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SECURITY PLUS RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSECURITY PLUS RETIREMENT SAVINGS PLAN
Plan identification number 001

SECURITY PLUS RETIREMENT SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

EVERGREEN MONEYSOURCE MORTGAGE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:EVERGREEN MONEYSOURCE MORTGAGE COMPANY
Employer identification number (EIN):911374387
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about EVERGREEN MONEYSOURCE MORTGAGE COMPANY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1987-04-28
Company Identification Number: 601022228
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about EVERGREEN MONEYSOURCE MORTGAGE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECURITY PLUS RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DEBRA L. JOHNSON
0012016-01-01REGINA ANGULO
0012015-01-01REGINA ANGULO
0012014-01-01REGINA ANGULO
0012013-01-01REGINA ANGULO
0012012-01-01REGINA DOERFEL
0012011-01-01STACY PAYTE
0012009-01-01STACY PAYTE

Plan Statistics for SECURITY PLUS RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SECURITY PLUS RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SECURITY PLUS RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,051
Total number of active participants reported on line 7a of the Form 55002022-01-01578
Number of retired or separated participants receiving benefits2022-01-0139
Number of other retired or separated participants entitled to future benefits2022-01-01280
Total of all active and inactive participants2022-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01897
Number of participants with account balances2022-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01229
2021: SECURITY PLUS RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01969
Total number of active participants reported on line 7a of the Form 55002021-01-01808
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01224
Total of all active and inactive participants2021-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,033
Number of participants with account balances2021-01-01961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0175
2020: SECURITY PLUS RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01933
Total number of active participants reported on line 7a of the Form 55002020-01-01778
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01177
Total of all active and inactive participants2020-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01955
Number of participants with account balances2020-01-01900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01113
2019: SECURITY PLUS RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01906
Total number of active participants reported on line 7a of the Form 55002019-01-01704
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01162
Total of all active and inactive participants2019-01-01866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01866
Number of participants with account balances2019-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01229
2018: SECURITY PLUS RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01899
Total number of active participants reported on line 7a of the Form 55002018-01-01699
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01207
Total of all active and inactive participants2018-01-01906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01906
Number of participants with account balances2018-01-01856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0188
2017: SECURITY PLUS RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01754
Total number of active participants reported on line 7a of the Form 55002017-01-01785
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01880
Number of participants with account balances2017-01-01786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0180
2016: SECURITY PLUS RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01581
Total number of active participants reported on line 7a of the Form 55002016-01-01549
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0160
Total of all active and inactive participants2016-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01609
Number of participants with account balances2016-01-01567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0142
2015: SECURITY PLUS RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01430
Total number of active participants reported on line 7a of the Form 55002015-01-01392
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0162
Total of all active and inactive participants2015-01-01454
Total participants2015-01-01454
Number of participants with account balances2015-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0135
2014: SECURITY PLUS RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01352
Total number of active participants reported on line 7a of the Form 55002014-01-01296
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01336
Number of participants with account balances2014-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0131
2013: SECURITY PLUS RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01291
Total number of active participants reported on line 7a of the Form 55002013-01-01193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0157
Total of all active and inactive participants2013-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01250
Number of participants with account balances2013-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
2012: SECURITY PLUS RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01276
Total number of active participants reported on line 7a of the Form 55002012-01-01234
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01291
Number of participants with account balances2012-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
2011: SECURITY PLUS RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01322
Total number of active participants reported on line 7a of the Form 55002011-01-01219
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01276
Number of participants with account balances2011-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2009: SECURITY PLUS RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01233
Number of participants with account balances2009-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on SECURITY PLUS RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$49,629
Total income from all sources (including contributions)2022-12-31$-4,069,461
Total loss/gain on sale of assets2022-12-31$-412,152
Total of all expenses incurred2022-12-31$8,396,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,346,987
Value of total corrective distributions2022-12-31$4,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,792,581
Value of total assets at end of year2022-12-31$56,164,812
Value of total assets at beginning of year2022-12-31$68,680,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,376
