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MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN
Plan identification number 001

MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

MARTINEZ & TUREK, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARTINEZ & TUREK, INC.
Employer identification number (EIN):953503508
NAIC Classification:332900

Additional information about MARTINEZ & TUREK, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0983564

More information about MARTINEZ & TUREK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01
0012021-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012017-05-01DONALD A. TUREK
0012016-05-01DONALD A TUREK
0012015-05-01DONALD A TUREK
0012014-05-01DONALD A TUREK
0012013-05-01DONALD A TUREK
0012012-05-01DONALD A TUREK
0012011-05-01LAURENCE MARTINEZ
0012010-05-01LAURENCE MARTINEZ
0012009-05-01LAURENCE MARTINEZ

Plan Statistics for MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01124
Total number of active participants reported on line 7a of the Form 55002022-05-0196
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-0114
Total of all active and inactive participants2022-05-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-012
Total participants2022-05-01112
Number of participants with account balances2022-05-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-05-010
2021: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01119
Total number of active participants reported on line 7a of the Form 55002021-05-0193
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-0120
Total of all active and inactive participants2021-05-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-011
Total participants2021-05-01114
Number of participants with account balances2021-05-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-010
2020: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01119
Total number of active participants reported on line 7a of the Form 55002020-05-0197
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-0119
Total of all active and inactive participants2020-05-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-011
Total participants2020-05-01117
Number of participants with account balances2020-05-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-05-010
2019: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01109
Total number of active participants reported on line 7a of the Form 55002019-05-0196
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-0118
Total of all active and inactive participants2019-05-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-010
Total participants2019-05-01114
Number of participants with account balances2019-05-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-05-010
2018: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01127
Total number of active participants reported on line 7a of the Form 55002018-05-0189
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-0116
Total of all active and inactive participants2018-05-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-011
Total participants2018-05-01106
Number of participants with account balances2018-05-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-05-017
2017: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01129
Total number of active participants reported on line 7a of the Form 55002017-05-0194
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-0125
Total of all active and inactive participants2017-05-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-012
Total participants2017-05-01121
Number of participants with account balances2017-05-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-05-011
2016: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01121
Total number of active participants reported on line 7a of the Form 55002016-05-0186
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-0128
Total of all active and inactive participants2016-05-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-01114
Number of participants with account balances2016-05-0183
2015: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01152
Total number of active participants reported on line 7a of the Form 55002015-05-0195
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-0126
Total of all active and inactive participants2015-05-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-010
Total participants2015-05-01121
Number of participants with account balances2015-05-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-05-012
2014: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01138
Total number of active participants reported on line 7a of the Form 55002014-05-0198
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-0128
Total of all active and inactive participants2014-05-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-010
Total participants2014-05-01126
Number of participants with account balances2014-05-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-05-012
2013: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01150
Total number of active participants reported on line 7a of the Form 55002013-05-01115
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-0123
Total of all active and inactive participants2013-05-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-010
Total participants2013-05-01138
Number of participants with account balances2013-05-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-05-016
2012: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01102
Total number of active participants reported on line 7a of the Form 55002012-05-01128
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-0121
Total of all active and inactive participants2012-05-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-011
Total participants2012-05-01150
Number of participants with account balances2012-05-01107
2011: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01134
Total number of active participants reported on line 7a of the Form 55002011-05-01112
Number of retired or separated participants receiving benefits2011-05-0118
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01130
Number of participants with account balances2011-05-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-05-010
2010: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01154
Total number of active participants reported on line 7a of the Form 55002010-05-0194
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-0140
Total of all active and inactive participants2010-05-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-010
Total participants2010-05-01134
Number of participants with account balances2010-05-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-012
2009: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01156
Total number of active participants reported on line 7a of the Form 55002009-05-01107
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-0147
Total of all active and inactive participants2009-05-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-010
Total participants2009-05-01154
Number of participants with account balances2009-05-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-014

