3,035 |
Total income from all sources | 2020-12-31 | $2,707,183 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,202,992 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,096,469 |
Total plan assets at end of year | 2020-12-31 | $18,076,352 |
Total plan assets at beginning of year | 2020-12-31 | $16,565,857 |
Value of fidelity bond covering the plan | 2020-12-31 | $4,800,000 |
Total contributions received or receivable from participants | 2020-12-31 | $306,885 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $762,062 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $308,478 |
Other income received | 2020-12-31 | $1,940,156 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,504,191 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $18,067,013 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,562,822 |
Assets. Value of participant loans | 2020-12-31 | $125,363 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $2,290,044 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $665,000 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $79,543 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $151,664 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $106,523 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $3,035 |
Total plan liabilities at beginning of year | 2019-12-31 | $18 |
Total income from all sources | 2019-12-31 | $2,851,631 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,160,324 |
Benefits paid (including direct rollovers) | 2019-12-31 | $2,011,897 |
Total plan assets at end of year | 2019-12-31 | $16,565,857 |
Total plan assets at beginning of year | 2019-12-31 | $15,871,533 |
Value of fidelity bond covering the plan | 2019-12-31 | $4,350,000 |
Total contributions received or receivable from participants | 2019-12-31 | $307,515 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $1,198,013 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $8,771 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $23,637 |
Other income received | 2019-12-31 | $2,337,242 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $691,307 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $16,562,822 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,871,515 |
Assets. Value of participant loans | 2019-12-31 | $144,285 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $2,440,044 |
Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $350,000 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $273,674 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $183,237 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $139,656 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $80,876 |
2018 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $18 |
Total plan liabilities at beginning of year | 2018-12-31 | $38 |
Total income from all sources | 2018-12-31 | $244,790 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,528,392 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,480,913 |
Total plan assets at end of year | 2018-12-31 | $15,871,533 |
Total plan assets at beginning of year | 2018-12-31 | $17,155,155 |
Value of fidelity bond covering the plan | 2018-12-31 | $4,100,000 |
Total contributions received or receivable from participants | 2018-12-31 | $336,750 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $741,163 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-301,579 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,283,602 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $15,871,515 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,155,117 |
Assets. Value of participant loans | 2018-12-31 | $126,478 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $2,594,583 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $300,000 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $175,794 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $209,619 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $47,479 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $81,000 |
2017 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $38 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,345,270 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,007,631 |
Benefits paid (including direct rollovers) | 2017-12-31 | $938,297 |
Total plan assets at end of year | 2017-12-31 | $17,155,155 |
Total plan assets at beginning of year | 2017-12-31 | $15,817,478 |
Value of fidelity bond covering the plan | 2017-12-31 | $4,100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $297,092 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $624,601 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $6,371 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,872,806 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,337,639 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $17,155,117 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,817,478 |
Assets. Value of participant loans | 2017-12-31 | $149,818 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $2,435,758 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $300,000 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $175,372 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $62,963 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $81,000 |
2016 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $2,339 |
Total income from all sources | 2016-12-31 | $1,385,716 |
Expenses. Total of all expenses incurred | 2016-12-31 | $455,181 |
Benefits paid (including direct rollovers) | 2016-12-31 | $379,569 |
Total plan assets at end of year | 2016-12-31 | $15,817,478 |
Total plan assets at beginning of year | 2016-12-31 | $14,889,282 |
Value of fidelity bond covering the plan | 2016-12-31 | $4,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $352,915 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $626,923 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $6,318 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $836,940 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $930,535 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $15,817,478 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,886,943 |
Assets. Value of participant loans | 2016-12-31 | $176,179 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $2,633,632 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $475,000 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $195,861 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $69,294 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $80,000 |
2015 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $2,339 |
Total plan liabilities at beginning of year | 2015-12-31 | $843 |
Total income from all sources | 2015-12-31 | $472,051 |
Expenses. Total of all expenses incurred | 2015-12-31 | $975,247 |
Benefits paid (including direct rollovers) | 2015-12-31 | $928,018 |
Total plan assets at end of year | 2015-12-31 | $14,889,282 |
Total plan assets at beginning of year | 2015-12-31 | $15,390,982 |
Value of fidelity bond covering the plan | 2015-12-31 | $4,100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $366,723 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $697,588 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,371 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-77,027 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-503,196 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $14,886,943 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $15,390,139 |
