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LANDMARK 401(K) PLAN 401k Plan overview

Plan NameLANDMARK 401(K) PLAN
Plan identification number 001

LANDMARK 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LANDMARK HOLDINGS OF FLORIDA, LLC has sponsored the creation of one or more 401k plans.

Company Name:LANDMARK HOLDINGS OF FLORIDA, LLC
Employer identification number (EIN):202091217
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANDMARK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CRAIG GUITREAU2024-02-14 CRAIG GUITREAU2024-02-14
0012021-01-01CRAIG GUITREAU2023-01-23 CRAIG GUITREAU2023-01-23
0012020-01-01MARILYN JENNINGS2021-10-12 MARILYN JENNINGS2021-10-12
0012019-01-01MARILYN JENNINGS2020-10-14 MARILYN JENNINGS2020-10-14
0012018-01-01MARILYN JENNINGS2019-09-24 MARILYN JENNINGS2019-09-24
0012017-01-01
0012016-01-01
0012016-01-01MARILYN JENNINGS2018-01-30
0012016-01-01MARILYN JENNINGS2018-01-30
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TRACY WEBER-BOLLINGER TRACY WEBER-BOLLINGER2013-10-14
0012011-01-01TRACY WEBER TRACY WEBER2012-10-15
0012009-01-01TRACY WEBER TRACY WEBER2010-10-14
0012009-01-01TRACY WEBER TRACY WEBER2010-10-15

Plan Statistics for LANDMARK 401(K) PLAN

401k plan membership statisitcs for LANDMARK 401(K) PLAN

Measure Date Value
2022: LANDMARK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01803
Total number of active participants reported on line 7a of the Form 55002022-01-01798
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01125
Total of all active and inactive participants2022-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01924
Number of participants with account balances2022-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0121
2021: LANDMARK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,025
Total number of active participants reported on line 7a of the Form 55002021-01-01705
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01151
Total of all active and inactive participants2021-01-01856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01857
Number of participants with account balances2021-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0170
2020: LANDMARK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,010
Total number of active participants reported on line 7a of the Form 55002020-01-01843
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01189
Total of all active and inactive participants2020-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,032
Number of participants with account balances2020-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0157
2019: LANDMARK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,124
Total number of active participants reported on line 7a of the Form 55002019-01-01975
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01143
Total of all active and inactive participants2019-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,118
Number of participants with account balances2019-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0154
2018: LANDMARK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01981
Total number of active participants reported on line 7a of the Form 55002018-01-01980
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01113
Total of all active and inactive participants2018-01-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,093
Number of participants with account balances2018-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: LANDMARK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01988
Total number of active participants reported on line 7a of the Form 55002017-01-01989
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-011,078
Total participants2017-01-011,078
Number of participants with account balances2017-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LANDMARK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01890
Total number of active participants reported on line 7a of the Form 55002016-01-01875
Number of other retired or separated participants entitled to future benefits2016-01-0180
Total of all active and inactive participants2016-01-01955
Total participants2016-01-01955
Number of participants with account balances2016-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LANDMARK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01729
Total number of active participants reported on line 7a of the Form 55002015-01-01797
Number of other retired or separated participants entitled to future benefits2015-01-0170
Total of all active and inactive participants2015-01-01867
Total participants2015-01-01867
Number of participants with account balances2015-01-01192
2014: LANDMARK 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01647
Total number of active participants reported on line 7a of the Form 55002014-01-01651
Number of retired or separated participants receiving benefits2014-01-0149
Total of all active and inactive participants2014-01-01700
Total participants2014-01-01700
Number of participants with account balances2014-01-01192
2013: LANDMARK 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01631
Total number of active participants reported on line 7a of the Form 55002013-01-01621
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01656
Total participants2013-01-01656
Number of participants with account balances2013-01-01162
2012: LANDMARK 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01605
Total number of active participants reported on line 7a of the Form 55002012-01-01587
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01618
Total participants2012-01-01618
Number of participants with account balances2012-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LANDMARK 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01578
Total number of active participants reported on line 7a of the Form 55002011-01-01557
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01585
Total participants2011-01-01585
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LANDMARK 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01326
Total number of active participants reported on line 7a of the Form 55002009-01-01427
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01442
Total participants2009-01-01442
Number of participants with account balances2009-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LANDMARK 401(K) PLAN

