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PALA 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePALA 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

PALA 401(K) RETIREMENT SAVINGS 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PALA BAND OF MISSION INDIANS has sponsored the creation of one or more 401k plans.

Company Name:PALA BAND OF MISSION INDIANS
Employer identification number (EIN):952863815
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALA 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THERESA NIETO
0012016-01-01THERESA NIETO
0012015-01-01THERESA NIETO
0012014-01-01THERESA NIETO THERESA NIETO2015-10-13
0012013-01-01THERESA NIETO THERESA NIETO2014-09-08
0012012-01-01THERESA NIETO THERESA NIETO2013-08-20
0012011-01-01THERESA NIETO THERESA NIETO2012-09-27
0012010-01-01THERESA NIETO THERESA NIETO2011-10-04
0012009-01-01THERESA J. NIETO THERESA J. NIETO2010-10-08

Plan Statistics for PALA 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PALA 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PALA 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,579
Total number of active participants reported on line 7a of the Form 55002022-01-011,112
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01318
Total of all active and inactive participants2022-01-011,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,430
Number of participants with account balances2022-01-01988
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: PALA 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,780
Total number of active participants reported on line 7a of the Form 55002021-01-011,187
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01339
Total of all active and inactive participants2021-01-011,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,526
Number of participants with account balances2021-01-011,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: PALA 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,823
Total number of active participants reported on line 7a of the Form 55002020-01-011,503
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01239
Total of all active and inactive participants2020-01-011,742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,742
Number of participants with account balances2020-01-011,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: PALA 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,993
Total number of active participants reported on line 7a of the Form 55002019-01-011,545
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01235
Total of all active and inactive participants2019-01-011,780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,780
Number of participants with account balances2019-01-011,161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0136
2018: PALA 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,065
Total number of active participants reported on line 7a of the Form 55002018-01-011,683
Number of retired or separated participants receiving benefits2018-01-0161
Number of other retired or separated participants entitled to future benefits2018-01-01196
Total of all active and inactive participants2018-01-011,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,940
Number of participants with account balances2018-01-011,271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: PALA 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,035
Total number of active participants reported on line 7a of the Form 55002017-01-011,824
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01194
Total of all active and inactive participants2017-01-012,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,018
Number of participants with account balances2017-01-011,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: PALA 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,007
Total number of active participants reported on line 7a of the Form 55002016-01-011,845
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01128
Total of all active and inactive participants2016-01-011,982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,982
Number of participants with account balances2016-01-011,208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: PALA 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,044
Total number of active participants reported on line 7a of the Form 55002015-01-011,871
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01100
Total of all active and inactive participants2015-01-011,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,975
Number of participants with account balances2015-01-011,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0128
2014: PALA 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,940
Total number of active participants reported on line 7a of the Form 55002014-01-011,959
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-012,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,007
Number of participants with account balances2014-01-011,194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: PALA 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,893
Total number of active participants reported on line 7a of the Form 55002013-01-011,735
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-011,817
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,819
Number of participants with account balances2013-01-011,135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0177
2012: PALA 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,852
Total number of active participants reported on line 7a of the Form 55002012-01-011,675
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0157
Total of all active and inactive participants2012-01-011,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,734
Number of participants with account balances2012-01-011,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0162
2011: PALA 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,803
Total number of active participants reported on line 7a of the Form 55002011-01-011,614
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0157
Total of all active and inactive participants2011-01-011,671
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,672
Number of participants with account balances2011-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0162
2010: PALA 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,899
Total number of active participants reported on line 7a of the Form 55002010-01-011,649
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0158
Total of all active and inactive participants2010-01-011,707
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,707
Number of participants with account balances2010-01-01893
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0163
2009: PALA 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,758
Total number of active participants reported on line 7a of the Form 55002009-01-011,739
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01120
Total of all active and inactive participants2009-01-011,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,859
Number of participants with account balances2009-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0145

Financial Data on PALA 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PALA 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$28,610
