401k Plan data: QUONTIC BANK 401(K) PLAN plan

QUONTIC BANK 401(K) PLAN 401k Plan overview

Plan Name	QUONTIC BANK 401(K) PLAN
Plan identification number	001

QUONTIC BANK 401(K) PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

QUONTIC BANK has sponsored the creation of one or more 401k plans.

Company Name: QUONTIC BANK

Employer identification number (EIN): 202097129

NAIC Classification: 522120
NAIC Description: Savings Institutions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARY MOLLICA-SENIOR
001 2016-01-01 MARY MOLLICA-SENIOR 2017-03-29
001 2015-01-01 MARY MOLLICA-SENIOR 2016-05-10
001 2014-01-01 MARY MOLLICA-SENIOR 2015-07-01
001 2013-01-01 MARY MOLLICA-SENIOR 2014-04-14
001 2012-01-01 MARY MOLLICA-SENIOR 2013-03-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARY MOLLICA-SENIOR
001	2016-01-01	MARY MOLLICA-SENIOR	2017-03-29
001	2015-01-01	MARY MOLLICA-SENIOR	2016-05-10
001	2014-01-01	MARY MOLLICA-SENIOR	2015-07-01
001	2013-01-01	MARY MOLLICA-SENIOR	2014-04-14
001	2012-01-01	MARY MOLLICA-SENIOR	2013-03-19

Plan Statistics for QUONTIC BANK 401(K) PLAN

401k plan membership statisitcs for QUONTIC BANK 401(K) PLAN

Measure Date Value
2022: QUONTIC BANK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 430
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 233
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 188
Total of all active and inactive participants 2022-01-01 421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 421
Number of participants with account balances 2022-01-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 186
2021: QUONTIC BANK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 303
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 103
Total of all active and inactive participants 2021-01-01 406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 406
Number of participants with account balances 2021-01-01 368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 44
2020: QUONTIC BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 145
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 83
Total of all active and inactive participants 2020-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 228
Number of participants with account balances 2020-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 18
2019: QUONTIC BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 185
Number of participants with account balances 2019-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 20
2018: QUONTIC BANK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 147
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 36
Total of all active and inactive participants 2018-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 183
Number of participants with account balances 2018-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19
2017: QUONTIC BANK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 164
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 28
Total of all active and inactive participants 2017-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 192
Number of participants with account balances 2017-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14

Measure	Date	Value
2022: QUONTIC BANK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	430
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	233
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	188
Total of all active and inactive participants	2022-01-01	421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	421
Number of participants with account balances	2022-01-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	186
2021: QUONTIC BANK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	303
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	103
Total of all active and inactive participants	2021-01-01	406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	406
Number of participants with account balances	2021-01-01	368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	44
2020: QUONTIC BANK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	145
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	83
Total of all active and inactive participants	2020-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	228
Number of participants with account balances	2020-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	18
2019: QUONTIC BANK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	185
Number of participants with account balances	2019-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	20
2018: QUONTIC BANK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	147
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	36
Total of all active and inactive participants	2018-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	183
Number of participants with account balances	2018-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19
2017: QUONTIC BANK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	164
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	28
Total of all active and inactive participants	2017-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	192
Number of participants with account balances	2017-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14

