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APICDA &APICDA JOINT VENT. INC PLAN 401k Plan overview

Plan NameAPICDA &APICDA JOINT VENT. INC PLAN
Plan identification number 001

APICDA &APICDA JOINT VENT. INC PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    APICDA AND APICDA JOINT VENTURES, INC. has sponsored the creation of one or more 401k plans.

    Company Name:APICDA AND APICDA JOINT VENTURES, INC.
    Employer identification number (EIN):920150852
    NAIC Classification:551112
    NAIC Description:Offices of Other Holding Companies

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan APICDA &APICDA JOINT VENT. INC PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    0012021-01-01TRISHA BUCHWALD2022-06-22
    0012020-01-01TRISHA BUCHWALD2021-07-23
    0012019-01-01TRISHA BUCHWALD2020-09-09
    0012018-01-01TRISHA D BUCHWALD2019-07-16
    0012017-01-01TIM ZAHND2018-07-25
    0012016-01-01DONOVAN NEAL2017-07-19
    0012015-01-01ROBERT E. SMITH2016-06-14 ROBERT E. SMITH2016-06-14
    0012014-01-01ROBERT E. SMITH ROBERT E. SMITH2015-06-15
    0012013-01-01ROBERT SMITH ROBERT SMITH2014-07-03
    0012012-01-01ROBERT SMITH ROBERT SMITH2013-06-20
    0012011-01-01ROBERT SMITH
    0012009-01-01ROBERT E. SMITH ROBERT E. SMITH2010-07-01

    Plan Statistics for APICDA &APICDA JOINT VENT. INC PLAN

    401k plan membership statisitcs for APICDA &APICDA JOINT VENT. INC PLAN

    Measure Date Value
    2014: APICDA &APICDA JOINT VENT. INC PLAN 2014 401k membership
    Total participants, beginning-of-year2014-01-0160
    Total number of active participants reported on line 7a of the Form 55002014-01-0142
    Number of retired or separated participants receiving benefits2014-01-010
    Number of other retired or separated participants entitled to future benefits2014-01-0116
    Total of all active and inactive participants2014-01-0158
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
    Total participants2014-01-0158
    Number of participants with account balances2014-01-0146
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
    2013: APICDA &APICDA JOINT VENT. INC PLAN 2013 401k membership
    Total participants, beginning-of-year2013-01-0137
    Total number of active participants reported on line 7a of the Form 55002013-01-0135
    Number of retired or separated participants receiving benefits2013-01-010
    Number of other retired or separated participants entitled to future benefits2013-01-0112
    Total of all active and inactive participants2013-01-0147
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
    Total participants2013-01-0147
    Number of participants with account balances2013-01-0144
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
    2012: APICDA &APICDA JOINT VENT. INC PLAN 2012 401k membership
    Total participants, beginning-of-year2012-01-0134
    Total number of active participants reported on line 7a of the Form 55002012-01-0133
    Number of retired or separated participants receiving benefits2012-01-010
    Number of other retired or separated participants entitled to future benefits2012-01-015
    Total of all active and inactive participants2012-01-0138
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
    Total participants2012-01-0138
    Number of participants with account balances2012-01-0133
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
    2011: APICDA &APICDA JOINT VENT. INC PLAN 2011 401k membership
    Total participants, beginning-of-year2011-01-0133
    Total number of active participants reported on line 7a of the Form 55002011-01-0129
    Number of retired or separated participants receiving benefits2011-01-010
    Number of other retired or separated participants entitled to future benefits2011-01-011
    Total of all active and inactive participants2011-01-0130
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
    Total participants2011-01-0130
    Number of participants with account balances2011-01-0130
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
    2009: APICDA &APICDA JOINT VENT. INC PLAN 2009 401k membership
    Total participants, beginning-of-year2009-01-0122
    Total number of active participants reported on line 7a of the Form 55002009-01-0122
    Number of retired or separated participants receiving benefits2009-01-010
    Number of other retired or separated participants entitled to future benefits2009-01-014
    Total of all active and inactive participants2009-01-0126
    Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
    Total participants2009-01-0126
    Number of participants with account balances2009-01-0122
    Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

