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THE REUTLINGER COMMUNITY 403(B) PLAN 401k Plan overview

Plan NameTHE REUTLINGER COMMUNITY 403(B) PLAN
Plan identification number 001

THE REUTLINGER COMMUNITY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE REUTLINGER COMMUNITY has sponsored the creation of one or more 401k plans.

Company Name:THE REUTLINGER COMMUNITY
Employer identification number (EIN):943201366
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE REUTLINGER COMMUNITY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PATRICA BAYLESS2023-09-21
0012021-01-01PATRICA BAYLESS2022-10-14
0012020-01-01MARK JENKINS2021-10-14
0012019-01-01BRIAN MORROW2020-10-15
0012018-01-01
0012017-01-01BRIAN MORROW
0012016-01-01BRIAN MORROW
0012015-01-01BRIAN MORROW
0012014-01-01JAY ZIMMER
0012013-01-01JEREMY GRIMES
0012012-01-01DONNA PRITCHARD
0012011-01-01DONNA PRITCHARD
0012010-01-01DONNA PRITCHARD
0012009-01-01DONNA PRITCHARD DONNA PRITCHARD2010-10-14

Plan Statistics for THE REUTLINGER COMMUNITY 403(B) PLAN

401k plan membership statisitcs for THE REUTLINGER COMMUNITY 403(B) PLAN

Measure Date Value
2022: THE REUTLINGER COMMUNITY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01204
Total number of active participants reported on line 7a of the Form 55002022-01-01160
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01195
Number of participants with account balances2022-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: THE REUTLINGER COMMUNITY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01207
Total number of active participants reported on line 7a of the Form 55002021-01-01165
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01196
Number of participants with account balances2021-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE REUTLINGER COMMUNITY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01232
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01207
Number of participants with account balances2020-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: THE REUTLINGER COMMUNITY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01232
Number of participants with account balances2019-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE REUTLINGER COMMUNITY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01231
Total number of active participants reported on line 7a of the Form 55002018-01-01204
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01228
Number of participants with account balances2018-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE REUTLINGER COMMUNITY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01217
Total number of active participants reported on line 7a of the Form 55002017-01-01214
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01231
Number of participants with account balances2017-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: THE REUTLINGER COMMUNITY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01207
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01217
Number of participants with account balances2016-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE REUTLINGER COMMUNITY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01198
Total number of active participants reported on line 7a of the Form 55002015-01-01196
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01200
Total participants2015-01-01200
Number of participants with account balances2015-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE REUTLINGER COMMUNITY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01211
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01198
Number of participants with account balances2014-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE REUTLINGER COMMUNITY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01229
Total number of active participants reported on line 7a of the Form 55002013-01-01192
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE REUTLINGER COMMUNITY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01199
Total number of active participants reported on line 7a of the Form 55002012-01-01211
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01229
Number of participants with account balances2012-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE REUTLINGER COMMUNITY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01199
Number of participants with account balances2011-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE REUTLINGER COMMUNITY 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01164
Total number of active participants reported on line 7a of the Form 55002010-01-01180
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01196
Number of participants with account balances2010-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE REUTLINGER COMMUNITY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01160
Total number of active participants reported on line 7a of the Form 55002009-01-01161
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01164
Number of participants with account balances2009-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE REUTLINGER COMMUNITY 403(B) PLAN

