JAMES A. ADNEY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES A. ADNEY PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES A. ADNEY PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: JAMES A. ADNEY PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 2 |
| Number of participants with account balances | 2023-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: JAMES A. ADNEY PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: JAMES A. ADNEY PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: JAMES A. ADNEY PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: JAMES A. ADNEY PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JAMES A. ADNEY PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: JAMES A. ADNEY PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| 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 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| 2016: JAMES A. ADNEY PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| 2015: JAMES A. ADNEY PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| 2014: JAMES A. ADNEY PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| 2013: JAMES A. ADNEY PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| 2012: JAMES A. ADNEY PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| 2011: JAMES A. ADNEY PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2009: JAMES A. ADNEY PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : JAMES A. ADNEY PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $48,291 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $35,000 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $35,000 |
| Total plan assets at end of year | 2023-12-31 | $1,141,944 |
| Total plan assets at beginning of year | 2023-12-31 | $1,128,653 |
| Other income received | 2023-12-31 | $48,291 |
| Net income (gross income less expenses) | 2023-12-31 | $13,291 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,141,944 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,128,653 |
| 2022 : JAMES A. ADNEY PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $47,614 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $30,000 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $30,000 |
| Total plan assets at end of year | 2022-12-31 | $1,128,653 |
| Total plan assets at beginning of year | 2022-12-31 | $1,111,039 |
| Other income received | 2022-12-31 | $47,614 |
| Net income (gross income less expenses) | 2022-12-31 | $17,614 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,128,653 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,111,039 |
| 2021 : JAMES A. ADNEY PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $46,939 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $30,000 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $30,000 |
| Total plan assets at end of year | 2021-12-31 | $1,111,039 |
| Total plan assets at beginning of year | 2021-12-31 | $1,094,100 |
| Other income received | 2021-12-31 | $46,939 |
| Net income (gross income less expenses) | 2021-12-31 | $16,939 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,111,039 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,094,100 |
| 2020 : JAMES A. ADNEY PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $46,333 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $35,000 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $35,000 |
| Total plan assets at end of year | 2020-12-31 | $1,094,100 |
| Total plan assets at beginning of year | 2020-12-31 | $1,082,767 |
| Other income received | 2020-12-31 | $46,333 |
| Net income (gross income less expenses) | 2020-12-31 | $11,333 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,094,100 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,082,767 |
| 2019 : JAMES A. ADNEY PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $45,788 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $35,000 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $35,000 |
| Total plan assets at end of year | 2019-12-31 | $1,082,767 |
| Total plan assets at beginning of year | 2019-12-31 | $1,071,979 |
| Other income received | 2019-12-31 | $45,788 |
| Net income (gross income less expenses) | 2019-12-31 | $10,788 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,082,767 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,071,979 |
| 2018 : JAMES A. ADNEY PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $45,505 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $40,000 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $40,000 |
| Total plan assets at end of year | 2018-12-31 | $1,071,979 |
| Total plan assets at beginning of year | 2018-12-31 | $1,066,474 |
| Other income received | 2018-12-31 | $45,505 |
| Net income (gross income less expenses) | 2018-12-31 | $5,505 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,071,979 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,066,474 |
| 2017 : JAMES A. ADNEY PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $560 |
| Total income from all sources | 2017-12-31 | $45,699 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $35,000 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $35,000 |
| Total plan assets at end of year | 2017-12-31 | $1,066,474 |
| Total plan assets at beginning of year | 2017-12-31 | $1,056,335 |
| Other income received | 2017-12-31 | $45,699 |
| Net income (gross income less expenses) | 2017-12-31 | $10,699 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,066,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,055,775 |
| 2016 : JAMES A. ADNEY PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $560 |
| Total plan liabilities at beginning of year | 2016-12-31 | $560 |
| Total income from all sources | 2016-12-31 | $44,033 |
| Total plan assets at end of year | 2016-12-31 | $1,056,335 |
| Total plan assets at beginning of year | 2016-12-31 | $1,012,302 |
| Other income received | 2016-12-31 | $44,033 |
