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INTERACTIONS, LLC 401K PLAN 401k Plan overview

Plan NameINTERACTIONS, LLC 401K PLAN
Plan identification number 001

INTERACTIONS, LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

INTERACTIONS LLC has sponsored the creation of one or more 401k plans.

Company Name:INTERACTIONS LLC
Employer identification number (EIN):200800098
NAIC Classification:561420

Additional information about INTERACTIONS LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3771935

More information about INTERACTIONS LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERACTIONS, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARY CLERMONT2024-10-08
0012022-01-01JOSEPH P. GILDEA2023-09-29
0012021-01-01JOSEPH P. GILDEA2022-09-23
0012020-01-01JOSEPH P. GILDEA2021-09-30
0012019-01-01JOSEPH P. GILDEA2020-10-06
0012018-01-01JOSEPH P. GILDEA2019-10-11
0012017-01-01
0012016-01-01JOSEPH P. GILDEA
0012015-01-01JOSEPH P. GILDEA JOSEPH P. GILDEA2016-09-20
0012015-01-01
0012014-01-01JOSEPH P GILDEA JOSEPH P GILDEA2015-10-13
0012013-01-01JOSEPH P. GILDEA JOSEPH P. GILDEA2014-10-15
0012012-01-01JOSEPH GILDEA2013-09-12
0012011-01-01DEB BRIERE2012-10-13
0012010-01-01DEBBIE BRIERE2011-06-15 MICHAEL IACOBUCCI2011-06-15

Plan Statistics for INTERACTIONS, LLC 401K PLAN

401k plan membership statisitcs for INTERACTIONS, LLC 401K PLAN

Measure Date Value
2023: INTERACTIONS, LLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01492
Total number of active participants reported on line 7a of the Form 55002023-01-01258
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01181
Total of all active and inactive participants2023-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01439
Number of participants with account balances2023-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0116
2022: INTERACTIONS, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01527
Total number of active participants reported on line 7a of the Form 55002022-01-01329
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01163
Total of all active and inactive participants2022-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01492
Number of participants with account balances2022-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: INTERACTIONS, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01516
Total number of active participants reported on line 7a of the Form 55002021-01-01378
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01149
Total of all active and inactive participants2021-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01527
Number of participants with account balances2021-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: INTERACTIONS, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01539
Total number of active participants reported on line 7a of the Form 55002020-01-01436
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01516
Number of participants with account balances2020-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: INTERACTIONS, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01432
Total number of active participants reported on line 7a of the Form 55002019-01-01470
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01539
Number of participants with account balances2019-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: INTERACTIONS, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01429
Total number of active participants reported on line 7a of the Form 55002018-01-01379
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01432
Number of participants with account balances2018-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: INTERACTIONS, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01417
Total number of active participants reported on line 7a of the Form 55002017-01-01402
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01429
Number of participants with account balances2017-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: INTERACTIONS, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01730
Total number of active participants reported on line 7a of the Form 55002016-01-01353
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01417
Number of participants with account balances2016-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INTERACTIONS, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01692
Total number of active participants reported on line 7a of the Form 55002015-01-01613
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01657
Number of participants with account balances2015-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INTERACTIONS, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01505
Total number of active participants reported on line 7a of the Form 55002014-01-01535
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01570
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INTERACTIONS, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01261
Total number of active participants reported on line 7a of the Form 55002013-01-01383
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01414
Number of participants with account balances2013-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on INTERACTIONS, LLC 401K PLAN