Assets. Value of participant loans | 2015-12-31 | $234,272 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $2,381,403 |
Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $620,000 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $182,355 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $40,858 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $80,000 |
2014 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total plan liabilities at end of year | 2014-12-31 | $843 |
Total plan liabilities at beginning of year | 2014-12-31 | $667 |
Total income from all sources | 2014-12-31 | $1,053,157 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,354,888 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,304,044 |
Total plan assets at end of year | 2014-12-31 | $15,390,982 |
Total plan assets at beginning of year | 2014-12-31 | $15,692,537 |
Value of fidelity bond covering the plan | 2014-12-31 | $4,100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $364,025 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $749,803 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $480,070 |
Net income (gross income less expenses) | 2014-12-31 | $-301,731 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $15,390,139 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $15,691,870 |
Assets. Value of participant loans | 2014-12-31 | $222,236 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $2,580,545 |
Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $645,000 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $209,062 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $50,844 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total plan liabilities at end of year | 2013-12-31 | $667 |
Total plan liabilities at beginning of year | 2013-12-31 | $2,427 |
Total income from all sources | 2013-12-31 | $2,501,167 |
Expenses. Total of all expenses incurred | 2013-12-31 | $853,027 |
Benefits paid (including direct rollovers) | 2013-12-31 | $794,972 |
Total plan assets at end of year | 2013-12-31 | $15,692,537 |
Total plan assets at beginning of year | 2013-12-31 | $14,046,157 |
Value of fidelity bond covering the plan | 2013-12-31 | $4,270,000 |
Total contributions received or receivable from participants | 2013-12-31 | $421,163 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $742,608 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $543,331 |
Other income received | 2013-12-31 | $1,297,729 |
Net income (gross income less expenses) | 2013-12-31 | $1,648,140 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $15,691,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,043,730 |
Assets. Value of participant loans | 2013-12-31 | $183,789 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $2,554,381 |
Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $685,000 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $238,944 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $58,055 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $90,000 |
2012 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total plan liabilities at end of year | 2012-12-31 | $2,427 |
Total plan liabilities at beginning of year | 2012-12-31 | $1,391 |
Total income from all sources | 2012-12-31 | $1,445,696 |
Expenses. Total of all expenses incurred | 2012-12-31 | $632,508 |
Benefits paid (including direct rollovers) | 2012-12-31 | $608,453 |
Total plan assets at end of year | 2012-12-31 | $14,046,157 |
Total plan assets at beginning of year | 2012-12-31 | $13,231,933 |
Value of fidelity bond covering the plan | 2012-12-31 | $4,500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $426,410 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $875,121 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $760,120 |
Net income (gross income less expenses) | 2012-12-31 | $813,188 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $14,043,730 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $13,230,542 |
Assets. Value of participant loans | 2012-12-31 | $149,869 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $2,517,722 |
Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $785,000 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $259,166 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $24,055 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $120,000 |
2011 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
---|
Total plan liabilities at end of year | 2011-12-31 | $1,391 |
Total plan liabilities at beginning of year | 2011-12-31 | $640 |
Total income from all sources | 2011-12-31 | $378,088 |
Expenses. Total of all expenses incurred | 2011-12-31 | $173,394 |
Benefits paid (including direct rollovers) | 2011-12-31 | $150,964 |
Total plan assets at end of year | 2011-12-31 | $13,231,933 |
Total plan assets at beginning of year | 2011-12-31 | $13,026,488 |
Value of fidelity bond covering the plan | 2011-12-31 | $4,500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $389,441 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $958,494 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-235,221 |
Net income (gross income less expenses) | 2011-12-31 | $204,694 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $13,230,542 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $13,025,848 |
Assets. Value of participant loans | 2011-12-31 | $226,808 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $2,696,561 |
Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $824,581 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $223,868 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $22,430 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $57,150 |
Total plan liabilities at end of year | 2010-12-31 | $640 |
Total plan liabilities at beginning of year | 2010-12-31 | $8,060 |
Total income from all sources | 2010-12-31 | $1,455,893 |
Expenses. Total of all expenses incurred | 2010-12-31 | $305,620 |
Benefits paid (including direct rollovers) | 2010-12-31 | $285,198 |
Total plan assets at end of year | 2010-12-31 | $13,026,488 |
Total plan assets at beginning of year | 2010-12-31 | $11,826,485 |
Value of fidelity bond covering the plan | 2010-12-31 | $4,500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $415,737 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $927,804 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $23,357 |
Other income received | 2010-12-31 | $773,141 |
Net income (gross income less expenses) | 2010-12-31 | $1,150,273 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $13,025,848 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,818,425 |
Assets. Value of participant loans | 2010-12-31 | $121,634 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $2,493,007 |
Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $874,581 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $243,658 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $20,422 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2022: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | 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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MESCH, CLARK & ROTHSCHILD, P.C. 401(K) PROFIT SHARING PLAN 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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 1 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 49 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $675 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 675 | Additional information about fees paid to insurance broker | TPA SERVICING FEES | Insurance broker organization code? | 5 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 1 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 52 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $4,815 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 1000 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR DISTRIBUTION AND LOAN PROCESSING FEES | Insurance broker organization code? | 5 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 1 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 52 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,250 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 1250 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR FEES | Insurance broker organization code? | 5 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 2 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 51 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $3,999 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 3999 | Additional information about fees paid to insurance broker | TPA PLAN EXPENSE ACCOUNT ALLOWANCE | Insurance broker organization code? | 5 |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 71286341 |
Policy instance | 1 |
Insurance contract or identification number | 71286341 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type 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 Broker | USD $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | O78543090 |
Policy instance | 1 |
Insurance contract or identification number | O78543090 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 71286341 |
Policy instance | 2 |
Insurance contract or identification number | 71286341 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type 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 Broker | USD $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 3 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 53 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $362 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 362 | Insurance broker organization code? | 5 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | O78543090 |
Policy instance | 1 |
Insurance contract or identification number | O78543090 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 ) |
Policy contract number | 71286341 |
Policy instance | 2 |
Insurance contract or identification number | 71286341 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Insurance broker organization code? | 3 | Insurance broker name | TRACY CUNNINGHAM |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 3 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 54 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $20,561 | Total amount of fees paid to insurance company | USD $4,116 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 4116 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker organization code? | 5 | Insurance broker name | RBC CAPITAL MARKETS, LLC |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 2 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 57 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $18,022 | Total amount of fees paid to insurance company | USD $5,138 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 5138 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATOR FEES | Insurance broker organization code? | 5 | Insurance broker name | RBC CAPITAL MARKETS, LLC |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | O78543090 |
Policy instance | 1 |
Insurance contract or identification number | O78543090 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 2 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 64 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $18,035 | Total amount of fees paid to insurance company | USD $525 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 525 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker organization code? | 5 | Insurance broker name | RBC CAPITAL MARKETS,LLC |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | O78543090 |
Policy instance | 1 |
Insurance contract or identification number | O78543090 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | R78543090 |
Policy instance | 1 |
Insurance contract or identification number | R78543090 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $92 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Commission paid to Insurance Broker | USD $92 | Insurance broker organization code? | 3 | Insurance broker name | J. GOOTTER, CHFC, CLU |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 2 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 55 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $15,500 | Total amount of fees paid to insurance company | USD $2,819 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Amount paid for insurance broker fees | 2819 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $7,750 | Insurance broker name | RBC CAPITAL MARKETS,LLC |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | R78543090 |
Policy instance | 1 |
Insurance contract or identification number | R78543090 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $92 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Commission paid to Insurance Broker | USD $92 | Insurance broker organization code? | 3 | Insurance broker name | J. GOOTTER, CHFC, CLU |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 2 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 59 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $13,766 | Total amount of fees paid to insurance company | USD $700 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Amount paid for insurance broker fees | 700 | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $6,883 | Insurance broker name | RBC CAPITAL MARKETS,LLC |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | R78543090 |
Policy instance | 1 |
Insurance contract or identification number | R78543090 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 2 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 60 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $12,674 | Total amount of fees paid to insurance company | USD $2,162 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 19706 |
Policy instance | 2 |
Insurance contract or identification number | 19706 | Number of Individuals Covered | 57 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $10,658 | Total amount of fees paid to insurance company | USD $6,852 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | R78543090 |
Policy instance | 1 |
Insurance contract or identification number | R78543090 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $92 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes |
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