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CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

CALVIS WYANT LUXURY HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name:CALVIS WYANT LUXURY HOMES, INC.
Employer identification number (EIN):860938392
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-11-01ANTHONY CALVIS2023-04-06
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01ANTHONY CALVIS
0012015-11-01ANTHONY CALVIS
0012014-11-01ANTHONY CALVIS
0012013-11-01ANTHONY CALVIS
0012012-11-01ANTHONY CALVIS
0012011-11-01ANTHONY CALVIS
0012009-11-01ANTHONY CALVIS
0012009-11-01ANTHONY G. CALVIS
0012009-11-01ANTHONY CALVIS

Plan Statistics for CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2020: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-11-0135
Total number of active participants reported on line 7a of the Form 55002020-11-0116
Number of retired or separated participants receiving benefits2020-11-010
Number of other retired or separated participants entitled to future benefits2020-11-0119
Total of all active and inactive participants2020-11-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-11-010
Total participants2020-11-0135
Number of participants with account balances2020-11-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-11-011
2019: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-11-0136
Total number of active participants reported on line 7a of the Form 55002019-11-0118
Number of retired or separated participants receiving benefits2019-11-010
Number of other retired or separated participants entitled to future benefits2019-11-0117
Total of all active and inactive participants2019-11-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-11-010
Total participants2019-11-0135
Number of participants with account balances2019-11-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-11-010
2018: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-11-0136
Total number of active participants reported on line 7a of the Form 55002018-11-0121
Number of retired or separated participants receiving benefits2018-11-010
Number of other retired or separated participants entitled to future benefits2018-11-0114
Total of all active and inactive participants2018-11-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-11-011
Total participants2018-11-0136
Number of participants with account balances2018-11-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-11-010
2017: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-11-0135
Total number of active participants reported on line 7a of the Form 55002017-11-0119
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-0117
Total of all active and inactive participants2017-11-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-0136
Number of participants with account balances2017-11-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-012
2016: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-0132
Total number of active participants reported on line 7a of the Form 55002016-11-0121
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-0114
Total of all active and inactive participants2016-11-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-0135
Number of participants with account balances2016-11-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-0131
Total number of active participants reported on line 7a of the Form 55002015-11-0118
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-0114
Total of all active and inactive participants2015-11-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-0132
Number of participants with account balances2015-11-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-0130
Total number of active participants reported on line 7a of the Form 55002014-11-0115
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-0116
Total of all active and inactive participants2014-11-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-0131
Number of participants with account balances2014-11-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-0126
Total number of active participants reported on line 7a of the Form 55002013-11-0114
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-0116
Total of all active and inactive participants2013-11-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-0130
Number of participants with account balances2013-11-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-0125
Total number of active participants reported on line 7a of the Form 55002012-11-0111
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-0115
Total of all active and inactive participants2012-11-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-0126
Number of participants with account balances2012-11-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-0130
Total number of active participants reported on line 7a of the Form 55002011-11-0110
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-0115
Total of all active and inactive participants2011-11-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-0125
Number of participants with account balances2011-11-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2009: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0130
Total number of active participants reported on line 7a of the Form 55002009-11-0111
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0118