Measure Date Value
2022 : LANDMARK 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-463,646
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,028,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,020,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$717,583
Value of total assets at end of year2022-12-31$5,831,117
Value of total assets at beginning of year2022-12-31$7,323,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,995
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,675
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$1,675
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$646,104
Participant contributions at end of year2022-12-31$48,528
Participant contributions at beginning of year2022-12-31$16,582
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,338
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,492,111
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,831,117
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,323,228
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$7,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$5,542,669
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,051,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$232,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$252,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,182,904
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$50,141
Employer contributions (assets) at end of year2022-12-31$6,964
Employer contributions (assets) at beginning of year2022-12-31$2,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,020,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31STROEMER & COMPANY,LLC
Accountancy firm EIN2022-12-31320394930
2021 : LANDMARK 401(K) 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$1,975,368
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,176,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,088,955
Value of total corrective distributions2021-12-31$69,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,130,491
Value of total assets at end of year2021-12-31$7,323,228
Value of total assets at beginning of year2021-12-31$6,524,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$17,526
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$17,526
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$848,392
Participant contributions at end of year2021-12-31$16,582
Participant contributions at beginning of year2021-12-31$20,936
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$179,056
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$799,172
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,323,228
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,524,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,249,181
Value of interest in pooled separate accounts at end of year2021-12-31$7,051,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$252,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$251,424
Net investment gain/loss from pooled separate accounts2021-12-31$844,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$103,043
Employer contributions (assets) at end of year2021-12-31$2,014
Employer contributions (assets) at beginning of year2021-12-31$2,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,088,955
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 name2021-12-31STROEMER & COMPANY,LLC
Accountancy firm EIN2021-12-31320394930
2020 : LANDMARK 401(K) 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$2,007,889
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$916,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$891,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,116,234
Value of total assets at end of year2020-12-31$6,524,056
Value of total assets at beginning of year2020-12-31$5,433,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,688
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$25,688
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$875,844
Participant contributions at end of year2020-12-31$20,936
Participant contributions at beginning of year2020-12-31$100
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$131,818
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,090,922
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,524,056
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,433,134
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$6,249,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,100,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$251,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$332,833
Net investment gain/loss from pooled separate accounts2020-12-31$891,655
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$108,572
Employer contributions (assets) at end of year2020-12-31$2,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$891,279
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 name2020-12-31STROEMER & COMPANY,LLC
Accountancy firm EIN2020-12-31320394930
2019 : LANDMARK 401(K) 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$2,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,543
Total income from all sources (including contributions)2019-12-31$2,184,477
Total income from all sources (including contributions)2019-12-31$2,184,477
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$518,651
Total of all expenses incurred2019-12-31$518,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$513,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$513,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,325,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,325,546
Value of total assets at end of year2019-12-31$5,433,134
Value of total assets at end of year2019-12-31$5,433,134
Value of total assets at beginning of year2019-12-31$3,769,851
Value of total assets at beginning of year2019-12-31$3,769,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,705
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$4,705
Administrative expenses professional fees incurred2019-12-31$4,705
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$931,624
Contributions received from participants2019-12-31$931,624
Participant contributions at end of year2019-12-31$100
Participant contributions at end of year2019-12-31$100
Participant contributions at beginning of year2019-12-31$9,611
Participant contributions at beginning of year2019-12-31$9,611
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$286,383
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$286,383
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,543
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$1,665,826
Value of net income/loss2019-12-31$1,665,826
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,433,134
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,433,134
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,767,308
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,767,308
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$5,100,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,100,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,492,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,492,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$332,833
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$332,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$266,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$266,090
Net investment gain/loss from pooled separate accounts2019-12-31$858,931
Net investment gain/loss from pooled separate accounts2019-12-31$858,931
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 contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$107,539
Contributions received in cash from employer2019-12-31$107,539
Employer contributions (assets) at beginning of year2019-12-31$1,310
Employer contributions (assets) at beginning of year2019-12-31$1,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$513,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$513,946
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
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
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 name2019-12-31STROEMER & COMPANY,LLC
Accountancy firm name2019-12-31STROEMER & COMPANY,LLC
Accountancy firm EIN2019-12-31320394930
Accountancy firm EIN2019-12-31320394930
2018 : LANDMARK 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,775
Total income from all sources (including contributions)2018-12-31$720,038
Total of all expenses incurred2018-12-31$443,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$441,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$970,521
Value of total assets at end of year2018-12-31$3,769,851
Value of total assets at beginning of year2018-12-31$3,492,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,885
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$1,885
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 period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$686,342
Participant contributions at end of year2018-12-31$9,611
Participant contributions at beginning of year2018-12-31$11,758
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$214,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,775
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$277,013
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,767,308
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,490,295
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$3,492,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,299,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$266,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$181,149
Net investment gain/loss from pooled separate accounts2018-12-31$-250,483
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$69,755
Employer contributions (assets) at end of year2018-12-31$1,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$441,140
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 name2018-12-31STROEMER & COMPANY,LLC
Accountancy firm EIN2018-12-31320394930
2017 : LANDMARK 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,953
Total income from all sources (including contributions)2017-12-31$1,278,368
Total of all expenses incurred2017-12-31$656,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$655,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$811,364
Value of total assets at end of year2017-12-31$3,492,070
Value of total assets at beginning of year2017-12-31$2,898,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$770
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$770
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
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$470,678
Participant contributions at end of year2017-12-31$11,758