Total interest from all sources2022-12-31$55,276
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,486,121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,486,121
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,609,697
Participant contributions at end of year2022-12-31$1,074,826
Participant contributions at beginning of year2022-12-31$1,299,367
Participant contributions at end of year2022-12-31$104,634
Participant contributions at beginning of year2022-12-31$165,822
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$267,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$49,629
Administrative expenses (other) incurred2022-12-31$44,376
Total non interest bearing cash at end of year2022-12-31$4
Total non interest bearing cash at beginning of year2022-12-31$11,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,465,664
Value of net assets at end of year (total assets less liabilities)2022-12-31$56,164,812
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$68,630,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,158,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$62,126,151
Interest on participant loans2022-12-31$55,276
Value of interest in common/collective trusts at end of year2022-12-31$312,059
Value of interest in common/collective trusts at beginning of year2022-12-31$489,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,486,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,298,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,931,252
Net investment gain or loss from common/collective trusts2022-12-31$-60,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$915,732
Employer contributions (assets) at end of year2022-12-31$29,165
Employer contributions (assets) at beginning of year2022-12-31$288,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,346,987
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$23,422,263
Aggregate carrying amount (costs) on sale of assets2022-12-31$23,834,415
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$49,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$18,909,485
Total loss/gain on sale of assets2021-12-31$3,035,738
Total of all expenses incurred2021-12-31$5,530,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,354,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,910,052
Value of total assets at end of year2021-12-31$68,680,105
Value of total assets at beginning of year2021-12-31$55,251,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$176,425
Total interest from all sources2021-12-31$55,490
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,220,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,220,336
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,323,254
Participant contributions at end of year2021-12-31$1,299,367
Participant contributions at beginning of year2021-12-31$928,218
Participant contributions at end of year2021-12-31$165,822
Participant contributions at beginning of year2021-12-31$188,510
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,016,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$49,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$11,797
Total non interest bearing cash at beginning of year2021-12-31$9,161
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,378,737
Value of net assets at end of year (total assets less liabilities)2021-12-31$68,630,476
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,251,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$33,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$62,126,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$49,562,537
Interest on participant loans2021-12-31$55,490
Value of interest in common/collective trusts at end of year2021-12-31$489,999
Value of interest in common/collective trusts at beginning of year2021-12-31$564,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,298,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,721,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,698,417
Net investment gain or loss from common/collective trusts2021-12-31$-10,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,570,572
Employer contributions (assets) at end of year2021-12-31$288,172
Employer contributions (assets) at beginning of year2021-12-31$276,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,354,323
Contract administrator fees2021-12-31$142,976
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$21,480,234
Aggregate carrying amount (costs) on sale of assets2021-12-31$18,444,496
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$300
Total income from all sources (including contributions)2020-12-31$17,346,570
Total loss/gain on sale of assets2020-12-31$460,347
Total of all expenses incurred2020-12-31$2,917,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,788,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,147,010
Value of total assets at end of year2020-12-31$55,251,739
Value of total assets at beginning of year2020-12-31$40,823,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,351
Total interest from all sources2020-12-31$51,690
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,977,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,977,927
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,809,709
Participant contributions at end of year2020-12-31$928,218
Participant contributions at beginning of year2020-12-31$848,193
Participant contributions at end of year2020-12-31$188,510
Participant contributions at beginning of year2020-12-31$166,004
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$900,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$300
Total non interest bearing cash at end of year2020-12-31$9,161
Total non interest bearing cash at beginning of year2020-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,428,667
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,251,739
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,823,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$36,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$49,562,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$37,080,607
Interest on participant loans2020-12-31$51,690
Value of interest in common/collective trusts at end of year2020-12-31$564,499
Value of interest in common/collective trusts at beginning of year2020-12-31$241,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,721,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,291,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,685,145
Net investment gain or loss from common/collective trusts2020-12-31$24,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,436,968
Employer contributions (assets) at end of year2020-12-31$276,951
Employer contributions (assets) at beginning of year2020-12-31$195,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,788,552
Contract administrator fees2020-12-31$92,621
