Logo

SAN DIEGO THEATRES, INC. 401(K) PLAN 401k Plan overview

Plan NameSAN DIEGO THEATRES, INC. 401(K) PLAN
Plan identification number 001

SAN DIEGO THEATRES, INC. 401(K) 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.

401k Sponsoring company profile

SAN DIEGO THEATRES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO THEATRES, INC.
Employer identification number (EIN):141886373
NAIC Classification:711300
NAIC Description: Promoters of Performing Arts, Sports, and Similar Events

Additional information about SAN DIEGO THEATRES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1988-06-27
Company Identification Number: C1616700
Legal Registered Office Address: 4590 Macarthur Blvd, Ste. 500

Newport Beach
United States of America (USA)
92660

More information about SAN DIEGO THEATRES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO THEATRES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01FELY BLANZ2023-08-08
0012021-01-01FELY BLANZ2022-10-05
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHANNON GONZALEZ
0012016-01-01SHANNON GONZALEZ
0012015-01-01REYNALDO BOTICANO
0012014-01-01ELIZABETH DORAN
0012013-01-01DONALD TELFORD
0012012-07-01DONALD TELFORD

Plan Statistics for SAN DIEGO THEATRES, INC. 401(K) PLAN

401k plan membership statisitcs for SAN DIEGO THEATRES, INC. 401(K) PLAN

Measure Date Value
2020: SAN DIEGO THEATRES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0145
Number of participants with account balances2020-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: SAN DIEGO THEATRES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01269
Total number of active participants reported on line 7a of the Form 55002019-01-01215
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01223
Number of participants with account balances2019-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: SAN DIEGO THEATRES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01252
Total number of active participants reported on line 7a of the Form 55002018-01-01261
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01268
Number of participants with account balances2018-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: SAN DIEGO THEATRES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01233
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01250
Number of participants with account balances2017-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: SAN DIEGO THEATRES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01192
Total number of active participants reported on line 7a of the Form 55002016-01-01228
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01233
Number of participants with account balances2016-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SAN DIEGO THEATRES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01188
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-01192
Total participants2015-01-01192
Number of participants with account balances2015-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: SAN DIEGO THEATRES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01196
Total number of active participants reported on line 7a of the Form 55002014-01-01206
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01206
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAN DIEGO THEATRES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01191
Total number of active participants reported on line 7a of the Form 55002013-01-01195
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01196
Number of participants with account balances2013-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAN DIEGO THEATRES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01194
Total number of active participants reported on line 7a of the Form 55002012-07-01191
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01191
Number of participants with account balances2012-07-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010