Total of all active and inactive participants2009-11-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-0129
Number of participants with account balances2009-11-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2021 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-10-31$685,886
Expenses. Total of all expenses incurred2021-10-31$190,004
Benefits paid (including direct rollovers)2021-10-31$171,569
Total plan assets at end of year2021-10-31$2,142,219
Total plan assets at beginning of year2021-10-31$1,646,337
Value of fidelity bond covering the plan2021-10-31$205,000
Total contributions received or receivable from participants2021-10-31$109,364
Contributions received from other sources (not participants or employers)2021-10-31$41,843
Other income received2021-10-31$424,059
Net income (gross income less expenses)2021-10-31$495,882
Net plan assets at end of year (total assets less liabilities)2021-10-31$2,142,219
Net plan assets at beginning of year (total assets less liabilities)2021-10-31$1,646,337
Assets. Value of participant loans2021-10-31$3,187
Total contributions received or receivable from employer(s)2021-10-31$110,620
Expenses. Administrative service providers (salaries,fees and commissions)2021-10-31$18,435
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-31$0
2020 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-10-31$465,038
Expenses. Total of all expenses incurred2020-10-31$864,337
Benefits paid (including direct rollovers)2020-10-31$845,788
Total plan assets at end of year2020-10-31$1,646,337
Total plan assets at beginning of year2020-10-31$2,045,636
Value of fidelity bond covering the plan2020-10-31$205,000
Total contributions received or receivable from participants2020-10-31$142,039
Other income received2020-10-31$202,256
Net income (gross income less expenses)2020-10-31$-399,299
Net plan assets at end of year (total assets less liabilities)2020-10-31$1,646,337
Net plan assets at beginning of year (total assets less liabilities)2020-10-31$2,045,636
Assets. Value of participant loans2020-10-31$4,303
Total contributions received or receivable from employer(s)2020-10-31$120,743
Expenses. Administrative service providers (salaries,fees and commissions)2020-10-31$18,549
2019 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-10-31$348,433
Expenses. Total of all expenses incurred2019-10-31$316,904
Benefits paid (including direct rollovers)2019-10-31$299,209
Total plan assets at end of year2019-10-31$2,045,636
Total plan assets at beginning of year2019-10-31$2,014,107
Value of fidelity bond covering the plan2019-10-31$202,000
Total contributions received or receivable from participants2019-10-31$115,114
Contributions received from other sources (not participants or employers)2019-10-31$40,471
Other income received2019-10-31$80,639
Net income (gross income less expenses)2019-10-31$31,529
Net plan assets at end of year (total assets less liabilities)2019-10-31$2,045,636
Net plan assets at beginning of year (total assets less liabilities)2019-10-31$2,014,107
Assets. Value of participant loans2019-10-31$5,393
Total contributions received or receivable from employer(s)2019-10-31$112,209
Expenses. Administrative service providers (salaries,fees and commissions)2019-10-31$17,695
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-10-31$0
2017 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-10-31$452,817
Expenses. Total of all expenses incurred2017-10-31$5,534
Benefits paid (including direct rollovers)2017-10-31$5,468
Total plan assets at end of year2017-10-31$1,739,270
Total plan assets at beginning of year2017-10-31$1,291,987
Value of fidelity bond covering the plan2017-10-31$200,000
Total contributions received or receivable from participants2017-10-31$99,994
Other income received2017-10-31$235,542
Net income (gross income less expenses)2017-10-31$447,283
Net plan assets at end of year (total assets less liabilities)2017-10-31$1,739,270
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$1,291,987
Total contributions received or receivable from employer(s)2017-10-31$117,281
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$66
2016 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-10-31$197,356
Expenses. Total of all expenses incurred2016-10-31$7,133
Benefits paid (including direct rollovers)2016-10-31$6,770
Total plan assets at end of year2016-10-31$1,291,987
Total plan assets at beginning of year2016-10-31$1,101,764
Value of fidelity bond covering the plan2016-10-31$200,000
Total contributions received or receivable from participants2016-10-31$90,123
Other income received2016-10-31$4,673
Net income (gross income less expenses)2016-10-31$190,223
Net plan assets at end of year (total assets less liabilities)2016-10-31$1,291,987
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$1,101,764
Assets. Value of participant loans2016-10-31$6,833
Total contributions received or receivable from employer(s)2016-10-31$102,560
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$363
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
2015 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-10-31$177,538
Expenses. Total of all expenses incurred2015-10-31$184,492
Benefits paid (including direct rollovers)2015-10-31$183,436
Total plan assets at end of year2015-10-31$1,101,764
Total plan assets at beginning of year2015-10-31$1,108,718