Total income from all sources (including contributions)2022-12-31$-4,295,099
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,233,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,961,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,830,666
Value of total assets at end of year2022-12-31$57,023,425
Value of total assets at beginning of year2022-12-31$68,563,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$272,860
Total interest from all sources2022-12-31$106,824
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,425,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,425,766
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$4,300,931
Participant contributions at end of year2022-12-31$2,236,839
Participant contributions at beginning of year2022-12-31$2,286,412
Participant contributions at end of year2022-12-31$121,365
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$70,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$43,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$17,694
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$28,610
Other income not declared elsewhere2022-12-31$87,618
Administrative expenses (other) incurred2022-12-31$149,752
Total non interest bearing cash at end of year2022-12-31$20,877
Total non interest bearing cash at beginning of year2022-12-31$20,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,529,019
Value of net assets at end of year (total assets less liabilities)2022-12-31$57,005,731
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$68,534,750
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
Investment advisory and management fees2022-12-31$123,108
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$47,246,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$59,165,120
Income. Interest from loans (other than to participants)2022-12-31$106,824
Value of interest in common/collective trusts at end of year2022-12-31$7,308,969
Value of interest in common/collective trusts at beginning of year2022-12-31$7,087,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,745,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,459,035
Employer contributions (assets) at end of year2022-12-31$44,719
Employer contributions (assets) at beginning of year2022-12-31$3,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,961,060
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 name2022-12-31HOULDSWORTH, RUSSO & CO., P.C.
Accountancy firm EIN2022-12-31880374623
2021 : PALA 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$28,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,430
Total income from all sources (including contributions)2021-12-31$15,447,044
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,239,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,773,780
Expenses. Certain deemed distributions of participant loans2021-12-31$142,794
Value of total corrective distributions2021-12-31$13,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,966,551
Value of total assets at end of year2021-12-31$68,563,360
Value of total assets at beginning of year2021-12-31$62,349,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$309,477
Total interest from all sources2021-12-31$154,569
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,299,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,299,042
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$4,165,537
Participant contributions at end of year2021-12-31$2,286,412
Participant contributions at beginning of year2021-12-31$3,000,604
Participant contributions at beginning of year2021-12-31$619
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$406,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$28,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$19,356
Other income not declared elsewhere2021-12-31$77,483
Administrative expenses (other) incurred2021-12-31$155,908
Liabilities. Value of operating payables at beginning of year2021-12-31$3,074
Total non interest bearing cash at end of year2021-12-31$20,341
Total non interest bearing cash at beginning of year2021-12-31$19,356
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$6,207,345
Value of net assets at end of year (total assets less liabilities)2021-12-31$68,534,750
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,327,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$153,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$59,165,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,365,474
Interest on participant loans2021-12-31$154,569
Value of interest in common/collective trusts at end of year2021-12-31$7,087,661
Value of interest in common/collective trusts at beginning of year2021-12-31$7,963,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,949,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,394,678
Employer contributions (assets) at end of year2021-12-31$3,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,773,780
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 name2021-12-31HOULDSWORTH, RUSSO & CO., P.C.
Accountancy firm EIN2021-12-31880374623
2020 : PALA 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,026,805
Total income from all sources (including contributions)2020-12-31$12,376,312
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,984,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,624,543
Expenses. Certain deemed distributions of participant loans2020-12-31$22,473
Value of total corrective distributions2020-12-31$29,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,599,134
Value of total assets at end of year2020-12-31$62,349,835
Value of total assets at beginning of year2020-12-31$63,962,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$308,191
Total interest from all sources2020-12-31$131,834
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,266,690
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$2,266,690
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,424,171
Participant contributions at end of year2020-12-31$3,000,604
Participant contributions at beginning of year2020-12-31$3,240,292
Participant contributions at end of year2020-12-31$619
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$19,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,026,805
Other income not declared elsewhere2020-12-31$42,848
Administrative expenses (other) incurred2020-12-31$136,465
Liabilities. Value of operating payables at end of year2020-12-31$3,074
Total non interest bearing cash at end of year2020-12-31$19,356
Total non interest bearing cash at beginning of year2020-12-31$1,026,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-608,116
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,327,405
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,935,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$171,726
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$51,365,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$52,117,997
Interest on participant loans2020-12-31$131,834
Value of interest in common/collective trusts at end of year2020-12-31$7,963,782
Value of interest in common/collective trusts at beginning of year2020-12-31$7,577,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,335,806
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$1,169,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,624,543
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 name2020-12-31HOULDSWORTH, RUSSO & CO., P.C.
