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ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameACCORD CORPORATION TAX DEFERRED ANNUITY PLAN
Plan identification number 001

ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:ACCORD CORPORATION
Employer identification number (EIN):222218884
NAIC Classification:624200

Additional information about ACCORD CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0950591

More information about ACCORD CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TIM MAHONEY
0012016-01-01TIM MAHONEY
0012015-01-01TIM MAHONEY
0012014-01-01TIM MAHONEY
0012013-01-01TIM MAHONEY
0012012-01-01TIM MAHONEY
0012011-01-01TIM MAHONEY
0012009-01-01TIM MAHONEY
0012009-01-01TIM MAHONEY

Plan Statistics for ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01132
Total number of active participants reported on line 7a of the Form 55002022-01-01124
Total of all active and inactive participants2022-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01125
Number of participants with account balances2022-01-01125
2021: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01137
Total number of active participants reported on line 7a of the Form 55002021-01-01132
Total of all active and inactive participants2021-01-01132
Total participants2021-01-01132
Number of participants with account balances2021-01-01132
2020: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01142
Total number of active participants reported on line 7a of the Form 55002020-01-01137
Total of all active and inactive participants2020-01-01137
Total participants2020-01-01137
Number of participants with account balances2020-01-01137
2019: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01151
Total number of active participants reported on line 7a of the Form 55002019-01-01141
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01142
Number of participants with account balances2019-01-01141
2018: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01150
Total of all active and inactive participants2018-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01151
2017: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01179
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Total of all active and inactive participants2017-01-01179
Total participants2017-01-01179
2016: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01178
Total number of active participants reported on line 7a of the Form 55002016-01-01179
Total of all active and inactive participants2016-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01180
2015: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01180
Total number of active participants reported on line 7a of the Form 55002015-01-01178
Total of all active and inactive participants2015-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01179
2014: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01192
Total number of active participants reported on line 7a of the Form 55002014-01-01180
Total of all active and inactive participants2014-01-01180
Total participants2014-01-01180
2013: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01192
Total number of active participants reported on line 7a of the Form 55002013-01-01192
Total of all active and inactive participants2013-01-01192
Total participants2013-01-01192
2012: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01195
Total number of active participants reported on line 7a of the Form 55002012-01-01192
Total of all active and inactive participants2012-01-01192
Total participants2012-01-01192
2011: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01177
Total number of active participants reported on line 7a of the Form 55002011-01-01195
Total of all active and inactive participants2011-01-01195
Total participants2011-01-01195
2009: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01188
Total number of active participants reported on line 7a of the Form 55002009-01-01184
Total of all active and inactive participants2009-01-01184
Total participants2009-01-01184
Number of participants with account balances2009-01-01184