Value of fidelity bond covering the plan2015-10-31$200,000
Total contributions received or receivable from participants2015-10-31$83,015
Other income received2015-10-31$1,709
Net income (gross income less expenses)2015-10-31$-6,954
Net plan assets at end of year (total assets less liabilities)2015-10-31$1,101,764
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$1,108,718
Assets. Value of participant loans2015-10-31$15,472
Total contributions received or receivable from employer(s)2015-10-31$92,814
Value of certain deemed distributions of participant loans2015-10-31$1,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$257,645
Expenses. Total of all expenses incurred2014-10-31$54,190
Benefits paid (including direct rollovers)2014-10-31$30,378
Total plan assets at end of year2014-10-31$1,108,718
Total plan assets at beginning of year2014-10-31$905,263
Value of fidelity bond covering the plan2014-10-31$200,000
Total contributions received or receivable from participants2014-10-31$77,980
Other income received2014-10-31$61,308
Net income (gross income less expenses)2014-10-31$203,455
Net plan assets at end of year (total assets less liabilities)2014-10-31$1,108,718
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$905,263
Assets. Value of participant loans2014-10-31$26,806
Total contributions received or receivable from employer(s)2014-10-31$118,357
Value of certain deemed distributions of participant loans2014-10-31$21,196
Value of corrective distributions2014-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$2,616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-10-31$177,151
Expenses. Total of all expenses incurred2013-10-31$210,942
Benefits paid (including direct rollovers)2013-10-31$210,432
Total plan assets at end of year2013-10-31$905,263
Total plan assets at beginning of year2013-10-31$939,054
Value of fidelity bond covering the plan2013-10-31$200,000
Total contributions received or receivable from participants2013-10-31$70,200
Contributions received from other sources (not participants or employers)2013-10-31$0
Other income received2013-10-31$72,786
Noncash contributions received2013-10-31$0
Net income (gross income less expenses)2013-10-31$-33,791
Net plan assets at end of year (total assets less liabilities)2013-10-31$905,263
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$939,054
Assets. Value of participant loans2013-10-31$59,544
Total contributions received or receivable from employer(s)2013-10-31$34,165
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$510
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-10-31$33,563
Expenses. Total of all expenses incurred2012-10-31$85,060
Benefits paid (including direct rollovers)2012-10-31$59,823
Total plan assets at end of year2012-10-31$939,054
Total plan assets at beginning of year2012-10-31$990,551
Value of fidelity bond covering the plan2012-10-31$200,000
Total contributions received or receivable from participants2012-10-31$52,189
Expenses. Other expenses not covered elsewhere2012-10-31$0
Contributions received from other sources (not participants or employers)2012-10-31$0
Other income received2012-10-31$-18,626
Noncash contributions received2012-10-31$0
Net income (gross income less expenses)2012-10-31$-51,497
Net plan assets at end of year (total assets less liabilities)2012-10-31$939,054
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$990,551
Assets. Value of participant loans2012-10-31$64,526
Total contributions received or receivable from employer(s)2012-10-31$0
Value of certain deemed distributions of participant loans2012-10-31$6,481
Value of corrective distributions2012-10-31$3,715
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$15,041
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
2011 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-10-31$79,774
Expenses. Total of all expenses incurred2011-10-31$82,867
Benefits paid (including direct rollovers)2011-10-31$82,867
Total plan assets at end of year2011-10-31$990,551
Total plan assets at beginning of year2011-10-31$993,644
Value of fidelity bond covering the plan2011-10-31$200,000
Total contributions received or receivable from participants2011-10-31$51,154
Expenses. Other expenses not covered elsewhere2011-10-31$0
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$28,620
Noncash contributions received2011-10-31$0
Net income (gross income less expenses)2011-10-31$-3,093
Net plan assets at end of year (total assets less liabilities)2011-10-31$990,551
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$993,644
Assets. Value of participant loans2011-10-31$26,574
Total contributions received or receivable from employer(s)2011-10-31$0
Value of certain deemed distributions of participant loans2011-10-31$0
Value of corrective distributions2011-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
2010 : CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-10-31$0

Form 5500 Responses for CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN

2020: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01Type of plan entitySingle employer plan
2020-11-01Submission has been amendedNo
2020-11-01This submission is the final filingNo
2020-11-01This return/report is a short plan year return/report (less than 12 months)No
2020-11-01Plan is a collectively bargained planNo