Measure Date Value
2022 : THE REUTLINGER COMMUNITY 403(B) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,007
Total income from all sources (including contributions)2022-12-31$-177,213
Total of all expenses incurred2022-12-31$719,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$696,857
Value of total corrective distributions2022-12-31$1,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$269,424
Value of total assets at end of year2022-12-31$2,254,383
Value of total assets at beginning of year2022-12-31$3,150,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,960
Total interest from all sources2022-12-31$11,316
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$34,929
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$34,929
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$226,715
Participant contributions at end of year2022-12-31$115,486
Participant contributions at beginning of year2022-12-31$128,356
Participant contributions at end of year2022-12-31$8,341
Participant contributions at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$21,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-897,037
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,253,376
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,150,413
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$1,852,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,865,939
Interest on participant loans2022-12-31$5,655
Interest earned on other investments2022-12-31$5,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$275,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$156,118
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-492,882
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$42,709
Employer contributions (assets) at end of year2022-12-31$2,256
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$696,857
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,007
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
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 : THE REUTLINGER COMMUNITY 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$611,375
Total of all expenses incurred2021-12-31$580,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$553,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$285,672
Value of total assets at end of year2021-12-31$3,150,413
Value of total assets at beginning of year2021-12-31$3,119,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,720
Total interest from all sources2021-12-31$12,055
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$47,444
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$47,444
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$284,008
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$283,793
Participant contributions at end of year2021-12-31$128,356
Participant contributions at beginning of year2021-12-31$128,581
Administrative expenses (other) incurred2021-12-31$26,720
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$30,684
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,150,413
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,119,729
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,865,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,490,585
Interest on participant loans2021-12-31$6,692
Interest earned on other investments2021-12-31$5,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$156,118
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$500,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$266,204
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$553,971
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
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 : THE REUTLINGER COMMUNITY 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$610,478
Total of all expenses incurred2020-12-31$330,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$305,425
Value of total corrective distributions2020-12-31$67
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$284,844
Value of total assets at end of year2020-12-31$3,119,729
Value of total assets at beginning of year2020-12-31$2,840,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,333
Total interest from all sources2020-12-31$18,389
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$34,127
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$34,127
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$284,008
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$282,545
Participant contributions at end of year2020-12-31$128,581
Participant contributions at beginning of year2020-12-31$136,740
Administrative expenses (other) incurred2020-12-31$25,333
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$279,653
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,119,729
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,840,076
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,490,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,281,177
Interest on participant loans2020-12-31$6,257
Interest earned on other investments2020-12-31$12,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$500,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$422,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$273,118
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$305,425
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HANSEN, HUNTER & CO, PC
Accountancy firm EIN2020-12-31930891763
2019 : THE REUTLINGER COMMUNITY 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$827,098
Total income from all sources (including contributions)2019-12-31$827,098
Total of all expenses incurred2019-12-31$437,136
Total of all expenses incurred2019-12-31$437,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$425,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$425,312
Value of total corrective distributions2019-12-31$49
Value of total corrective distributions2019-12-31$49
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$405,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$405,739
Value of total assets at end of year2019-12-31$2,840,076
Value of total assets at end of year2019-12-31$2,840,076
Value of total assets at beginning of year2019-12-31$2,450,114
Value of total assets at beginning of year2019-12-31$2,450,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,775
Total interest from all sources2019-12-31$16,443
Total interest from all sources2019-12-31$16,443
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$43,799
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$43,799
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$43,799
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$43,799
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$284,008
Value of fidelity bond cover2019-12-31$284,008
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$291,908
Contributions received from participants2019-12-31$291,908
Participant contributions at end of year2019-12-31$136,740
Participant contributions at end of year2019-12-31$136,740
Participant contributions at beginning of year2019-12-31$134,528
Participant contributions at beginning of year2019-12-31$134,528
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$112,040
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$112,040
Administrative expenses (other) incurred2019-12-31$11,775
Administrative expenses (other) incurred2019-12-31$11,775
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$389,962
Value of net income/loss2019-12-31$389,962
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,840,076
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,840,076
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,450,114
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,450,114
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,281,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,281,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,315,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,315,586