Participant contributions at beginning of year2017-12-31$7,279
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$340,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$30,953
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$622,360
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,490,295
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,867,935
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$3,299,163
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,637,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$181,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$254,203
Net investment gain/loss from pooled separate accounts2017-12-31$467,004
Net investment gain or loss from common/collective trusts2017-12-31$0
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$655,238
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 name2017-12-31STROEMER & COMPANY, LLC
Accountancy firm EIN2017-12-31320394930
2016 : LANDMARK 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,234
Total income from all sources (including contributions)2016-12-31$828,974
Total of all expenses incurred2016-12-31$425,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$425,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$625,033
Value of total assets at end of year2016-12-31$2,898,888
Value of total assets at beginning of year2016-12-31$2,482,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$537,881
Participant contributions at end of year2016-12-31$7,279
Participant contributions at beginning of year2016-12-31$304
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$87,152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$30,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$18,234
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$403,880
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,867,935
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,464,055
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$2,637,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,210,027
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$254,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$271,958
Net investment gain/loss from pooled separate accounts2016-12-31$207,288
Net investment gain or loss from common/collective trusts2016-12-31$-3,347
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$425,094
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 name2016-12-31MALONEY, WRIGHT & ROBBINS, CPAS
Accountancy firm EIN2016-12-31430987432
2015 : LANDMARK 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,234
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$60,625
Total income from all sources (including contributions)2015-12-31$486,267
Total of all expenses incurred2015-12-31$145,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$532,504
Value of total assets at end of year2015-12-31$2,482,289
Value of total assets at beginning of year2015-12-31$2,183,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
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$532,504
Participant contributions at end of year2015-12-31$304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$18,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$60,625
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$340,968
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,464,055
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,123,087
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$2,210,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,938,548
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$271,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$245,164
Net investment gain/loss from pooled separate accounts2015-12-31$-50,345
Net investment gain or loss from common/collective trusts2015-12-31$4,108
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$145,299
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 name2015-12-31MALONEY, WRIGHT & ROBBINS, CPAS
Accountancy firm EIN2015-12-31430987432
2014 : LANDMARK 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$60,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,882
Total income from all sources (including contributions)2014-12-31$568,770
Total of all expenses incurred2014-12-31$136,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$136,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$479,485
Value of total assets at end of year2014-12-31$2,183,712
Value of total assets at beginning of year2014-12-31$1,705,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$477,744
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$60,625
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14,882
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$432,659
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,123,087
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,690,428
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$1,938,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,528,534
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$245,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$176,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$57,567
Net investment gain or loss from common/collective trusts2014-12-31$31,718
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$136,111
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 name2014-12-31MALONEY, WRIGHT & ROBBINS, CPAS
Accountancy firm EIN2014-12-31430987432
2013 : LANDMARK 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,882
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$649,319
Total of all expenses incurred2013-12-31$152,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$152,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$444,669
Value of total assets at end of year2013-12-31$1,705,310
Value of total assets at beginning of year2013-12-31$1,193,687
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$433,871
Participant contributions at beginning of year2013-12-31$5,234
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14,882
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$496,741
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,690,428
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,193,687
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$1,528,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,043,464
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$176,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$144,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$204,650
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$152,578
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 name2013-12-31MALONEY, WRIGHT & ROBBINS, CPAS
Accountancy firm EIN2013-12-31430987432
2012 : LANDMARK 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$380,879
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$53,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$52,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$293,427
Value of total assets at end of year2012-12-31$1,193,687
Value of total assets at beginning of year2012-12-31$866,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,419
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$278,583
Participant contributions at end of year2012-12-31$5,234
Participant contributions at beginning of year2012-12-31$6,239
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$326,934
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,193,687
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$866,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,419
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,043,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$738,174
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$122,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$144,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$87,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$52,526
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MALONEY, WRIGHT & ROBBINS, CPAS
Accountancy firm EIN2012-12-31430987432
2011 : LANDMARK 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$216,229
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$59,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$57,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$237,031
Value of total assets at end of year2011-12-31$866,753
Value of total assets at beginning of year2011-12-31$709,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,658
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$236,721
Participant contributions at end of year2011-12-31$6,239
Participant contributions at beginning of year2011-12-31$3,664
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$157,077
Value of net assets at end of year (total assets less liabilities)2011-12-31$866,753
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$709,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,658
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$738,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$592,351
Value of interest in common/collective trusts at end of year2011-12-31$122,340
Value of interest in common/collective trusts at beginning of year2011-12-31$113,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-20,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$57,494
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LINDA SPITZMILLER BRIDGER, LLC
Accountancy firm EIN2011-12-31274647338
2010 : LANDMARK 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$370,397
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$93,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$93,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$316,637
Value of total assets at end of year2010-12-31$709,676
Value of total assets at beginning of year2010-12-31$432,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$198,900
Participant contributions at end of year2010-12-31$3,664
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$117,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$277,356
Value of net assets at end of year (total assets less liabilities)2010-12-31$709,676
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$432,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$592,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$342,096
Value of interest in common/collective trusts at end of year2010-12-31$113,661
Value of interest in common/collective trusts at beginning of year2010-12-31$90,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$53,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$93,041
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LINDA SPITZMILLER BRIDGER, LLC
Accountancy firm EIN2010-12-31274647338