Accountancy firm EIN2020-12-31880374623
2019 : PALA 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,026,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,276,543
Total income from all sources (including contributions)2019-12-31$17,664,670
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,105,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,806,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,152,748
Value of total assets at end of year2019-12-31$63,962,326
Value of total assets at beginning of year2019-12-31$55,652,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$298,571
Total interest from all sources2019-12-31$184,916
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,279,475
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$2,279,475
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$4,551,287
Participant contributions at end of year2019-12-31$3,240,292
Participant contributions at beginning of year2019-12-31$3,223,841
Participant contributions at beginning of year2019-12-31$166,272
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,847
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,026,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,276,543
Other income not declared elsewhere2019-12-31$330,726
Administrative expenses (other) incurred2019-12-31$298,571
Total non interest bearing cash at end of year2019-12-31$1,026,805
Total non interest bearing cash at beginning of year2019-12-31$1,328,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,559,226
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,935,521
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,376,295
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 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$52,117,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$43,215,914
Interest on participant loans2019-12-31$184,916
Value of interest in common/collective trusts at end of year2019-12-31$7,577,232
Value of interest in common/collective trusts at beginning of year2019-12-31$7,661,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,716,805
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,542,614
Employer contributions (assets) at beginning of year2019-12-31$55,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,806,873
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOULDSWORTH, RUSSO & CO., P.C.
Accountancy firm EIN2019-12-31880374623
2018 : PALA 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,276,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$199,475
Total income from all sources (including contributions)2018-12-31$4,111,190
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,549,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,281,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,630,034
Value of total assets at end of year2018-12-31$55,652,838
Value of total assets at beginning of year2018-12-31$56,013,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$267,378
Total interest from all sources2018-12-31$152,847
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,588,967
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$2,588,967
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,925,396
Participant contributions at end of year2018-12-31$3,223,841
Participant contributions at beginning of year2018-12-31$3,273,078
Participant contributions at end of year2018-12-31$166,272
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$39,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,276,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$199,475
Total non interest bearing cash at end of year2018-12-31$1,328,477
Total non interest bearing cash at beginning of year2018-12-31$200,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,438,086
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,376,295
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,814,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$252,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$43,215,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$45,943,134
Interest on participant loans2018-12-31$152,847
Value of interest in common/collective trusts at end of year2018-12-31$7,661,167
Value of interest in common/collective trusts at beginning of year2018-12-31$6,162,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$431,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,260,658
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$1,665,576
Employer contributions (assets) at end of year2018-12-31$55,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,281,898
Contract administrator fees2018-12-31$14,932
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 name2018-12-31HOULDSWORTH, RUSSO & CO., P.C.