Measure Date Value
2023 : INTERACTIONS, LLC 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$10,891,584
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,205,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,143,272
Value of total corrective distributions2023-12-31$6,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,261,697
Value of total assets at end of year2023-12-31$33,973,385
Value of total assets at beginning of year2023-12-31$29,287,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$56,502
Total interest from all sources2023-12-31$19,727
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$656,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$656,274
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$3,510,582
Participant contributions at end of year2023-12-31$315,111
Participant contributions at beginning of year2023-12-31$435,340
Participant contributions at end of year2023-12-31$78,858
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$637,219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,685,743
Value of net assets at end of year (total assets less liabilities)2023-12-31$33,973,385
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$29,287,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$35,774
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$32,651,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$27,983,287
Interest on participant loans2023-12-31$19,447
Value of interest in common/collective trusts at end of year2023-12-31$820,758
Value of interest in common/collective trusts at beginning of year2023-12-31$803,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$8,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$2,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$2,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,935,952
Net investment gain or loss from common/collective trusts2023-12-31$17,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,113,896
Employer contributions (assets) at end of year2023-12-31$97,997
Employer contributions (assets) at beginning of year2023-12-31$62,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$6,143,272
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2023-12-31050409384
2022 : INTERACTIONS, LLC 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-188,728
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,246,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,204,024
Value of total corrective distributions2022-12-31$1,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,416,644
Value of total assets at end of year2022-12-31$29,287,642
Value of total assets at beginning of year2022-12-31$34,722,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,477
Total interest from all sources2022-12-31$23,511
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$632,649
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$632,649
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$3,775,455
Participant contributions at end of year2022-12-31$435,340
Participant contributions at beginning of year2022-12-31$423,651
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$110,068
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,428,716
Other income not declared elsewhere2022-12-31$277
Administrative expenses (other) incurred2022-12-31$40,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,435,339
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,287,642
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,722,981
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$1,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,983,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,345,889
Interest on participant loans2022-12-31$16,759
Interest earned on other investments2022-12-31$6,735
Value of interest in common/collective trusts at end of year2022-12-31$803,824
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$730,377
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,267,077
Net investment gain or loss from common/collective trusts2022-12-31$5,268
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,212,473
Employer contributions (assets) at end of year2022-12-31$62,338
Employer contributions (assets) at beginning of year2022-12-31$112,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,204,024
Contract administrator fees2022-12-31$160
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 name2022-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2022-12-31050409384
2021 : INTERACTIONS, LLC 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$11,445,370
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,356,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,144,927
Expenses. Certain deemed distributions of participant loans2021-12-31$78,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,030,485
Value of total assets at end of year2021-12-31$34,722,981
Value of total assets at beginning of year2021-12-31$26,634,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$133,010
Total interest from all sources2021-12-31$31,576
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$478,367
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$478,367
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$4,120,647
Participant contributions at end of year2021-12-31$423,651
Participant contributions at beginning of year2021-12-31$458,498
Participant contributions at end of year2021-12-31$110,068
Participant contributions at beginning of year2021-12-31$100,099
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,542,603
Administrative expenses (other) incurred2021-12-31$16,709
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$8,088,638
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,722,981
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,634,343
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,345,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,065,095
Interest on participant loans2021-12-31$18,231
Interest earned on other investments2021-12-31$13,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$730,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$916,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,904,942
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,367,235
Employer contributions (assets) at end of year2021-12-31$112,996
Employer contributions (assets) at beginning of year2021-12-31$94,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,144,927
Contract administrator fees2021-12-31$116,301
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 name2021-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2021-12-31050409384
2020 : INTERACTIONS, LLC 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,590,518
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,637,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,500,559
Expenses. Certain deemed distributions of participant loans2020-12-31$18,766
Value of total corrective distributions2020-12-31$8,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,057,665
Value of total assets at end of year2020-12-31$26,634,343
Value of total assets at beginning of year2020-12-31$19,680,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$109,219
Total interest from all sources2020-12-31$35,289
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$364,593
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$364,593
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$4,074,398
Participant contributions at end of year2020-12-31$458,498
Participant contributions at beginning of year2020-12-31$340,339
Participant contributions at end of year2020-12-31$100,099
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$541,689
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$6,953,442
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,634,343
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,680,901
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,065,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,665,841
Interest on participant loans2020-12-31$18,483
Interest earned on other investments2020-12-31$16,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$916,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$674,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,132,971
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$1,441,578
Employer contributions (assets) at end of year2020-12-31$94,299
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,500,559
Contract administrator fees2020-12-31$109,219
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2020-12-31050409384
2019 : INTERACTIONS, LLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,835,767