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$13,804,829
Aggregate carrying amount (costs) on sale of assets2020-12-31$13,344,482
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$300
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,866
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,866
Total income from all sources (including contributions)2019-12-31$14,313,290
Total income from all sources (including contributions)2019-12-31$14,313,290
Total loss/gain on sale of assets2019-12-31$147,134
Total of all expenses incurred2019-12-31$5,627,822
Total of all expenses incurred2019-12-31$5,627,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,470,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,470,105
Value of total corrective distributions2019-12-31$1,870
Value of total corrective distributions2019-12-31$1,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,116,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,116,329
Value of total assets at end of year2019-12-31$40,823,372
Value of total assets at end of year2019-12-31$40,823,372
Value of total assets at beginning of year2019-12-31$32,148,470
Value of total assets at beginning of year2019-12-31$32,148,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$155,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$155,847
Total interest from all sources2019-12-31$47,261
Total interest from all sources2019-12-31$47,261
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,322,014
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,322,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,322,014
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,322,014
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,018,205
Contributions received from participants2019-12-31$5,018,205
Participant contributions at end of year2019-12-31$848,193
Participant contributions at end of year2019-12-31$848,193
Participant contributions at beginning of year2019-12-31$754,295
Participant contributions at beginning of year2019-12-31$754,295
Participant contributions at end of year2019-12-31$166,004
Participant contributions at end of year2019-12-31$166,004
Participant contributions at beginning of year2019-12-31$108,686
Participant contributions at beginning of year2019-12-31$108,686
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$495,802
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$495,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$10,866
Total non interest bearing cash at end of year2019-12-31$3
Total non interest bearing cash at end of year2019-12-31$3
Total non interest bearing cash at beginning of year2019-12-31$20
Total non interest bearing cash at beginning of year2019-12-31$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,685,468
Value of net income/loss2019-12-31$8,685,468
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,823,072
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,823,072
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,137,604
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,137,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$54,088
Investment advisory and management fees2019-12-31$54,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,080,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$37,080,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,912,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,912,055
Interest on participant loans2019-12-31$47,261
Interest on participant loans2019-12-31$47,261
Value of interest in common/collective trusts at end of year2019-12-31$241,655
Value of interest in common/collective trusts at end of year2019-12-31$241,655
Value of interest in common/collective trusts at beginning of year2019-12-31$2,201,362
Value of interest in common/collective trusts at beginning of year2019-12-31$2,201,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,291,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,291,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,680,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,680,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,602,322
Contributions received in cash from employer2019-12-31$1,602,322
Employer contributions (assets) at end of year2019-12-31$195,677
Employer contributions (assets) at end of year2019-12-31$195,677
Employer contributions (assets) at beginning of year2019-12-31$172,052
Employer contributions (assets) at beginning of year2019-12-31$172,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,470,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,470,105
Contract administrator fees2019-12-31$101,759
Contract administrator fees2019-12-31$101,759
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$10,888,619
Aggregate proceeds on sale of assets2019-12-31$10,888,619
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,741,485
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,741,485
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$10,866
Total income from all sources (including contributions)2018-12-31$6,469,803
Total of all expenses incurred2018-12-31$2,235,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,118,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,024,826
Value of total assets at end of year2018-12-31$32,148,470
Value of total assets at beginning of year2018-12-31$27,903,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$117,417
Total interest from all sources2018-12-31$34,557
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,636,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,636,801
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,040,196
Participant contributions at end of year2018-12-31$754,295
Participant contributions at beginning of year2018-12-31$644,591
Participant contributions at end of year2018-12-31$108,686
Participant contributions at beginning of year2018-12-31$128,065
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$493,143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$10,866
Administrative expenses (other) incurred2018-12-31$2,833
Total non interest bearing cash at end of year2018-12-31$20
Total non interest bearing cash at beginning of year2018-12-31$12,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$4,234,076
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,137,604
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$27,903,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$34,101
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,912,055
Value of interest in pooled separate accounts at beginning of year2018-12-31$24,924,326
Interest on participant loans2018-12-31$34,557
Value of interest in common/collective trusts at end of year2018-12-31$2,201,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$51,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$51,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,966,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,226,381