Accountancy firm EIN2018-12-31880374623
2017 : PALA 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$199,475
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$420,997
Total income from all sources (including contributions)2017-12-31$13,996,891
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,811,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,563,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,673,019
Value of total assets at end of year2017-12-31$56,013,856
Value of total assets at beginning of year2017-12-31$48,050,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$248,250
Total interest from all sources2017-12-31$148,230
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,655,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,655,353
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,738,876
Participant contributions at end of year2017-12-31$3,273,078
Participant contributions at beginning of year2017-12-31$3,150,334
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$251,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$21,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$199,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$420,997
Administrative expenses (other) incurred2017-12-31$93,789
Total non interest bearing cash at end of year2017-12-31$200,496
Total non interest bearing cash at beginning of year2017-12-31$178,681
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$8,185,217
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,814,381
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,629,164
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
Investment advisory and management fees2017-12-31$154,461
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$45,943,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,196,566
Interest on participant loans2017-12-31$148,230
Value of interest in common/collective trusts at end of year2017-12-31$6,162,455
Value of interest in common/collective trusts at beginning of year2017-12-31$6,621,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$431,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$880,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,410,591
Net investment gain or loss from common/collective trusts2017-12-31$109,698
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,683,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,563,424
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 name2017-12-31HOULDSWORTH RUSSO & CO., P.C.
Accountancy firm EIN2017-12-31880374623
2016 : PALA 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$420,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,516,646
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,036,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,833,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,704,046
Value of total assets at end of year2016-12-31$48,050,161
Value of total assets at beginning of year2016-12-31$42,149,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$202,936
Total interest from all sources2016-12-31$122,710
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,168,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,168,673
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,718,401
Participant contributions at end of year2016-12-31$3,150,334
Participant contributions at beginning of year2016-12-31$2,966,745
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$287,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$21,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$420,997
Administrative expenses (other) incurred2016-12-31$62,738
Total non interest bearing cash at end of year2016-12-31$178,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,479,781
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,629,164
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,149,383
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
Investment advisory and management fees2016-12-31$140,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,196,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$32,443,892
Interest on participant loans2016-12-31$122,710
Value of interest in common/collective trusts at end of year2016-12-31$6,621,721
Value of interest in common/collective trusts at beginning of year2016-12-31$5,769,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$880,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$968,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,432,226
Net investment gain or loss from common/collective trusts2016-12-31$88,991
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,698,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,833,929
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31HOULDSWORTH RUSSO & CO., P.C.
Accountancy firm EIN2016-12-31880374623
2015 : PALA 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,792,372
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,766,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,564,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,166,153
Value of total assets at end of year2015-12-31$42,149,383
Value of total assets at beginning of year2015-12-31$40,123,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$202,193
Total interest from all sources2015-12-31$109,668
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,428,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,428,748
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 period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,473,910
Participant contributions at end of year2015-12-31$2,966,745
Participant contributions at beginning of year2015-12-31$2,625,997
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$61,300
Other income not declared elsewhere2015-12-31$70,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,025,675
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,149,383
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$40,123,708
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
Investment advisory and management fees2015-12-31$127,510
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$32,443,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,918,622
Interest on participant loans2015-12-31$109,668
Value of interest in common/collective trusts at end of year2015-12-31$5,769,970
Value of interest in common/collective trusts at beginning of year2015-12-31$5,512,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$968,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,066,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,945,827
Net investment gain or loss from common/collective trusts2015-12-31$-36,932
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,630,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,564,504
Contract administrator fees2015-12-31$74,683
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 name2015-12-31HOULDSWORTH RUSSO & CO., P.C.
Accountancy firm EIN2015-12-31880374623
2014 : PALA 401(K) RETIREMENT SAVINGS 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$7,530,604
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,963,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,835,897
Value of total corrective distributions2014-12-31$4,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,501,493
Value of total assets at end of year2014-12-31$40,123,708
Value of total assets at beginning of year2014-12-31$35,556,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$122,757
Total interest from all sources2014-12-31$104,201
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$808,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$808,127
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$4,013,698
Participant contributions at end of year2014-12-31$2,625,997
Participant contributions at beginning of year2014-12-31$2,672,895
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$40,161
Other income not declared elsewhere2014-12-31$-3,605
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$4,566,956
Value of net assets at end of year (total assets less liabilities)2014-12-31$40,123,708
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$35,556,752
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$30,918,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,651,278
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$20,917,782
Interest on participant loans2014-12-31$104,201
Value of interest in common/collective trusts at end of year2014-12-31$5,512,669
Value of interest in common/collective trusts at beginning of year2014-12-31$4,244,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,066,420
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,069,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-328,629
Net investment gain/loss from pooled separate accounts2014-12-31$1,349,793
Net investment gain or loss from common/collective trusts2014-12-31$99,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,447,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,835,897
Contract administrator fees2014-12-31$122,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31HOULDSWORTH RUSSO & CO., P.C.