Total income from all sources (including contributions)2019-12-31$8,835,767
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,357,272
Total of all expenses incurred2019-12-31$1,357,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,219,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,219,551
Expenses. Certain deemed distributions of participant loans2019-12-31$28,499
Value of total corrective distributions2019-12-31$15,228
Value of total corrective distributions2019-12-31$15,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,588,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,588,197
Value of total assets at end of year2019-12-31$19,680,901
Value of total assets at end of year2019-12-31$19,680,901
Value of total assets at beginning of year2019-12-31$12,202,406
Value of total assets at beginning of year2019-12-31$12,202,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,994
Total interest from all sources2019-12-31$25,162
Total interest from all sources2019-12-31$25,162
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$373,446
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$373,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$373,446
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$373,446
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,688,459
Contributions received from participants2019-12-31$3,688,459
Participant contributions at end of year2019-12-31$340,339
Participant contributions at end of year2019-12-31$340,339
Participant contributions at beginning of year2019-12-31$327,045
Participant contributions at beginning of year2019-12-31$327,045
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$967,586
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
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$7,478,495
Value of net income/loss2019-12-31$7,478,495
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,680,901
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,680,901
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,202,406
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,202,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,665,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,665,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,395,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,395,770
Interest on participant loans2019-12-31$15,050
Interest on participant loans2019-12-31$15,050
Interest earned on other investments2019-12-31$10,112
Interest earned on other investments2019-12-31$10,112
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$674,721
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$674,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$479,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$479,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,848,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,848,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$932,152
Contributions received in cash from employer2019-12-31$932,152
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
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$1,219,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,219,551
Contract administrator fees2019-12-31$93,994
Contract administrator fees2019-12-31$93,994
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm name2019-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2019-12-31050409384
Accountancy firm EIN2019-12-31050409384
2018 : INTERACTIONS, LLC 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,693,528
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$966,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$830,019
Expenses. Certain deemed distributions of participant loans2018-12-31$999
Value of total corrective distributions2018-12-31$53,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,503,151
Value of total assets at end of year2018-12-31$12,202,406
Value of total assets at beginning of year2018-12-31$9,475,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,349
Total interest from all sources2018-12-31$11,201
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$244,571
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$244,571
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$3,018,553
Participant contributions at end of year2018-12-31$327,045
Participant contributions at beginning of year2018-12-31$160,098
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$623,092
Other income not declared elsewhere2018-12-31$1,297
Administrative expenses (other) incurred2018-12-31$10,923
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$2,726,903
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,202,406
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,475,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,395,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,141,803
Interest on participant loans2018-12-31$11,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$479,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$173,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,066,692
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$861,506
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$830,019
Contract administrator fees2018-12-31$71,426
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 name2018-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2018-12-31050409384
2017 : INTERACTIONS, LLC 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$0
Total income from all sources (including contributions)2017-12-31$5,504,015
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$932,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$473,779
Value of total corrective distributions2017-12-31$398,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,287,584
Value of total assets at end of year2017-12-31$9,475,503
Value of total assets at beginning of year2017-12-31$4,903,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$59,666
Total interest from all sources2017-12-31$8,578
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$180,575
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$180,575
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 period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,582,212
Participant contributions at end of year2017-12-31$160,098
Participant contributions at beginning of year2017-12-31$146,623
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,020,004
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$18,122
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$4,571,746
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,475,503
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,903,757
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$9,141,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,694,838
Interest on participant loans2017-12-31$7,190
Interest earned on other investments2017-12-31$1,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$62,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$62,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$173,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,027,278
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$685,368
Employer contributions (assets) at end of year2017-12-31$0
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$473,779
Contract administrator fees2017-12-31$41,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2017-12-31050409384
2016 : INTERACTIONS, LLC 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,807,719
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$399,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$185,656
Value of total corrective distributions2016-12-31$193,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,485,939
Value of total assets at end of year2016-12-31$4,903,757
Value of total assets at beginning of year2016-12-31$3,495,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,318
Total interest from all sources2016-12-31$7,651
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$122,729
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$122,729
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,447,010
Participant contributions at end of year2016-12-31$146,623
Participant contributions at beginning of year2016-12-31$137,287
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$38,929
Administrative expenses (other) incurred2016-12-31$20,318
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$1,408,179
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,903,757
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,495,578
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$4,694,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,238,490