Financial Data on SAN DIEGO THEATRES, INC. 401(K) PLAN

Measure Date Value
2020 : SAN DIEGO THEATRES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$927,588
Total of all expenses incurred2020-12-31$706,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$676,765
Expenses. Certain deemed distributions of participant loans2020-12-31$563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$692,270
Value of total assets at end of year2020-12-31$4,278,896
Value of total assets at beginning of year2020-12-31$4,057,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,694
Total interest from all sources2020-12-31$8,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$144,248
Participant contributions at end of year2020-12-31$187,349
Participant contributions at beginning of year2020-12-31$94,302
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$409,620
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$18,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$221,566
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,278,896
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,057,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,267
Value of interest in pooled separate accounts at end of year2020-12-31$3,222,665
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,232,252
Interest on participant loans2020-12-31$3,101
Interest earned on other investments2020-12-31$5,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$720,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$512,330
Net investment gain/loss from pooled separate accounts2020-12-31$226,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$138,402
Employer contributions (assets) at end of year2020-12-31$148,402
Employer contributions (assets) at beginning of year2020-12-31$218,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$676,765
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31REDWITZ, INC
Accountancy firm EIN2020-12-31330850406
2019 : SAN DIEGO THEATRES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,144,590
Total of all expenses incurred2019-12-31$424,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$421,769
Value of total corrective distributions2019-12-31$1,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$599,175
Value of total assets at end of year2019-12-31$4,057,330
Value of total assets at beginning of year2019-12-31$3,336,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,085
Total interest from all sources2019-12-31$5,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$179,309
Participant contributions at end of year2019-12-31$94,302
Participant contributions at beginning of year2019-12-31$108,666
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$197,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$1,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$720,397
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,057,330
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,336,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$3,232,252
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,541,328
Interest on participant loans2019-12-31$5,105
Interest earned on other investments2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$512,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$446,171
Net investment gain/loss from pooled separate accounts2019-12-31$540,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$222,347
Employer contributions (assets) at end of year2019-12-31$218,446
Employer contributions (assets) at beginning of year2019-12-31$240,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$421,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31REDWITZ, INC.
Accountancy firm EIN2019-12-31330850406
2018 : SAN DIEGO THEATRES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$212,208
Total of all expenses incurred2018-12-31$188,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$187,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$366,387
Value of total assets at end of year2018-12-31$3,336,933
Value of total assets at beginning of year2018-12-31$3,312,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$818
Total interest from all sources2018-12-31$5,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$117,775
Participant contributions at end of year2018-12-31$108,666
Participant contributions at beginning of year2018-12-31$121,262
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$24,112
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,336,933
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,312,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$2,541,328
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,770,196
Interest on participant loans2018-12-31$5,712
Interest earned on other investments2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$446,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$421,363
Net investment gain/loss from pooled separate accounts2018-12-31$-159,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$248,612
Employer contributions (assets) at end of year2018-12-31$240,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$187,278
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31REDWITZ, INC.
Accountancy firm EIN2018-12-31330850406
2017 : SAN DIEGO THEATRES, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$695,736
Total of all expenses incurred2017-12-31$407,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$407,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$331,906
Value of total assets at end of year2017-12-31$3,312,821
Value of total assets at beginning of year2017-12-31$3,024,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$745
Total interest from all sources2017-12-31$2,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$96,483
Participant contributions at end of year2017-12-31$121,262
Participant contributions at beginning of year2017-12-31$29,557
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,362
Administrative expenses (other) incurred2017-12-31$745
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$287,975
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,312,821
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,024,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,108
Value of interest in pooled separate accounts at end of year2017-12-31$2,770,196
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,633,430
Interest earned on other investments2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$421,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$360,751
Net investment gain/loss from pooled separate accounts2017-12-31$361,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$205,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$407,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31REDWITZ, INC.
Accountancy firm EIN2017-12-31330850406
2016 : SAN DIEGO THEATRES, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$539,481
Total of all expenses incurred2016-12-31$199,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$198,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$311,344
Value of total assets at end of year2016-12-31$3,024,846
Value of total assets at beginning of year2016-12-31$2,684,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$407
Total interest from all sources2016-12-31$1,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$96,006
Participant contributions at end of year2016-12-31$29,557
Participant contributions at beginning of year2016-12-31$45,520
Other income not declared elsewhere2016-12-31$2,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$340,429
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,024,846
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,684,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,108
Value of interest in pooled separate accounts at end of year2016-12-31$2,633,430
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,263,332
Interest on participant loans2016-12-31$1,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$360,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$373,505
Net investment gain/loss from pooled separate accounts2016-12-31$223,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$215,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$198,645
Contract administrator fees2016-12-31$407
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31REDWITZ, INC.
Accountancy firm EIN2016-12-31330850406
2015 : SAN DIEGO THEATRES, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$263,427
Total of all expenses incurred2015-12-31$57,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$53,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$257,947
Value of total assets at end of year2015-12-31$2,684,417
Value of total assets at beginning of year2015-12-31$2,478,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,674
Total interest from all sources2015-12-31$2,183
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$27,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$27,818
Administrative expenses professional fees incurred2015-12-31$543
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$73,128
Participant contributions at end of year2015-12-31$45,520
Participant contributions at beginning of year2015-12-31$30,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$206,092
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,684,417
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,478,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,447,986
Value of interest in pooled separate accounts at end of year2015-12-31$2,263,332
Interest on participant loans2015-12-31$2,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$373,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$10,073
Net investment gain/loss from pooled separate accounts2015-12-31$-34,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$184,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$53,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31REDWITZ, INC.
Accountancy firm EIN2015-12-31330850406
2014 : SAN DIEGO THEATRES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$410,370
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$21,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$260,186
Value of total assets at end of year2014-12-31$2,478,325
Value of total assets at beginning of year2014-12-31$2,089,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,385
Total interest from all sources2014-12-31$1,834
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$130,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$130,425
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$74,890
Participant contributions at end of year2014-12-31$30,339
Participant contributions at beginning of year2014-12-31$49,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$389,164
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,478,325
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,089,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,447,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,039,542
Interest on participant loans2014-12-31$1,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$17,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$185,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,821
Contract administrator fees2014-12-31$385
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2014-12-31330850406
2013 : SAN DIEGO THEATRES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,000
Total income from all sources (including contributions)2013-12-31$897,410
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$656,240
Value of total assets at end of year2013-12-31$2,089,161
Value of total assets at beginning of year2013-12-31$1,208,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,301
Total interest from all sources2013-12-31$2,081
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$92,599
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$92,599
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$64,298
Participant contributions at end of year2013-12-31$49,619
Participant contributions at beginning of year2013-12-31$46,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$412,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$10,000
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$26,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$890,784
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,089,161
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,198,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$4,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,039,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,135,528
Interest on participant loans2013-12-31$2,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$146,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$179,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$325
Contract administrator fees2013-12-31$2,023
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ROBERT R. REDWITZ & CO.
Accountancy firm EIN2013-12-31330850406
2012 : SAN DIEGO THEATRES, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,207,868
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,196,069
Value of total assets at end of year2012-12-31$1,208,377
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$137
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,752
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$25,703
Participant contributions at end of year2012-12-31$46,000
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,073,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$10,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$26,849
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,198,377
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,198,377
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$52
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,135,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$96,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,354
Contract administrator fees2012-12-31$85
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No

Form 5500 Responses for SAN DIEGO THEATRES, INC. 401(K) PLAN

2020: SAN DIEGO THEATRES, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAN DIEGO THEATRES, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAN DIEGO THEATRES, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN DIEGO THEATRES, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAN DIEGO THEATRES, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAN DIEGO THEATRES, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN DIEGO THEATRES, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAN DIEGO THEATRES, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAN DIEGO THEATRES, INC. 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
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)Yes
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601806
Policy instance 1
Insurance contract or identification number601806
Number of Individuals Covered41
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601806
Policy instance 1
Insurance contract or identification number601806
Number of Individuals Covered61
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,423
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,423
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601806
Policy instance 1
Insurance contract or identification number601806
Number of Individuals Covered56
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,388
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,388
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601806-000
Policy instance 1
Insurance contract or identification number601806-000
Number of Individuals Covered51
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,956
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,956
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1