Accountancy firm EIN2014-12-31880374623
2013 : PALA 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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$10,377,712
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,237,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,141,403
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,459,469
Value of total assets at end of year2013-12-31$35,556,752
Value of total assets at beginning of year2013-12-31$27,416,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$96,362
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$122,314
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$78,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$78,835
Administrative expenses professional fees incurred2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$0
Contributions received from participants2013-12-31$3,911,643
Participant contributions at end of year2013-12-31$2,672,895
Participant contributions at beginning of year2013-12-31$2,235,353
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$111,865
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$105,384
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$296
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$-31,330
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,139,947
Value of net assets at end of year (total assets less liabilities)2013-12-31$35,556,752
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,416,805
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$0
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,651,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,015,005
Value of interest in pooled separate accounts at end of year2013-12-31$20,917,782
Value of interest in pooled separate accounts at beginning of year2013-12-31$19,052,929
Interest on participant loans2013-12-31$102,316
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$19,998
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$4,244,968
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,069,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,960,777
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,033,621
Net investment gain/loss from pooled separate accounts2013-12-31$3,678,273
Net investment gain or loss from common/collective trusts2013-12-31$36,530
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,442,442
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$40,876
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,141,107
Contract administrator fees2013-12-31$96,362
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31HOULDSWORTH, RUSSO & CO., P.C.
Accountancy firm EIN2013-12-31880374623
2012 : PALA 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$7,253,137
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,882,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,811,079
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,750,638
Value of total assets at end of year2012-12-31$27,416,805
Value of total assets at beginning of year2012-12-31$22,046,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,302
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$118,581
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$65,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$65,419
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Amount of non-exempt transactions with any party-in-interest2012-12-31$0
Contributions received from participants2012-12-31$3,447,098
Participant contributions at end of year2012-12-31$2,235,353
Participant contributions at beginning of year2012-12-31$1,714,101
Participant contributions at end of year2012-12-31$111,865
Participant contributions at beginning of year2012-12-31$105,930
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,424
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$233
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-6,770
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,370,756
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,416,805
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,046,049
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$0
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,015,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,818,459
Value of interest in pooled separate accounts at end of year2012-12-31$19,052,929
Value of interest in pooled separate accounts at beginning of year2012-12-31$15,399,154
Interest on participant loans2012-12-31$84,626
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$33,955
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,960,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,969,139
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$466,189
Net investment gain/loss from pooled separate accounts2012-12-31$1,859,080
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,281,116
Employer contributions (assets) at end of year2012-12-31$40,876
Employer contributions (assets) at beginning of year2012-12-31$39,266
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,810,846
Contract administrator fees2012-12-31$71,302
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31HOULDSWORTH,RUSSO AND COMPANY, P.C.
