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DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 401k Plan overview

Plan NameDODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN
Plan identification number 001

DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DODGELAND OF COLUMBIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:DODGELAND OF COLUMBIA, INC.
Employer identification number (EIN):570919401
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about DODGELAND OF COLUMBIA, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2238873

More information about DODGELAND OF COLUMBIA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01MARLENE GOODMAN
0012016-01-01
0012016-01-01
0012016-01-01MARLENE GOODMAN2017-10-16
0012015-01-01CHRISTINA CORNELL
0012014-01-01MARLENE GOODMAN
0012013-01-01MARLENE GOODMAN
0012012-01-01JOHN T GANDOLFO2013-10-01
0012011-01-01MARLENE M. GOODMAN2012-10-16
0012010-01-01AUDREY R. BALLENGER2011-07-28

Plan Statistics for DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN

401k plan membership statisitcs for DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN

Measure Date Value
2022: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01404
Total number of active participants reported on line 7a of the Form 55002022-01-01312
Number of retired or separated participants receiving benefits2022-01-0144
Number of other retired or separated participants entitled to future benefits2022-01-0155
Total of all active and inactive participants2022-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01411
Number of participants with account balances2022-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01375
Total number of active participants reported on line 7a of the Form 55002021-01-01326
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01387
Number of participants with account balances2021-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01374
Total number of active participants reported on line 7a of the Form 55002020-01-01308
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0148
Total of all active and inactive participants2020-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01356
Number of participants with account balances2020-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01281
Total number of active participants reported on line 7a of the Form 55002019-01-01287
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01344
Number of participants with account balances2019-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01217
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01228
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01233
Total number of active participants reported on line 7a of the Form 55002017-01-01188
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01226
Number of participants with account balances2017-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01215
Total number of active participants reported on line 7a of the Form 55002016-01-01211
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01233
Number of participants with account balances2016-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01180
Total number of active participants reported on line 7a of the Form 55002015-01-01156
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01174
Number of participants with account balances2015-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01164
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01162
Number of participants with account balances2014-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-01125
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01142
Number of participants with account balances2013-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017

