WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2020: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 29 |
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 | 6 |
Total of all active and inactive participants | 2020-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 35 |
Number of participants with account balances | 2020-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 32 |
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 | 6 |
Total of all active and inactive participants | 2019-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 38 |
Number of participants with account balances | 2019-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 45 |
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 | 5 |
Total of all active and inactive participants | 2018-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 38 |
Number of participants with account balances | 2018-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 32 |
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 | 10 |
Total of all active and inactive participants | 2017-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 42 |
Number of participants with account balances | 2017-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 41 |
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 | 6 |
Total of all active and inactive participants | 2016-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 42 |
Number of participants with account balances | 2016-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 35 |
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 | 6 |
Total of all active and inactive participants | 2015-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 41 |
Number of participants with account balances | 2015-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 37 |
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 | 11 |
Total of all active and inactive participants | 2014-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 48 |
Number of participants with account balances | 2014-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 46 |
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 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 48 |
Number of participants with account balances | 2013-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 44 |
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 | 2 |
Total of all active and inactive participants | 2012-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 46 |
Number of participants with account balances | 2012-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 45 |
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 | 8 |
Total of all active and inactive participants | 2011-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 53 |
Number of participants with account balances | 2011-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 57 |
Number of participants with account balances | 2009-01-01 | 51 |
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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2020 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,729,691 |
Expenses. Total of all expenses incurred | 2020-12-31 | $581,746 |
Benefits paid (including direct rollovers) | 2020-12-31 | $530,812 |
Total plan assets at end of year | 2020-12-31 | $12,369,441 |
Total plan assets at beginning of year | 2020-12-31 | $11,221,496 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,198,750 |
Total contributions received or receivable from participants | 2020-12-31 | $241,194 |
Other income received | 2020-12-31 | $1,052,163 |
Net income (gross income less expenses) | 2020-12-31 | $1,147,945 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $12,369,441 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $11,221,496 |
Assets. Value of participant loans | 2020-12-31 | $93,818 |
Assets. Value of employer real property | 2020-12-31 | $1,198,750 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $436,334 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $50,934 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $2,176,677 |
Expenses. Total of all expenses incurred | 2019-12-31 | $763,766 |
Benefits paid (including direct rollovers) | 2019-12-31 | $725,955 |
Total plan assets at end of year | 2019-12-31 | $11,221,496 |
Total plan assets at beginning of year | 2019-12-31 | $9,808,585 |
Value of fidelity bond covering the plan | 2019-12-31 | $2,395,000 |
Total contributions received or receivable from participants | 2019-12-31 | $234,135 |
Other income received | 2019-12-31 | $1,556,561 |
Net income (gross income less expenses) | 2019-12-31 | $1,412,911 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $11,221,496 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,808,585 |
Assets. Value of participant loans | 2019-12-31 | $122,934 |
Assets. Value of employer real property | 2019-12-31 | $2,394,245 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $385,981 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $37,811 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-29,188 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,849,443 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,812,737 |
Total plan assets at end of year | 2018-12-31 | $9,808,585 |
Total plan assets at beginning of year | 2018-12-31 | $12,687,216 |
Value of fidelity bond covering the plan | 2018-12-31 | $2,403,000 |
Total contributions received or receivable from participants | 2018-12-31 | $217,214 |
Other income received | 2018-12-31 | $-615,849 |
Net income (gross income less expenses) | 2018-12-31 | $-2,878,631 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $9,808,585 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,687,216 |
Assets. Value of participant loans | 2018-12-31 | $159,531 |
Assets. Value of employer real property | 2018-12-31 | $2,402,351 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $369,447 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $36,706 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,780,083 |
Expenses. Total of all expenses incurred | 2017-12-31 | $294,888 |
Benefits paid (including direct rollovers) | 2017-12-31 | $257,274 |
Total plan assets at end of year | 2017-12-31 | $12,687,216 |
Total plan assets at beginning of year | 2017-12-31 | $11,202,021 |
Value of fidelity bond covering the plan | 2017-12-31 | $3,400,000 |
Total contributions received or receivable from participants | 2017-12-31 | $203,337 |
Other income received | 2017-12-31 | $1,179,251 |