Financial Data on MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$0
Total income from all sources (including contributions)2023-04-30$265,545
Total loss/gain on sale of assets2023-04-30$0
Total of all expenses incurred2023-04-30$800,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$759,570
Value of total corrective distributions2023-04-30$799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$216,793
Value of total assets at end of year2023-04-30$5,277,918
Value of total assets at beginning of year2023-04-30$5,812,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$40,149
Total interest from all sources2023-04-30$10,816
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$9,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$9,393
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$500,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$182,954
Participant contributions at end of year2023-04-30$158,786
Participant contributions at beginning of year2023-04-30$109,237
Participant contributions at end of year2023-04-30$0
Participant contributions at beginning of year2023-04-30$2,621
Income. Received or receivable in cash from other sources (including rollovers)2023-04-30$33,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$-534,973
Value of net assets at end of year (total assets less liabilities)2023-04-30$5,277,918
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$5,812,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$1,277,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$1,293,474
Value of interest in pooled separate accounts at end of year2023-04-30$46,748
Value of interest in pooled separate accounts at beginning of year2023-04-30$17,885
Interest on participant loans2023-04-30$6,835
Interest earned on other investments2023-04-30$3,981
Value of interest in common/collective trusts at end of year2023-04-30$3,750,065
Value of interest in common/collective trusts at beginning of year2023-04-30$3,930,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-04-30$44,750
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-04-30$458,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$10,363
Net investment gain/loss from pooled separate accounts2023-04-30$1,811
Net investment gain or loss from common/collective trusts2023-04-30$16,369
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$759,570
Contract administrator fees2023-04-30$40,149
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30HALLIDAY & COMPANY, CPAS
Accountancy firm EIN2023-04-30862034371
2022 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total income from all sources (including contributions)2022-04-30$-166,615
Total loss/gain on sale of assets2022-04-30$0
Total of all expenses incurred2022-04-30$320,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$271,515
Value of total corrective distributions2022-04-30$1,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$236,691
Value of total assets at end of year2022-04-30$5,812,891
Value of total assets at beginning of year2022-04-30$6,300,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$47,389
Total interest from all sources2022-04-30$12,076
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$43,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$43,840
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$500,000
If this is an individual account plan, was there a blackout period2022-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-04-30$0
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$221,013
Participant contributions at end of year2022-04-30$109,237
Participant contributions at beginning of year2022-04-30$129,229
Participant contributions at end of year2022-04-30$2,621
Participant contributions at beginning of year2022-04-30$1,793
Income. Received or receivable in cash from other sources (including rollovers)2022-04-30$15,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-487,304
Value of net assets at end of year (total assets less liabilities)2022-04-30$5,812,891
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$6,300,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$1,293,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$1,369,407
Value of interest in pooled separate accounts at end of year2022-04-30$17,885
Value of interest in pooled separate accounts at beginning of year2022-04-30$198,701
Interest on participant loans2022-04-30$5,639
Interest earned on other investments2022-04-30$6,437
Value of interest in common/collective trusts at end of year2022-04-30$3,930,716
Value of interest in common/collective trusts at beginning of year2022-04-30$4,187,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$458,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$413,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-211,240
Net investment gain/loss from pooled separate accounts2022-04-30$1,773
Net investment gain or loss from common/collective trusts2022-04-30$-249,755
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$271,515
Contract administrator fees2022-04-30$47,389
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30HALLIDAY & COMPANY, CPAS
Accountancy firm EIN2022-04-30862034371
2021 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$0
Total income from all sources (including contributions)2021-04-30$1,830,768
Total loss/gain on sale of assets2021-04-30$0
Total of all expenses incurred2021-04-30$1,379,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$1,318,912
Value of total corrective distributions2021-04-30$14,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$264,130
Value of total assets at end of year2021-04-30$6,300,195
Value of total assets at beginning of year2021-04-30$5,848,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$45,834
Total interest from all sources2021-04-30$14,041
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$16,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$16,710
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$250,571
Participant contributions at end of year2021-04-30$129,229
Participant contributions at beginning of year2021-04-30$149,516
Participant contributions at end of year2021-04-30$1,793
Participant contributions at beginning of year2021-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-04-30$13,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$451,348
Value of net assets at end of year (total assets less liabilities)2021-04-30$6,300,195
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$5,848,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$1,369,407
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$1,411,992
Value of interest in pooled separate accounts at end of year2021-04-30$198,701
Value of interest in pooled separate accounts at beginning of year2021-04-30$170,663
Interest on participant loans2021-04-30$7,135
Interest earned on other investments2021-04-30$6,906
Value of interest in common/collective trusts at end of year2021-04-30$4,187,276
Value of interest in common/collective trusts at beginning of year2021-04-30$3,729,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-04-30$413,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-04-30$387,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$492,251
