THE VINCENT GROUP, LC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VINCENT & REES RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022: VINCENT & REES RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 4 |
| Number of participants with account balances | 2022-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: VINCENT & REES RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: VINCENT & REES RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: VINCENT & REES RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: VINCENT & REES RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 5 |
| Number of participants with account balances | 2018-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: VINCENT & REES RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Total participants | 2017-01-01 | 5 |
| Number of participants with account balances | 2017-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: VINCENT & REES RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 5 |
| Total participants | 2016-01-01 | 5 |
| Number of participants with account balances | 2016-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: VINCENT & REES RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 5 |
| Number of participants with account balances | 2015-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: VINCENT & REES RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 8 |
| Total participants | 2014-01-01 | 8 |
| Number of participants with account balances | 2014-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: VINCENT & REES RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: VINCENT & REES RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: VINCENT & REES RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 5 |
| Number of participants with account balances | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: VINCENT & REES RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 7 |
| Number of participants with account balances | 2010-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : VINCENT & REES RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-26,632 |
| Total plan assets at end of year | 2022-12-31 | $297,600 |
| Total plan assets at beginning of year | 2022-12-31 | $324,232 |
| Value of fidelity bond covering the plan | 2022-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $20,416 |
| Other income received | 2022-12-31 | $-53,157 |
| Net income (gross income less expenses) | 2022-12-31 | $-26,632 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $297,600 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $324,232 |
| Assets. Value of participant loans | 2022-12-31 | $48,416 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $6,109 |
| 2021 : VINCENT & REES RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $71,663 |
| Total plan assets at end of year | 2021-12-31 | $324,232 |
| Total plan assets at beginning of year | 2021-12-31 | $252,569 |
| Value of fidelity bond covering the plan | 2021-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $29,844 |
| Other income received | 2021-12-31 | $32,286 |
| Net income (gross income less expenses) | 2021-12-31 | $71,663 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $324,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $252,569 |
| Assets. Value of participant loans | 2021-12-31 | $63,569 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $9,533 |
| 2020 : VINCENT & REES RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $40,572 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $100,000 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $100,000 |
| Total plan assets at end of year | 2020-12-31 | $252,569 |
| Total plan assets at beginning of year | 2020-12-31 | $311,997 |
| Value of fidelity bond covering the plan | 2020-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $28,699 |
| Other income received | 2020-12-31 | $2,490 |
| Net income (gross income less expenses) | 2020-12-31 | $-59,428 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $252,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $311,997 |
| Assets. Value of participant loans | 2020-12-31 | $79,905 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $9,383 |
| 2019 : VINCENT & REES RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $99,574 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $79,089 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $79,089 |
| Total plan assets at end of year | 2019-12-31 | $311,997 |
| Total plan assets at beginning of year | 2019-12-31 | $291,512 |
| Value of fidelity bond covering the plan | 2019-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $27,700 |
| Other income received | 2019-12-31 | $62,641 |
| Net income (gross income less expenses) | 2019-12-31 | $20,485 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $311,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $291,512 |
| Assets. Value of participant loans | 2019-12-31 | $10,867 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $9,233 |
| 2018 : VINCENT & REES RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $12,823 |
| Total plan assets at end of year | 2018-12-31 | $291,512 |
| Total plan assets at beginning of year | 2018-12-31 | $278,689 |
| Value of fidelity bond covering the plan | 2018-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $27,199 |
| Other income received | 2018-12-31 | $-23,459 |
| Net income (gross income less expenses) | 2018-12-31 | $12,823 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $291,512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $278,689 |
| Assets. Value of participant loans | 2018-12-31 | $21,283 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $9,083 |
| 2017 : VINCENT & REES RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $67,988 |
| Total plan assets at end of year | 2017-12-31 | $278,689 |
| Total plan assets at beginning of year | 2017-12-31 | $210,701 |
| Value of fidelity bond covering the plan | 2017-12-31 | $28,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $21,046 |
| Other income received | 2017-12-31 | $39,209 |
| Net income (gross income less expenses) | 2017-12-31 | $67,988 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $278,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $210,701 |
| Assets. Value of participant loans | 2017-12-31 | $31,267 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $7,733 |
| 2016 : VINCENT & REES RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $36,312 |
| Total plan assets at end of year | 2016-12-31 | $210,701 |
| Total plan assets at beginning of year | 2016-12-31 | $174,389 |
| Value of fidelity bond covering the plan | 2016-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $21,046 |
| Other income received | 2016-12-31 | $13,016 |
| Net income (gross income less expenses) | 2016-12-31 | $36,312 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $210,701 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $174,389 |
| Assets. Value of participant loans | 2016-12-31 | $40,835 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $2,250 |
| 2015 : VINCENT & REES RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $33,876 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $56,767 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $56,767 |
| Total plan assets at end of year | 2015-12-31 | $174,389 |
| Total plan assets at beginning of year | 2015-12-31 | $197,280 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $38,700 |
| Other income received | 2015-12-31 | $-7,658 |
| Net income (gross income less expenses) | 2015-12-31 | $-22,891 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $174,389 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $197,280 |
| Assets. Value of participant loans | 2015-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $2,834 |
| 2014 : VINCENT & REES RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $46,657 |
| Total plan assets at end of year | 2014-12-31 | $197,280 |
