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MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

MEALS ON WHEELS PEOPLE, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEALS ON WHEELS PEOPLE, INC.
Employer identification number (EIN):930584318
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LINDA REYNOLDS
0012016-01-01LINDA REYNOLDS
0012015-01-01LINDA REYNOLDS
0012014-01-01LINDA REYNOLDS
0012013-01-01LINDA REYNOLDS
0012012-01-01LINDA REYNOLDS
0012011-01-01LINDA REYNOLDS
0012010-01-01LINDA REYNOLDS
0012009-01-01SHIRLEY CYR

Plan Statistics for MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01159
Total number of active participants reported on line 7a of the Form 55002023-01-01106
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-0150
Total of all active and inactive participants2023-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01160
Number of participants with account balances2023-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01143
Total number of active participants reported on line 7a of the Form 55002022-01-01111
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01152
Number of participants with account balances2022-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01127
Total number of active participants reported on line 7a of the Form 55002021-01-01101
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01135
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01139
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01126
Total participants2020-01-01126
Number of participants with account balances2020-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-01117
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01136
Number of participants with account balances2019-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01129
Total number of active participants reported on line 7a of the Form 55002018-01-01103
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01122
Number of participants with account balances2018-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01126
Total number of active participants reported on line 7a of the Form 55002017-01-01100
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01126
Number of participants with account balances2017-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01125
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01123
Number of participants with account balances2016-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01117
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01119
Number of participants with account balances2015-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01117
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01125
Number of participants with account balances2014-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01113
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01116
Total participants2013-01-01116
Number of participants with account balances2013-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01115
Total number of active participants reported on line 7a of the Form 55002012-01-01106
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01113
Total participants2012-01-01113
Number of participants with account balances2012-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-01106
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01115
Number of participants with account balances2011-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01112
Total number of active participants reported on line 7a of the Form 55002010-01-0189
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0199
Total participants2010-01-0199
Number of participants with account balances2010-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01112
Total number of active participants reported on line 7a of the Form 55002009-01-0193
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01112
Total participants2009-01-01112
Number of participants with account balances2009-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,692,707
Total of all expenses incurred2023-12-31$590,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$554,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$801,150
Value of total assets at end of year2023-12-31$6,402,549
Value of total assets at beginning of year2023-12-31$5,299,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$35,581
Total interest from all sources2023-12-31$1,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$425,668
Participant contributions at end of year2023-12-31$42,186
Participant contributions at beginning of year2023-12-31$40,477
Participant contributions at beginning of year2023-12-31$443
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,280
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$6,009
Total non interest bearing cash at beginning of year2023-12-31$2,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,102,583
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,402,549
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,299,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$11,642
Value of interest in pooled separate accounts at end of year2023-12-31$6,354,354
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,255,661
Interest on participant loans2023-12-31$1,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$890,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$373,202
Employer contributions (assets) at beginning of year2023-12-31$583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$554,543
Contract administrator fees2023-12-31$5,596
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2023-12-31930743240
2022 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-243,410
Total of all expenses incurred2022-12-31$204,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$171,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$709,668
Value of total assets at end of year2022-12-31$5,299,966
Value of total assets at beginning of year2022-12-31$5,748,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,286
Total interest from all sources2022-12-31$1,674
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$500,000
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$368,525
Participant contributions at end of year2022-12-31$40,477
Participant contributions at beginning of year2022-12-31$27,771
Participant contributions at end of year2022-12-31$443
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$36,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$2,802
Total non interest bearing cash at beginning of year2022-12-31$798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-448,175
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,299,966
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,748,141
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
Value of interest in pooled separate accounts at end of year2022-12-31$5,255,661
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,719,572
Interest on participant loans2022-12-31$1,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-954,752
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$305,101
Employer contributions (assets) at end of year2022-12-31$583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$171,479
Contract administrator fees2022-12-31$33,286
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 name2022-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2022-12-31930743240
2021 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,271,241
Total of all expenses incurred2021-12-31$695,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$658,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$571,401
Value of total assets at end of year2021-12-31$5,748,141
Value of total assets at beginning of year2021-12-31$5,172,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,792