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,491,487
Employer contributions (assets) at end of year2018-12-31$172,052
Employer contributions (assets) at beginning of year2018-12-31$176,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,118,310
Contract administrator fees2018-12-31$80,483
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$33,984
Total income from all sources (including contributions)2017-12-31$10,229,478
Total of all expenses incurred2017-12-31$1,111,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,040,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,630,077
Value of total assets at end of year2017-12-31$27,903,528
Value of total assets at beginning of year2017-12-31$18,819,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$70,583
Total interest from all sources2017-12-31$77,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,499,781
Participant contributions at end of year2017-12-31$644,591
Participant contributions at beginning of year2017-12-31$482,200
Participant contributions at end of year2017-12-31$128,065
Participant contributions at beginning of year2017-12-31$95,542
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$609,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$33,984
Total non interest bearing cash at end of year2017-12-31$12,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$9,118,234
Value of net assets at end of year (total assets less liabilities)2017-12-31$27,903,528
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,785,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$24,924,326
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,646,500
Interest on participant loans2017-12-31$25,219
Interest earned on other investments2017-12-31$52,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$51,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$29,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$29,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,966,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,533,834
Net investment gain/loss from pooled separate accounts2017-12-31$3,521,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,521,152
Employer contributions (assets) at end of year2017-12-31$176,746
Employer contributions (assets) at beginning of year2017-12-31$31,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,040,661
Contract administrator fees2017-12-31$70,583
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,984
Total income from all sources (including contributions)2016-12-31$6,061,338
Total of all expenses incurred2016-12-31$875,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$828,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,945,959
Value of total assets at end of year2016-12-31$18,819,278
Value of total assets at beginning of year2016-12-31$13,599,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,925
Total interest from all sources2016-12-31$60,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,378,544
Participant contributions at end of year2016-12-31$482,200
Participant contributions at beginning of year2016-12-31$383,712
Participant contributions at end of year2016-12-31$95,542
Participant contributions at beginning of year2016-12-31$77,953
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$500,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$33,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,185,411
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,785,294
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,599,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$16,646,500
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,721,828
Interest on participant loans2016-12-31$18,830
Interest earned on other investments2016-12-31$41,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$29,530
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$37,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$37,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,533,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,363,432
Net investment gain/loss from pooled separate accounts2016-12-31$1,054,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,067,390
Employer contributions (assets) at end of year2016-12-31$31,672
Employer contributions (assets) at beginning of year2016-12-31$15,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$828,002
Contract administrator fees2016-12-31$47,925
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$3,010,240
Total of all expenses incurred2015-12-31$643,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$619,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,043,029
Value of total assets at end of year2015-12-31$13,599,883
Value of total assets at beginning of year2015-12-31$11,233,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,515
Total interest from all sources2015-12-31$53,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,375,587
Participant contributions at end of year2015-12-31$383,712
Participant contributions at beginning of year2015-12-31$301,965
Participant contributions at end of year2015-12-31$77,953
Participant contributions at beginning of year2015-12-31$43,989
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$174,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,366,516
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,599,883
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,233,367
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$11,721,828
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,589,163
Interest on participant loans2015-12-31$13,974
Interest earned on other investments2015-12-31$39,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$37,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$24,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$24,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,363,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,263,563
Net investment gain/loss from pooled separate accounts2015-12-31$-85,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$492,965
Employer contributions (assets) at end of year2015-12-31$15,601
Employer contributions (assets) at beginning of year2015-12-31$9,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$619,209
Contract administrator fees2015-12-31$24,515
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,802,529
Total of all expenses incurred2014-12-31$932,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$829,026
Expenses. Certain deemed distributions of participant loans2014-12-31$65,494
Value of total corrective distributions2014-12-31$13,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,107,770
Value of total assets at end of year2014-12-31$11,233,367
Value of total assets at beginning of year2014-12-31$9,362,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,376
Total interest from all sources2014-12-31$48,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,674,999