| Total plan assets at beginning of year | 2014-12-31 | $150,623 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $37,700 |
| Other income received | 2014-12-31 | $6,176 |
| Net income (gross income less expenses) | 2014-12-31 | $46,657 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $197,280 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $150,623 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $2,781 |
| 2013 : VINCENT & REES RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $57,764 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $904 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $904 |
| Total plan assets at end of year | 2013-12-31 | $150,623 |
| Total plan assets at beginning of year | 2013-12-31 | $93,763 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $23,471 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $6,294 |
| Other income received | 2013-12-31 | $22,393 |
| Net income (gross income less expenses) | 2013-12-31 | $56,860 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $150,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $93,763 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $5,606 |
| 2012 : VINCENT & REES RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $42,942 |
| Total plan assets at end of year | 2012-12-31 | $93,763 |
| Total plan assets at beginning of year | 2012-12-31 | $50,821 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $28,056 |
| Other income received | 2012-12-31 | $6,965 |
| Net income (gross income less expenses) | 2012-12-31 | $42,942 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $93,763 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $50,821 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $7,921 |
| 2011 : VINCENT & REES RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $34,520 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,017 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,017 |
| Total plan assets at end of year | 2011-12-31 | $50,821 |
| Total plan assets at beginning of year | 2011-12-31 | $18,318 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $29,697 |
| Other income received | 2011-12-31 | $-3,947 |
| Net income (gross income less expenses) | 2011-12-31 | $32,503 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $50,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $18,318 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $8,770 |
| 2010 : VINCENT & REES RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $18,585 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $267 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $267 |
| Total plan assets at end of year | 2010-12-31 | $18,318 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $12,001 |
| Other income received | 2010-12-31 | $1,214 |
| Net income (gross income less expenses) | 2010-12-31 | $18,318 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $18,318 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,370 |
| 2022: VINCENT & REES RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: VINCENT & REES RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: VINCENT & REES RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: VINCENT & REES RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: VINCENT & REES RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: VINCENT & REES RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: VINCENT & REES RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: VINCENT & REES RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: VINCENT & REES RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: VINCENT & REES RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: VINCENT & REES RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: VINCENT & REES RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: VINCENT & REES RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 690865 |
| Policy instance | 1 |
| Insurance contract or identification number | 690865 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $388 | | Insurance broker organization code? | 3 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 690865 |
| Policy instance | 1 |
| Insurance contract or identification number | 690865 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $455 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $222 | | Insurance broker organization code? | 3 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 690865 |
| Policy instance | 1 |
| Insurance contract or identification number | 690865 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $250 | | Insurance broker organization code? | 3 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 690865 |
| Policy instance | 1 |
| Insurance contract or identification number | 690865 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $664 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $332 | | Insurance broker organization code? | 3 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 690865 |
| Policy instance | 1 |
| Insurance contract or identification number | 690865 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $660 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $330 | | Insurance broker organization code? | 3 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 690865 |
| Policy instance | 1 |
| Insurance contract or identification number | 690865 | | Number of Individuals Covered | 5 | | Total amount of commissions paid to insurance broker | USD $500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $250 | | Insurance broker organization code? | 3 | | Insurance broker name | BRANDON O PATRICK |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 690865 |
| Policy instance | 1 |
| Insurance contract or identification number | 690865 | | Number of Individuals Covered | 5 | | Total amount of commissions paid to insurance broker | USD $279 | | Commission paid to Insurance Broker | USD $126 | | Insurance broker organization code? | 3 | | Insurance broker name | CHESLEY ERICKSON |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 690865 |
| Policy instance | 2 |
| Insurance contract or identification number | 690865 | | Number of Individuals Covered | 8 | | Total amount of commissions paid to insurance broker | USD $984 | | Commission paid to Insurance Broker | USD $492 | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD A BREGGER |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98132 |
| Policy instance | 1 |
| Insurance contract or identification number | 98132 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $910 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $910 | | Insurance broker organization code? | 3 | | Insurance broker name | AXA NETWORK, LLC |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98132 |
| Policy instance | 1 |
| Insurance contract or identification number | 98132 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,225 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $1,225 | | Insurance broker organization code? | 3 | | Insurance broker name | AXA NETWORK, LLC |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98132 |
| Policy instance | 1 |
| Insurance contract or identification number | 98132 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $695 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $695 | | Insurance broker organization code? | 3 | | Insurance broker name | AXA NETWORK, LLC |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98132 |
| Policy instance | 1 |
| Insurance contract or identification number | 98132 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $582 |
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| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 98132 |
| Policy instance | 1 |
| Insurance contract or identification number | 98132 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $200 | | Commission paid to Insurance Broker | USD $200 | | Insurance broker organization code? | 3 | | Insurance broker name | AXA NETWORK, LLC |
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