Total interest from all sources2021-12-31$1,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$27,017
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$327,804
Participant contributions at end of year2021-12-31$27,771
Participant contributions at beginning of year2021-12-31$31,800
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,428
Total non interest bearing cash at end of year2021-12-31$798
Total non interest bearing cash at beginning of year2021-12-31$697
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$575,280
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,748,141
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,172,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$10,775
Value of interest in pooled separate accounts at end of year2021-12-31$5,719,572
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,140,364
Interest on participant loans2021-12-31$1,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$698,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$240,169
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$658,169
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 name2021-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2021-12-31930743240
2020 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING 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$1,243,154
Total of all expenses incurred2020-12-31$186,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$154,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$568,828
Value of total assets at end of year2020-12-31$5,172,861
Value of total assets at beginning of year2020-12-31$4,116,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,381
Total interest from all sources2020-12-31$1,981
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$1,435
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$331,904
Participant contributions at end of year2020-12-31$31,800
Participant contributions at beginning of year2020-12-31$36,899
Participant contributions at beginning of year2020-12-31$280
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$697
Total non interest bearing cash at beginning of year2020-12-31$2,088
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$1,056,796
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,172,861
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,116,065
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$29,946
Value of interest in pooled separate accounts at end of year2020-12-31$5,140,364
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,076,598
Income. Interest from loans (other than to participants)2020-12-31$1,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$672,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$236,924
Employer contributions (assets) at beginning of year2020-12-31$200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$154,977
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2020-12-31930743240
2019 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,308,910
Total of all expenses incurred2019-12-31$691,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$661,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$536,780
Value of total assets at end of year2019-12-31$4,116,065
Value of total assets at beginning of year2019-12-31$3,498,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,624
Total interest from all sources2019-12-31$1,963
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
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$308,226
Participant contributions at end of year2019-12-31$36,899
Participant contributions at beginning of year2019-12-31$44,959
Participant contributions at end of year2019-12-31$280
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,618
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
Total non interest bearing cash at end of year2019-12-31$2,088
Total non interest bearing cash at beginning of year2019-12-31$1,159
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$617,819
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,116,065
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,498,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,805
Value of interest in pooled separate accounts at end of year2019-12-31$4,076,598
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,452,128
Interest on participant loans2019-12-31$1,963
Net investment gain/loss from pooled separate accounts2019-12-31$770,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$195,936
Employer contributions (assets) at end of year2019-12-31$200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$661,467
Contract administrator fees2019-12-31$21,819
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2019-12-31930743240
2018 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$218,167
Total of all expenses incurred2018-12-31$356,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$318,903
Expenses. Certain deemed distributions of participant loans2018-12-31$6,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$451,255
Value of total assets at end of year2018-12-31$3,498,246
Value of total assets at beginning of year2018-12-31$3,636,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,028
Total interest from all sources2018-12-31$1,491
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$279,371
Participant contributions at end of year2018-12-31$44,959
Participant contributions at beginning of year2018-12-31$28,414
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$1,159
Total non interest bearing cash at beginning of year2018-12-31$3,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-138,064
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,498,246
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,636,310
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
Value of interest in pooled separate accounts at end of year2018-12-31$3,452,128
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,604,489
Interest on participant loans2018-12-31$1,491
Net investment gain/loss from pooled separate accounts2018-12-31$-234,579
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$171,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$318,903
Contract administrator fees2018-12-31$31,028
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 name2018-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2018-12-31930743240
2017 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$955,703
Total of all expenses incurred2017-12-31$607,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$570,349
Expenses. Certain deemed distributions of participant loans2017-12-31$3,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$420,698
Value of total assets at end of year2017-12-31$3,636,310
Value of total assets at beginning of year2017-12-31$3,288,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,422
Total interest from all sources2017-12-31$1,186
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$245,142
Participant contributions at end of year2017-12-31$28,414
Participant contributions at beginning of year2017-12-31$23,848
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,135
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$3,407
Total non interest bearing cash at beginning of year2017-12-31$1,583
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$347,792
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,636,310
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,288,518
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$6,874
Value of interest in pooled separate accounts at end of year2017-12-31$3,604,489
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,263,087
Interest on participant loans2017-12-31$1,186
Net investment gain/loss from pooled separate accounts2017-12-31$533,819
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$170,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$570,349
