COLBAUGH PROCESSING INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLBAUGH PROCESSING INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 22 |
| Total participants | 2022-01-01 | 22 |
| Number of participants with account balances | 2022-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
| 2021: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 18 |
| Number of participants with account balances | 2021-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 20 |
| Number of participants with account balances | 2020-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
| 2019: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
| 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 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 23 |
| Number of participants with account balances | 2019-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
| 2018: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 21 |
| Number of participants with account balances | 2018-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
| 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 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 20 |
| Number of participants with account balances | 2017-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 20 |
| Number of participants with account balances | 2016-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 14 |
| Number of participants with account balances | 2015-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 12 |
| Number of participants with account balances | 2014-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
| 2013: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
| 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 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 11 |
| Number of participants with account balances | 2013-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 12 |
| Number of participants with account balances | 2012-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 11 |
| Number of participants with account balances | 2011-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-28,322 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $2,613 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $293,322 |
| Total plan assets at beginning of year | 2022-12-31 | $324,257 |
| Value of fidelity bond covering the plan | 2022-12-31 | $170,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-28,322 |
| Net income (gross income less expenses) | 2022-12-31 | $-30,935 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $293,322 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $324,257 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,613 |
| 2021 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $-4,757 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $19,771 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $16,278 |
| Total plan assets at end of year | 2021-12-31 | $324,257 |
| Total plan assets at beginning of year | 2021-12-31 | $348,785 |
| Value of fidelity bond covering the plan | 2021-12-31 | $170,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $-4,757 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-24,528 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $324,257 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $348,785 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $12,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| 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 | $3,493 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $84,528 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $23,419 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $20,815 |
| Total plan assets at end of year | 2020-12-31 | $348,785 |
| Total plan assets at beginning of year | 2020-12-31 | $287,676 |
| Value of fidelity bond covering the plan | 2020-12-31 | $170,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $84,528 |
| Net income (gross income less expenses) | 2020-12-31 | $61,109 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $348,785 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $287,676 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $45,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,604 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $56,026 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,831 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $287,676 |
| Total plan assets at beginning of year | 2019-12-31 | $235,481 |
| Value of fidelity bond covering the plan | 2019-12-31 | $170,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,831 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $56,026 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $52,195 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $287,676 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $235,481 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $45,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
| 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 | $0 |
| 2018 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-23,791 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $13,493 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $9,893 |
| Total plan assets at end of year | 2018-12-31 | $235,481 |
| Total plan assets at beginning of year | 2018-12-31 | $272,765 |
| Value of fidelity bond covering the plan | 2018-12-31 | $170,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| 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 | $-50,827 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-37,284 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $235,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $272,765 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $25,898 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $27,036 |
| 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 | $3,600 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $-256,809 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $187,049 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $183,243 |
| Total plan assets at end of year | 2017-12-31 | $272,765 |
| Total plan assets at beginning of year | 2017-12-31 | $716,623 |
| Value of fidelity bond covering the plan | 2017-12-31 | $170,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $-340,656 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $-443,858 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $272,765 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $716,623 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $41,532 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $83,847 |
| 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 | $3,806 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $556 |
| Total income from all sources | 2016-12-31 | $80,988 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,694 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $718,236 |
| Total plan assets at beginning of year | 2016-12-31 | $641,498 |
| Value of fidelity bond covering the plan | 2016-12-31 | $170,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $19,168 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $77,294 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $718,236 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $640,942 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $198,218 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $61,820 |
| 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 | $3,694 |
| 2015 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $556 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $14,616 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,603 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $556 |
| Total plan assets at end of year | 2015-12-31 | $641,498 |
| Total plan assets at beginning of year | 2015-12-31 | $630,929 |
| Value of fidelity bond covering the plan | 2015-12-31 | $170,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $4,047 |
| Other income received | 2015-12-31 | $-50,384 |
| Net income (gross income less expenses) | 2015-12-31 | $10,013 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $640,942 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $630,929 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $136,826 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $65,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $312 |
| Total income from all sources | 2014-12-31 | $63,254 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,842 |
| Total plan assets at end of year | 2014-12-31 | $630,929 |
| Total plan assets at beginning of year | 2014-12-31 | $571,829 |
| Value of fidelity bond covering the plan | 2014-12-31 | $170,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,842 |
