BITTNER & HAHS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 17 |
| Number of participants with account balances | 2022-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 15 |
| Number of participants with account balances | 2021-01-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 16 |
| Number of participants with account balances | 2020-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 14 |
| Number of participants with account balances | 2019-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
| 2018: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
| Total of all active and inactive participants | 2018-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 18 |
| Number of participants with account balances | 2018-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 23 |
| Number of participants with account balances | 2017-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 6 |
| 2016: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
| Total of all active and inactive participants | 2016-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 23 |
| Number of participants with account balances | 2016-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 18 |
| Number of participants with account balances | 2015-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 19 |
| Number of participants with account balances | 2014-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 16 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 16 |
| Number of participants with account balances | 2013-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 14 |
| Number of participants with account balances | 2012-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 12 |
| Number of participants with account balances | 2011-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2010: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 12 |
| Number of participants with account balances | 2010-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 12 |
| Number of participants with account balances | 2009-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-193,818 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $107,738 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $72,532 |
| Total plan assets at end of year | 2022-12-31 | $4,192,081 |
| Total plan assets at beginning of year | 2022-12-31 | $4,493,637 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $190,200 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $140,581 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-530,946 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-301,556 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,192,081 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,493,637 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $146,928 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $35,206 |
| 2021 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $728,420 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $170,596 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $133,545 |
| Total plan assets at end of year | 2021-12-31 | $4,493,637 |
| Total plan assets at beginning of year | 2021-12-31 | $3,935,813 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $161,200 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $140,456 |
| Other income received | 2021-12-31 | $434,988 |
| Net income (gross income less expenses) | 2021-12-31 | $557,824 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,493,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,935,813 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $132,232 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $37,051 |
| 2020 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $567,263 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $52,894 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $24,000 |
| Total plan assets at end of year | 2020-12-31 | $3,935,813 |
| Total plan assets at beginning of year | 2020-12-31 | $3,421,444 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $110,700 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $131,268 |
| Other income received | 2020-12-31 | $330,667 |
| Net income (gross income less expenses) | 2020-12-31 | $514,369 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,935,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,421,444 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $125,896 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $28,894 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $1,353 |
| Total income from all sources | 2019-12-31 | $696,159 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $164,876 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $132,713 |
| Total plan assets at end of year | 2019-12-31 | $3,421,444 |
| Total plan assets at beginning of year | 2019-12-31 | $2,891,514 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $106,048 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $122,680 |
| Other income received | 2019-12-31 | $467,028 |
| Net income (gross income less expenses) | 2019-12-31 | $531,283 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,421,444 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,890,161 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $123,083 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $32,163 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $1,353 |
| Total plan liabilities at beginning of year | 2018-12-31 | $3,309 |
| Total income from all sources | 2018-12-31 | $85,781 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $285,662 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $259,737 |
| Total plan assets at end of year | 2018-12-31 | $2,891,514 |
| Total plan assets at beginning of year | 2018-12-31 | $3,093,351 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $99,011 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $114,654 |
| Other income received | 2018-12-31 | $-130,365 |
| Net income (gross income less expenses) | 2018-12-31 | $-199,881 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,890,161 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,090,042 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $117,135 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $25,925 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $3,309 |
| Total plan liabilities at beginning of year | 2017-12-31 | $1,353 |
| Total income from all sources | 2017-12-31 | $583,572 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $104,857 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $78,751 |
| Total plan assets at end of year | 2017-12-31 | $3,093,351 |
| Total plan assets at beginning of year | 2017-12-31 | $2,612,680 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $122,344 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $100,000 |
| Other income received | 2017-12-31 | $319,043 |
| Net income (gross income less expenses) | 2017-12-31 | $478,715 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,090,042 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,611,327 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $142,185 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $26,106 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $1,353 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $417,596 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $55,603 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $33,790 |
| Total plan assets at end of year | 2016-12-31 | $2,612,680 |
| Total plan assets at beginning of year | 2016-12-31 | $2,249,334 |
| Value of fidelity bond covering the plan | 2016-12-31 | $224,934 |
| Total contributions received or receivable from participants | 2016-12-31 | $151,832 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $100,000 |
| Other income received | 2016-12-31 | $159,811 |