Accountancy firm EIN2012-12-31880374623
2011 : PALA 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$4,544,394
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,216,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,132,770
Expenses. Certain deemed distributions of participant loans2011-12-31$15,951
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,751,811
Value of total assets at end of year2011-12-31$22,046,049
Value of total assets at beginning of year2011-12-31$19,717,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$67,519
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$110,936
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$49,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$49,642
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$3,300,479
Participant contributions at end of year2011-12-31$1,714,101
Participant contributions at beginning of year2011-12-31$1,325,756
Participant contributions at end of year2011-12-31$105,930
Participant contributions at beginning of year2011-12-31$1,095
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$229,053
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$685
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$11,559
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,328,154
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,046,049
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,717,895
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,818,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,144,573
Value of interest in pooled separate accounts at end of year2011-12-31$15,399,154
Value of interest in pooled separate accounts at beginning of year2011-12-31$13,396,003
Interest on participant loans2011-12-31$68,887
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$42,049
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,969,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,850,122
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-164,286
Net investment gain/loss from pooled separate accounts2011-12-31$-215,268
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,222,279
Employer contributions (assets) at end of year2011-12-31$39,266
Employer contributions (assets) at beginning of year2011-12-31$346
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,132,085
Contract administrator fees2011-12-31$67,519
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31HOULDSWORTH, RUSSO AND COMPANY, P.C
Accountancy firm EIN2011-12-31880374123
2010 : PALA 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$5,803,239
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,851,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,780,884
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,824,666
Value of total assets at end of year2010-12-31$19,717,895
Value of total assets at beginning of year2010-12-31$15,765,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$70,253
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$113,003
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$30,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$30,480
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$2,775,457
Participant contributions at end of year2010-12-31$1,325,756
Participant contributions at beginning of year2010-12-31$1,245,417
Participant contributions at end of year2010-12-31$1,095
Participant contributions at beginning of year2010-12-31$120
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,962
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$345
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$6,557
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,952,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,717,895
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,765,793
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,144,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,441,105
Value of interest in pooled separate accounts at end of year2010-12-31$13,396,003
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,517,234
Interest on participant loans2010-12-31$64,922
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$48,081
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,850,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,561,884
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$274,137
Net investment gain/loss from pooled separate accounts2010-12-31$1,554,396
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,038,247
Employer contributions (assets) at end of year2010-12-31$346
Employer contributions (assets) at beginning of year2010-12-31$33
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,780,539
Contract administrator fees2010-12-31$70,253
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31HOULDSWORTH,RUSSO AND COMPANY, P.C.
Accountancy firm EIN2010-12-31880374123

Form 5500 Responses for PALA 401(K) RETIREMENT SAVINGS PLAN

2022: PALA 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PALA 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PALA 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PALA 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PALA 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: PALA 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: PALA 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: PALA 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: PALA 401(K) RETIREMENT SAVINGS 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: PALA 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 planYes
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: PALA 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 planYes
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: PALA 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: PALA 401(K) RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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: PALA 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 planYes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610397
Policy instance 1
Insurance contract or identification number610397
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $632
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
Commission paid to Insurance BrokerUSD $316
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610397
Policy instance 1
Insurance contract or identification number610397
Number of Individuals Covered187
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,308
Total amount of fees paid to insurance companyUSD $46
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 $654
Amount paid for insurance broker fees23
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePRINCELL INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610397
Policy instance 1
Insurance contract or identification number610397
Number of Individuals Covered218
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,540
Total amount of fees paid to insurance companyUSD $56
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 $770
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePRINCLL INSURANCE SERVICES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610397
Policy instance 1
Insurance contract or identification number610397
Number of Individuals Covered1737
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $33,882
Total amount of fees paid to insurance companyUSD $1,620
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 $16,941
Amount paid for insurance broker fees810
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePRINCLL INSURANCE SERVICES INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610397
Policy instance 1
Insurance contract or identification number610397
Number of Individuals Covered1819
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,372
Total amount of fees paid to insurance companyUSD $8,026
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $16,186
Amount paid for insurance broker fees4013
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePRINCELL INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610397
Policy instance 1
Insurance contract or identification number610397
Number of Individuals Covered1734
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,256
Total amount of fees paid to insurance companyUSD $2,252
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 $11,628
Amount paid for insurance broker fees1126
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker namePRINCELL INSURANCE SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610397
Policy instance 1
Insurance contract or identification number610397
Number of Individuals Covered1672
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $19,997
Total amount of fees paid to insurance companyUSD $5,589
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number610397
Policy instance 1
Insurance contract or identification number610397
Number of Individuals Covered1707
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,366
Total amount of fees paid to insurance companyUSD $4,746
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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

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