WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN
Measure | Date | Value |
---|
2018: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 3 |
Number of participants with account balances | 2012-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 3 |
Number of participants with account balances | 2011-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
Measure | Date | Value |
---|
2018 : WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2018 401k financial data |
---|
Transfers to/from the plan | 2018-12-17 | $0 |
Total plan liabilities at end of year | 2018-12-17 | $0 |
Total plan liabilities at beginning of year | 2018-12-17 | $0 |
Total income from all sources | 2018-12-17 | $-8,253 |
Expenses. Total of all expenses incurred | 2018-12-17 | $1,032,355 |
Benefits paid (including direct rollovers) | 2018-12-17 | $1,028,110 |
Total plan assets at end of year | 2018-12-17 | $0 |
Total plan assets at beginning of year | 2018-12-17 | $1,040,608 |
Value of fidelity bond covering the plan | 2018-12-17 | $75,000 |
Total contributions received or receivable from participants | 2018-12-17 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-12-17 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-17 | $0 |
Other income received | 2018-12-17 | $-8,253 |
Noncash contributions received | 2018-12-17 | $0 |
Net income (gross income less expenses) | 2018-12-17 | $-1,040,608 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-17 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-17 | $1,040,608 |
Total contributions received or receivable from employer(s) | 2018-12-17 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-17 | $0 |
Value of corrective distributions | 2018-12-17 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-17 | $4,245 |
2017 : WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2017 401k financial data |
---|
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $96,708 |
Expenses. Total of all expenses incurred | 2017-12-31 | $6,024 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,040,608 |
Total plan assets at beginning of year | 2017-12-31 | $949,924 |
Value of fidelity bond covering the plan | 2017-12-31 | $75,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $86,708 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $90,684 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,040,608 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $949,924 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $10,000 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,024 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2016 401k financial data |
---|
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $67,523 |
Expenses. Total of all expenses incurred | 2016-12-31 | $5,420 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $949,924 |
Total plan assets at beginning of year | 2016-12-31 | $887,821 |
Value of fidelity bond covering the plan | 2016-12-31 | $75,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $51,523 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $62,103 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $949,924 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $887,821 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $16,000 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $5,420 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2015 401k financial data |
---|
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $13,688 |
Expenses. Total of all expenses incurred | 2015-12-31 | $5,316 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $887,821 |
Total plan assets at beginning of year | 2015-12-31 | $879,449 |
Value of fidelity bond covering the plan | 2015-12-31 | $75,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-2,312 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $8,372 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $887,821 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $879,449 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $16,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,316 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2014 401k financial data |
---|
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $67,630 |
Expenses. Total of all expenses incurred | 2014-12-31 | $62,792 |
Benefits paid (including direct rollovers) | 2014-12-31 | $57,484 |
Total plan assets at end of year | 2014-12-31 | $879,449 |
Total plan assets at beginning of year | 2014-12-31 | $874,611 |
Value of fidelity bond covering the plan | 2014-12-31 | $75,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $47,630 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $4,838 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $879,449 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $874,611 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,000 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $5,308 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2013 401k financial data |
---|
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $127,819 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,730 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $869,784 |
Total plan assets at beginning of year | 2013-12-31 | $746,695 |
Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $105,819 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $123,089 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $869,784 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $746,695 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $22,000 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,730 |
2012 : WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2012 401k financial data |
---|
Transfers to/from the plan | 2012-12-31 | $0 |
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $116,622 |
Expenses. Total of all expenses incurred | 2012-12-31 | $4,923 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $746,695 |
Total plan assets at beginning of year | 2012-12-31 | $634,996 |
Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $94,622 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $111,699 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $746,695 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $634,996 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $22,000 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,923 |
2011 : WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2011 401k financial data |
---|
Transfers to/from the plan | 2011-12-31 | $0 |
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $15,572 |
Expenses. Total of all expenses incurred | 2011-12-31 | $111,548 |
Benefits paid (including direct rollovers) | 2011-12-31 | $104,777 |
Total plan assets at end of year | 2011-12-31 | $634,996 |
Total plan assets at beginning of year | 2011-12-31 | $730,972 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-6,574 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $-95,976 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $634,996 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $730,972 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $22,146 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $6,771 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2018: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: WESTERN ECONOMIC & VALUATION CONSULTANTS, INC. PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
Policy contract number | 312021685 |
Policy instance | 2 |
Insurance contract or identification number | 312021685 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-17 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24202 |
Policy instance | 1 |
Insurance contract or identification number | 24202 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-09-17 | Total amount of commissions paid to insurance broker | USD $2,349 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,349 | Insurance broker organization code? | 3 |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
Policy contract number | 312021685 |
Policy instance | 2 |
Insurance contract or identification number | 312021685 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24202 |
Policy instance | 1 |
Insurance contract or identification number | 24202 | Number of Individuals Covered | 2 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $2,896 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,896 | Insurance broker organization code? | 3 | Insurance broker name | AXA NETWORK LLC |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
Policy contract number | 312021685 |
Policy instance | 2 |
Insurance contract or identification number | 312021685 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24202 |
Policy instance | 1 |
Insurance contract or identification number | 24202 | Number of Individuals Covered | 2 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2,514 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,514 | Insurance broker organization code? | 3 | Insurance broker name | AXA NETWORK LLC |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
Policy contract number | 312021685 |
Policy instance | 2 |
Insurance contract or identification number | 312021685 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24202 |
Policy instance | 1 |
Insurance contract or identification number | 24202 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,517 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,517 | Insurance broker organization code? | 3 | Insurance broker name | AXA NETWORK LLC |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
Policy contract number | 312021685 |
Policy instance | 2 |
Insurance contract or identification number | 312021685 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | JOHN L. HUTCHINGS, III |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24202 |
Policy instance | 1 |
Insurance contract or identification number | 24202 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,172 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,172 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | AXA NETWORK LLC |
|
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
Policy contract number | 312021685 |
Policy instance | 2 |
Insurance contract or identification number | 312021685 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-05-24 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $9,750 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,533 | Insurance broker organization code? | 3 | Insurance broker name | JOHN L. HUTCHINGS, III |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24202 |
Policy instance | 1 |
Insurance contract or identification number | 24202 | Number of Individuals Covered | 3 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,458 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,458 | Insurance broker organization code? | 3 | Insurance broker name | AXA NETWORK LLC |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 24202 |
Policy instance | 1 |
Insurance contract or identification number | 24202 | Number of Individuals Covered | 3 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $3,416 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|