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AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN
Plan identification number 001

AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

ATH HOLDING COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name:ATH HOLDING COMPANY, LLC
Employer identification number (EIN):201378912
NAIC Classification:561490

Additional information about ATH HOLDING COMPANY, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2004-05-20
Company Identification Number: L04000038286
Legal Registered Office Address: 1200 SOUTH PINE ISLAND ROAD

PLANTATION

33324

More information about ATH HOLDING COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01MARK SABIN2019-10-03 MARK SABIN2019-10-03
0012017-01-01
0012016-01-01
0012015-01-01KAREN REBER
0012014-01-01KAREN REBER
0012013-01-01KAREN REBER KAREN REBER2014-10-15

Plan Statistics for AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01391
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01414
Total number of active participants reported on line 7a of the Form 55002020-01-01324
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01391
Number of participants with account balances2020-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,071
Total number of active participants reported on line 7a of the Form 55002019-01-01361
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01414
Number of participants with account balances2019-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,036
Total number of active participants reported on line 7a of the Form 55002018-01-01868
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01203
Total of all active and inactive participants2018-01-011,071
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,071
Number of participants with account balances2018-01-01645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01941
Total number of active participants reported on line 7a of the Form 55002017-01-01759
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01169
Total of all active and inactive participants2017-01-01928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01928
Number of participants with account balances2017-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01811
Total number of active participants reported on line 7a of the Form 55002016-01-01806
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01101
Total of all active and inactive participants2016-01-01907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01907
Number of participants with account balances2016-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2015: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01852
Total number of active participants reported on line 7a of the Form 55002015-01-01718
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01782
Number of participants with account balances2015-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0132
2014: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01818
Total number of active participants reported on line 7a of the Form 55002014-01-01767
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01810
Number of participants with account balances2014-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01761
Total number of active participants reported on line 7a of the Form 55002013-01-01771
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01803
Number of participants with account balances2013-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017