Interest on participant loans2016-12-31$7,651
Value of interest in common/collective trusts at beginning of year2016-12-31$74,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$62,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$44,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$44,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$191,400
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$185,656
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 name2016-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2016-12-31050409384
2015 : INTERACTIONS, LLC 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,618,650
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$357,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$255,198
Expenses. Certain deemed distributions of participant loans2015-12-31$36
Value of total corrective distributions2015-12-31$97,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,679,834
Value of total assets at end of year2015-12-31$3,495,578
Value of total assets at beginning of year2015-12-31$2,234,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,048
Total interest from all sources2015-12-31$6,463
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$146,281
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$146,281
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$226,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,188,304
Participant contributions at end of year2015-12-31$137,287
Participant contributions at beginning of year2015-12-31$87,888
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$491,530
Other income not declared elsewhere2015-12-31$19,600
Administrative expenses (other) incurred2015-12-31$5,048
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$1,261,335
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,495,578
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,234,243
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$3,238,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,109,861
Interest on participant loans2015-12-31$6,463
Value of interest in common/collective trusts at end of year2015-12-31$74,893
Value of interest in common/collective trusts at beginning of year2015-12-31$32,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$44,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-230,563
Net investment gain or loss from common/collective trusts2015-12-31$-2,965
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$255,198
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 name2015-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2015-12-31050409384
2014 : INTERACTIONS, LLC 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$760,782
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$513,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$383,945
Expenses. Certain deemed distributions of participant loans2014-12-31$28,584
Value of total corrective distributions2014-12-31$99,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$665,132
Value of total assets at end of year2014-12-31$2,234,243
Value of total assets at beginning of year2014-12-31$1,986,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,200
Total interest from all sources2014-12-31$5,154
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$95,711
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$95,711
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$199,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$649,201
Participant contributions at end of year2014-12-31$87,888
Participant contributions at beginning of year2014-12-31$63,736
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,931
Administrative expenses (other) incurred2014-12-31$1,200
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$247,773
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,234,243
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,986,470
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$2,109,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,870,035
Interest on participant loans2014-12-31$5,154
Value of interest in common/collective trusts at end of year2014-12-31$32,655
Value of interest in common/collective trusts at beginning of year2014-12-31$22,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$30,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$30,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-6,641
Net investment gain or loss from common/collective trusts2014-12-31$1,426
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$383,945
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 name2014-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2014-12-31050409384
2013 : INTERACTIONS, LLC 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,046,791
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$171,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$101,095
Value of total corrective distributions2013-12-31$70,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$749,798
Value of total assets at end of year2013-12-31$1,986,470
Value of total assets at beginning of year2013-12-31$1,111,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$800
Total interest from all sources2013-12-31$1,707
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$54,559
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$54,559
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$112,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$549,075
Participant contributions at end of year2013-12-31$63,736
Participant contributions at beginning of year2013-12-31$29,393
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$200,723
Administrative expenses (other) incurred2013-12-31$800
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$874,855
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,986,470
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,111,615
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$1,870,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,054,031
Interest on participant loans2013-12-31$1,707
Value of interest in common/collective trusts at end of year2013-12-31$22,550
Value of interest in common/collective trusts at beginning of year2013-12-31$7,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$30,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$20,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$20,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$235,955
Net investment gain or loss from common/collective trusts2013-12-31$4,772
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$101,095
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 name2013-12-31KAHN, LITWIN, RENZA & CO., LTD.
Accountancy firm EIN2013-12-31050409384

Form 5500 Responses for INTERACTIONS, LLC 401K PLAN

2023: INTERACTIONS, LLC 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INTERACTIONS, LLC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERACTIONS, LLC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERACTIONS, LLC 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: INTERACTIONS, LLC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: INTERACTIONS, LLC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: INTERACTIONS, LLC 401K PLAN 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: INTERACTIONS, LLC 401K PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERACTIONS, LLC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERACTIONS, LLC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERACTIONS, LLC 401K PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-08-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $251
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees251
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered512
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $433
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees433
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered527
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $475
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees475
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered549
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $273
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees273
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered437
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $121
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees121
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered440
Insurance policy start date2017-07-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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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