    Financial Data on APICDA &APICDA JOINT VENT. INC PLAN

    Measure Date Value
    2014 : APICDA &APICDA JOINT VENT. INC PLAN 2014 401k financial data
    Transfers to/from the plan2014-12-31$562
    Total income from all sources2014-12-31$788,216
    Expenses. Total of all expenses incurred2014-12-31$189,138
    Benefits paid (including direct rollovers)2014-12-31$188,697
    Total plan assets at end of year2014-12-31$5,007,279
    Total plan assets at beginning of year2014-12-31$4,407,639
    Value of fidelity bond covering the plan2014-12-31$250,000
    Total contributions received or receivable from participants2014-12-31$301,733
    Expenses. Other expenses not covered elsewhere2014-12-31$441
    Contributions received from other sources (not participants or employers)2014-12-31$0
    Other income received2014-12-31$221,154
    Net income (gross income less expenses)2014-12-31$599,078
    Net plan assets at end of year (total assets less liabilities)2014-12-31$5,007,279
    Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,407,639
    Assets. Value of participant loans2014-12-31$144,951
    Total contributions received or receivable from employer(s)2014-12-31$265,329
    Value of certain deemed distributions of participant loans2014-12-31$0
    Value of corrective distributions2014-12-31$0
    Funding deficiency by the employer to the plan for this plan year2014-12-31$0
    Minimum employer required contribution for this plan year2014-12-31$0
    Amount contributed by the employer to the plan for this plan year2014-12-31$0
    2013 : APICDA &APICDA JOINT VENT. INC PLAN 2013 401k financial data
    Transfers to/from the plan2013-12-31$574,897
    Total income from all sources2013-12-31$1,286,560
    Expenses. Total of all expenses incurred2013-12-31$439,125
    Benefits paid (including direct rollovers)2013-12-31$436,708
    Total plan assets at end of year2013-12-31$4,407,639
    Total plan assets at beginning of year2013-12-31$2,985,307
    Value of fidelity bond covering the plan2013-12-31$250,000
    Total contributions received or receivable from participants2013-12-31$249,979
    Expenses. Other expenses not covered elsewhere2013-12-31$609
    Contributions received from other sources (not participants or employers)2013-12-31$272,645
    Other income received2013-12-31$551,447
    Net income (gross income less expenses)2013-12-31$847,435
    Net plan assets at end of year (total assets less liabilities)2013-12-31$4,407,639
    Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,985,307
    Assets. Value of participant loans2013-12-31$148,915
    Total contributions received or receivable from employer(s)2013-12-31$212,489
    Value of certain deemed distributions of participant loans2013-12-31$0
    Value of corrective distributions2013-12-31$1,808
    Funding deficiency by the employer to the plan for this plan year2013-12-31$0
    Minimum employer required contribution for this plan year2013-12-31$0
    Amount contributed by the employer to the plan for this plan year2013-12-31$0
    2012 : APICDA &APICDA JOINT VENT. INC PLAN 2012 401k financial data
    Transfers to/from the plan2012-12-31$0
    Total income from all sources2012-12-31$713,291
    Expenses. Total of all expenses incurred2012-12-31$417
    Benefits paid (including direct rollovers)2012-12-31$71
    Total plan assets at end of year2012-12-31$2,985,307
    Total plan assets at beginning of year2012-12-31$2,272,433
    Value of fidelity bond covering the plan2012-12-31$250,000
    Total contributions received or receivable from participants2012-12-31$238,586
    Expenses. Other expenses not covered elsewhere2012-12-31$346