Financial Data on DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN

Measure Date Value
2022 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-191,264
Total of all expenses incurred2022-12-31$966,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$688,633
Value of total corrective distributions2022-12-31$219,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,450,600
Value of total assets at end of year2022-12-31$7,984,978
Value of total assets at beginning of year2022-12-31$9,142,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,921
Total interest from all sources2022-12-31$10,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$350,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,184,858
Participant contributions at end of year2022-12-31$222,810
Participant contributions at beginning of year2022-12-31$157,548
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,150
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$30
Total non interest bearing cash at end of year2022-12-31$58,405
Total non interest bearing cash at beginning of year2022-12-31$26,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,157,555
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,984,978
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,142,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$57,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,699,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,955,048
Interest on participant loans2022-12-31$10,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,652,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$264,592
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$688,633
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAUKNIGHT PIETRAS & STORMER, P. A.
Accountancy firm EIN2022-12-31570940019
2021 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,270,948
Total of all expenses incurred2021-12-31$290,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$118,102
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$118,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,246,370
Value of total assets at end of year2021-12-31$9,142,533
Value of total assets at beginning of year2021-12-31$7,162,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,647
Total interest from all sources2021-12-31$8,416
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,018,767
Participant contributions at end of year2021-12-31$157,548
Participant contributions at beginning of year2021-12-31$152,428
Participant contributions at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$20,229
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$26,693
Total non interest bearing cash at beginning of year2021-12-31$7,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,980,117
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,142,533
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,162,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,955,048
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,000,760
Interest on participant loans2021-12-31$8,391
Interest earned on other investments2021-12-31$25
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,768
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,016,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$207,374
Employer contributions (assets) at end of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$118,102
Contract administrator fees2021-12-31$54,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAUKNIGHT PIETRAS & STORMER, P.A
Accountancy firm EIN2021-12-31570940019
2020 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2020 401k financial data
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$1,897,739
Total of all expenses incurred2020-12-31$318,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$262,329
Expenses. Certain deemed distributions of participant loans2020-12-31$11,271
Value of total corrective distributions2020-12-31$5,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$787,278
Value of total assets at end of year2020-12-31$7,162,416
Value of total assets at beginning of year2020-12-31$5,583,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$40,195
Total interest from all sources2020-12-31$9,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$2,160
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$650,526
Participant contributions at end of year2020-12-31$152,428
Participant contributions at beginning of year2020-12-31$175,823
Participant contributions at beginning of year2020-12-31$8,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$7,460
Total non interest bearing cash at beginning of year2020-12-31$13,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,578,772
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,162,416
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,583,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,000,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,379,344
Interest on participant loans2020-12-31$9,096
Interest earned on other investments2020-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,101,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$136,752
Employer contributions (assets) at beginning of year2020-12-31$4,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$262,329
Contract administrator fees2020-12-31$30,915
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2020-12-31570940019
2019 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$1,598,534
Total income from all sources (including contributions)2019-12-31$1,598,534
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$184,726
Total of all expenses incurred2019-12-31$184,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$124,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$124,207
Value of total corrective distributions2019-12-31$31,267
Value of total corrective distributions2019-12-31$31,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$641,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$641,003
Value of total assets at end of year2019-12-31$5,583,644
Value of total assets at end of year2019-12-31$5,583,644
Value of total assets at beginning of year2019-12-31$4,169,836
Value of total assets at beginning of year2019-12-31$4,169,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,252
Total interest from all sources2019-12-31$10,242
Total interest from all sources2019-12-31$10,242
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$538,497
Contributions received from participants2019-12-31$538,497
Participant contributions at end of year2019-12-31$175,823
Participant contributions at end of year2019-12-31$175,823
Participant contributions at beginning of year2019-12-31$219,386
Participant contributions at beginning of year2019-12-31$219,386
Participant contributions at end of year2019-12-31$8,998
Participant contributions at end of year2019-12-31$8,998
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,356
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$126
Administrative expenses (other) incurred2019-12-31$126
Total non interest bearing cash at end of year2019-12-31$13,941
Total non interest bearing cash at end of year2019-12-31$13,941
Total non interest bearing cash at beginning of year2019-12-31$26,015
Total non interest bearing cash at beginning of year2019-12-31$26,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,413,808
Value of net income/loss2019-12-31$1,413,808
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,583,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,583,644
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,169,836
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,169,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,107
Investment advisory and management fees2019-12-31$5,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,379,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,379,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,923,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,923,926
Interest on participant loans2019-12-31$10,230
Interest on participant loans2019-12-31$10,230
Interest earned on other investments2019-12-31$12
Interest earned on other investments2019-12-31$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$509
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$947,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$947,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Contributions received in cash from employer2019-12-31$96,150
Contributions received in cash from employer2019-12-31$96,150
Employer contributions (assets) at end of year2019-12-31$4,415
Employer contributions (assets) at end of year2019-12-31$4,415
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$124,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$124,207
Contract administrator fees2019-12-31$24,019
Contract administrator fees2019-12-31$24,019
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm name2019-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2019-12-31570940019
Accountancy firm EIN2019-12-31570940019
2018 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$631
Total income from all sources (including contributions)2018-12-31$251,732
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$388,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$294,378
Value of total corrective distributions2018-12-31$91,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$597,825
Value of total assets at end of year2018-12-31$4,169,836
Value of total assets at beginning of year2018-12-31$4,307,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,900
Total interest from all sources2018-12-31$10,801
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$502,424
Participant contributions at end of year2018-12-31$219,386
Participant contributions at beginning of year2018-12-31$246,956
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$874
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$631
Total non interest bearing cash at end of year2018-12-31$26,015
Total non interest bearing cash at beginning of year2018-12-31$21,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-137,182
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,169,836
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,307,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$136
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,923,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,038,363
Interest on participant loans2018-12-31$10,798
Interest earned on other investments2018-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-356,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$95,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$294,378
Contract administrator fees2018-12-31$2,764
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2018-12-31570940019
2017 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$560
Total income from all sources (including contributions)2017-12-31$1,206,300
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$465,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$413,571
Value of total corrective distributions2017-12-31$49,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$590,927
Value of total assets at end of year2017-12-31$4,307,649
Value of total assets at beginning of year2017-12-31$3,567,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,883
Total interest from all sources2017-12-31$11,155
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$493,189
Participant contributions at end of year2017-12-31$246,956
Participant contributions at beginning of year2017-12-31$282,651
Participant contributions at end of year2017-12-31$874
Participant contributions at beginning of year2017-12-31$1,353
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$560
Total non interest bearing cash at end of year2017-12-31$21,456
Total non interest bearing cash at beginning of year2017-12-31$16,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$740,374
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,307,018
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,566,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$125
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,038,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,266,411
Interest on participant loans2017-12-31$11,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$604,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$95,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$413,571
Contract administrator fees2017-12-31$2,758
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2017-12-31570940019
2016 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,786
Total income from all sources (including contributions)2016-12-31$751,249
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$357,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$294,394
Value of total corrective distributions2016-12-31$60,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$492,508
Value of total assets at end of year2016-12-31$3,567,204
Value of total assets at beginning of year2016-12-31$3,174,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,466
Total interest from all sources2016-12-31$9,850
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$1,870
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$405,592
Participant contributions at end of year2016-12-31$282,651
Participant contributions at beginning of year2016-12-31$224,820
Participant contributions at end of year2016-12-31$1,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,786
Total non interest bearing cash at end of year2016-12-31$16,789
Total non interest bearing cash at beginning of year2016-12-31$12,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$393,613
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,566,644
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,173,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,266,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,905,332
Interest on participant loans2016-12-31$9,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$32,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$248,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$86,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$294,394
Contract administrator fees2016-12-31$596
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2016-12-31570940019
2015 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$414
Total income from all sources (including contributions)2015-12-31$395,887
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$284,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$261,313
Value of total corrective distributions2015-12-31$20,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$454,900
Value of total assets at end of year2015-12-31$3,174,817
Value of total assets at beginning of year2015-12-31$3,061,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,706
Total interest from all sources2015-12-31$8,619
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$2,060
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$373,669
Participant contributions at end of year2015-12-31$224,820
Participant contributions at beginning of year2015-12-31$181,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,786
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$414
Total non interest bearing cash at end of year2015-12-31$12,624
Total non interest bearing cash at beginning of year2015-12-31$5,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$111,688
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,173,031
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,061,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,905,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,842,711
Interest on participant loans2015-12-31$8,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$32,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$31,989
Net investment gain/loss from pooled separate accounts2015-12-31$-67,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$81,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$261,313
Contract administrator fees2015-12-31$646
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2015-12-31570940019
2014 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$414
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,429
Total income from all sources (including contributions)2014-12-31$436,909
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$128,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$126,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$346,220
Value of total assets at end of year2014-12-31$3,061,757
Value of total assets at beginning of year2014-12-31$2,760,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,285
Total interest from all sources2014-12-31$7,697
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$1,520
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$284,427
Participant contributions at end of year2014-12-31$181,631
Participant contributions at beginning of year2014-12-31$167,293
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,429
Administrative expenses (other) incurred2014-12-31$95
Total non interest bearing cash at end of year2014-12-31$5,426
Total non interest bearing cash at beginning of year2014-12-31$4,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$308,075
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,061,343
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,753,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,842,711
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,557,047
Interest on participant loans2014-12-31$7,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$31,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$31,946
Net investment gain/loss from pooled separate accounts2014-12-31$82,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$61,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$126,549
Contract administrator fees2014-12-31$670
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2014-12-31570940019
2013 : DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,429
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,850
Total income from all sources (including contributions)2013-12-31$749,897
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$154,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$151,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$320,957
Value of total assets at end of year2013-12-31$2,760,697
Value of total assets at beginning of year2013-12-31$2,165,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,549
Total interest from all sources2013-12-31$6,244
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,860
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$264,164
Participant contributions at end of year2013-12-31$167,293
Participant contributions at beginning of year2013-12-31$162,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,850
Administrative expenses (other) incurred2013-12-31$101
Total non interest bearing cash at end of year2013-12-31$4,411
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$595,799
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,753,268
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,157,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,557,047
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,971,913
Interest on participant loans2013-12-31$6,244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$31,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$31,356
Net investment gain/loss from pooled separate accounts2013-12-31$422,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$56,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$151,549
Contract administrator fees2013-12-31$588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAUKNIGHT PIETRAS & STORMER, P.A.
Accountancy firm EIN2013-12-31570940019