Interest on participant loans2019-12-31$5,188
Interest on participant loans2019-12-31$5,188
Interest earned on other investments2019-12-31$11,255
Interest earned on other investments2019-12-31$11,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$422,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$422,159
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$361,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$361,117
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$1,791
Contributions received in cash from employer2019-12-31$1,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$425,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$425,312
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
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 name2019-12-31HANSEN, HUNTER & CO, PC
Accountancy firm name2019-12-31HANSEN, HUNTER & CO, PC
Accountancy firm EIN2019-12-31930891763
Accountancy firm EIN2019-12-31930891763
2018 : THE REUTLINGER COMMUNITY 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$242,542
Total of all expenses incurred2018-12-31$106,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$101,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$364,554
Value of total assets at end of year2018-12-31$2,450,114
Value of total assets at beginning of year2018-12-31$2,313,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,979
Total interest from all sources2018-12-31$4,690
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$60,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$296,868
Participant contributions at end of year2018-12-31$134,528
Participant contributions at beginning of year2018-12-31$103,719
Participant contributions at end of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$65,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
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$136,335
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,450,114
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,313,779
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,315,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,210,060
Interest on participant loans2018-12-31$4,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-126,702
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$1,929
Employer contributions (assets) at end of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$101,228
Contract administrator fees2018-12-31$4,979
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 name2018-12-31HANSEN, HUNTER & CO, PC
Accountancy firm EIN2018-12-31930891763
2017 : THE REUTLINGER COMMUNITY 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$547,987
Total of all expenses incurred2017-12-31$160,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$155,889
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$265,572
Value of total assets at end of year2017-12-31$2,313,779
Value of total assets at beginning of year2017-12-31$1,925,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,271
Total interest from all sources2017-12-31$0
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$60,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$260,338
Participant contributions at end of year2017-12-31$103,719
Participant contributions at beginning of year2017-12-31$110,258
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,133
Other income not declared elsewhere2017-12-31$5,520
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$387,827
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,313,779
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,925,952
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$2,210,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,815,694
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$276,895
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$2,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$155,889
Contract administrator fees2017-12-31$4,271
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 name2017-12-31HANSEN, HUNTER & CO. P.C.
Accountancy firm EIN2017-12-31930891763
2016 : THE REUTLINGER COMMUNITY 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$359,249
Total of all expenses incurred2016-12-31$56,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$45,975
Expenses. Certain deemed distributions of participant loans2016-12-31$7,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$258,282
Value of total assets at end of year2016-12-31$1,925,952
Value of total assets at beginning of year2016-12-31$1,623,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,036
Total interest from all sources2016-12-31$1,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,036
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$60,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$233,913
Participant contributions at end of year2016-12-31$110,258
Participant contributions at beginning of year2016-12-31$100,520
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$18,168
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$302,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,925,952
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,623,387
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$1,815,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,339,697
Interest on participant loans2016-12-31$1,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$183,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$99,642
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$6,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$45,975
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 name2016-12-31HANSEN,HUNTER & CO., P.C.
Accountancy firm EIN2016-12-31930891763
2015 : THE REUTLINGER COMMUNITY 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$222,773
Total of all expenses incurred2015-12-31$209,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$197,523
Expenses. Certain deemed distributions of participant loans2015-12-31$1,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$223,670
Value of total assets at end of year2015-12-31$1,623,387
Value of total assets at beginning of year2015-12-31$1,609,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,197
Total interest from all sources2015-12-31$568
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$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$191,084
Participant contributions at end of year2015-12-31$100,520
Participant contributions at beginning of year2015-12-31$104,992
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,534
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$13,432
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,623,387
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,609,955
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$1,339,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,051,876
Interest on participant loans2015-12-31$568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$183,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$453,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,465
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$197,523
Contract administrator fees2015-12-31$10,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31HANSEN,HUNTER & CO., P.C.
Accountancy firm EIN2015-12-31930891763
2014 : THE REUTLINGER COMMUNITY 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$250,712
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$113,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$112,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$167,824
Value of total assets at end of year2014-12-31$1,609,955
Value of total assets at beginning of year2014-12-31$1,473,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,687
Total interest from all sources2014-12-31$18,331