Form 5500 Responses for LANDMARK 401(K) PLAN

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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number754071-01
Policy instance 1
Insurance contract or identification number754071-01
Number of Individuals Covered293
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829414
Policy instance 1
Insurance contract or identification numberGA-829414
Number of Individuals Covered307
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 $3,416
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3416
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829414
Policy instance 1
Insurance contract or identification numberGA-829414
Number of Individuals Covered388
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 $2,673
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2673
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829414
Policy instance 1
Insurance contract or identification numberGA-829414
Number of Individuals Covered345
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 $2,192
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2192
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829414
Policy instance 1
Insurance contract or identification numberGA-829414
Number of Individuals Covered298
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,404
Total amount of fees paid to insurance companyUSD $469
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,404
Insurance broker organization code?3
Amount paid for insurance broker fees469
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829414
Policy instance 1
Insurance contract or identification numberGA-829414
Number of Individuals Covered205
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,250
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,250
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829414
Policy instance 1
Insurance contract or identification numberGA-829414
Number of Individuals Covered194
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,369
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,369
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829414
Policy instance 1
Insurance contract or identification numberGA-829414
Number of Individuals Covered195
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,067
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,067
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-829414
Policy instance 1
Insurance contract or identification numberGA-829414
Number of Individuals Covered163
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,425
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $6,425
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800434
Policy instance 1
Insurance contract or identification numberGA-800434
Number of Individuals Covered122
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,778
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $4,778
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800434
Policy instance 1
Insurance contract or identification numberGA-800434
Number of Individuals Covered117
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,736
Total amount of fees paid to insurance companyUSD $0
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800434
Policy instance 1
Insurance contract or identification numberGA-800434
Number of Individuals Covered100
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,439
Total amount of fees paid to insurance companyUSD $0

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