Net investment gain/loss from pooled separate accounts2021-04-30$78,625
Net investment gain or loss from common/collective trusts2021-04-30$965,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$1,318,912
Contract administrator fees2021-04-30$45,834
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30SINGERLEWAK LLP
Accountancy firm EIN2021-04-30952302617
2020 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$0
Total income from all sources (including contributions)2020-04-30$391,457
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$649,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$603,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$302,405
Value of total assets at end of year2020-04-30$5,848,847
Value of total assets at beginning of year2020-04-30$6,106,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$45,888
Total interest from all sources2020-04-30$15,740
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$13,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$13,921
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$302,405
Participant contributions at end of year2020-04-30$149,516
Participant contributions at beginning of year2020-04-30$175,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-257,989
Value of net assets at end of year (total assets less liabilities)2020-04-30$5,848,847
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$6,106,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$1,411,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$1,637,475
Value of interest in pooled separate accounts at end of year2020-04-30$170,663
Value of interest in pooled separate accounts at beginning of year2020-04-30$322,464
Interest on participant loans2020-04-30$9,380
Interest earned on other investments2020-04-30$6,360
Value of interest in common/collective trusts at end of year2020-04-30$3,729,504
Value of interest in common/collective trusts at beginning of year2020-04-30$3,631,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-04-30$387,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-04-30$339,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$31,496
Net investment gain/loss from pooled separate accounts2020-04-30$-6,326
Net investment gain or loss from common/collective trusts2020-04-30$34,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$603,558
Contract administrator fees2020-04-30$45,888
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30Yes
Opinion of an independent qualified public accountant for this plan2020-04-30Disclaimer
Accountancy firm name2020-04-30SINGERLEWAK LLP
Accountancy firm EIN2020-04-30952302617
2019 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$0
Total income from all sources (including contributions)2019-04-30$660,331
Total loss/gain on sale of assets2019-04-30$0
Total of all expenses incurred2019-04-30$1,905,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$1,856,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$247,032
Value of total assets at end of year2019-04-30$6,106,836
Value of total assets at beginning of year2019-04-30$7,352,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$49,418
Total interest from all sources2019-04-30$12,420
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$28,903
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$28,903
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
If this is an individual account plan, was there a blackout period2019-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$247,032
Participant contributions at end of year2019-04-30$175,943
Participant contributions at beginning of year2019-04-30$167,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$-1,245,639
Value of net assets at end of year (total assets less liabilities)2019-04-30$6,106,836
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$7,352,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$1,637,475
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$2,380,907
Value of interest in pooled separate accounts at end of year2019-04-30$322,464
Value of interest in pooled separate accounts at beginning of year2019-04-30$219,820
Interest on participant loans2019-04-30$9,752
Interest earned on other investments2019-04-30$2,668
Value of interest in common/collective trusts at end of year2019-04-30$3,631,345
Value of interest in common/collective trusts at beginning of year2019-04-30$3,590,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-04-30$339,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-04-30$993,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$162,888
Net investment gain/loss from pooled separate accounts2019-04-30$29,330
Net investment gain or loss from common/collective trusts2019-04-30$179,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$1,856,552
Contract administrator fees2019-04-30$49,418
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30Yes
Opinion of an independent qualified public accountant for this plan2019-04-30Disclaimer
Accountancy firm name2019-04-30SINGERLEWAK LLP
Accountancy firm EIN2019-04-30952302617
2018 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$0
Total income from all sources (including contributions)2018-04-30$874,500
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$563,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$484,985
Expenses. Certain deemed distributions of participant loans2018-04-30$24,126
Value of total corrective distributions2018-04-30$25,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$273,315
Value of total assets at end of year2018-04-30$7,352,475
Value of total assets at beginning of year2018-04-30$7,041,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$28,390
Total interest from all sources2018-04-30$8,569
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$41,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$41,503
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$249,771
Participant contributions at end of year2018-04-30$167,234
Participant contributions at beginning of year2018-04-30$219,461
Income. Received or receivable in cash from other sources (including rollovers)2018-04-30$0
Other income not declared elsewhere2018-04-30$83
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Income. Non cash contributions2018-04-30$0
Value of net income/loss2018-04-30$311,326
Value of net assets at end of year (total assets less liabilities)2018-04-30$7,352,475
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$7,041,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$2,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$2,380,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$5,716,479
Value of interest in pooled separate accounts at end of year2018-04-30$219,820
Value of interest in pooled separate accounts at beginning of year2018-04-30$0
Interest on participant loans2018-04-30$8,569
Value of interest in common/collective trusts at end of year2018-04-30$3,590,628
Value of interest in common/collective trusts at beginning of year2018-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-04-30$993,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-04-30$1,105,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$524,626