| Net income (gross income less expenses) | 2016-12-31 | $44,033 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,055,775 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,011,742 |
| 2015 : JAMES A. ADNEY PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $560 |
| Total plan liabilities at beginning of year | 2015-12-31 | $560 |
| Total income from all sources | 2015-12-31 | $42,197 |
| Total plan assets at end of year | 2015-12-31 | $1,012,302 |
| Total plan assets at beginning of year | 2015-12-31 | $970,105 |
| Other income received | 2015-12-31 | $42,197 |
| Net income (gross income less expenses) | 2015-12-31 | $42,197 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,011,742 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $969,545 |
| 2014 : JAMES A. ADNEY PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $560 |
| Total plan liabilities at beginning of year | 2014-12-31 | $560 |
| Total income from all sources | 2014-12-31 | $40,439 |
| Total plan assets at end of year | 2014-12-31 | $970,105 |
| Total plan assets at beginning of year | 2014-12-31 | $929,666 |
| Other income received | 2014-12-31 | $40,439 |
| Net income (gross income less expenses) | 2014-12-31 | $40,439 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $969,545 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $929,106 |
| 2013 : JAMES A. ADNEY PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $560 |
| Total plan liabilities at beginning of year | 2013-12-31 | $560 |
| Total income from all sources | 2013-12-31 | $38,752 |
| Total plan assets at end of year | 2013-12-31 | $929,666 |
| Total plan assets at beginning of year | 2013-12-31 | $890,914 |
| Other income received | 2013-12-31 | $38,752 |
| Net income (gross income less expenses) | 2013-12-31 | $38,752 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $929,106 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $890,354 |
| 2012 : JAMES A. ADNEY PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $560 |
| Total plan liabilities at beginning of year | 2012-12-31 | $560 |
| Total income from all sources | 2012-12-31 | $37,137 |
| Total plan assets at end of year | 2012-12-31 | $890,914 |
| Total plan assets at beginning of year | 2012-12-31 | $853,777 |
| Other income received | 2012-12-31 | $37,137 |
| Net income (gross income less expenses) | 2012-12-31 | $37,137 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $890,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $853,217 |
| 2011 : JAMES A. ADNEY PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $560 |
| Total plan liabilities at beginning of year | 2011-12-31 | $560 |
| Total income from all sources | 2011-12-31 | $35,589 |
| Total plan assets at end of year | 2011-12-31 | $853,777 |
| Total plan assets at beginning of year | 2011-12-31 | $818,188 |
| Other income received | 2011-12-31 | $35,589 |
| Net income (gross income less expenses) | 2011-12-31 | $35,589 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $853,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $817,628 |
| 2010 : JAMES A. ADNEY PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $560 |
| Total plan liabilities at beginning of year | 2010-12-31 | $560 |
| Total income from all sources | 2010-12-31 | $34,106 |
| Total plan assets at end of year | 2010-12-31 | $818,188 |
| Total plan assets at beginning of year | 2010-12-31 | $784,082 |
| Other income received | 2010-12-31 | $34,106 |
| Net income (gross income less expenses) | 2010-12-31 | $34,106 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $817,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $783,522 |
| 2023: JAMES A. ADNEY PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JAMES A. ADNEY PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JAMES A. ADNEY PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JAMES A. ADNEY PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAMES A. ADNEY PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES A. ADNEY PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES A. ADNEY PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES A. ADNEY PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES A. ADNEY PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES A. ADNEY PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES A. ADNEY PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES A. ADNEY PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES A. ADNEY PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES A. ADNEY PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | 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 | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | 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 | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLOW, MATTHEW GARY, MATTHEW |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | 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 | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLOW, MATTHEW GARY, MATTHEW |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLOW, MATTHEW GARY, MATTHEW |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLOW, MATTHEW GARY, MATTHEW |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLOW, MATTHEW GARY, MATTHEW |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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 | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLOW, MATTHEW GARY, MATTHEW |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | LP 1039587 |
| Policy instance | 1 |
| Insurance contract or identification number | LP 1039587 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | 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 | | Additional information about fees paid to insurance broker | AUM/BTC | | Insurance broker organization code? | 3 | | Insurance broker name | MCCLOW, MATTHEW GARY, MATTHEW |
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