    Contributions received from other sources (not participants or employers)2012-12-31$0
    Other income received2012-12-31$271,890
    Net income (gross income less expenses)2012-12-31$712,874
    Net plan assets at end of year (total assets less liabilities)2012-12-31$2,985,307
    Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,272,433
    Assets. Value of participant loans2012-12-31$178,198
    Total contributions received or receivable from employer(s)2012-12-31$202,815
    Value of certain deemed distributions of participant loans2012-12-31$0
    Value of corrective distributions2012-12-31$0
    Funding deficiency by the employer to the plan for this plan year2012-12-31$0
    Minimum employer required contribution for this plan year2012-12-31$0
    Amount contributed by the employer to the plan for this plan year2012-12-31$0
    2011 : APICDA &APICDA JOINT VENT. INC PLAN 2011 401k financial data
    Total income from all sources2011-12-31$368,854
    Expenses. Total of all expenses incurred2011-12-31$445,218
    Benefits paid (including direct rollovers)2011-12-31$444,865
    Total plan assets at end of year2011-12-31$2,272,433
    Total plan assets at beginning of year2011-12-31$2,348,797
    Value of fidelity bond covering the plan2011-12-31$250,000
    Total contributions received or receivable from participants2011-12-31$207,434
    Expenses. Other expenses not covered elsewhere2011-12-31$353
    Contributions received from other sources (not participants or employers)2011-12-31$0
    Other income received2011-12-31$-10,328
    Net income (gross income less expenses)2011-12-31$-76,364
    Net plan assets at end of year (total assets less liabilities)2011-12-31$2,272,433
    Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,348,797
    Assets. Value of participant loans2011-12-31$196,458
    Total contributions received or receivable from employer(s)2011-12-31$171,748
    Value of certain deemed distributions of participant loans2011-12-31$0
    Value of corrective distributions2011-12-31$0
    Funding deficiency by the employer to the plan for this plan year2011-12-31$0
    Minimum employer required contribution for this plan year2011-12-31$0
    Amount contributed by the employer to the plan for this plan year2011-12-31$0
    2010 : APICDA &APICDA JOINT VENT. INC PLAN 2010 401k financial data
    Total income from all sources2010-12-31$594,814
    Expenses. Total of all expenses incurred2010-12-31$164,944
    Benefits paid (including direct rollovers)2010-12-31$152,706
    Total plan assets at end of year2010-12-31$2,348,797
    Total plan assets at beginning of year2010-12-31$1,918,927
    Value of fidelity bond covering the plan2010-12-31$250,000
    Total contributions received or receivable from participants2010-12-31$218,113
    Expenses. Other expenses not covered elsewhere2010-12-31$3,139
    Contributions received from other sources (not participants or employers)2010-12-31$782
    Other income received2010-12-31$198,333
    Net income (gross income less expenses)2010-12-31$429,870
    Net plan assets at end of year (total assets less liabilities)2010-12-31$2,348,797
    Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,918,927
    Assets. Value of participant loans2010-12-31$173,749
    Total contributions received or receivable from employer(s)2010-12-31$177,586
    Value of certain deemed distributions of participant loans2010-12-31$0
    Value of corrective distributions2010-12-31$9,099
    Funding deficiency by the employer to the plan for this plan year2010-12-31$0
    Minimum employer required contribution for this plan year2010-12-31$0
    Amount contributed by the employer to the plan for this plan year2010-12-31$0