Participant contributions at end of year2014-12-31$301,965
Participant contributions at beginning of year2014-12-31$255,686
Participant contributions at end of year2014-12-31$43,989
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$79,906
Administrative expenses (other) incurred2014-12-31$22,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,870,481
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,233,367
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,362,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$9,589,163
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,826,353
Interest on participant loans2014-12-31$12,055
Interest earned on other investments2014-12-31$36,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$24,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$23,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$23,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,263,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,257,561
Net investment gain/loss from pooled separate accounts2014-12-31$646,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$352,865
Employer contributions (assets) at end of year2014-12-31$9,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$829,026
Contract administrator fees2014-12-31$2,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,950,934
Total of all expenses incurred2013-12-31$1,038,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,005,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,433,666
Value of total assets at end of year2013-12-31$9,362,886
Value of total assets at beginning of year2013-12-31$7,450,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$32,473
Total interest from all sources2013-12-31$46,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,122,742
Participant contributions at end of year2013-12-31$255,686
Participant contributions at beginning of year2013-12-31$210,254
Participant contributions at beginning of year2013-12-31$23,719
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$77,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,912,722
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,362,886
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,450,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,681
Value of interest in pooled separate accounts at end of year2013-12-31$7,826,353
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,005,703
Interest on participant loans2013-12-31$8,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$23,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$17,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$17,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$37,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,257,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,185,208
Net investment gain/loss from pooled separate accounts2013-12-31$1,470,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$233,802
Employer contributions (assets) at beginning of year2013-12-31$4,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,005,739
Contract administrator fees2013-12-31$11,792
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,219,220
Total of all expenses incurred2012-12-31$1,160,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,036,218
Value of total corrective distributions2012-12-31$23,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,322,934
Value of total assets at end of year2012-12-31$7,450,164
Value of total assets at beginning of year2012-12-31$6,391,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$101,464
Total interest from all sources2012-12-31$40,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$993,067
Participant contributions at end of year2012-12-31$210,254
Participant contributions at beginning of year2012-12-31$164,391
Participant contributions at end of year2012-12-31$23,719
Participant contributions at beginning of year2012-12-31$23,809
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$125,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,023
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,756
Administrative expenses (other) incurred2012-12-31$19,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,058,513
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,450,164
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,391,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$68,946
Value of interest in pooled separate accounts at end of year2012-12-31$6,005,703
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,102,665
Interest on participant loans2012-12-31$7,586
Interest earned on other investments2012-12-31$33,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$17,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,185,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,094,341
Net investment gain/loss from pooled separate accounts2012-12-31$855,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$204,511
Employer contributions (assets) at end of year2012-12-31$4,634
Employer contributions (assets) at beginning of year2012-12-31$4,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,036,218
Contract administrator fees2012-12-31$13,200
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS
Accountancy firm EIN2012-12-31910189318
2011 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,168,384
Total of all expenses incurred2011-12-31$664,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$500,878
Expenses. Certain deemed distributions of participant loans2011-12-31$62,022
Value of total corrective distributions2011-12-31$10,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,204,511
Value of total assets at end of year2011-12-31$6,391,651
Value of total assets at beginning of year2011-12-31$5,887,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$91,048
Total interest from all sources2011-12-31$36,642
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$735,847
Participant contributions at end of year2011-12-31$164,391
Participant contributions at beginning of year2011-12-31$119,284
Participant contributions at end of year2011-12-31$23,809
Participant contributions at beginning of year2011-12-31$19,592
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$318,687
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,896
Administrative expenses (other) incurred2011-12-31$26,594
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$503,943
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,391,651
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,887,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$51,606
Value of interest in pooled separate accounts at end of year2011-12-31$5,102,665
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,666,267
Interest on participant loans2011-12-31$6,116
Interest earned on other investments2011-12-31$30,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,094,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,077,007