Financial Data on ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-412,395
Total of all expenses incurred2022-12-31$213,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$211,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$237,980
Value of total assets at end of year2022-12-31$4,225,046
Value of total assets at beginning of year2022-12-31$4,850,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,477
Total interest from all sources2022-12-31$944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$123,653
Participant contributions at end of year2022-12-31$54,449
Participant contributions at beginning of year2022-12-31$33,727
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,265,064
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,187,024
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,367
Administrative expenses (other) incurred2022-12-31$71
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-625,945
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,225,046
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,850,991
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,905,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,630,240
Interest on participant loans2022-12-31$944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-651,319
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$93,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$211,073
Contract administrator fees2022-12-31$2,406
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EFPR GROUP CPAS PLLC
Accountancy firm EIN2022-12-31474526160
2021 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$519,046
Total unrealized appreciation/depreciation of assets2021-12-31$519,046
Total income from all sources (including contributions)2021-12-31$778,858
Total of all expenses incurred2021-12-31$207,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$205,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$258,799
Value of total assets at end of year2021-12-31$4,850,991
Value of total assets at beginning of year2021-12-31$4,279,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,383
Total interest from all sources2021-12-31$1,013
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
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$135,843
Participant contributions at end of year2021-12-31$33,727
Participant contributions at beginning of year2021-12-31$30,222
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,187,024
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,191,918
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$17,583
Administrative expenses (other) incurred2021-12-31$2,383
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$571,086
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,850,991
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,279,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,630,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,057,765
Interest on participant loans2021-12-31$1,013
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$105,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$205,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EFPR GROUP CPAS PLLC
Accountancy firm EIN2021-12-31474526160
2020 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$456,662
Total unrealized appreciation/depreciation of assets2020-12-31$456,662
Total income from all sources (including contributions)2020-12-31$697,624
Total of all expenses incurred2020-12-31$135,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$133,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$239,284
Value of total assets at end of year2020-12-31$4,279,905
Value of total assets at beginning of year2020-12-31$3,718,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,785
Total interest from all sources2020-12-31$1,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$131,412
Participant contributions at end of year2020-12-31$30,222
Participant contributions at beginning of year2020-12-31$36,800
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,191,918
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,182,844
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,488
Administrative expenses (other) incurred2020-12-31$2,785
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$561,769
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,279,905
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,718,136
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
Interest on participant loans2020-12-31$1,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,057,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,498,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,498,492
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$102,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$133,070
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31EFPR GROUP CPAS PLLC
Accountancy firm EIN2020-12-31474526160
2019 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$493,149
Total unrealized appreciation/depreciation of assets2019-12-31$493,149
Total unrealized appreciation/depreciation of assets2019-12-31$493,149
Total income from all sources (including contributions)2019-12-31$910,182
Total income from all sources (including contributions)2019-12-31$910,182
Total of all expenses incurred2019-12-31$416,588
Total of all expenses incurred2019-12-31$416,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$412,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$412,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$415,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$415,029
Value of total assets at end of year2019-12-31$3,718,136
Value of total assets at end of year2019-12-31$3,718,136
Value of total assets at beginning of year2019-12-31$3,224,542
Value of total assets at beginning of year2019-12-31$3,224,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,852
Total interest from all sources2019-12-31$2,004
Total interest from all sources2019-12-31$2,004
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
Was this plan covered by a fidelity bond2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$157,942
Contributions received from participants2019-12-31$157,942
Participant contributions at end of year2019-12-31$36,800
Participant contributions at end of year2019-12-31$36,800
Participant contributions at beginning of year2019-12-31$63,159
Participant contributions at beginning of year2019-12-31$63,159
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,182,844
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,109,624
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,109,624
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$156,889
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$156,889
Administrative expenses (other) incurred2019-12-31$3,852
Administrative expenses (other) incurred2019-12-31$3,852
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$493,594
Value of net income/loss2019-12-31$493,594
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,718,136
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,718,136
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,224,542
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 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
Interest on participant loans2019-12-31$2,004
Interest on participant loans2019-12-31$2,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,498,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,051,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,051,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,051,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,051,759
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$100,198
Contributions received in cash from employer2019-12-31$100,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$412,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$412,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm name2019-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2019-12-31474526160
2018 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-147,082
Total unrealized appreciation/depreciation of assets2018-12-31$-147,082
Total income from all sources (including contributions)2018-12-31$108,289
Total of all expenses incurred2018-12-31$149,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$142,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$220,608
Value of total assets at end of year2018-12-31$3,224,542
Value of total assets at beginning of year2018-12-31$3,265,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,898
Total interest from all sources2018-12-31$34,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$123,026
Participant contributions at end of year2018-12-31$63,159
Participant contributions at beginning of year2018-12-31$53,382
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$5,697