Contract administrator fees2017-12-31$27,548
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2017-12-31930743240
2016 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$95
Total income from all sources (including contributions)2016-12-31$667,549
Total of all expenses incurred2016-12-31$415,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$406,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$387,037
Value of total assets at end of year2016-12-31$3,288,518
Value of total assets at beginning of year2016-12-31$3,036,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,534
Total interest from all sources2016-12-31$1,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$227,037
Participant contributions at end of year2016-12-31$23,848
Participant contributions at beginning of year2016-12-31$27,062
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,194
Other income not declared elsewhere2016-12-31$1,418
Total non interest bearing cash at end of year2016-12-31$1,583
Total non interest bearing cash at beginning of year2016-12-31$8,059
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$251,853
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,288,518
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,036,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$6,274
Value of interest in pooled separate accounts at end of year2016-12-31$3,263,087
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,999,053
Interest on participant loans2016-12-31$1,192
Net investment gain/loss from pooled separate accounts2016-12-31$277,902
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$149,806
Employer contributions (assets) at beginning of year2016-12-31$2,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$406,162
Contract administrator fees2016-12-31$3,260
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$95
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 name2016-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2016-12-31930743240
2015 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$95
Total income from all sources (including contributions)2015-12-31$360,708
Total of all expenses incurred2015-12-31$1,092,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,084,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$398,947
Value of total assets at end of year2015-12-31$3,036,760
Value of total assets at beginning of year2015-12-31$3,768,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,395
Total interest from all sources2015-12-31$1,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$212,139
Participant contributions at end of year2015-12-31$27,062
Participant contributions at beginning of year2015-12-31$40,853
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$44,234
Other income not declared elsewhere2015-12-31$1,599
Total non interest bearing cash at end of year2015-12-31$8,059
Total non interest bearing cash at beginning of year2015-12-31$3,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-732,024
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,036,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,768,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,465
Value of interest in pooled separate accounts at end of year2015-12-31$2,999,053
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,719,989
Interest on participant loans2015-12-31$1,543
Net investment gain/loss from pooled separate accounts2015-12-31$-41,381
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$142,574
Employer contributions (assets) at end of year2015-12-31$2,586
Employer contributions (assets) at beginning of year2015-12-31$4,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,084,337
Contract administrator fees2015-12-31$1,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$95
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 name2015-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2015-12-31930743240
2014 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$540,429
Total of all expenses incurred2014-12-31$172,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$162,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$387,043
Value of total assets at end of year2014-12-31$3,768,689
Value of total assets at beginning of year2014-12-31$3,400,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,861
Total interest from all sources2014-12-31$1,761
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$1,127
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$221,770
Participant contributions at end of year2014-12-31$40,853
Participant contributions at beginning of year2014-12-31$44,777
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,059
Total non interest bearing cash at end of year2014-12-31$3,802
Total non interest bearing cash at beginning of year2014-12-31$5,131
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$367,936
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,768,689
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,400,753
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
Investment advisory and management fees2014-12-31$7,219
Value of interest in pooled separate accounts at end of year2014-12-31$3,719,989
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,350,845
Interest on participant loans2014-12-31$1,761
Net investment gain/loss from pooled separate accounts2014-12-31$151,625
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$158,214
Employer contributions (assets) at end of year2014-12-31$4,045
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$162,632
Contract administrator fees2014-12-31$1,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2014-12-31930743240
2013 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$799,305
Total of all expenses incurred2013-12-31$253,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$242,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$334,711
Value of total assets at end of year2013-12-31$3,400,753
Value of total assets at beginning of year2013-12-31$2,855,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,424
Total interest from all sources2013-12-31$2,257
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$1,692
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$188,208
Participant contributions at end of year2013-12-31$44,777
Participant contributions at beginning of year2013-12-31$61,715
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,923
Total non interest bearing cash at end of year2013-12-31$5,131
Total non interest bearing cash at beginning of year2013-12-31$3,643
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$545,618
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,400,753
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,855,135
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$3,350,845
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,789,213
Income. Interest from loans (other than to participants)2013-12-31$2,257
Net investment gain/loss from pooled separate accounts2013-12-31$462,337
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$141,580
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$242,263
Contract administrator fees2013-12-31$9,732
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 name2013-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2013-12-31930743240
2012 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$683,564
Total of all expenses incurred2012-12-31$195,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$184,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$360,726
Value of total assets at end of year2012-12-31$2,855,135
Value of total assets at beginning of year2012-12-31$2,367,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,218
Total interest from all sources2012-12-31$2,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,350