Form 5500 Responses for DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN

2022: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DODGELAND OF COLUMBIA, INC. EMPLOYEES 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90775
Policy instance 1
Insurance contract or identification number90775
Number of Individuals Covered256
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,086
Total amount of fees paid to insurance companyUSD $11,042
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,086
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90775
Policy instance 1
Insurance contract or identification number90775
Number of Individuals Covered215
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,008
Total amount of fees paid to insurance companyUSD $7,033
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,008
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees7033
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90775
Policy instance 1
Insurance contract or identification number90775
Number of Individuals Covered179
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,953
Total amount of fees paid to insurance companyUSD $5,026
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,953
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees3368
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90775
Policy instance 1
Insurance contract or identification number90775
Number of Individuals Covered146
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,187
Total amount of fees paid to insurance companyUSD $4,267
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 $7,187
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90775
Policy instance 1
Insurance contract or identification number90775
Number of Individuals Covered134
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,652
Total amount of fees paid to insurance companyUSD $1,725
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
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 $10,448
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90775
Policy instance 1
Insurance contract or identification number90775
Number of Individuals Covered114
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,998
Total amount of fees paid to insurance companyUSD $1,765
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
Commission paid to Insurance BrokerUSD $9,054
Insurance broker organization code?3
Amount paid for insurance broker fees1765
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameTHE RETIREMENT PLAN COMPANY, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90775
Policy instance 1
Insurance contract or identification number90775
Number of Individuals Covered87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,786
Total amount of fees paid to insurance companyUSD $1,586
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?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
Commission paid to Insurance BrokerUSD $6,786
Insurance broker organization code?3
Amount paid for insurance broker fees1586
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTHE RETIREMENT PLAN COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90775
Policy instance 1
Insurance contract or identification number90775
Number of Individuals Covered68
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,935
Total amount of fees paid to insurance companyUSD $1,481
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?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
Commission paid to Insurance BrokerUSD $6,935
Insurance broker organization code?3
Amount paid for insurance broker fees1481
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameTHE RETIREMENT PLAN COMPANY, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number90775
Policy instance 1
Insurance contract or identification number90775
Number of Individuals Covered65
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,660
Total amount of fees paid to insurance companyUSD $1,118
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?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
Commission paid to Insurance BrokerUSD $4,807
Insurance broker organization code?3
Amount paid for insurance broker fees1118
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameLINCOLN FINANCIAL SECURITIES

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