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$161,000
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$160,956
Participant contributions at end of year2014-12-31$104,992
Participant contributions at beginning of year2014-12-31$102,434
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,018
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$136,804
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,609,955
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,473,151
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,051,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$980,535
Interest earned on other investments2014-12-31$18,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$453,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$390,182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$64,557
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$112,221
Contract administrator fees2014-12-31$1,687
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 name2014-12-31HANSEN, HUNTER & CO., P.C.
Accountancy firm EIN2014-12-31930891763
2013 : THE REUTLINGER COMMUNITY 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$342,989
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$87,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$84,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$158,631
Value of total assets at end of year2013-12-31$1,473,151
Value of total assets at beginning of year2013-12-31$1,217,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,660
Total interest from all sources2013-12-31$16,643
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$148,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$156,406
Participant contributions at end of year2013-12-31$102,434
Participant contributions at beginning of year2013-12-31$74,366
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$255,377
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,473,151
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,217,774
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$980,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$811,817
Interest on participant loans2013-12-31$1,083
Interest earned on other investments2013-12-31$15,560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$390,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$331,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$167,715
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$84,952
Contract administrator fees2013-12-31$2,660
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 name2013-12-31HANSEN, HUNTER & CO., P.C.
Accountancy firm EIN2013-12-31930891763
2012 : THE REUTLINGER COMMUNITY 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$263,562
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$7,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,587
Value of total corrective distributions2012-12-31$766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$169,083
Value of total assets at end of year2012-12-31$1,217,774
Value of total assets at beginning of year2012-12-31$961,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,781
Total interest from all sources2012-12-31$14,045
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$122,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$162,112
Participant contributions at end of year2012-12-31$74,366
Participant contributions at beginning of year2012-12-31$66,044
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,826
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$256,428
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,217,774
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$961,346
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$811,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$615,529
Interest on participant loans2012-12-31$1,220
Interest earned on other investments2012-12-31$12,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$331,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$279,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$80,434
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,587
Contract administrator fees2012-12-31$1,781
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 name2012-12-31HANSEN, HUNTER & CO., P.C.
Accountancy firm EIN2012-12-31930891763
2011 : THE REUTLINGER COMMUNITY 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$198,145
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$49,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$46,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$187,973
Value of total assets at end of year2011-12-31$961,346
Value of total assets at beginning of year2011-12-31$812,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,018
Total interest from all sources2011-12-31$11,782
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$97,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$175,089
Participant contributions at end of year2011-12-31$66,044
Participant contributions at beginning of year2011-12-31$41,838
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,747
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$149,143
Value of net assets at end of year (total assets less liabilities)2011-12-31$961,346
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$812,203
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$615,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$533,506
Interest on participant loans2011-12-31$1,166
Interest earned on other investments2011-12-31$10,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$279,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$236,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,610
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$3,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$46,984
Contract administrator fees2011-12-31$2,018
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 name2011-12-31HANSEN, HUNTER & CO, P.C.
Accountancy firm EIN2011-12-31930891763
2010 : THE REUTLINGER COMMUNITY 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$224,656
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$84,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$82,071
Value of total corrective distributions2010-12-31$54
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$151,851
Value of total assets at end of year2010-12-31$812,203
Value of total assets at beginning of year2010-12-31$672,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,461
Total interest from all sources2010-12-31$12,181
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$82,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$149,155
Participant contributions at end of year2010-12-31$41,838
Participant contributions at beginning of year2010-12-31$43,154
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$281
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$140,070
Value of net assets at end of year (total assets less liabilities)2010-12-31$812,203
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$672,133
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$533,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$372,607
Interest on participant loans2010-12-31$1,140
Interest earned on other investments2010-12-31$11,041
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$236,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$256,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$60,624
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$2,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$82,071
Contract administrator fees2010-12-31$2,461
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 name2010-12-31HANSEN, HUNTER & CO., P.C.
Accountancy firm EIN2010-12-31930891763
2009 : THE REUTLINGER COMMUNITY 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE REUTLINGER COMMUNITY 403(B) PLAN