2020-11-01Plan funding arrangement – InsuranceYes
2020-11-01Plan funding arrangement – TrustYes
2020-11-01Plan benefit arrangement - TrustYes
2019: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01Type of plan entitySingle employer plan
2019-11-01Submission has been amendedNo
2019-11-01This submission is the final filingNo
2019-11-01This return/report is a short plan year return/report (less than 12 months)No
2019-11-01Plan is a collectively bargained planNo
2019-11-01Plan funding arrangement – InsuranceYes
2019-11-01Plan funding arrangement – TrustYes
2019-11-01Plan benefit arrangement - TrustYes
2018: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01Type of plan entitySingle employer plan
2018-11-01Submission has been amendedNo
2018-11-01This submission is the final filingNo
2018-11-01This return/report is a short plan year return/report (less than 12 months)No
2018-11-01Plan is a collectively bargained planNo
2018-11-01Plan funding arrangement – InsuranceYes
2018-11-01Plan funding arrangement – TrustYes
2018-11-01Plan benefit arrangement - TrustYes
2017: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingNo
2017-11-01This return/report is a short plan year return/report (less than 12 months)No
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – InsuranceYes
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: CALVIS WYANT LUXURY HOMES, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedYes
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108099
Policy instance 1
Insurance contract or identification number108099
Number of Individuals Covered34
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $7,435
Total amount of fees paid to insurance companyUSD $100
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $6,708
Insurance broker organization code?3
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerTRANSACTIONS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108099
Policy instance 1
Insurance contract or identification number108099
Number of Individuals Covered34
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $7,332
Total amount of fees paid to insurance companyUSD $50
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $7,332
Insurance broker organization code?3
Amount paid for insurance broker fees50
Additional information about fees paid to insurance brokerTRANSACTIONS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108099
Policy instance 1
Insurance contract or identification number108099
Number of Individuals Covered33
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $6,440
Total amount of fees paid to insurance companyUSD $250
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $6,440
Insurance broker organization code?3
Amount paid for insurance broker fees250
Additional information about fees paid to insurance brokerTRANSACTIONS, COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108099
Policy instance 1
Insurance contract or identification number108099
Number of Individuals Covered35
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $7,443
Total amount of fees paid to insurance companyUSD $216
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108099
Policy instance 1
Insurance contract or identification number108099
Number of Individuals Covered32
Insurance policy start date2015-11-01
Insurance policy end date2016-10-31
Total amount of commissions paid to insurance brokerUSD $4,095
Total amount of fees paid to insurance companyUSD $100
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $4,095
Insurance broker organization code?3
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerTRANSACTIONS
Insurance broker nameTRUSTED PENSION ADMINISTRATORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108099
Policy instance 1
Insurance contract or identification number108099
Number of Individuals Covered29
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $4,119
Total amount of fees paid to insurance companyUSD $225
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $4,119
Insurance broker organization code?3
Amount paid for insurance broker fees225
Additional information about fees paid to insurance brokerTRANSACTIONS
Insurance broker nameTRUSTED PENSION ADMINISTRATORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108099
Policy instance 1
Insurance contract or identification number108099
Number of Individuals Covered29
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $3,669
Total amount of fees paid to insurance companyUSD $150
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,903
Insurance broker organization code?3
Amount paid for insurance broker fees150
Additional information about fees paid to insurance brokerTRANSACTIONS
Insurance broker nameTRUSTED PENSION ADMINISTRATORS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108099
Policy instance 1
Insurance contract or identification number108099
Number of Individuals Covered23
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $9,634
Total amount of fees paid to insurance companyUSD $250
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $9,634
Insurance broker organization code?3
Amount paid for insurance broker fees250
Additional information about fees paid to insurance brokerTRANSCATIONS
Insurance broker nameTRUSTED PENSION ADMINISTRATORS

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