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SMALL CAP INDEX ACCOUNT P 401k Plan overview

Plan NameSMALL CAP INDEX ACCOUNT P
Plan identification number 016

SMALL CAP INDEX ACCOUNT P Benefits

No plan benefit data available

401k Sponsoring company profile

SENTRY LIFE INSURANCE COMPANY OF NEW YORK has sponsored the creation of one or more 401k plans.

Company Name:SENTRY LIFE INSURANCE COMPANY OF NEW YORK
Employer identification number (EIN):160919109

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMALL CAP INDEX ACCOUNT P

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0162023-01-01
0162022-01-01
0162021-01-01
0162020-01-01
0162019-01-01
0162018-01-01
0162017-01-01
0162016-01-01KARA FISCHER
0162015-01-01KARA FISCHER
0162014-01-01KRISTIE GAGAS
0162013-01-01KRISTIE GAGAS
0162012-01-01KRISTIE GAGAS
0162011-01-01KRISTIE GAGAS
0162010-01-01KRISTIE GAGAS
0162009-01-01NICK SUTHEIMER

Financial Data on SMALL CAP INDEX ACCOUNT P

Measure Date Value
2023 : SMALL CAP INDEX ACCOUNT P 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$487,582
Total unrealized appreciation/depreciation of assets2023-12-31$487,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,424,546
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$925,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$905,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$888,054
Value of total assets at end of year2023-12-31$3,588,022
Value of total assets at beginning of year2023-12-31$3,089,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$19,960
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$54,183
Other income not declared elsewhere2023-12-31$1
Administrative expenses (other) incurred2023-12-31$19,960
Value of net income/loss2023-12-31$498,959
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,588,022
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,089,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,588,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,089,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$-5,274
Contributions received in cash from employer2023-12-31$888,054
Income. Dividends from common stock2023-12-31$54,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$905,627
2022 : SMALL CAP INDEX ACCOUNT P 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-864,130
Total unrealized appreciation/depreciation of assets2022-12-31$-864,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$467,757
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$965,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$945,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,110,102
Value of total assets at end of year2022-12-31$3,089,063
Value of total assets at beginning of year2022-12-31$3,587,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$19,939
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$45,990
Administrative expenses (other) incurred2022-12-31$19,939
Value of net income/loss2022-12-31$-497,966
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,089,063
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,587,029
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,089,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,587,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$175,795
Contributions received in cash from employer2022-12-31$1,110,102
Income. Dividends from common stock2022-12-31$45,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$945,784
2021 : SMALL CAP INDEX ACCOUNT P 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,949
Total unrealized appreciation/depreciation of assets2021-12-31$2,949
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,400,591
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,409,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,390,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,943,576
Value of total assets at end of year2021-12-31$3,587,029
Value of total assets at beginning of year2021-12-31$2,595,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,117
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$38,477
Administrative expenses (other) incurred2021-12-31$19,117
Value of net income/loss2021-12-31$991,144
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,587,029
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,595,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,587,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,595,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$415,589
Contributions received in cash from employer2021-12-31$1,943,576
Income. Dividends from common stock2021-12-31$38,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,390,330
2020 : SMALL CAP INDEX ACCOUNT P 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$209,391
Total unrealized appreciation/depreciation of assets2020-12-31$209,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,419,471
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$849,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$834,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$969,953
Value of total assets at end of year2020-12-31$2,595,885
Value of total assets at beginning of year2020-12-31$2,025,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,380
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$30,363
Administrative expenses (other) incurred2020-12-31$14,380
Value of net income/loss2020-12-31$570,108
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,595,885
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,025,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,595,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,025,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$209,764
Contributions received in cash from employer2020-12-31$969,953
Income. Dividends from common stock2020-12-31$30,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$834,983
2019 : SMALL CAP INDEX ACCOUNT P 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$348,038
Total unrealized appreciation/depreciation of assets2019-12-31$348,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,117,263
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$955,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$941,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$625,317
Value of total assets at end of year2019-12-31$2,025,777
Value of total assets at beginning of year2019-12-31$1,864,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,577
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,174
Administrative expenses (other) incurred2019-12-31$14,577
Value of net income/loss2019-12-31$161,331
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,025,777
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,864,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,025,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,864,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$114,734
Contributions received in cash from employer2019-12-31$625,317
Income. Dividends from common stock2019-12-31$29,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$941,355
2018 : SMALL CAP INDEX ACCOUNT P 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-275,421
Total unrealized appreciation/depreciation of assets2018-12-31$-275,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$402,591
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$221,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$207,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$599,870
Value of total assets at end of year2018-12-31$1,864,446
Value of total assets at beginning of year2018-12-31$1,683,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,254
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$28,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$14,254
Value of net income/loss2018-12-31$181,094
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,864,446
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,683,352
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,864,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,683,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$49,172
Contributions received in cash from employer2018-12-31$599,870
Income. Dividends from common stock2018-12-31$28,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$207,243
2017 : SMALL CAP INDEX ACCOUNT P 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$143,868
Total unrealized appreciation/depreciation of assets2017-12-31$143,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$705,066
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$305,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$294,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$478,372
Value of total assets at end of year2017-12-31$1,683,352
Value of total assets at beginning of year2017-12-31$1,283,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,164
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$21,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$11,164
Value of net income/loss2017-12-31$399,726
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,683,352
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,283,626
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,683,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,283,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$61,291
Contributions received in cash from employer2017-12-31$478,372
Income. Dividends from common stock2017-12-31$21,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$294,176
2016 : SMALL CAP INDEX ACCOUNT P 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$176,479
Total unrealized appreciation/depreciation of assets2016-12-31$176,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$600,696