Net investment gain/loss from pooled separate accounts2018-04-30$3,110
Net investment gain or loss from common/collective trusts2018-04-30$23,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$23,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$484,985
Contract administrator fees2018-04-30$26,227
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30Yes
Opinion of an independent qualified public accountant for this plan2018-04-30Disclaimer
Accountancy firm name2018-04-30SINGERLEWAK LLP
Accountancy firm EIN2018-04-30952302617
2017 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$0
Total income from all sources (including contributions)2017-04-30$943,481
Total loss/gain on sale of assets2017-04-30$0
Total of all expenses incurred2017-04-30$223,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$201,711
Expenses. Certain deemed distributions of participant loans2017-04-30$1,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$193,273
Value of total assets at end of year2017-04-30$7,041,149
Value of total assets at beginning of year2017-04-30$6,321,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$20,388
Total interest from all sources2017-04-30$8,292
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$193,273
Participant contributions at end of year2017-04-30$219,461
Participant contributions at beginning of year2017-04-30$180,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$720,036
Value of net assets at end of year (total assets less liabilities)2017-04-30$7,041,149
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$6,321,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$20,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$5,716,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$5,155,565
Interest on participant loans2017-04-30$8,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$16,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$16,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-04-30$1,105,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-04-30$968,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$741,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$201,711
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30SINGERLEWAK LLP
Accountancy firm EIN2017-04-30952302617
2016 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$0
Total income from all sources (including contributions)2016-04-30$92,780
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$224,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$211,064
Expenses. Certain deemed distributions of participant loans2016-04-30$10,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$230,128
Value of total assets at end of year2016-04-30$6,321,113
Value of total assets at beginning of year2016-04-30$6,452,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$2,793
Total interest from all sources2016-04-30$8,024
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$230,128
Participant contributions at end of year2016-04-30$180,290
Participant contributions at beginning of year2016-04-30$191,928
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-131,306
Value of net assets at end of year (total assets less liabilities)2016-04-30$6,321,113
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$6,452,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$5,155,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$5,398,358
Interest on participant loans2016-04-30$8,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$16,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$31,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$31,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-04-30$968,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-04-30$830,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-145,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$211,064
Contract administrator fees2016-04-30$2,793
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30SINGERLEWAK LLP
Accountancy firm EIN2016-04-30952302617
2015 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$0
Total income from all sources (including contributions)2015-04-30$740,391
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$1,098,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$1,095,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$239,831
Value of total assets at end of year2015-04-30$6,452,419
Value of total assets at beginning of year2015-04-30$6,810,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$2,917
Total interest from all sources2015-04-30$7,845
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$239,831
Participant contributions at end of year2015-04-30$0
Participant contributions at beginning of year2015-04-30$200
Assets. Loans (other than to participants) at end of year2015-04-30$191,928
Assets. Loans (other than to participants) at beginning of year2015-04-30$187,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$-358,484
Value of net assets at end of year (total assets less liabilities)2015-04-30$6,452,419
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$6,810,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$2,917
Value of interest in pooled separate accounts at end of year2015-04-30$5,398,358
Value of interest in pooled separate accounts at beginning of year2015-04-30$5,525,222
Interest on participant loans2015-04-30$7,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$31,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$38,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$38,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-04-30$830,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-04-30$1,059,415
Net investment gain/loss from pooled separate accounts2015-04-30$492,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30No
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$1,095,958
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30AHERN, ADCOCK DEVLIN, LLP
Accountancy firm EIN2015-04-30330919055
2014 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$0
Total income from all sources (including contributions)2014-04-30$1,082,324
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$816,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$804,687
Expenses. Certain deemed distributions of participant loans2014-04-30$8,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$363,853
Value of total assets at end of year2014-04-30$6,810,903
Value of total assets at beginning of year2014-04-30$6,544,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$2,950
Total interest from all sources2014-04-30$10,175
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$286,814
Participant contributions at end of year2014-04-30$200
Participant contributions at beginning of year2014-04-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-04-30$77,039
Assets. Loans (other than to participants) at end of year2014-04-30$187,174
Assets. Loans (other than to participants) at beginning of year2014-04-30$266,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$266,255
Value of net assets at end of year (total assets less liabilities)2014-04-30$6,810,903