Net income (gross income less expenses) | 2017-12-31 | $1,485,195 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,687,216 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,202,021 |
Assets. Value of participant loans | 2017-12-31 | $64,582 |
Assets. Value of employer real property | 2017-12-31 | $3,331,538 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $397,495 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $37,614 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $952,604 |
Expenses. Total of all expenses incurred | 2016-12-31 | $84,978 |
Benefits paid (including direct rollovers) | 2016-12-31 | $58,046 |
Total plan assets at end of year | 2016-12-31 | $11,202,021 |
Total plan assets at beginning of year | 2016-12-31 | $10,334,395 |
Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $195,637 |
Other income received | 2016-12-31 | $325,857 |
Net income (gross income less expenses) | 2016-12-31 | $867,626 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,202,021 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,334,395 |
Assets. Value of participant loans | 2016-12-31 | $81,489 |
Assets. Value of employer real property | 2016-12-31 | $2,629,651 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $431,110 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $26,932 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $721,416 |
Expenses. Total of all expenses incurred | 2015-12-31 | $267,047 |
Benefits paid (including direct rollovers) | 2015-12-31 | $248,805 |
Total plan assets at end of year | 2015-12-31 | $10,334,395 |
Total plan assets at beginning of year | 2015-12-31 | $9,880,026 |
Value of fidelity bond covering the plan | 2015-12-31 | $3,004,038 |
Total contributions received or receivable from participants | 2015-12-31 | $184,672 |
Other income received | 2015-12-31 | $76,869 |
Net income (gross income less expenses) | 2015-12-31 | $454,369 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,334,395 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,880,026 |
Assets. Value of participant loans | 2015-12-31 | $112,077 |
Assets. Value of employer real property | 2015-12-31 | $2,994,692 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $459,875 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $18,242 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $1,443,852 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,279,567 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,263,776 |
Total plan assets at end of year | 2014-12-31 | $9,880,026 |
Total plan assets at beginning of year | 2014-12-31 | $9,715,741 |
Value of fidelity bond covering the plan | 2014-12-31 | $3,004,038 |
Total contributions received or receivable from participants | 2014-12-31 | $249,167 |
Other income received | 2014-12-31 | $576,413 |
Net income (gross income less expenses) | 2014-12-31 | $164,285 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $9,880,026 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,715,741 |
Assets. Value of participant loans | 2014-12-31 | $167,397 |
Assets. Value of employer real property | 2014-12-31 | $3,004,038 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $618,272 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $15,791 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $-195,457 |
Expenses. Total of all expenses incurred | 2013-12-31 | $397,540 |
Benefits paid (including direct rollovers) | 2013-12-31 | $389,496 |
Total plan assets at end of year | 2013-12-31 | $9,715,741 |
Total plan assets at beginning of year | 2013-12-31 | $10,308,738 |
Value of fidelity bond covering the plan | 2013-12-31 | $2,411,884 |
Total contributions received or receivable from participants | 2013-12-31 | $71,385 |
Other income received | 2013-12-31 | $-788,170 |
Net income (gross income less expenses) | 2013-12-31 | $-592,997 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,715,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,308,738 |
Assets. Value of participant loans | 2013-12-31 | $186,886 |
Assets. Value of employer real property | 2013-12-31 | $2,411,884 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $521,328 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,044 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,548,423 |
Expenses. Total of all expenses incurred | 2012-12-31 | $791,934 |
Benefits paid (including direct rollovers) | 2012-12-31 | $769,736 |
Total plan assets at end of year | 2012-12-31 | $10,308,738 |
Total plan assets at beginning of year | 2012-12-31 | $9,552,249 |
Value of fidelity bond covering the plan | 2012-12-31 | $3,608,685 |
Total contributions received or receivable from participants | 2012-12-31 | $117,444 |
Other income received | 2012-12-31 | $898,501 |
Net income (gross income less expenses) | 2012-12-31 | $756,489 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $10,308,738 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,552,249 |
Assets. Value of participant loans | 2012-12-31 | $201,611 |
Assets. Value of employer real property | 2012-12-31 | $3,608,685 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $532,478 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $22,198 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $585,494 |
Expenses. Total of all expenses incurred | 2011-12-31 | $796,081 |
Benefits paid (including direct rollovers) | 2011-12-31 | $771,596 |
Total plan assets at end of year | 2011-12-31 | $9,552,249 |
Total plan assets at beginning of year | 2011-12-31 | $9,762,836 |
Value of fidelity bond covering the plan | 2011-12-31 | $3,448,365 |
Total contributions received or receivable from participants | 2011-12-31 | $106,887 |
Other income received | 2011-12-31 | $-1,972 |
Net income (gross income less expenses) | 2011-12-31 | $-210,587 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,552,249 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,762,836 |
Assets. Value of participant loans | 2011-12-31 | $147,320 |
Assets. Value of employer real property | 2011-12-31 | $3,448,365 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $480,579 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $24,485 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,307,886 |
Expenses. Total of all expenses incurred | 2010-12-31 | $117,418 |
Benefits paid (including direct rollovers) | 2010-12-31 | $92,406 |
Total plan assets at end of year | 2010-12-31 | $9,762,836 |
Total plan assets at beginning of year | 2010-12-31 | $8,572,368 |
Value of fidelity bond covering the plan | 2010-12-31 | $3,448,365 |
Total contributions received or receivable from participants | 2010-12-31 | $129,730 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $39,078 |