Financial Data on QUONTIC BANK 401(K) PLAN

Measure	Date	Value
2022 : QUONTIC BANK 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$387
Total income from all sources (including contributions)	2022-12-31	$1,066,187
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,328,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,259,893
Expenses. Certain deemed distributions of participant loans	2022-12-31	$56,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,679,354
Value of total assets at end of year	2022-12-31	$7,898,665
Value of total assets at beginning of year	2022-12-31	$8,161,345
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,151
Total interest from all sources	2022-12-31	$5,955
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,715,044
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$223
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$235,456
Assets. Loans (other than to participants) at end of year	2022-12-31	$132,345
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$130,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-262,561
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,898,397
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,160,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$7,303,500
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,747,578
Interest on participant loans	2022-12-31	$5,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$447,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$274,028
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,619,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$728,854
Employer contributions (assets) at end of year	2022-12-31	$14,967
Employer contributions (assets) at beginning of year	2022-12-31	$8,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,259,893
Contract administrator fees	2022-12-31	$12,151
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm EIN	2022-12-31	580662558
2021 : QUONTIC BANK 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$387
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	$3,664,603
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$335,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$321,884
Expenses. Certain deemed distributions of participant loans	2021-12-31	$10,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,683,635
Value of total assets at end of year	2021-12-31	$8,161,345
Value of total assets at beginning of year	2021-12-31	$4,832,188
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,479
Total interest from all sources	2021-12-31	$6,308
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,371
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,371
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,312,037
Participant contributions at end of year	2021-12-31	$223
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$823,543
Assets. Loans (other than to participants) at end of year	2021-12-31	$130,877
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$100,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,328,770
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,160,958
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,832,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$7,747,578
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,451,934
Interest on participant loans	2021-12-31	$6,308
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$274,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$183,398
Net investment gain/loss from pooled separate accounts	2021-12-31	$972,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$548,055
Employer contributions (assets) at end of year	2021-12-31	$8,639
Employer contributions (assets) at beginning of year	2021-12-31	$95,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$321,884
Contract administrator fees	2021-12-31	$3,479
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm EIN	2021-12-31	580662558
2020 : QUONTIC BANK 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,609,097
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$447,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$446,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$993,393
Value of total assets at end of year	2020-12-31	$4,832,188
Value of total assets at beginning of year	2020-12-31	$3,671,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,815
Total interest from all sources	2020-12-31	$5,925
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,934
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,934
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$570,969
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$154,775
Assets. Loans (other than to participants) at end of year	2020-12-31	$100,899
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$87,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,161,187
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,832,188
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,671,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,451,934
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,232,218
Interest on participant loans	2020-12-31	$5,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$183,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$159,785
Net investment gain/loss from pooled separate accounts	2020-12-31	$607,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$267,649
Employer contributions (assets) at end of year	2020-12-31	$95,957
Employer contributions (assets) at beginning of year	2020-12-31	$191,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$446,095
Contract administrator fees	2020-12-31	$1,815
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm EIN	2020-12-31	580662558
2019 : QUONTIC BANK 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,496,341
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$282,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$267,109
Value of total corrective distributions	2019-12-31	$11,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$903,782
Value of total assets at end of year	2019-12-31	$3,671,001
Value of total assets at beginning of year	2019-12-31	$2,456,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,710
Total interest from all sources	2019-12-31	$6,230
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,407
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,407
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$529,283
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$182,632
Assets. Loans (other than to participants) at end of year	2019-12-31	$87,131
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$79,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,214,308
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,671,001
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,456,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,232,218
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,190,820
Interest on participant loans	2019-12-31	$6,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$159,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$86,112
Net investment gain/loss from pooled separate accounts	2019-12-31	$584,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$191,867
Employer contributions (assets) at end of year	2019-12-31	$191,867
Employer contributions (assets) at beginning of year	2019-12-31	$100,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$267,109
Contract administrator fees	2019-12-31	$3,710
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm EIN	2019-12-31	580662558
2018 : QUONTIC BANK 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$526,527
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$326,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$279,712
Expenses. Certain deemed distributions of participant loans	2018-12-31	$9,719
Value of total corrective distributions	2018-12-31	$33,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$665,083
Value of total assets at end of year	2018-12-31	$2,456,693
Value of total assets at beginning of year	2018-12-31	$2,256,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,985
Total interest from all sources	2018-12-31	$4,350
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$485,295
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$79,181
Assets. Loans (other than to participants) at end of year	2018-12-31	$79,154
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$64,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$200,498
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,456,693
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,256,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,190,820
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,974,283
Interest on participant loans	2018-12-31	$4,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$86,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$106,696
Net investment gain/loss from pooled separate accounts	2018-12-31	$-142,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$100,607
Employer contributions (assets) at end of year	2018-12-31	$100,607
Employer contributions (assets) at beginning of year	2018-12-31	$110,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$279,712
Contract administrator fees	2018-12-31	$2,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm EIN	2018-12-31	580662558
2017 : QUONTIC BANK 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$957,048
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$181,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$178,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$673,594
Value of total assets at end of year	2017-12-31	$2,256,195
Value of total assets at beginning of year	2017-12-31	$1,480,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,030
Total interest from all sources	2017-12-31	$3,016
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$451,882
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$110,791
Assets. Loans (other than to participants) at end of year	2017-12-31	$64,295
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$65,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$775,271
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,256,195
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,480,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,974,283
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,274,350
Interest on participant loans	2017-12-31	$3,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$106,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$39,704
Net investment gain/loss from pooled separate accounts	2017-12-31	$280,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$110,921
Employer contributions (assets) at end of year	2017-12-31	$110,921
Employer contributions (assets) at beginning of year	2017-12-31	$100,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$178,747
Contract administrator fees	2017-12-31	$3,030
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HANCOCK ASKEW & CO., LLP
Accountancy firm EIN	2017-12-31	580662558

Form 5500 Responses for QUONTIC BANK 401(K) PLAN

2022: QUONTIC BANK 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: QUONTIC BANK 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: QUONTIC BANK 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: QUONTIC BANK 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: QUONTIC BANK 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: QUONTIC BANK 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874009

Policy instance

Insurance contract or identification number	874009
Number of Individuals Covered	408
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $20,100
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $20,100
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874009

Policy instance

Insurance contract or identification number	874009
Number of Individuals Covered	371
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $15,223
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,223
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874009

Policy instance

Insurance contract or identification number	874009
Number of Individuals Covered	173
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $9,343
Total amount of fees paid to insurance company	USD $1,778
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,343
Insurance broker organization code?	3
Amount paid for insurance broker fees	1778
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874009

Policy instance

Insurance contract or identification number	874009
Number of Individuals Covered	87
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $7,341
Total amount of fees paid to insurance company	USD $1,394
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,341
Insurance broker organization code?	3
Amount paid for insurance broker fees	1394
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874009

Policy instance

Insurance contract or identification number	874009
Number of Individuals Covered	107
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $5,783
Total amount of fees paid to insurance company	USD $1,126
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,783
Insurance broker organization code?	3
Amount paid for insurance broker fees	1126
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

874009

Policy instance

Insurance contract or identification number	874009
Number of Individuals Covered	93
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $4,152
Total amount of fees paid to insurance company	USD $767
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,152
Insurance broker organization code?	3
Amount paid for insurance broker fees	767
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker name	ASSOCIATED PENSION CONSULTANTS, INC

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	QUONTIC BANK
Employer identification number (EIN):	202097129
NAIC Classification:	522120
NAIC Description:	Savings Institutions