Financial Data on AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-14$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-14$0
Total unrealized appreciation/depreciation of assets2021-12-14$0
Total transfer of assets to this plan2021-12-14$0
Total transfer of assets from this plan2021-12-14$11,414,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-14$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-14$0
Expenses. Interest paid2021-12-14$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-14$0
Total income from all sources (including contributions)2021-12-14$1,291,575
Total loss/gain on sale of assets2021-12-14$0
Total of all expenses incurred2021-12-14$1,385,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-14$1,368,166
Expenses. Certain deemed distributions of participant loans2021-12-14$0
Value of total corrective distributions2021-12-14$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-14$0
Value of total assets at end of year2021-12-14$0
Value of total assets at beginning of year2021-12-14$11,508,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-14$17,518
Total income from rents2021-12-14$0
Total interest from all sources2021-12-14$14,883
Total dividends received (eg from common stock, registered investment company shares)2021-12-14$7,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-14No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-14$7,592
Assets. Real estate other than employer real property at end of year2021-12-14$0
Assets. Real estate other than employer real property at beginning of year2021-12-14$0
Administrative expenses professional fees incurred2021-12-14$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-14$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-14$0
Was this plan covered by a fidelity bond2021-12-14Yes
Value of fidelity bond cover2021-12-14$1,500,000
If this is an individual account plan, was there a blackout period2021-12-14Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-14No
Contributions received from participants2021-12-14$0
Participant contributions at end of year2021-12-14$0
Participant contributions at beginning of year2021-12-14$377,570
Participant contributions at end of year2021-12-14$0
Participant contributions at beginning of year2021-12-14$0
Assets. Other investments not covered elsewhere at end of year2021-12-14$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-14$174,512
Income. Received or receivable in cash from other sources (including rollovers)2021-12-14$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-14$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-14$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-14$0
Assets. Loans (other than to participants) at end of year2021-12-14$0
Assets. Loans (other than to participants) at beginning of year2021-12-14$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-14$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-14$0
Other income not declared elsewhere2021-12-14$-22,749
Administrative expenses (other) incurred2021-12-14$17,518
Liabilities. Value of operating payables at end of year2021-12-14$0
Liabilities. Value of operating payables at beginning of year2021-12-14$0
Total non interest bearing cash at end of year2021-12-14$0
Total non interest bearing cash at beginning of year2021-12-14$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-14No
Income. Non cash contributions2021-12-14$0
Value of net income/loss2021-12-14$-94,109
Value of net assets at end of year (total assets less liabilities)2021-12-14$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-14$11,508,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-14No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-14No
Were any leases to which the plan was party in default or uncollectible2021-12-14No
Assets. partnership/joint venture interests at end of year2021-12-14$0
Assets. partnership/joint venture interests at beginning of year2021-12-14$0
Investment advisory and management fees2021-12-14$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-14$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-14$242,464
Value of interest in pooled separate accounts at end of year2021-12-14$0
Value of interest in pooled separate accounts at beginning of year2021-12-14$0
Interest on participant loans2021-12-14$14,883
Income. Interest from loans (other than to participants)2021-12-14$0
Interest earned on other investments2021-12-14$0
Income. Interest from US Government securities2021-12-14$0
Income. Interest from corporate debt instruments2021-12-14$0
Value of interest in master investment trust accounts at end of year2021-12-14$0
Value of interest in master investment trust accounts at beginning of year2021-12-14$0
Value of interest in common/collective trusts at end of year2021-12-14$0
Value of interest in common/collective trusts at beginning of year2021-12-14$10,714,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-14$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-14$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-14$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-14$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-14$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-14$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-14$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-14$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-14$0
Asset value of US Government securities at end of year2021-12-14$0
Asset value of US Government securities at beginning of year2021-12-14$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-14$7,032
Net investment gain/loss from pooled separate accounts2021-12-14$0
Net investment gain or loss from common/collective trusts2021-12-14$1,284,817
Net gain/loss from 103.12 investment entities2021-12-14$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-14No
Was there a failure to transmit to the plan any participant contributions2021-12-14No
Has the plan failed to provide any benefit when due under the plan2021-12-14No
Assets. Invements in employer securities at end of year2021-12-14$0
Assets. Invements in employer securities at beginning of year2021-12-14$0
Assets. Value of employer real property at end of year2021-12-14$0
Assets. Value of employer real property at beginning of year2021-12-14$0
Contributions received in cash from employer2021-12-14$0
Employer contributions (assets) at end of year2021-12-14$0
Employer contributions (assets) at beginning of year2021-12-14$0
Income. Dividends from preferred stock2021-12-14$0
Income. Dividends from common stock2021-12-14$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-14$1,368,166
Asset. Corporate debt instrument preferred debt at end of year2021-12-14$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-14$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-14$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-14$0
Contract administrator fees2021-12-14$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-14Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-14$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-14$0
Liabilities. Value of benefit claims payable at end of year2021-12-14$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-14$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-14$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-14$0
Did the plan have assets held for investment2021-12-14No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-14No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-14Yes
Aggregate proceeds on sale of assets2021-12-14$0
Aggregate carrying amount (costs) on sale of assets2021-12-14$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-14$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-14$0
Opinion of an independent qualified public accountant for this plan2021-12-14Unqualified
Accountancy firm name2021-12-14CROWE, LLP
Accountancy firm EIN2021-12-14350921680
2020 : AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING 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$1,382,033
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,122,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,079,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,215
Value of total assets at end of year2020-12-31$11,508,713
Value of total assets at beginning of year2020-12-31$11,248,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,488
Total interest from all sources2020-12-31$18,434
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$29,922
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$29,922
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$377,570
Participant contributions at beginning of year2020-12-31$275,188
Assets. Other investments not covered elsewhere at end of year2020-12-31$174,512
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,215
Other income not declared elsewhere2020-12-31$53,386
Administrative expenses (other) incurred2020-12-31$42,488
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$1,464,236
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$259,972
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,508,713
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,248,741
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$242,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,083,718
Interest on participant loans2020-12-31$18,434
Value of interest in common/collective trusts at end of year2020-12-31$10,714,167
Value of interest in common/collective trusts at beginning of year2020-12-31$8,425,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$56,582
Net investment gain or loss from common/collective trusts2020-12-31$1,216,494
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,079,573
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 name2020-12-31CROWE, LLP
Accountancy firm EIN2020-12-31350921680
2019 : AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2019 401k financial data
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 beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,562
Total income from all sources (including contributions)2019-12-31$1,987,921
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,924,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,887,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,116
Value of total assets at end of year2019-12-31$11,248,741
Value of total assets at beginning of year2019-12-31$11,193,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,978
Total interest from all sources2019-12-31$17,942
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$43,855
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$43,855
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$275,188
Participant contributions at beginning of year2019-12-31$254,470
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,866
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,756,955
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,562
Total non interest bearing cash at end of year2019-12-31$1,464,236
Total non interest bearing cash at beginning of year2019-12-31$9,179,803
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$63,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,248,741
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,185,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,083,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$16,475
Interest earned on other investments2019-12-31$1,467
Value of interest in common/collective trusts at end of year2019-12-31$8,425,599
Net investment gain or loss from common/collective trusts2019-12-31$1,902,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,887,316
Contract administrator fees2019-12-31$36,978
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 name2019-12-31CROWE, LLP
Accountancy firm EIN2019-12-31350921680
