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MATTAMY HOMES CORPORATION 401(K) 401k Plan overview

Plan NameMATTAMY HOMES CORPORATION 401(K)
Plan identification number 001

MATTAMY HOMES CORPORATION 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

MATTAMY HOMES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MATTAMY HOMES CORPORATION
Employer identification number (EIN):200629471
NAIC Classification:236110

Additional information about MATTAMY HOMES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3506770

More information about MATTAMY HOMES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATTAMY HOMES CORPORATION 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KELLY PARKER KELLY PARKER2013-09-12
0012011-01-01KELLY PARKER KELLY PARKER2012-10-12
0012009-01-01KELLY PARKER
0012009-01-01KELLY PARKER

Plan Statistics for MATTAMY HOMES CORPORATION 401(K)

401k plan membership statisitcs for MATTAMY HOMES CORPORATION 401(K)

Measure Date Value
2022: MATTAMY HOMES CORPORATION 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01894
Total number of active participants reported on line 7a of the Form 55002022-01-01814
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01187
Total of all active and inactive participants2022-01-011,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,006
Number of participants with account balances2022-01-01941
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01119
2021: MATTAMY HOMES CORPORATION 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01740
Total number of active participants reported on line 7a of the Form 55002021-01-01670
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01184
Total of all active and inactive participants2021-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01858
Number of participants with account balances2021-01-01804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0170
2020: MATTAMY HOMES CORPORATION 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01773
Total number of active participants reported on line 7a of the Form 55002020-01-01542
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01176
Total of all active and inactive participants2020-01-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01718
Number of participants with account balances2020-01-01632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0181
2019: MATTAMY HOMES CORPORATION 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01709
Total number of active participants reported on line 7a of the Form 55002019-01-01604
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01149
Total of all active and inactive participants2019-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01757
Number of participants with account balances2019-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0164
2018: MATTAMY HOMES CORPORATION 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01452
Total number of active participants reported on line 7a of the Form 55002018-01-01572
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01123
Total of all active and inactive participants2018-01-01695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01695
Number of participants with account balances2018-01-01514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0153
2017: MATTAMY HOMES CORPORATION 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01493
Total number of active participants reported on line 7a of the Form 55002017-01-01424
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-01563
Total participants2017-01-01563
Number of participants with account balances2017-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0116
2016: MATTAMY HOMES CORPORATION 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01404
Total number of active participants reported on line 7a of the Form 55002016-01-01379
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01104
Total of all active and inactive participants2016-01-01483
Total participants2016-01-01483
Number of participants with account balances2016-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: MATTAMY HOMES CORPORATION 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01300
Total number of active participants reported on line 7a of the Form 55002015-01-01300
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0189
Total of all active and inactive participants2015-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01389
Number of participants with account balances2015-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: MATTAMY HOMES CORPORATION 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01240
Total number of active participants reported on line 7a of the Form 55002014-01-01205
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0182
Total of all active and inactive participants2014-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01287
Number of participants with account balances2014-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: MATTAMY HOMES CORPORATION 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01190
Total number of active participants reported on line 7a of the Form 55002013-01-01144
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01232
Number of participants with account balances2013-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: MATTAMY HOMES CORPORATION 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01176
Total number of active participants reported on line 7a of the Form 55002012-01-01114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0176
Total of all active and inactive participants2012-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01190
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: MATTAMY HOMES CORPORATION 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01162
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01170
Number of participants with account balances2011-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: MATTAMY HOMES CORPORATION 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01110
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01146
Number of participants with account balances2009-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on MATTAMY HOMES CORPORATION 401(K)