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$190,842
Participant contributions at end of year2012-12-31$61,715
Participant contributions at beginning of year2012-12-31$65,736
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,425
Total non interest bearing cash at end of year2012-12-31$3,643
Total non interest bearing cash at beginning of year2012-12-31$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$487,680
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,855,135
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,367,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,789,213
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,298,466
Interest on participant loans2012-12-31$2,675
Net investment gain/loss from pooled separate accounts2012-12-31$320,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$141,459
Employer contributions (assets) at end of year2012-12-31$564
Employer contributions (assets) at beginning of year2012-12-31$3,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$184,666
Contract administrator fees2012-12-31$9,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2012-12-31930743240
2011 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$271,230
Total of all expenses incurred2011-12-31$282,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$271,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$332,879
Value of total assets at end of year2011-12-31$2,367,455
Value of total assets at beginning of year2011-12-31$2,378,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,917
Total interest from all sources2011-12-31$2,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,550
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$190,447
Participant contributions at end of year2011-12-31$65,736
Participant contributions at beginning of year2011-12-31$47,796
Total non interest bearing cash at end of year2011-12-31$76
Total non interest bearing cash at beginning of year2011-12-31$1,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-10,786
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,367,455
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,378,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,298,466
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,328,895
Income. Interest from loans (other than to participants)2011-12-31$2,705
Net investment gain/loss from pooled separate accounts2011-12-31$-64,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$142,432
Employer contributions (assets) at end of year2011-12-31$3,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$271,099
Contract administrator fees2011-12-31$9,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOFFMAN, STEWART & SCHMIDT, P.C.
Accountancy firm EIN2011-12-31930743240
2010 : MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$687,842
Total of all expenses incurred2010-12-31$165,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$154,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$417,203
Value of total assets at end of year2010-12-31$2,378,241
Value of total assets at beginning of year2010-12-31$1,855,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,607
Total interest from all sources2010-12-31$1,722
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,075
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$203,843
Participant contributions at end of year2010-12-31$47,796
Participant contributions at beginning of year2010-12-31$17,045
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$71,958
Total non interest bearing cash at end of year2010-12-31$1,550
Total non interest bearing cash at beginning of year2010-12-31$286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$522,687
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,378,241
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,855,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,328,895
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,838,223
Interest on participant loans2010-12-31$1,722
Net investment gain/loss from pooled separate accounts2010-12-31$268,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$141,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$154,548
Contract administrator fees2010-12-31$9,532
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOFFMAN, STEWART & SCHMIDT, PC
Accountancy firm EIN2010-12-31930743240

Form 5500 Responses for MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN

2023: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING 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: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan 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 number78877
Policy instance 1
Insurance contract or identification number78877
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of fees paid to insurance companyUSD $2,881
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 number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered143
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $2,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2596
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered128
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $2,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2685
Additional information about fees paid to insurance brokerSERVICE PROGRAM FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered119
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $2,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2116
Additional information about fees paid to insurance brokerSERVICE PROGRAM FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered116
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,944
Total amount of fees paid to insurance companyUSD $3,159
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,944
Amount paid for insurance broker fees3159
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered116
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,843
Total amount of fees paid to insurance companyUSD $3,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,843
Amount paid for insurance broker fees3711
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,713
Total amount of fees paid to insurance companyUSD $5,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,713
Amount paid for insurance broker fees5763
Insurance broker organization code?5
Insurance broker namePREMIER RETIREMENT SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered107
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,200
Insurance broker organization code?5
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES, I
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered111
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,138
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,919
Amount paid for insurance broker fees0
Insurance broker organization code?5
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES, I
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered110
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,078
Insurance broker organization code?5
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES, I
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered102
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,658
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES, I
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered102
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,467
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 number78877
Policy instance 1
Insurance contract or identification number78877
Number of Individuals Covered99
Total amount of commissions paid to insurance brokerUSD $5,063
Total amount of fees paid to insurance companyUSD $2,087
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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