HAVES PINE & SELIGMAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 6 |
Number of participants with account balances | 2022-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 7 |
Number of participants with account balances | 2021-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 6 |
Number of participants with account balances | 2019-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 7 |
Number of participants with account balances | 2010-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
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 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 7 |
Number of participants with account balances | 2009-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-846,602 |
Expenses. Total of all expenses incurred | 2022-12-31 | $60,332 |
Benefits paid (including direct rollovers) | 2022-12-31 | $60,332 |
Total plan assets at end of year | 2022-12-31 | $5,000,035 |
Total plan assets at beginning of year | 2022-12-31 | $5,906,969 |
Value of fidelity bond covering the plan | 2022-12-31 | $580,000 |
Total contributions received or receivable from participants | 2022-12-31 | $84,900 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $6,420 |
Other income received | 2022-12-31 | $-954,342 |
Net income (gross income less expenses) | 2022-12-31 | $-906,934 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,000,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,906,969 |
Assets. Value of participant loans | 2022-12-31 | $4,306 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $448,365 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $22,840 |
2021 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $1,663,525 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,857,608 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,837,833 |
Total plan assets at end of year | 2021-12-31 | $5,906,969 |
Total plan assets at beginning of year | 2021-12-31 | $6,101,052 |
Value of fidelity bond covering the plan | 2021-12-31 | $580,000 |
Total contributions received or receivable from participants | 2021-12-31 | $81,900 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $6,420 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $27,129 |
Other income received | 2021-12-31 | $1,554,496 |
Net income (gross income less expenses) | 2021-12-31 | $-194,083 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,906,969 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,101,052 |
Assets. Value of participant loans | 2021-12-31 | $4,305 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $455,732 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $19,775 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $541,657 |
Expenses. Total of all expenses incurred | 2020-12-31 | $2,078,085 |
Benefits paid (including direct rollovers) | 2020-12-31 | $2,078,085 |
Total plan assets at end of year | 2020-12-31 | $6,101,052 |
Total plan assets at beginning of year | 2020-12-31 | $7,637,480 |
Value of fidelity bond covering the plan | 2020-12-31 | $580,000 |
Total contributions received or receivable from participants | 2020-12-31 | $30,050 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $206,420 |
Other income received | 2020-12-31 | $486,005 |
Net income (gross income less expenses) | 2020-12-31 | $-1,536,428 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,101,052 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,637,480 |
Assets. Value of participant loans | 2020-12-31 | $4,306 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $454,445 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $25,602 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,023,821 |
Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
Total plan assets at end of year | 2019-12-31 | $7,637,480 |
Total plan assets at beginning of year | 2019-12-31 | $6,613,659 |
Value of fidelity bond covering the plan | 2019-12-31 | $580,000 |
Total contributions received or receivable from participants | 2019-12-31 | $3,900 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $206,420 |
Other income received | 2019-12-31 | $982,204 |
Net income (gross income less expenses) | 2019-12-31 | $1,023,821 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,637,480 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,613,659 |
Assets. Value of participant loans | 2019-12-31 | $4,306 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $134,916 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $37,717 |
2018 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-464,528 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,890 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,890 |
Total plan assets at end of year | 2018-12-31 | $6,613,659 |
Total plan assets at beginning of year | 2018-12-31 | $7,081,077 |
Value of fidelity bond covering the plan | 2018-12-31 | $580,000 |
Total contributions received or receivable from participants | 2018-12-31 | $62,006 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $206,420 |
Other income received | 2018-12-31 | $-569,252 |
Net income (gross income less expenses) | 2018-12-31 | $-467,418 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $6,613,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,081,077 |
Assets. Value of participant loans | 2018-12-31 | $4,306 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $144,206 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $42,718 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $879,010 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $7,081,077 |
Total plan assets at beginning of year | 2017-12-31 | $6,202,067 |
Value of fidelity bond covering the plan | 2017-12-31 | $580,000 |
Total contributions received or receivable from participants | 2017-12-31 | $9,006 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $221,420 |
Other income received | 2017-12-31 | $865,573 |
Net income (gross income less expenses) | 2017-12-31 | $879,010 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $7,081,077 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,202,067 |
Assets. Value of participant loans | 2017-12-31 | $4,305 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $168,815 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $4,431 |
2016 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $494,017 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $6,202,067 |
Total plan assets at beginning of year | 2016-12-31 | $5,708,050 |
Value of fidelity bond covering the plan | 2016-12-31 | $580,000 |
Total contributions received or receivable from participants | 2016-12-31 | $76,600 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $231,698 |
Other income received | 2016-12-31 | $346,584 |