    Form 5500 Responses for APICDA &APICDA JOINT VENT. INC PLAN

    2014: APICDA &APICDA JOINT VENT. INC PLAN 2014 form 5500 responses
    2014-01-01Type of plan entitySingle employer plan
    2014-01-01Submission has been amendedNo
    2014-01-01This submission is the final filingNo
    2014-01-01This return/report is a short plan year return/report (less than 12 months)No
    2014-01-01Plan is a collectively bargained planNo
    2014-01-01Plan funding arrangement – InsuranceYes
    2014-01-01Plan funding arrangement – TrustYes
    2014-01-01Plan benefit arrangement – InsuranceYes
    2013: APICDA &APICDA JOINT VENT. INC PLAN 2013 form 5500 responses
    2013-01-01Type of plan entitySingle employer plan
    2013-01-01Submission has been amendedNo
    2013-01-01This submission is the final filingNo
    2013-01-01This return/report is a short plan year return/report (less than 12 months)No
    2013-01-01Plan is a collectively bargained planNo
    2013-01-01Plan funding arrangement – InsuranceYes
    2013-01-01Plan funding arrangement – TrustYes
    2013-01-01Plan benefit arrangement – InsuranceYes
    2012: APICDA &APICDA JOINT VENT. INC PLAN 2012 form 5500 responses
    2012-01-01Type of plan entitySingle employer plan
    2012-01-01Submission has been amendedNo
    2012-01-01This submission is the final filingNo
    2012-01-01This return/report is a short plan year return/report (less than 12 months)No
    2012-01-01Plan is a collectively bargained planNo
    2012-01-01Plan funding arrangement – InsuranceYes
    2012-01-01Plan funding arrangement – TrustYes
    2012-01-01Plan benefit arrangement – InsuranceYes
    2011: APICDA &APICDA JOINT VENT. INC PLAN 2011 form 5500 responses
    2011-01-01Type of plan entitySingle employer plan
    2011-01-01Submission has been amendedNo
    2011-01-01This submission is the final filingNo
    2011-01-01This return/report is a short plan year return/report (less than 12 months)No
    2011-01-01Plan is a collectively bargained planNo
    2011-01-01Plan funding arrangement – InsuranceYes
    2011-01-01Plan funding arrangement – TrustYes
    2011-01-01Plan benefit arrangement – InsuranceYes
    2009: APICDA &APICDA JOINT VENT. INC PLAN 2009 form 5500 responses
    2009-01-01Type of plan entitySingle employer plan
    2009-01-01Submission has been amendedNo
    2009-01-01This submission is the final filingNo
    2009-01-01This return/report is a short plan year return/report (less than 12 months)No
    2009-01-01Plan is a collectively bargained planNo
    2009-01-01Plan funding arrangement – TrustYes
    2009-01-01Plan benefit arrangement - TrustYes

    Insurance Providers Used on plan

    HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
    Policy contract numberGA-814991
    Policy instance 1
    Insurance contract or identification numberGA-814991
    Number of Individuals Covered46
    Insurance policy start date2014-01-01
    Insurance policy end date2014-12-31
    Total amount of commissions paid to insurance brokerUSD $17,665
    Total amount of fees paid to insurance companyUSD $1,763
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $17,665
    Insurance broker organization code?3
    Amount paid for insurance broker fees1763
    Additional information about fees paid to insurance brokerSALES/MARKETING
    Insurance broker nameMERRILL LYNCH, PIERCE, FENNER &
    HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
    Policy contract numberGA-814991
    Policy instance 1
    Insurance contract or identification numberGA-814991
    Number of Individuals Covered44
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Total amount of commissions paid to insurance brokerUSD $12,781
    Total amount of fees paid to insurance companyUSD $1,261
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $12,781
    Insurance broker organization code?3
    Amount paid for insurance broker fees1261
    Additional information about fees paid to insurance brokerSALES/MARKETING
    Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH I
    HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
    Policy contract numberGA-814991
    Policy instance 1
    Insurance contract or identification numberGA-814991
    Number of Individuals Covered33
    Insurance policy start date2012-01-01
    Insurance policy end date2012-12-31
    Total amount of commissions paid to insurance brokerUSD $9,122
    Total amount of fees paid to insurance companyUSD $911
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $9,122
    Insurance broker organization code?3
    Amount paid for insurance broker fees911
    Additional information about fees paid to insurance brokerSALES/MARKETING
    Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH I
    HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
    Policy contract numberGA-814991
    Policy instance 1
    Insurance contract or identification numberGA-814991
    Number of Individuals Covered30
    Insurance policy start date2011-01-01
    Insurance policy end date2011-12-31
    Total amount of commissions paid to insurance brokerUSD $6,378
    Total amount of fees paid to insurance companyUSD $1,172
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
    Policy contract numberGA-814991
    Policy instance 1
    Insurance contract or identification numberGA-814991
    Number of Individuals Covered27
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $14,559
    Total amount of fees paid to insurance companyUSD $699
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $14,559
    Insurance broker organization code?3
    Amount paid for insurance broker fees699
    Additional information about fees paid to insurance brokerSALES/MARKETING
    Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH I

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