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$6,544,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in pooled separate accounts at end of year2014-04-30$5,525,222
Value of interest in pooled separate accounts at beginning of year2014-04-30$5,302,629
Interest on participant loans2014-04-30$10,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$38,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$38,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$38,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-04-30$1,059,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-04-30$937,568
Net investment gain/loss from pooled separate accounts2014-04-30$708,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30No
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$804,687
Contract administrator fees2014-04-30$2,950
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30AHERN, ADCOCK DEVLIN, LLP
Accountancy firm EIN2014-04-30330919055
2013 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$0
Total income from all sources (including contributions)2013-04-30$822,751
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$377,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$374,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$271,134
Value of total assets at end of year2013-04-30$6,544,648
Value of total assets at beginning of year2013-04-30$6,099,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$2,640
Total interest from all sources2013-04-30$12,582
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$271,134
Assets. Loans (other than to participants) at end of year2013-04-30$266,050
Assets. Loans (other than to participants) at beginning of year2013-04-30$308,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$445,336
Value of net assets at end of year (total assets less liabilities)2013-04-30$6,544,648
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$6,099,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest in pooled separate accounts at end of year2013-04-30$5,302,629
Value of interest in pooled separate accounts at beginning of year2013-04-30$4,894,173
Income. Interest from loans (other than to participants)2013-04-30$12,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$38,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$37,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$37,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-04-30$937,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-04-30$858,599
Net investment gain/loss from pooled separate accounts2013-04-30$539,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$374,775
Contract administrator fees2013-04-30$2,640
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30AHERN, ADCOCK DEVLIN, LLP
Accountancy firm EIN2013-04-30330919055
2012 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$0
Total income from all sources (including contributions)2012-04-30$362,914
Total loss/gain on sale of assets2012-04-30$0
Total of all expenses incurred2012-04-30$176,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$174,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$258,885
Value of total assets at end of year2012-04-30$6,099,312
Value of total assets at beginning of year2012-04-30$5,912,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$2,319
Total interest from all sources2012-04-30$11,110
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$258,885
Participant contributions at end of year2012-04-30$308,662
Participant contributions at beginning of year2012-04-30$219,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$186,588
Value of net assets at end of year (total assets less liabilities)2012-04-30$6,099,312
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$5,912,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in pooled separate accounts at end of year2012-04-30$4,894,173
Value of interest in pooled separate accounts at beginning of year2012-04-30$4,835,707
Interest on participant loans2012-04-30$10,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$37,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$17,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$17,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-04-30$858,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-04-30$840,667
Net investment gain/loss from pooled separate accounts2012-04-30$92,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$174,007
Contract administrator fees2012-04-30$2,319
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30AHERN, ADCOCK DEVLIN, LLP
Accountancy firm EIN2012-04-30330919055
2011 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$0
Total income from all sources (including contributions)2011-04-30$947,978
Total loss/gain on sale of assets2011-04-30$0
Total of all expenses incurred2011-04-30$124,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$120,445
Expenses. Certain deemed distributions of participant loans2011-04-30$1,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$297,257
Value of total assets at end of year2011-04-30$5,912,724
Value of total assets at beginning of year2011-04-30$5,089,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$2,884
Total interest from all sources2011-04-30$7,895
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$116,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$116,650
Administrative expenses professional fees incurred2011-04-30$2,884
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$294,828
Participant contributions at end of year2011-04-30$219,029
Participant contributions at beginning of year2011-04-30$131,573
Income. Received or receivable in cash from other sources (including rollovers)2011-04-30$2,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$823,381
Value of net assets at end of year (total assets less liabilities)2011-04-30$5,912,724
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$5,089,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Value of interest in pooled separate accounts at end of year2011-04-30$4,835,707
Value of interest in pooled separate accounts at beginning of year2011-04-30$4,263,311
Interest on participant loans2011-04-30$7,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$17,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$4,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$4,707
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-04-30$840,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-04-30$689,752
Net investment gain/loss from pooled separate accounts2011-04-30$526,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30No
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$120,445
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30Yes
Opinion of an independent qualified public accountant for this plan2011-04-30Disclaimer
Accountancy firm name2011-04-30AHERN, ADCOCK DEVLIN, LLP
Accountancy firm EIN2011-04-30330919055
2010 : MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN

2022: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement - TrustYes
2021: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement - TrustYes