Other income received | 2010-12-31 | $532,404 |
Net income (gross income less expenses) | 2010-12-31 | $1,190,468 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $9,762,836 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,572,368 |
Assets. Value of participant loans | 2010-12-31 | $185,484 |
Assets. Value of employer real property | 2010-12-31 | $3,448,365 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $606,674 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25,012 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2020: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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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 - Trust | Yes |
2019: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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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 - Trust | Yes |
2018: WARNER ANGLE HALLAM JACKSON & FORMANEK, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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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 - Trust | Yes |
2017: WARNER ANGLE HALLAM JACKSON & FORMANEK, 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 - Trust | Yes |
2016: WARNER ANGLE HALLAM JACKSON & FORMANEK, 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 - Trust | Yes |
2015: WARNER ANGLE HALLAM JACKSON & FORMANEK, 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 - Trust | Yes |
2014: WARNER ANGLE HALLAM JACKSON & FORMANEK, 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 - Trust | Yes |
2013: WARNER ANGLE HALLAM JACKSON & FORMANEK, 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 - Trust | Yes |
2012: WARNER ANGLE HALLAM JACKSON & FORMANEK, 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 - Trust | Yes |
2011: WARNER ANGLE HALLAM JACKSON & FORMANEK, 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 - Trust | Yes |
2009: WARNER ANGLE HALLAM JACKSON & FORMANEK, 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 - Trust | Yes |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336792-01 |
Policy instance | 1 |
Insurance contract or identification number | 336792-01 | Number of Individuals Covered | 9 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $956 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $956 | Insurance broker organization code? | 3 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336792-01 |
Policy instance | 1 |
Insurance contract or identification number | 336792-01 | Number of Individuals Covered | 9 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $737 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $737 | Insurance broker organization code? | 3 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336792-01 |
Policy instance | 1 |
Insurance contract or identification number | 336792-01 | Number of Individuals Covered | 10 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $753 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $753 | Insurance broker organization code? | 3 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 336792-01 |
Policy instance | 1 |
Insurance contract or identification number | 336792-01 | Number of Individuals Covered | 3 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $771 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $771 | Insurance broker organization code? | 3 | Insurance broker name | PERRY BUCKMANM |
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GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 01346 |
Policy instance | 1 |
Insurance contract or identification number | 01346 | Number of Individuals Covered | 12 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,486 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $1,743 | Insurance broker organization code? | 2 | Insurance broker name | PERRY BUCKMAN |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 01346 |
Policy instance | 1 |
Insurance contract or identification number | 01346 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker name | GREAT WEST LIFE & ANNUITY INSURANCE |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 01346 |
Policy instance | 1 |
Insurance contract or identification number | 01346 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker name | GREAT WEST LIFE & ANNUITY INSURANCE |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 41580135 |
Policy instance | 2 |
Insurance contract or identification number | 41580135 | Number of Individuals Covered | 0 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | 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? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | ADVISOR | Insurance broker organization code? | 4 | Insurance broker name | MATTHEWS GOLD KENNEDY & SNOW |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 01346 |
Policy instance | 1 |
Insurance contract or identification number | 01346 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker name | GREAT WEST LIFE & ANNUITY INSURANCE |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 41580135 |
Policy instance | 2 |
Insurance contract or identification number | 41580135 | Number of Individuals Covered | 46 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $11,363 | Total amount of fees paid to insurance company | USD $2,841 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,363 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | ADVISOR | Insurance broker organization code? | 4 | Insurance broker name | MATTHEWS GOLD KENNEDY & SNOW |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 01346 |
Policy instance | 1 |
Insurance contract or identification number | 01346 | 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? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 41580135 |
Policy instance | 2 |
Insurance contract or identification number | 41580135 | Number of Individuals Covered | 53 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $8,150 | Total amount of fees paid to insurance company | USD $2,037 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 01346 |
Policy instance | 1 |
Insurance contract or identification number | 01346 | 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 $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
Policy contract number | 41580135 |
Policy instance | 2 |
Insurance contract or identification number | 41580135 | Number of Individuals Covered | 51 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $7,258 | Total amount of fees paid to insurance company | USD $1,814 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|