Measure Date Value
2022 : MATTAMY HOMES CORPORATION 401(K) 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$2,790,927
Total of all expenses incurred2022-12-31$3,964,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,812,856
Value of total corrective distributions2022-12-31$1,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,805,127
Value of total assets at end of year2022-12-31$34,580,476
Value of total assets at beginning of year2022-12-31$35,753,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$150,395
Total interest from all sources2022-12-31$27,364
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$809,869
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$809,869
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,645,389
Participant contributions at end of year2022-12-31$611,146
Participant contributions at beginning of year2022-12-31$565,204
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,281,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,173,489
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,580,476
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,753,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$100,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$31,300,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,874,526
Interest on participant loans2022-12-31$27,364
Value of interest in common/collective trusts at end of year2022-12-31$2,668,236
Value of interest in common/collective trusts at beginning of year2022-12-31$2,313,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,900,787
Net investment gain or loss from common/collective trusts2022-12-31$49,354
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,878,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,812,856
Contract administrator fees2022-12-31$49,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31REHMANN ROBSON LLC
Accountancy firm EIN2022-12-31383635706
2021 : MATTAMY HOMES CORPORATION 401(K) 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$11,633,074
Total of all expenses incurred2021-12-31$3,671,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,538,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,548,754
Value of total assets at end of year2021-12-31$35,753,965
Value of total assets at beginning of year2021-12-31$27,792,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$132,614
Total interest from all sources2021-12-31$25,321
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$538,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$538,031
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,851,284
Participant contributions at end of year2021-12-31$565,204
Participant contributions at beginning of year2021-12-31$457,378
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$134,957
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,114,919
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,160
Administrative expenses (other) incurred2021-12-31$88,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,961,892
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,753,965
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,792,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,874,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,076,818
Interest on participant loans2021-12-31$25,321
Value of interest in common/collective trusts at end of year2021-12-31$2,313,485
Value of interest in common/collective trusts at beginning of year2021-12-31$2,078,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,483,288
Net investment gain or loss from common/collective trusts2021-12-31$37,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,582,551
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$43,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,538,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2021-12-31593198021
2020 : MATTAMY HOMES CORPORATION 401(K) 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$9,589,670
Total of all expenses incurred2020-12-31$4,040,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,927,290
Value of total corrective distributions2020-12-31$2,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,860,954
Value of total assets at end of year2020-12-31$27,792,073
Value of total assets at beginning of year2020-12-31$22,242,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$110,113
Total interest from all sources2020-12-31$27,809
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$418,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$418,571
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$4,139,053
Participant contributions at end of year2020-12-31$457,378
Participant contributions at beginning of year2020-12-31$509,357
Participant contributions at end of year2020-12-31$134,957
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$308,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,303
Administrative expenses (other) incurred2020-12-31$72,140
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$5,549,281
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,792,073
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,242,792
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$37,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,076,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,210,371
Interest on participant loans2020-12-31$27,809
Value of interest in common/collective trusts at end of year2020-12-31$2,078,237
Value of interest in common/collective trusts at beginning of year2020-12-31$1,521,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,245,095
Net investment gain or loss from common/collective trusts2020-12-31$37,241
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$1,413,859
Employer contributions (assets) at end of year2020-12-31$43,523
Employer contributions (assets) at beginning of year2020-12-31$48
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,927,290
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2020-12-31593198021
2019 : MATTAMY HOMES CORPORATION 401(K) 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$9,878,880
Total of all expenses incurred2019-12-31$2,468,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,349,784
Expenses. Certain deemed distributions of participant loans2019-12-31$14,984
Value of total corrective distributions2019-12-31$4,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,379,903
Value of total assets at end of year2019-12-31$22,242,792
Value of total assets at beginning of year2019-12-31$14,832,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$99,109
Total interest from all sources2019-12-31$20,332
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$327,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$327,443
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$3,486,793
Participant contributions at end of year2019-12-31$509,357
Participant contributions at beginning of year2019-12-31$273,098
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,769,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,340
Administrative expenses (other) incurred2019-12-31$67,467
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$7,410,187
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,242,792
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,832,605
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
Investment advisory and management fees2019-12-31$31,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,210,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,086,072
Interest on participant loans2019-12-31$20,332
Value of interest in common/collective trusts at end of year2019-12-31$1,521,713
Value of interest in common/collective trusts at beginning of year2019-12-31$1,472,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,117,411
Net investment gain or loss from common/collective trusts2019-12-31$33,791
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,123,518
Employer contributions (assets) at end of year2019-12-31$48
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,349,784
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 name2019-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2019-12-31593198021
2018 : MATTAMY HOMES CORPORATION 401(K) 2018 401k financial data
Total transfer of assets to this plan2018-12-31$1,588,610
Total income from all sources (including contributions)2018-12-31$4,278,676
Total of all expenses incurred2018-12-31$2,724,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,675,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,138,201
Value of total assets at end of year2018-12-31$14,832,605
Value of total assets at beginning of year2018-12-31$11,689,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,403
Total interest from all sources2018-12-31$32,250
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$169,390
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$2,726,719
Participant contributions at end of year2018-12-31$273,098
Participant contributions at beginning of year2018-12-31$147,254
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,502,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$34,246
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$1,554,391
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,832,605
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,689,604
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
Investment advisory and management fees2018-12-31$14,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,086,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,890,169
Interest on participant loans2018-12-31$11,998
Interest earned on other investments2018-12-31$20,252
Value of interest in common/collective trusts at end of year2018-12-31$1,472,095
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$652,181
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,081,066
Net investment gain or loss from common/collective trusts2018-12-31$19,901
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$909,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,675,882
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2018-12-31593198021
2017 : MATTAMY HOMES CORPORATION 401(K) 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$245
Total income from all sources (including contributions)2017-12-31$4,430,059
Total of all expenses incurred2017-12-31$903,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$899,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,903,469
Value of total assets at end of year2017-12-31$11,689,604
Value of total assets at beginning of year2017-12-31$8,163,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,076
Total interest from all sources2017-12-31$6,361
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$591,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$591,363
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,877,867
Participant contributions at end of year2017-12-31$147,254
Participant contributions at beginning of year2017-12-31$108,674
Participant contributions at beginning of year2017-12-31$88
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$427,846
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$245
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,526,220
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,689,604
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,163,384
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 end of year2017-12-31$10,890,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,437,563
Interest on participant loans2017-12-31$6,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$652,181
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$617,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$928,866
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$597,756
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$899,763
Contract administrator fees2017-12-31$4,076
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 name2017-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2017-12-31593198021
2016 : MATTAMY HOMES CORPORATION 401(K) 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,052
Total income from all sources (including contributions)2016-12-31$2,591,658
Total of all expenses incurred2016-12-31$853,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$839,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,184,412
Value of total assets at end of year2016-12-31$8,163,629
Value of total assets at beginning of year2016-12-31$6,425,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,406
Total interest from all sources2016-12-31$2,679
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$224,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$224,748
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,406,971
Participant contributions at end of year2016-12-31$108,674
Participant contributions at beginning of year2016-12-31$54,910
Participant contributions at end of year2016-12-31$88
Participant contributions at beginning of year2016-12-31$33