2022: THE REUTLINGER COMMUNITY 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
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: THE REUTLINGER COMMUNITY 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
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: THE REUTLINGER COMMUNITY 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
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: THE REUTLINGER COMMUNITY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
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: THE REUTLINGER COMMUNITY 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
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: THE REUTLINGER COMMUNITY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
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: THE REUTLINGER COMMUNITY 403(B) 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: THE REUTLINGER COMMUNITY 403(B) 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: THE REUTLINGER COMMUNITY 403(B) 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
2014-01-01Plan benefit arrangement - TrustYes
2013: THE REUTLINGER COMMUNITY 403(B) 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
2013-01-01Plan benefit arrangement - TrustYes
2012: THE REUTLINGER COMMUNITY 403(B) 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
2012-01-01Plan benefit arrangement - TrustYes
2011: THE REUTLINGER COMMUNITY 403(B) 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE REUTLINGER COMMUNITY 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE REUTLINGER COMMUNITY 403(B) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31624
Policy instance 2
Insurance contract or identification numberCR31624
Number of Individuals Covered19
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered290
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $75
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees75
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31624
Policy instance 2
Insurance contract or identification numberCR31624
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered274
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $89
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees89
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31624
Policy instance 2
Insurance contract or identification numberCR31624
Number of Individuals Covered22
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $82
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered90
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $236
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees163
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31624
Policy instance 2
Insurance contract or identification numberCR31624
Number of Individuals Covered25
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $114
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $114
Insurance broker organization code?4
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,465
Total amount of fees paid to insurance companyUSD $165
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $1,465
Insurance broker organization code?3
Amount paid for insurance broker fees165
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered256
Total amount of commissions paid to insurance brokerUSD $1,174
Total amount of fees paid to insurance companyUSD $122
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $1,174
Insurance broker organization code?3
Amount paid for insurance broker fees122
Additional information about fees paid to insurance brokerREFERRAL/SVC FEE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31624
Policy instance 2
Insurance contract or identification numberCR31624
Number of Individuals Covered27
Total amount of commissions paid to insurance brokerUSD $109
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $109
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES & BASE COMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31624
Policy instance 2
Insurance contract or identification numberCR31624
Number of Individuals Covered29
Total amount of commissions paid to insurance brokerUSD $195
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $195
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES AND BASE COMMISSIONS
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered111
Total amount of commissions paid to insurance brokerUSD $312
Total amount of fees paid to insurance companyUSD $36
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 $312
Insurance broker organization code?3
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerREFERRAL/SVC FEE
Insurance broker namePLAN DESIGN CONSULTANTS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered91
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker namePLAN DESIGN CONSULTANTS, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31624
Policy instance 1
Insurance contract or identification numberCR31624
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,377
Commission paid to Insurance BrokerUSD $5,377
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR31624
Policy instance 1
Insurance contract or identification numberCR31624
Number of Individuals Covered69
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,502
Total amount of fees paid to insurance companyUSD $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 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 $9,502
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR 31624
Policy instance 1
Insurance contract or identification numberCR 31624
Number of Individuals Covered63
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,548
Total amount of fees paid to insurance companyUSD $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 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 $7,548
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR 31624
Policy instance 1
Insurance contract or identification numberCR 31624
Number of Individuals Covered68
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,115
Total amount of fees paid to insurance companyUSD $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 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 $8,115
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISORS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR 31624
Policy instance 1
Insurance contract or identification numberCR 31624
Number of Individuals Covered65
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,806
Total amount of fees paid to insurance companyUSD $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 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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR 31624
Policy instance 1
Insurance contract or identification numberCR 31624
Number of Individuals Covered67
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,826
Total amount of fees paid to insurance companyUSD $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 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

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