2018 : AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$721,775
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$1,857,451
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$816,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$721,643
Expenses. Certain deemed distributions of participant loans2018-12-31$4,605
Value of total corrective distributions2018-12-31$26,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,525,856
Value of total assets at end of year2018-12-31$11,193,676
Value of total assets at beginning of year2018-12-31$10,874,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,686
Total interest from all sources2018-12-31$21,984
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$63,686
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,828,236
Participant contributions at end of year2018-12-31$254,470
Participant contributions at beginning of year2018-12-31$241,306
Participant contributions at end of year2018-12-31$1,866
Participant contributions at beginning of year2018-12-31$1,792
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,756,955
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$972,527
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$117,466
Other income not declared elsewhere2018-12-31$-690,389
Total non interest bearing cash at end of year2018-12-31$9,179,803
Total non interest bearing cash at beginning of year2018-12-31$42,909
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$1,040,648
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,193,676
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,874,803
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 beginning of year2018-12-31$9,615,757
Interest on participant loans2018-12-31$10,993
Interest earned on other investments2018-12-31$10,991
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$580,154
Employer contributions (assets) at end of year2018-12-31$582
Employer contributions (assets) at beginning of year2018-12-31$512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$721,643
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 name2018-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2018-12-31591850025
2017 : AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING 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$3,683,034
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,161,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,056,173
Value of total corrective distributions2017-12-31$74,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,434,341
Value of total assets at end of year2017-12-31$10,874,803
Value of total assets at beginning of year2017-12-31$8,352,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,503
Total interest from all sources2017-12-31$9,783
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$30,503
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$1,614,543
Participant contributions at end of year2017-12-31$241,306
Participant contributions at beginning of year2017-12-31$207,300
Participant contributions at end of year2017-12-31$1,792
Participant contributions at beginning of year2017-12-31$6,962
Assets. Other investments not covered elsewhere at end of year2017-12-31$972,527
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$867,363
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$311,303
Other income not declared elsewhere2017-12-31$1,233,125
Total non interest bearing cash at end of year2017-12-31$42,909
Total non interest bearing cash at beginning of year2017-12-31$22,034
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$2,521,985
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,874,803
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,352,818
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$9,615,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,244,429
Interest on participant loans2017-12-31$9,783
Net investment gain/loss from pooled separate accounts2017-12-31$5,785
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$508,495
Employer contributions (assets) at end of year2017-12-31$512
Employer contributions (assets) at beginning of year2017-12-31$4,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,056,173
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 name2017-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2017-12-31591850025
2016 : AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$2,663,504
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$336,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$273,682
Expenses. Certain deemed distributions of participant loans2016-12-31$1,940
Value of total corrective distributions2016-12-31$51,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,079,134
Value of total assets at end of year2016-12-31$8,352,818
Value of total assets at beginning of year2016-12-31$6,025,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,169
Total interest from all sources2016-12-31$8,023
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$9,169
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$1,471,147
Participant contributions at end of year2016-12-31$207,300
Participant contributions at beginning of year2016-12-31$128,508
Participant contributions at end of year2016-12-31$6,962
Assets. Other investments not covered elsewhere at end of year2016-12-31$867,363
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$754,638
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$158,930
Other income not declared elsewhere2016-12-31$572,535
Total non interest bearing cash at end of year2016-12-31$22,034
Total non interest bearing cash at beginning of year2016-12-31$14,489
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$2,327,389
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,352,818
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,025,429
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$7,244,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,125,985
Interest on participant loans2016-12-31$8,023
Net investment gain/loss from pooled separate accounts2016-12-31$3,812
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$449,057
Employer contributions (assets) at end of year2016-12-31$4,730
Employer contributions (assets) at beginning of year2016-12-31$1,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$273,682
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 name2016-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2016-12-31591850025
2015 : AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,648,304
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$720,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$539,242
Expenses. Certain deemed distributions of participant loans2015-12-31$4,239
Value of total corrective distributions2015-12-31$166,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,815,000
Value of total assets at end of year2015-12-31$6,025,429
Value of total assets at beginning of year2015-12-31$5,097,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,044
Total interest from all sources2015-12-31$6,796
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$11,044
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$1,290,915
Participant contributions at end of year2015-12-31$128,508
Participant contributions at beginning of year2015-12-31$185,354
Assets. Other investments not covered elsewhere at end of year2015-12-31$754,638
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$779,423
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$156,730
Total non interest bearing cash at end of year2015-12-31$14,489
Total non interest bearing cash at beginning of year2015-12-31$8,451
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$927,724
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,025,429
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,097,705
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$5,125,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,122,668
Interest on participant loans2015-12-31$6,796
Net investment gain/loss from pooled separate accounts2015-12-31$-173,492
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$367,355
Employer contributions (assets) at end of year2015-12-31$1,809
Employer contributions (assets) at beginning of year2015-12-31$1,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$539,242
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 name2015-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2015-12-31591850025
2014 : AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,757,506
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$448,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$366,838
Value of total corrective distributions2014-12-31$71,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,477,955
Value of total assets at end of year2014-12-31$5,097,705
Value of total assets at beginning of year2014-12-31$3,788,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,661
Total interest from all sources2014-12-31$3,696
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$9,661
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$1,067,171
Participant contributions at end of year2014-12-31$185,354
Participant contributions at beginning of year2014-12-31$67,776
Assets. Other investments not covered elsewhere at end of year2014-12-31$779,423
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$663,401
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$99,979
Total non interest bearing cash at end of year2014-12-31$8,451
Total non interest bearing cash at beginning of year2014-12-31$9,648
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$1,309,048
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,097,705
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,788,657
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$4,122,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,047,832
Interest on participant loans2014-12-31$3,696
Net investment gain/loss from pooled separate accounts2014-12-31$275,855
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$310,805
Employer contributions (assets) at end of year2014-12-31$1,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$366,838
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 name2014-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2014-12-31591850025
2013 : AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$2,389,570
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$1,639,439
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$240,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$186,960
Value of total corrective distributions2013-12-31$48,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,245,090
Value of total assets at end of year2013-12-31$3,788,657
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,955
Total interest from all sources2013-12-31$2,255
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$814,658
Participant contributions at end of year2013-12-31$67,776
Assets. Other investments not covered elsewhere at end of year2013-12-31$663,401
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$193,188
Total non interest bearing cash at end of year2013-12-31$9,648
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,399,087
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,788,657
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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$3,047,832
Interest on participant loans2013-12-31$2,255
Net investment gain/loss from pooled separate accounts2013-12-31$392,094
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$237,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$186,960
Contract administrator fees2013-12-31$4,955
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31GREGORY, SHARER & STUART, P.A.
Accountancy firm EIN2013-12-31591850025