| Net income (gross income less expenses) | 2016-12-31 | $361,993 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,611,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,249,334 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $105,953 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $21,813 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $149,320 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $349,848 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $329,577 |
| Total plan assets at end of year | 2015-12-31 | $2,249,334 |
| Total plan assets at beginning of year | 2015-12-31 | $2,449,862 |
| Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $107,050 |
| Other income received | 2015-12-31 | $-13,039 |
| Net income (gross income less expenses) | 2015-12-31 | $-200,528 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,249,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,449,862 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $55,309 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $20,271 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $270,696 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $21,966 |
| Total plan assets at end of year | 2014-12-31 | $2,449,862 |
| Total plan assets at beginning of year | 2014-12-31 | $2,201,132 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $104,840 |
| Other income received | 2014-12-31 | $116,652 |
| Net income (gross income less expenses) | 2014-12-31 | $248,730 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,449,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,201,132 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $58,784 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $49,204 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $21,966 |
| 2013 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $45 |
| Total income from all sources | 2013-12-31 | $411,140 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $18,430 |
| Total plan assets at end of year | 2013-12-31 | $2,201,132 |
| Total plan assets at beginning of year | 2013-12-31 | $1,808,467 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $114,095 |
| Other income received | 2013-12-31 | $247,045 |
| Net income (gross income less expenses) | 2013-12-31 | $392,710 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,201,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,808,422 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $54,976 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $18,430 |
| 2012 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $45 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $260,022 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $17,071 |
| Total plan assets at end of year | 2012-12-31 | $1,808,467 |
| Total plan assets at beginning of year | 2012-12-31 | $1,565,471 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $84,271 |
| Other income received | 2012-12-31 | $125,751 |
| Net income (gross income less expenses) | 2012-12-31 | $242,951 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,808,422 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,565,471 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $50,151 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $17,071 |
| 2011 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $145,399 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $22,715 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $10,899 |
| Total plan assets at end of year | 2011-12-31 | $1,565,471 |
| Total plan assets at beginning of year | 2011-12-31 | $1,442,787 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $86,708 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $7,403 |
| Other income received | 2011-12-31 | $1,288 |
| Net income (gross income less expenses) | 2011-12-31 | $122,684 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,565,471 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,442,787 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $11,816 |
| 2010 : BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $226,543 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,487 |
| Total plan assets at end of year | 2010-12-31 | $1,442,787 |
| Total plan assets at beginning of year | 2010-12-31 | $1,221,731 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $74,788 |
| Other income received | 2010-12-31 | $87,755 |
| Net income (gross income less expenses) | 2010-12-31 | $221,056 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,442,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,221,731 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $64,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,487 |
| 2022: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: BITTNER & HAHS, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $37 | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 35 | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $37 | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 35 | | Additional information about fees paid to insurance broker | INVESTMENT MANAGEMENT | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $38 | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 35 | | Additional information about fees paid to insurance broker | INVESTMENT MANAGEMENT | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $37 | | Other information about contract | SEE ATTACHED SCHEDULE | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 35 | | Additional information about fees paid to insurance broker | INVESTMENT MANAGEMENT | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $38 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 35 | | Additional information about fees paid to insurance broker | INVESTMENT MANAGEMENT | | Insurance broker organization code? | 3 |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $35 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 33 | | Additional information about fees paid to insurance broker | INVESTMENT MANAGEMENT | | Insurance broker organization code? | 3 | | Insurance broker name | CAM GROUP LLC |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $101 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 99 | | Additional information about fees paid to insurance broker | INVESTMENT MANAGEMENT | | Insurance broker organization code? | 3 | | Insurance broker name | CORY A. MAHAFFEY |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $99 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 97 | | Additional information about fees paid to insurance broker | INVESTMENT MANAGEMENT | | Insurance broker organization code? | 3 | | Insurance broker name | CORY A. MAHAFFEY |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $99 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $82 | | Amount paid for insurance broker fees | 97 | | Additional information about fees paid to insurance broker | INVESTMENT MANAGEMENT | | Insurance broker organization code? | 3 | | Insurance broker name | CORY A. MAHAFFEY |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $102 | | Total amount of fees paid to insurance company | USD $100 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $102 | | Amount paid for insurance broker fees | 100 | | Additional information about fees paid to insurance broker | INVESTMENT MANAGEMENT | | Insurance broker organization code? | 3 | | Insurance broker name | GAYLORD E. DAVIS |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $82 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
| Policy contract number | 27661 |
| Policy instance | 1 |
| Insurance contract or identification number | 27661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $86 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $86 | | Insurance broker organization code? | 3 | | Insurance broker name | GAYLORD E. DAVIS |
|
