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THE EVAN GROUP 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE EVAN GROUP 401(K) RETIREMENT PLAN
Plan identification number 003

THE EVAN GROUP 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

HAMILTON NEWS CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:HAMILTON NEWS CO., INC.
Employer identification number (EIN):141457364
NAIC Classification:511110
NAIC Description:Newspaper Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EVAN GROUP 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032020-07-01AMIR EVAN2022-01-25 AMIR EVAN2022-01-25
0032019-07-01AMIR EVAN2021-01-20 AMIR EVAN2021-01-20
0032018-07-01AMIR EVAN2020-01-21 AMIR EVAN2020-01-21
0032017-07-01
0032016-07-01
0032015-07-01
0032014-07-01
0032013-07-01AMIR EVAN
0032012-07-01AMIR EVAN
0032011-07-01AMIR EVAN
0032009-07-01AMIR EVAN

Plan Statistics for THE EVAN GROUP 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE EVAN GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2022: THE EVAN GROUP 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01141
Total number of active participants reported on line 7a of the Form 55002022-07-01128
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0124
Total of all active and inactive participants2022-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01152
Number of participants with account balances2022-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: THE EVAN GROUP 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01212
Total number of active participants reported on line 7a of the Form 55002021-07-0189
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0122
Total of all active and inactive participants2021-07-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01111
Number of participants with account balances2021-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: THE EVAN GROUP 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01237
Total number of active participants reported on line 7a of the Form 55002020-07-01192
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0120
Total of all active and inactive participants2020-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01212
Number of participants with account balances2020-07-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: THE EVAN GROUP 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01206
Total number of active participants reported on line 7a of the Form 55002019-07-01200
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0122
Total of all active and inactive participants2019-07-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01222
Number of participants with account balances2019-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: THE EVAN GROUP 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01209
Total number of active participants reported on line 7a of the Form 55002018-07-01173
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0120
Total of all active and inactive participants2018-07-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01193
Number of participants with account balances2018-07-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: THE EVAN GROUP 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01196
Total number of active participants reported on line 7a of the Form 55002017-07-01166
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0113
Total of all active and inactive participants2017-07-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01179
Number of participants with account balances2017-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: THE EVAN GROUP 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01189
Total number of active participants reported on line 7a of the Form 55002016-07-01169
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0114
Total of all active and inactive participants2016-07-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01183
Number of participants with account balances2016-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: THE EVAN GROUP 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01170
Total number of active participants reported on line 7a of the Form 55002015-07-01160
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0112
Total of all active and inactive participants2015-07-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01172
Number of participants with account balances2015-07-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE EVAN GROUP 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01161
Total number of active participants reported on line 7a of the Form 55002014-07-01143
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0116
Total of all active and inactive participants2014-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01159
Number of participants with account balances2014-07-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: THE EVAN GROUP 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01162
Total number of active participants reported on line 7a of the Form 55002013-07-01138
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0110
Total of all active and inactive participants2013-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01148
Number of participants with account balances2013-07-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE EVAN GROUP 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01156
Total number of active participants reported on line 7a of the Form 55002012-07-01137
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0112
Total of all active and inactive participants2012-07-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01149
Number of participants with account balances2012-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE EVAN GROUP 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01167
Total number of active participants reported on line 7a of the Form 55002011-07-01151
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0112
Total of all active and inactive participants2011-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01163
Number of participants with account balances2011-07-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: THE EVAN GROUP 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01194
Total number of active participants reported on line 7a of the Form 55002009-07-01141
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0137
Total of all active and inactive participants2009-07-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01178
Number of participants with account balances2009-07-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on THE EVAN GROUP 401(K) RETIREMENT PLAN

Measure Date Value
2023 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total transfer of assets to this plan2023-06-30$0
Total transfer of assets from this plan2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$852,854
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$244,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$218,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$296,578
Value of total assets at end of year2023-06-30$4,985,794
Value of total assets at beginning of year2023-06-30$4,377,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$25,981
Total interest from all sources2023-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$206,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$206,335