Net income (gross income less expenses) | 2016-12-31 | $494,017 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $6,202,067 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,708,050 |
Assets. Value of participant loans | 2016-12-31 | $4,305 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $357,028 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $70,833 |
2015 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $135,457 |
Expenses. Total of all expenses incurred | 2015-12-31 | $27,087 |
Total plan assets at end of year | 2015-12-31 | $5,708,050 |
Total plan assets at beginning of year | 2015-12-31 | $5,599,680 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $75,900 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $231,698 |
Other income received | 2015-12-31 | $20,891 |
Net income (gross income less expenses) | 2015-12-31 | $108,370 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $5,708,050 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,599,680 |
Assets. Value of participant loans | 2015-12-31 | $4,305 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $777,643 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $38,666 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $27,087 |
2014 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $316,676 |
Expenses. Total of all expenses incurred | 2014-12-31 | $27,739 |
Benefits paid (including direct rollovers) | 2014-12-31 | $1,011 |
Total plan assets at end of year | 2014-12-31 | $5,599,680 |
Total plan assets at beginning of year | 2014-12-31 | $5,310,743 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $72,900 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $416,698 |
Other income received | 2014-12-31 | $220,883 |
Net income (gross income less expenses) | 2014-12-31 | $288,937 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $5,599,680 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,310,743 |
Assets. Value of participant loans | 2014-12-31 | $19,306 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $433,338 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $22,893 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $26,728 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $1,011 |
2013 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,313,755 |
Expenses. Total of all expenses incurred | 2013-12-31 | $44,383 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $5,310,743 |
Total plan assets at beginning of year | 2013-12-31 | $4,041,371 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $72,900 |
Assets. Value of loans (other than to participants) | 2013-12-31 | $430,170 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $5,106 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,169,089 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,269,372 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,310,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,041,371 |
Assets. Value of participant loans | 2013-12-31 | $15,638 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $105,014 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $71,766 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $39,277 |
2012 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $414,078 |
Expenses. Total of all expenses incurred | 2012-12-31 | $33,606 |
Total plan assets at end of year | 2012-12-31 | $4,041,371 |
Total plan assets at beginning of year | 2012-12-31 | $3,660,899 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Total contributions received or receivable from participants | 2012-12-31 | $71,880 |
Assets. Value of loans (other than to participants) | 2012-12-31 | $105,270 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,106 |
Other income received | 2012-12-31 | $254,075 |
Net income (gross income less expenses) | 2012-12-31 | $380,472 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,041,371 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,660,899 |
Assets. Value of participant loans | 2012-12-31 | $15,000 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $27,223 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $88,123 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $28,500 |
2011 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-16,506 |
Expenses. Total of all expenses incurred | 2011-12-31 | $45,558 |
Benefits paid (including direct rollovers) | 2011-12-31 | $11,368 |
Total plan assets at end of year | 2011-12-31 | $3,660,899 |
Total plan assets at beginning of year | 2011-12-31 | $3,722,963 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $71,563 |
Assets. Value of loans (other than to participants) | 2011-12-31 | $181,421 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $5,106 |
Other income received | 2011-12-31 | $-162,084 |
Net income (gross income less expenses) | 2011-12-31 | $-62,064 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,660,899 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,722,963 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $3,332 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $74,015 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $29,084 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2010 401k financial data |
---|
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $464,679 |
Expenses. Total of all expenses incurred | 2010-12-31 | $36,044 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $3,662,957 |
Total plan assets at beginning of year | 2010-12-31 | $3,234,322 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $71,450 |
Assets. Value of loans (other than to participants) | 2010-12-31 | $555,290 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $5,106 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $312,035 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $428,635 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,662,957 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,234,322 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $3,601 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $81,194 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $30,938 |
2022: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HAVES PINE & SELIGMAN PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | MIKE JACOBS |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | MIKE JACOBS |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | MIKE JACOBS |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | MIKE JACOBS |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 | Insurance broker name | MIKE JACOBS |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 ) |
Policy contract number | 33893 |
Policy instance | 1 |
Insurance contract or identification number | 33893 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|