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$330,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$245
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,052
Other income not declared elsewhere2016-12-31$76
Liabilities. Value of operating payables at end of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,738,447
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,163,384
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,424,937
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$7,437,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,797,823
Interest on participant loans2016-12-31$2,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$617,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$573,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$179,743
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$447,179
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$839,805
Contract administrator fees2016-12-31$13,406
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 name2016-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2016-12-31593198021
2015 : MATTAMY HOMES CORPORATION 401(K) 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,052
Total income from all sources (including contributions)2015-12-31$1,374,501
Total of all expenses incurred2015-12-31$553,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$534,458
Value of total corrective distributions2015-12-31$15,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,395,912
Value of total assets at end of year2015-12-31$6,425,989
Value of total assets at beginning of year2015-12-31$5,603,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,244
Total interest from all sources2015-12-31$2,198
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$311,123
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$311,123
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$947,678
Participant contributions at end of year2015-12-31$54,910
Participant contributions at beginning of year2015-12-31$51,859
Participant contributions at end of year2015-12-31$33
Participant contributions at beginning of year2015-12-31$33
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$119,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,052
Other income not declared elsewhere2015-12-31$96
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$821,278
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,424,937
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,603,659
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,797,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,948,862
Interest on participant loans2015-12-31$2,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$573,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$602,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-334,828
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$328,539
Employer contributions (assets) at end of year2015-12-31$123
Employer contributions (assets) at beginning of year2015-12-31$123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$534,458
Contract administrator fees2015-12-31$3,244
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 name2015-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2015-12-31593198021
2014 : MATTAMY HOMES CORPORATION 401(K) 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,178,511
Total of all expenses incurred2014-12-31$677,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$673,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$899,495
Value of total assets at end of year2014-12-31$5,603,659
Value of total assets at beginning of year2014-12-31$5,102,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,310
Total interest from all sources2014-12-31$1,165
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$313,762
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$313,762
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$653,237
Participant contributions at end of year2014-12-31$51,859
Participant contributions at beginning of year2014-12-31$64,028
Participant contributions at end of year2014-12-31$33
Participant contributions at beginning of year2014-12-31$9,010
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$109,340
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$501,312
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,603,659
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,102,347
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,948,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,396,657
Interest on participant loans2014-12-31$1,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$602,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$630,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-35,911
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$136,918
Employer contributions (assets) at end of year2014-12-31$123
Employer contributions (assets) at beginning of year2014-12-31$2,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$673,889
Contract administrator fees2014-12-31$3,310
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 name2014-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2014-12-31593198021
2013 : MATTAMY HOMES CORPORATION 401(K) 2013 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,113
Total income from all sources (including contributions)2013-12-31$1,420,514
Total of all expenses incurred2013-12-31$247,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$224,860
Expenses. Certain deemed distributions of participant loans2013-12-31$19,267
Value of total corrective distributions2013-12-31$1,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$631,633
Value of total assets at end of year2013-12-31$5,083,080
Value of total assets at beginning of year2013-12-31$3,911,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,160
Total interest from all sources2013-12-31$1,697
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$149,904
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$149,904
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$488,865
Participant contributions at end of year2013-12-31$44,761
Participant contributions at beginning of year2013-12-31$95,363
Participant contributions at end of year2013-12-31$9,010
Participant contributions at beginning of year2013-12-31$10,824
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,113
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$1,173,136
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,083,080
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,909,944
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,396,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,211,152
Interest on participant loans2013-12-31$1,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$630,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$591,888
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$637,280
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$122,281
Employer contributions (assets) at end of year2013-12-31$2,272
Employer contributions (assets) at beginning of year2013-12-31$1,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$224,860
Contract administrator fees2013-12-31$2,160
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 name2013-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2013-12-31593198021
2012 : MATTAMY HOMES CORPORATION 401(K) 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,113
Total income from all sources (including contributions)2012-12-31$842,138
Total of all expenses incurred2012-12-31$156,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$153,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$445,008
Value of total assets at end of year2012-12-31$3,911,057
Value of total assets at beginning of year2012-12-31$3,225,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,902
Total interest from all sources2012-12-31$3,301
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$66,219
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$66,219
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$344,916
Participant contributions at end of year2012-12-31$95,363
Participant contributions at beginning of year2012-12-31$116,776
Participant contributions at end of year2012-12-31$10,824
Participant contributions at beginning of year2012-12-31$8,609
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,113
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$685,918
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,909,944
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,224,026
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,211,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,551,560
Interest on participant loans2012-12-31$3,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$591,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$545,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$327,610
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$98,634
Employer contributions (assets) at end of year2012-12-31$1,830
Employer contributions (assets) at beginning of year2012-12-31$2,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$153,318
Contract administrator fees2012-12-31$2,902
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31VESTAL & WILER, CPA'S
Accountancy firm EIN2012-12-31593198021
2011 : MATTAMY HOMES CORPORATION 401(K) 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,113
Total income from all sources (including contributions)2011-12-31$359,067
Total of all expenses incurred2011-12-31$366,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$364,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$403,950
Value of total assets at end of year2011-12-31$3,225,139
Value of total assets at beginning of year2011-12-31$3,231,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,521
Total interest from all sources2011-12-31$2,675
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$55,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$55,091
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$276,415
Participant contributions at end of year2011-12-31$116,776
Participant contributions at beginning of year2011-12-31$86,283
Participant contributions at end of year2011-12-31$8,609
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$38,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,504
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,224,026
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,231,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,521
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,551,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,585,921
Interest on participant loans2011-12-31$2,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$545,478
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$559,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-102,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$88,647
Employer contributions (assets) at end of year2011-12-31$2,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$364,050
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31VESTAL & WILER, CPA S
Accountancy firm EIN2011-12-31593198021
2010 : MATTAMY HOMES CORPORATION 401(K) 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$665,816
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$419,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$416,652
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$372,789
Value of total assets at end of year2010-12-31$3,231,530
Value of total assets at beginning of year2010-12-31$2,984,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,414
Total interest from all sources2010-12-31$18,553
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$280,215
Participant contributions at end of year2010-12-31$86,283
Participant contributions at beginning of year2010-12-31$91,942
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,660
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$2,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$246,750
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,231,530
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,984,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,585,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,202,675
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$2,250
Interest earned on other investments2010-12-31$16,303
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$559,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$690,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$274,474
Net investment gain or loss from common/collective trusts2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$88,914
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$416,652
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VESTAL & WILER, CPAS
Accountancy firm EIN2010-12-31593198021
2009 : MATTAMY HOMES CORPORATION 401(K) 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for MATTAMY HOMES CORPORATION 401(K)