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$438,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$218,332
Participant contributions at end of year2023-06-30$4,592
Administrative expenses (other) incurred2023-06-30$25,981
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$607,989
Value of net assets at end of year (total assets less liabilities)2023-06-30$4,985,794
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$4,377,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$4,398,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$3,715,253
Value of interest in common/collective trusts at end of year2023-06-30$541,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$662,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$333,338
Net investment gain or loss from common/collective trusts2023-06-30$16,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$78,246
Employer contributions (assets) at end of year2023-06-30$41,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$218,884
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30TEALBECKER & CHIARAMONTE. CPAS
Accountancy firm EIN2023-06-30141624930
2022 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-365,516
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$185,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$159,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$214,140
Value of total assets at end of year2022-06-30$4,377,805
Value of total assets at beginning of year2022-06-30$4,928,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$25,629
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$10,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$10,580
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$493,000
If this is an individual account plan, was there a blackout period2022-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$211,990
Participant contributions at beginning of year2022-06-30$381
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$2,131
Other income not declared elsewhere2022-06-30$6,985
Administrative expenses (other) incurred2022-06-30$25,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-550,978
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,377,805
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,928,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,715,253
Value of interest in pooled separate accounts at beginning of year2022-06-30$4,460,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$662,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$432,867
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-274,416
Net investment gain/loss from pooled separate accounts2022-06-30$-325,527
Net investment gain or loss from common/collective trusts2022-06-30$2,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$19
Employer contributions (assets) at beginning of year2022-06-30$35,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$159,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30Yes
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30TEAL, BECKER & CHIARAMONTE. CPAS
Accountancy firm EIN2022-06-30141624930
2021 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,397,803
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$439,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$419,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$214,190
Value of total assets at end of year2021-06-30$4,928,783
Value of total assets at beginning of year2021-06-30$3,970,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$20,704
Total interest from all sources2021-06-30$45
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$178,982
Participant contributions at end of year2021-06-30$381
Participant contributions at beginning of year2021-06-30$1,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$957,945
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,928,783
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,970,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$20,704
Value of interest in pooled separate accounts at end of year2021-06-30$4,460,327
Value of interest in pooled separate accounts at beginning of year2021-06-30$3,486,750
Interest earned on other investments2021-06-30$45
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$432,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$449,465
Net investment gain/loss from pooled separate accounts2021-06-30$1,183,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$35,208
Employer contributions (assets) at end of year2021-06-30$35,208
Employer contributions (assets) at beginning of year2021-06-30$32,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$419,154
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2021-06-30141624930
2020 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$426,547
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$161,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$142,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$203,856
Value of total assets at end of year2020-06-30$3,970,838
Value of total assets at beginning of year2020-06-30$3,705,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$18,799
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$170,864
Participant contributions at end of year2020-06-30$1,631
Participant contributions at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$265,391
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,970,838
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,705,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$18,799
Value of interest in pooled separate accounts at end of year2020-06-30$3,486,750
Value of interest in pooled separate accounts at beginning of year2020-06-30$3,284,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$449,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$392,902
Net investment gain/loss from pooled separate accounts2020-06-30$222,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$32,992
Employer contributions (assets) at end of year2020-06-30$32,992
Employer contributions (assets) at beginning of year2020-06-30$27,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$142,357
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2020-06-30141624930
2019 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$377,743
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$187,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$165,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$172,897
Value of total assets at end of year2019-06-30$3,705,447
Value of total assets at beginning of year2019-06-30$3,515,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$22,657
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$144,848
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$190,005
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,705,447
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,515,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$22,657
Value of interest in pooled separate accounts at end of year2019-06-30$3,284,685
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,043,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$392,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$441,787
Net investment gain/loss from pooled separate accounts2019-06-30$204,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$27,860
Employer contributions (assets) at end of year2019-06-30$27,860
Employer contributions (assets) at beginning of year2019-06-30$29,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$165,081