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-72,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$149,977
Employer contributions (assets) at end of year2011-12-31$4,689
Employer contributions (assets) at beginning of year2011-12-31$3,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$500,878
Contract administrator fees2011-12-31$12,848
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS
Accountancy firm EIN2011-12-31910189318
2010 : SECURITY PLUS RETIREMENT SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,819,651
Total of all expenses incurred2010-12-31$222,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$167,729
Value of total corrective distributions2010-12-31$22,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,183,029
Value of total assets at end of year2010-12-31$5,887,708
Value of total assets at beginning of year2010-12-31$4,290,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,355
Total interest from all sources2010-12-31$36,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$828,721
Participant contributions at end of year2010-12-31$119,284
Participant contributions at beginning of year2010-12-31$122,388
Participant contributions at end of year2010-12-31$19,592
Participant contributions at beginning of year2010-12-31$15,858
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$189,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,896
Administrative expenses (other) incurred2010-12-31$20,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,597,176
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,887,708
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,290,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$11,550
Value of interest in pooled separate accounts at end of year2010-12-31$4,666,267
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,304,399
Interest on participant loans2010-12-31$6,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$29,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,077,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$844,807
Net investment gain/loss from pooled separate accounts2010-12-31$600,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$164,919
Employer contributions (assets) at end of year2010-12-31$3,662
Employer contributions (assets) at beginning of year2010-12-31$3,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$167,729
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS
Accountancy firm EIN2010-12-31910189318

Form 5500 Responses for SECURITY PLUS RETIREMENT SAVINGS PLAN

2022: SECURITY PLUS RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SECURITY PLUS RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SECURITY PLUS RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SECURITY PLUS RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SECURITY PLUS RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SECURITY PLUS RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SECURITY PLUS RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SECURITY PLUS RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SECURITY PLUS RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SECURITY PLUS RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SECURITY PLUS RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SECURITY PLUS RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SECURITY PLUS RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812003
Policy instance 1
Insurance contract or identification number812003
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812003
Policy instance 1
Insurance contract or identification number812003
Number of Individuals Covered961
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812003
Policy instance 1
Insurance contract or identification number812003
Number of Individuals Covered955
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812003
Policy instance 1
Insurance contract or identification number812003
Number of Individuals Covered824
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813087
Policy instance 2
Insurance contract or identification number813087
Number of Individuals Covered791
Total amount of commissions paid to insurance brokerUSD $5,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,613
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number812003
Policy instance 1
Insurance contract or identification number812003
Number of Individuals Covered856
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813087
Policy instance 1
Insurance contract or identification number813087
Number of Individuals Covered750
Total amount of commissions paid to insurance brokerUSD $56,150
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGUARANTEED INVESTMENTS
Commission paid to Insurance BrokerUSD $56,150
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number813087
Policy instance 2
Insurance contract or identification number813087
Number of Individuals Covered422
Total amount of commissions paid to insurance brokerUSD $21,480
Total amount of fees paid to insurance companyUSD $3,092
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,480
Insurance broker organization code?3
Amount paid for insurance broker fees3092
Insurance broker nameJAMES HUNNEX & ASSOCIATES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2380
Policy instance 1
Insurance contract or identification numberGH2380
Number of Individuals Covered390
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,435
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2380
Policy instance 1
Insurance contract or identification numberGH2380
Number of Individuals Covered376
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,143
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,143
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2380
Policy instance 1
Insurance contract or identification numberGH2380
Number of Individuals Covered193
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,681
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,681
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2380
Policy instance 1
Insurance contract or identification numberGH2380
Number of Individuals Covered184
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,777
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,777
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES, INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2380
Policy instance 1
Insurance contract or identification numberGH2380
Number of Individuals Covered197
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,475
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH2380
Policy instance 1
Insurance contract or identification numberGH2380
Number of Individuals Covered209
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,550
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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