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$463,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$453,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$404,197
Value of total assets at end of year2016-12-31$1,283,626
Value of total assets at beginning of year2016-12-31$1,145,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,296
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$9,296
Value of net income/loss2016-12-31$137,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,283,626
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,145,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,283,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,145,969
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$999
Contributions received in cash from employer2016-12-31$404,197
Income. Dividends from common stock2016-12-31$19,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$453,743
2015 : SMALL CAP INDEX ACCOUNT P 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-94,826
Total unrealized appreciation/depreciation of assets2015-12-31$-94,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$389,217
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$708,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$697,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$433,317
Value of total assets at end of year2015-12-31$1,145,969
Value of total assets at beginning of year2015-12-31$1,465,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,692
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$17,562
Administrative expenses (other) incurred2015-12-31$11,692
Value of net income/loss2015-12-31$-319,662
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,145,969
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,465,631
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,145,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,465,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$33,164
Contributions received in cash from employer2015-12-31$433,317
Income. Dividends from common stock2015-12-31$17,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$697,187
2014 : SMALL CAP INDEX ACCOUNT P 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-135,346
Total unrealized appreciation/depreciation of assets2014-12-31$-135,346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$411,014
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$252,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$240,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$307,880
Value of total assets at end of year2014-12-31$1,465,631
Value of total assets at beginning of year2014-12-31$1,307,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,262
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$20,557
Administrative expenses (other) incurred2014-12-31$12,262
Value of net income/loss2014-12-31$158,133
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,465,631
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,307,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,465,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,307,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$217,923
Contributions received in cash from employer2014-12-31$307,880
Income. Dividends from common stock2014-12-31$20,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$240,619
2013 : SMALL CAP INDEX ACCOUNT P 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$37,899
Total unrealized appreciation/depreciation of assets2013-12-31$37,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$686,267
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$204,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$195,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$355,646
Value of total assets at end of year2013-12-31$1,307,498
Value of total assets at beginning of year2013-12-31$825,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,099
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$16,920
Administrative expenses (other) incurred2013-12-31$9,099
Value of net income/loss2013-12-31$481,545
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,307,498
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$825,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,307,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$825,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$275,802
Contributions received in cash from employer2013-12-31$355,646
Income. Dividends from common stock2013-12-31$16,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$195,623
2012 : SMALL CAP INDEX ACCOUNT P 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$63,609
Total unrealized appreciation/depreciation of assets2012-12-31$63,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$307,466
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$238,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$232,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$175,759
Value of total assets at end of year2012-12-31$825,953
Value of total assets at beginning of year2012-12-31$757,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,644
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,866
Administrative expenses (other) incurred2012-12-31$6,644
Value of net income/loss2012-12-31$68,668
Value of net assets at end of year (total assets less liabilities)2012-12-31$825,953
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$757,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$825,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$757,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$54,232
Contributions received in cash from employer2012-12-31$175,759
Income. Dividends from common stock2012-12-31$13,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$232,154
2011 : SMALL CAP INDEX ACCOUNT P 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-151,771
Total unrealized appreciation/depreciation of assets2011-12-31$-151,771
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$209,238
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$629,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$623,273
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$225,911
Value of total assets at end of year2011-12-31$757,285
Value of total assets at beginning of year2011-12-31$1,177,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,417
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$8,877
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$6,417
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-420,452
Value of net assets at end of year (total assets less liabilities)2011-12-31$757,285
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,177,737
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$757,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,177,737
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$126,221
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$225,911
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$8,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$623,273
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
2010 : SMALL CAP INDEX ACCOUNT P 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$238,170
Total unrealized appreciation/depreciation of assets2010-12-31$238,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$405,781
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$272,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$264,283
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$135,512
Value of total assets at end of year2010-12-31$1,177,737
Value of total assets at beginning of year2010-12-31$1,044,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,644
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,107
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$8,644
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$132,854
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,177,737
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,044,883
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,177,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,044,883
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,992
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$135,512
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$12,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$264,283
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0

Form 5500 Responses for SMALL CAP INDEX ACCOUNT P

2023: SMALL CAP INDEX ACCOUNT P 2023 form 5500 responses
2023-01-01Type of plan entityDFE (Diect Filing Entity)
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2022: SMALL CAP INDEX ACCOUNT P 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2021: SMALL CAP INDEX ACCOUNT P 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2020: SMALL CAP INDEX ACCOUNT P 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2019: SMALL CAP INDEX ACCOUNT P 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: SMALL CAP INDEX ACCOUNT P 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: SMALL CAP INDEX ACCOUNT P 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: SMALL CAP INDEX ACCOUNT P 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: SMALL CAP INDEX ACCOUNT P 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: SMALL CAP INDEX ACCOUNT P 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: SMALL CAP INDEX ACCOUNT P 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: SMALL CAP INDEX ACCOUNT P 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: SMALL CAP INDEX ACCOUNT P 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2010: SMALL CAP INDEX ACCOUNT P 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: SMALL CAP INDEX ACCOUNT P 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

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