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2019-06-30141624930
2018 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$548,281
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$582,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$557,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$187,114
Value of total assets at end of year2018-06-30$3,515,442
Value of total assets at beginning of year2018-06-30$3,549,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$24,873
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$157,275
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$-4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-34,185
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,515,442
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,549,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$24,873
Value of interest in pooled separate accounts at end of year2018-06-30$3,043,816
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,051,046
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$441,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$466,151
Net investment gain/loss from pooled separate accounts2018-06-30$361,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$29,839
Employer contributions (assets) at end of year2018-06-30$29,839
Employer contributions (assets) at beginning of year2018-06-30$32,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$557,593
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2018-06-30141624930
2017 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$613,458
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$44,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$19,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$191,486
Value of total assets at end of year2017-06-30$3,549,627
Value of total assets at beginning of year2017-06-30$2,980,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$25,004
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$158,709
Participant contributions at end of year2017-06-30$-4
Participant contributions at beginning of year2017-06-30$1,082
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$568,964
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,549,627
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,980,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$25,004
Value of interest in pooled separate accounts at end of year2017-06-30$3,051,046
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,512,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$466,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$439,076
Net investment gain/loss from pooled separate accounts2017-06-30$421,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$32,434
Employer contributions (assets) at end of year2017-06-30$32,434
Employer contributions (assets) at beginning of year2017-06-30$28,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$19,490
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2017-06-30141624930
2016 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$122,486
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$144,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$123,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$185,229
Value of total assets at end of year2016-06-30$2,980,663
Value of total assets at beginning of year2016-06-30$3,002,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$21,350
Total interest from all sources2016-06-30$12,023
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$156,883
Participant contributions at end of year2016-06-30$1,082
Participant contributions at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-22,135
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,980,663
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,002,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$21,350
Value of interest in pooled separate accounts at end of year2016-06-30$2,512,159
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,604,284
Interest earned on other investments2016-06-30$12,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$439,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$371,802
Net investment gain/loss from pooled separate accounts2016-06-30$-74,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$28,346
Employer contributions (assets) at end of year2016-06-30$28,346
Employer contributions (assets) at beginning of year2016-06-30$26,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$123,271
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2016-06-30141624930
2015 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$283,298
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$201,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$173,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$183,117
Value of total assets at end of year2015-06-30$3,002,798
Value of total assets at beginning of year2015-06-30$2,921,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$28,517
Total interest from all sources2015-06-30$13,822
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$156,062
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$824
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$81,679
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,002,798
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$2,921,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$28,517
Value of interest in pooled separate accounts at end of year2015-06-30$2,604,284
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,439,093
Interest earned on other investments2015-06-30$13,822
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$371,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$454,927
Net investment gain/loss from pooled separate accounts2015-06-30$86,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$26,712
Employer contributions (assets) at end of year2015-06-30$26,712
Employer contributions (assets) at beginning of year2015-06-30$26,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$173,102
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2015-06-30141624930
2014 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$606,644
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$164,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$129,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$178,532
Value of total assets at end of year2014-06-30$2,921,119
Value of total assets at beginning of year2014-06-30$2,479,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$35,672
Total interest from all sources2014-06-30$12,476
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$152,257
Participant contributions at end of year2014-06-30$824
Participant contributions at beginning of year2014-06-30$941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$441,807
Value of net assets at end of year (total assets less liabilities)2014-06-30$2,921,119
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,479,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$35,672
Value of interest in pooled separate accounts at end of year2014-06-30$2,439,093
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,039,224
Interest earned on other investments2014-06-30$12,476
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$454,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$413,908
Net investment gain/loss from pooled separate accounts2014-06-30$415,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$26,275