Form 5500 Responses for AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN

2021: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING 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 filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING 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: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING 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: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING 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: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 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: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AMERICA'S 1ST CHOICE 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained 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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108959
Policy instance 1
Insurance contract or identification number108959
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Number of Individuals Covered0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108959
Policy instance 1
Insurance contract or identification number108959
Number of Individuals Covered82
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 $52,128
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees27834
Additional information about fees paid to insurance brokerBROKER COMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108959
Policy instance 1
Insurance contract or identification number108959
Number of Individuals Covered589
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 $57,210
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees32602
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
Insurance broker nameWELLS FARGO WEALTH BROK INS AGY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108959
Policy instance 1
Insurance contract or identification number108959
Number of Individuals Covered373
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $48,169
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees26109
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
Insurance broker nameWELLS FARGO WEALTH BROK INS AGY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108959
Policy instance 1
Insurance contract or identification number108959
Number of Individuals Covered335
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,500
Total amount of fees paid to insurance companyUSD $9,945
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $20,500
Insurance broker organization code?3
Amount paid for insurance broker fees9945
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameCARPENTER MORSE GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number108959
Policy instance 1
Insurance contract or identification number108959
Number of Individuals Covered248
Insurance policy start date2013-01-18
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $34,223
Total amount of fees paid to insurance companyUSD $17,389
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $34,223
Insurance broker organization code?3
Amount paid for insurance broker fees17359
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameFIDELITY MANAGEMENT AND RESEARCH CO

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