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517435
Policy instance 1
Insurance contract or identification number517435
Number of Individuals Covered645
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711898
Policy instance 1
Insurance contract or identification numberGA-711898
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-04-22
Total amount of commissions paid to insurance brokerUSD $1,512
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 $1,512
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711898
Policy instance 1
Insurance contract or identification numberGA-711898
Number of Individuals Covered371
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameBATES & COMPANY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711898
Policy instance 1
Insurance contract or identification numberGA-711898
Number of Individuals Covered242
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $20,265
Total amount of fees paid to insurance companyUSD $2,223
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 $20,265
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees2223
Insurance broker nameBATES & COMPANY, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711898
Policy instance 1
Insurance contract or identification numberGA-711898
Number of Individuals Covered184
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $17,397
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,397
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL ADVISORS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711898
Policy instance 1
Insurance contract or identification numberGA-711898
Number of Individuals Covered162
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $14,264
Total amount of fees paid to insurance companyUSD $0
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 $14,264
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711898
Policy instance 1
Insurance contract or identification numberGA-711898
Number of Individuals Covered151
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,592
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $11,592
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711898
Policy instance 1
Insurance contract or identification numberGA-711898
Number of Individuals Covered146
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,952
Total amount of fees paid to insurance companyUSD $0
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711898
Policy instance 1
Insurance contract or identification numberGA-711898
Number of Individuals Covered146
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,811
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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