Employer contributions (assets) at end of year2014-06-30$26,275
Employer contributions (assets) at beginning of year2014-06-30$25,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$129,165
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2014-06-30141624930
2013 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$453,308
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$50,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$19,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$160,496
Value of total assets at end of year2013-06-30$2,479,312
Value of total assets at beginning of year2013-06-30$2,076,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$30,867
Total interest from all sources2013-06-30$11,951
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$135,217
Participant contributions at end of year2013-06-30$941
Participant contributions at beginning of year2013-06-30$723
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$402,577
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,479,312
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,076,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$30,867
Value of interest in pooled separate accounts at end of year2013-06-30$2,039,224
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,645,268
Interest earned on other investments2013-06-30$11,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$413,908
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$404,874
Net investment gain/loss from pooled separate accounts2013-06-30$280,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$25,239
Employer contributions (assets) at end of year2013-06-30$25,239
Employer contributions (assets) at beginning of year2013-06-30$25,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$19,864
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2013-06-30141624930
2012 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$189,810
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$47,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$15,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$164,497
Value of total assets at end of year2012-06-30$2,076,735
Value of total assets at beginning of year2012-06-30$1,934,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$31,718
Total interest from all sources2012-06-30$11,384
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$138,600
Participant contributions at end of year2012-06-30$723
Participant contributions at beginning of year2012-06-30$1,874
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$27
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$142,609
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,076,735
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,934,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$31,718
Value of interest in pooled separate accounts at end of year2012-06-30$1,645,268
Value of interest in pooled separate accounts at beginning of year2012-06-30$1,537,631
Interest earned on other investments2012-06-30$11,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$404,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$369,210
Net investment gain/loss from pooled separate accounts2012-06-30$13,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$25,870
Employer contributions (assets) at end of year2012-06-30$25,870
Employer contributions (assets) at beginning of year2012-06-30$25,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$15,483
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2012-06-30141624930
2011 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$503,781
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$287,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$252,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$165,950
Value of total assets at end of year2011-06-30$1,934,126
Value of total assets at beginning of year2011-06-30$1,717,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$34,930
Total interest from all sources2011-06-30$10,415
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$140,539
Participant contributions at end of year2011-06-30$1,874
Participant contributions at beginning of year2011-06-30$876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$216,444
Value of net assets at end of year (total assets less liabilities)2011-06-30$1,934,126
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,717,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$34,930
Value of interest in pooled separate accounts at end of year2011-06-30$1,537,631
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,252,969
Interest earned on other investments2011-06-30$10,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$369,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$437,707
Net investment gain/loss from pooled separate accounts2011-06-30$327,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$25,411
Employer contributions (assets) at end of year2011-06-30$25,411
Employer contributions (assets) at beginning of year2011-06-30$26,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$252,407
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30TEAL, BECKER & CHIARAMONTE, CPAS PC
Accountancy firm EIN2011-06-30141624930
2010 : THE EVAN GROUP 401(K) RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE EVAN GROUP 401(K) RETIREMENT PLAN

2022: THE EVAN GROUP 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THE EVAN GROUP 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE EVAN GROUP 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE EVAN GROUP 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE EVAN GROUP 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE EVAN GROUP 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE EVAN GROUP 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE EVAN GROUP 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE EVAN GROUP 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE EVAN GROUP 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE EVAN GROUP 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE EVAN GROUP 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE EVAN GROUP 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 82719-1
Policy instance 1
Insurance contract or identification numberRM 82719-1
Number of Individuals Covered0
Insurance policy start date2023-07-01
Insurance policy end date2023-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 82719 -1
Policy instance 1
Insurance contract or identification numberRM 82719 -1
Number of Individuals Covered0
Insurance policy start date2021-07-01
Insurance policy end date2022-05-05
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered103
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered106
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered97
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered96
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered96
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered88
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered81
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered89
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered89
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM82719-1
Policy instance 1
Insurance contract or identification numberRM82719-1
Number of Individuals Covered106
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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