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,109,624
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,135,667
Administrative expenses (other) incurred2018-12-31$6,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-41,211
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,224,542
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,265,753
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
Interest on participant loans2018-12-31$2,579
Income. Interest from corporate debt instruments2018-12-31$32,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,051,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,069,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,069,674
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$97,582
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$142,602
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2018-12-31474526160
2017 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$299,686
Total unrealized appreciation/depreciation of assets2017-12-31$299,686
Total income from all sources (including contributions)2017-12-31$698,294
Total of all expenses incurred2017-12-31$167,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$162,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$364,895
Value of total assets at end of year2017-12-31$3,265,753
Value of total assets at beginning of year2017-12-31$2,734,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,200
Total interest from all sources2017-12-31$33,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$100,050
Participant contributions at end of year2017-12-31$53,382
Participant contributions at beginning of year2017-12-31$74,246
Participant contributions at end of year2017-12-31$5,697
Participant contributions at beginning of year2017-12-31$5,697
Assets. Other investments not covered elsewhere at end of year2017-12-31$1,135,667
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$965,496
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$191,069
Administrative expenses (other) incurred2017-12-31$5,200
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$530,982
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,265,753
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,734,771
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
Interest on participant loans2017-12-31$3,334
Income. Interest from corporate debt instruments2017-12-31$30,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,069,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,687,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,687,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$73,776
Employer contributions (assets) at end of year2017-12-31$1,333
Employer contributions (assets) at beginning of year2017-12-31$1,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$162,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2017-12-31474526160
2016 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$134,340
Total unrealized appreciation/depreciation of assets2016-12-31$134,340
Total income from all sources (including contributions)2016-12-31$399,729
Total of all expenses incurred2016-12-31$189,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$185,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$263,747
Value of total assets at end of year2016-12-31$2,734,771
Value of total assets at beginning of year2016-12-31$2,524,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,976
Total interest from all sources2016-12-31$1,642
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 bond2016-12-31No
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$92,168
Participant contributions at end of year2016-12-31$74,246
Participant contributions at beginning of year2016-12-31$13,432
Participant contributions at end of year2016-12-31$5,697
Participant contributions at beginning of year2016-12-31$5,697
Assets. Other investments not covered elsewhere at end of year2016-12-31$965,496
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$791,278
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$105,523
Administrative expenses (other) incurred2016-12-31$3,976
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$210,133
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,734,771
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,524,638
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
Interest on participant loans2016-12-31$1,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,687,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,712,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,712,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$66,056
Employer contributions (assets) at end of year2016-12-31$1,333
Employer contributions (assets) at beginning of year2016-12-31$1,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$185,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31EFPR GROUP, CPA'S, PLLC
Accountancy firm EIN2016-12-31474526160
2015 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-7,498
Total unrealized appreciation/depreciation of assets2015-12-31$-7,498
Total income from all sources (including contributions)2015-12-31$124,417
Total of all expenses incurred2015-12-31$334,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$328,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$131,051
Value of total assets at end of year2015-12-31$2,524,638
Value of total assets at beginning of year2015-12-31$2,734,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,470
Total interest from all sources2015-12-31$864
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 bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$86,714
Participant contributions at end of year2015-12-31$13,432
Participant contributions at beginning of year2015-12-31$14,993
Participant contributions at end of year2015-12-31$5,697
Participant contributions at beginning of year2015-12-31$5,697
Assets. Other investments not covered elsewhere at end of year2015-12-31$791,278
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$903,197
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,921
Administrative expenses (other) incurred2015-12-31$5,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-210,028
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,524,638
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,734,666
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
Interest on participant loans2015-12-31$864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,712,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,809,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,809,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$24,416
Employer contributions (assets) at end of year2015-12-31$1,333
Employer contributions (assets) at beginning of year2015-12-31$1,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$328,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31EFPR GROUP, CPAS, PLLC
Accountancy firm EIN2015-12-31474526160
2014 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$118,427
Total unrealized appreciation/depreciation of assets2014-12-31$118,427
Total income from all sources (including contributions)2014-12-31$226,420
Total of all expenses incurred2014-12-31$509,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$502,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$106,623
Value of total assets at end of year2014-12-31$2,734,666
Value of total assets at beginning of year2014-12-31$3,017,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,067
Total interest from all sources2014-12-31$1,370
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 bond2014-12-31No
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$85,785
Participant contributions at end of year2014-12-31$14,993
Participant contributions at beginning of year2014-12-31$34,175
Participant contributions at end of year2014-12-31$5,697
Participant contributions at beginning of year2014-12-31$4,281
Assets. Other investments not covered elsewhere at end of year2014-12-31$903,197
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,215,233
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,170
Administrative expenses (other) incurred2014-12-31$7,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-282,861
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,734,666
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,017,527
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
Interest on participant loans2014-12-31$1,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,809,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,763,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,763,108
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$17,668
Employer contributions (assets) at end of year2014-12-31$1,333