2020: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement - TrustYes
2019: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement - TrustYes
2018: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement - TrustYes
2017: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement - TrustYes
2016: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement - TrustYes
2015: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement - TrustYes
2014: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement - TrustYes
2013: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530947
Policy instance 2
Insurance contract or identification number530947
Number of Individuals Covered84
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $131
Total amount of fees paid to insurance companyUSD $15
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?No
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 $131
Insurance broker organization code?3
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered84
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $1,271
Total amount of fees paid to insurance companyUSD $129
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 $1,271
Insurance broker organization code?3
Amount paid for insurance broker fees129
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530947
Policy instance 2
Insurance contract or identification number530947
Number of Individuals Covered90
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $328
Total amount of fees paid to insurance companyUSD $12
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?No
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 $328
Insurance broker organization code?3
Amount paid for insurance broker fees12
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered90
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $2,084
Total amount of fees paid to insurance companyUSD $209
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 $2,084
Insurance broker organization code?3
Amount paid for insurance broker fees209
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered93
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $2,009
Total amount of fees paid to insurance companyUSD $203
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 $2,009
Insurance broker organization code?3
Amount paid for insurance broker fees203
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530947
Policy instance 2
Insurance contract or identification number530947
Number of Individuals Covered93
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $593
Total amount of fees paid to insurance companyUSD $73
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?No
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 $593
Insurance broker organization code?3
Amount paid for insurance broker fees73
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530947
Policy instance 2
Insurance contract or identification number530947
Number of Individuals Covered99
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $1,615
Total amount of fees paid to insurance companyUSD $141
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?No
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 $1,615
Insurance broker organization code?3
Amount paid for insurance broker fees141
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered99
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $1,708
Total amount of fees paid to insurance companyUSD $178
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 $1,708
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530947
Policy instance 3
Insurance contract or identification number530947
Number of Individuals Covered99
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $1,247
Total amount of fees paid to insurance companyUSD $125
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?No
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 $1,247
Insurance broker organization code?3
Amount paid for insurance broker fees125
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered99
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $463
Total amount of fees paid to insurance companyUSD $88
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 $463
Insurance broker organization code?3
Amount paid for insurance broker fees88
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331568-01
Policy instance 1
Insurance contract or identification number331568-01
Number of Individuals Covered0
Insurance policy start date2018-05-01
Insurance policy end date2018-11-15
Total amount of commissions paid to insurance brokerUSD $1,932
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,932
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number530947
Policy instance 3
Insurance contract or identification number530947
Number of Individuals Covered119
Insurance policy start date2017-11-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $342
Total amount of fees paid to insurance companyUSD $60
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?No
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered119
Insurance policy start date2017-11-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $2
Total amount of fees paid to insurance companyUSD $1
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331568-01
Policy instance 1
Insurance contract or identification number331568-01
Number of Individuals Covered18
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $18,986
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331568-01
Policy instance 1
Insurance contract or identification number331568-01
Number of Individuals Covered22
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $3,972
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,972
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331568-01
Policy instance 1
Insurance contract or identification number331568-01
Number of Individuals Covered21
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $3,454
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,454
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331568-01
Policy instance 1
Insurance contract or identification number331568-01
Number of Individuals Covered25
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $4,051
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,051
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331568-01
Policy instance 1
Insurance contract or identification number331568-01
Number of Individuals Covered27
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $3,540
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,540
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH INC.
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331568-01
Policy instance 1
Insurance contract or identification number331568-01
Number of Individuals Covered24
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $3,438
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331568-01
Policy instance 1
Insurance contract or identification number331568-01
Number of Individuals Covered25
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $3,046
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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