| Other income received | 2014-12-31 | $38,194 |
| Net income (gross income less expenses) | 2014-12-31 | $59,412 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $630,929 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $571,517 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $119,179 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $25,060 |
| 2013 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $312 |
| Total income from all sources | 2013-12-31 | $108,285 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $6,297 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,588 |
| Total plan assets at end of year | 2013-12-31 | $571,829 |
| Total plan assets at beginning of year | 2013-12-31 | $469,529 |
| Value of fidelity bond covering the plan | 2013-12-31 | $170,000 |
| Other income received | 2013-12-31 | $47,785 |
| Net income (gross income less expenses) | 2013-12-31 | $101,988 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $571,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $469,529 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $87,535 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $60,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,709 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,470 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $11,948 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $6,899 |
| Total plan assets at end of year | 2012-12-31 | $469,529 |
| Total plan assets at beginning of year | 2012-12-31 | $480,007 |
| Value of fidelity bond covering the plan | 2012-12-31 | $170,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,049 |
| Other income received | 2012-12-31 | $1,470 |
| Net income (gross income less expenses) | 2012-12-31 | $-10,478 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $469,529 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $480,007 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $2,054 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-73,193 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,113 |
| Total plan assets at end of year | 2011-12-31 | $480,007 |
| Total plan assets at beginning of year | 2011-12-31 | $555,313 |
| Value of fidelity bond covering the plan | 2011-12-31 | $170,000 |
| Other income received | 2011-12-31 | $-73,193 |
| Net income (gross income less expenses) | 2011-12-31 | $-75,306 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $480,007 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $555,313 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $-36,179 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,113 |
| 2010 : COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $260,808 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $50 |
| Total plan assets at end of year | 2010-12-31 | $555,313 |
| Total plan assets at beginning of year | 2010-12-31 | $294,555 |
| Value of fidelity bond covering the plan | 2010-12-31 | $170,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $50 |
| Other income received | 2010-12-31 | $210,808 |
| Net income (gross income less expenses) | 2010-12-31 | $260,758 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $555,313 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $294,555 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $-58,898 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2022: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 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: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: COLBAUGH PROCESSING INC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | Yes |
| 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: COLBAUGH PROCESSING INC 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: COLBAUGH PROCESSING INC 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: COLBAUGH PROCESSING INC 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: COLBAUGH PROCESSING INC 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: COLBAUGH PROCESSING INC 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: COLBAUGH PROCESSING INC 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP16672 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $843 | | Total amount of fees paid to insurance company | USD $120 | | Commission paid to Insurance Broker | USD $843 | | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSIONS | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 120 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP16672 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $881 | | Total amount of fees paid to insurance company | USD $126 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $881 | | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSIONS | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 126 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP16672 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $790 | | Total amount of fees paid to insurance company | USD $113 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $790 | | Additional information about fees paid to insurance broker | SALES AND COMMISSIONS | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 113 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16672 | | Number of Individuals Covered | 5 | | Total amount of commissions paid to insurance broker | USD $780 | | Total amount of fees paid to insurance company | USD $136 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $780 | | Additional information about fees paid to insurance broker | SALES AND COMMISSIONS | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 136 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16672 | | Number of Individuals Covered | 5 | | Total amount of commissions paid to insurance broker | USD $774 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $774 | | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSIONS | | Insurance broker organization code? | 4 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16672 | | Number of Individuals Covered | 5 | | Total amount of commissions paid to insurance broker | USD $1,182 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $1,182 | | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSIONS | | Insurance broker organization code? | 4 | | Insurance broker name | ALAMO CAPITAL CORPORATON |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16672 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,250 | | Total amount of fees paid to insurance company | USD $30 | | 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? | No | | Commission paid to Insurance Broker | USD $1,250 | | Amount paid for insurance broker fees | 30 | | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSIONS | | Insurance broker organization code? | 4 | | Insurance broker name | ALAMO CAPITAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16672 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,249 | | Total amount of fees paid to insurance company | USD $170 | | 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? | No | | Commission paid to Insurance Broker | USD $1,249 | | Amount paid for insurance broker fees | 36 | | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSIONS AND NON-MONETARY COMPENSATION | | Insurance broker organization code? | 4 | | Insurance broker name | EDBERG & PERRY, INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16672 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,071 | | Total amount of fees paid to insurance company | USD $75 | | 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? | No | | Commission paid to Insurance Broker | USD $1,071 | | Amount paid for insurance broker fees | 25 | | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSIONS AND NON-MONETARY COMPENSATION | | Insurance broker organization code? | 4 | | Insurance broker name | EDBERG & PERRY, INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16672 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $687 | | Total amount of fees paid to insurance company | USD $26 | | 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? | No | | Commission paid to Insurance Broker | USD $687 | | Amount paid for insurance broker fees | 26 | | Additional information about fees paid to insurance broker | SALES AND BASE COMMISSIONS AND NON-MONETARY COMPENSATION | | Insurance broker organization code? | 4 | | Insurance broker name | ALAMO CAPITAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP 16672 |
| Policy instance | 1 |
| Insurance contract or identification number | GP 16672 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,791 | | Total amount of fees paid to insurance company | USD $44 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