Employer contributions (assets) at beginning of year2014-12-31$730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$502,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31TOSKI & CO. PC
Accountancy firm EIN2014-12-31161170608
2013 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$396,038
Total unrealized appreciation/depreciation of assets2013-12-31$396,038
Total income from all sources (including contributions)2013-12-31$542,608
Total of all expenses incurred2013-12-31$216,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$210,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$145,164
Value of total assets at end of year2013-12-31$3,017,527
Value of total assets at beginning of year2013-12-31$2,691,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,223
Total interest from all sources2013-12-31$1,406
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 bond2013-12-31No
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$116,119
Participant contributions at end of year2013-12-31$34,175
Participant contributions at beginning of year2013-12-31$31,024
Participant contributions at end of year2013-12-31$4,281
Participant contributions at beginning of year2013-12-31$4,996
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,215,233
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,042,517
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,609
Administrative expenses (other) incurred2013-12-31$6,223
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$325,977
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,017,527
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,691,550
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
Interest on participant loans2013-12-31$1,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,763,108
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,610,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,610,563
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$27,436
Employer contributions (assets) at end of year2013-12-31$730
Employer contributions (assets) at beginning of year2013-12-31$2,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$210,408
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31TOSKI & CO., P.C.
Accountancy firm EIN2013-12-31161170608
2012 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$205,745
Total unrealized appreciation/depreciation of assets2012-12-31$205,745
Total income from all sources (including contributions)2012-12-31$439,658
Total of all expenses incurred2012-12-31$139,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$134,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$231,029
Value of total assets at end of year2012-12-31$2,691,550
Value of total assets at beginning of year2012-12-31$2,390,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,958
Total interest from all sources2012-12-31$2,884
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 bond2012-12-31No
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$141,237
Participant contributions at end of year2012-12-31$31,024
Participant contributions at beginning of year2012-12-31$55,440
Participant contributions at end of year2012-12-31$4,996
Participant contributions at beginning of year2012-12-31$5,504
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,042,517
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$902,408
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,541
Administrative expenses (other) incurred2012-12-31$4,958
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$300,583
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,691,550
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,390,967
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
Interest on participant loans2012-12-31$2,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,610,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,423,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,423,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$88,251
Employer contributions (assets) at end of year2012-12-31$2,450
Employer contributions (assets) at beginning of year2012-12-31$3,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$134,117
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TOSKI & CO., P.C.
Accountancy firm EIN2012-12-31161170608
2011 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-44,477
Total unrealized appreciation/depreciation of assets2011-12-31$-44,477
Total income from all sources (including contributions)2011-12-31$222,830
Total of all expenses incurred2011-12-31$112,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$107,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$264,068
Value of total assets at end of year2011-12-31$2,390,967
Value of total assets at beginning of year2011-12-31$2,281,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,603
Total interest from all sources2011-12-31$3,239
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 bond2011-12-31No
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$148,077
Participant contributions at end of year2011-12-31$55,440
Participant contributions at beginning of year2011-12-31$42,674
Participant contributions at end of year2011-12-31$5,504
Participant contributions at beginning of year2011-12-31$5,504
Assets. Other investments not covered elsewhere at end of year2011-12-31$902,408
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$791,527
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$18,591
Administrative expenses (other) incurred2011-12-31$5,603
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$109,834
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,390,967
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,281,133
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
Interest on participant loans2011-12-31$3,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,423,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,437,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,437,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$97,400
Employer contributions (assets) at end of year2011-12-31$3,797
Employer contributions (assets) at beginning of year2011-12-31$3,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$107,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31TOSKI & CO., P.C.
Accountancy firm EIN2011-12-31161170608
2010 : ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$186,810
Total unrealized appreciation/depreciation of assets2010-12-31$186,810
Total income from all sources (including contributions)2010-12-31$459,050
Total of all expenses incurred2010-12-31$123,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$116,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$269,584
Value of total assets at end of year2010-12-31$2,281,133
Value of total assets at beginning of year2010-12-31$1,945,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,511
Total interest from all sources2010-12-31$2,656
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 bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$159,101
Participant contributions at end of year2010-12-31$42,674
Participant contributions at beginning of year2010-12-31$48,144
Participant contributions at end of year2010-12-31$5,504
Assets. Other investments not covered elsewhere at end of year2010-12-31$791,527
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$698,175
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,186
Administrative expenses (other) incurred2010-12-31$6,511
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$336,045
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,281,133
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,945,088
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
Interest on participant loans2010-12-31$2,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,437,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,198,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,198,769
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
Contributions received in cash from employer2010-12-31$103,297
Employer contributions (assets) at end of year2010-12-31$3,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$116,494
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31TOSKI, SCHAEFER & CO ., P.C.
Accountancy firm EIN2010-12-31161170608

Form 5500 Responses for ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN

2022: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ACCORD CORPORATION TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number734110
Policy instance 1
Insurance contract or identification number734110
Number of Individuals Covered1
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number734110001
Policy instance 2
Insurance contract or identification number734110001
Number of Individuals Covered123
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

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