LEVINE, STALLER, SKLAR, CHAN & BROWN, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN
401k plan membership statisitcs for LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 24 |
| 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 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 25 |
| Number of participants with account balances | 2022-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 24 |
| 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 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 28 |
| Number of participants with account balances | 2021-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 25 |
| 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 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 28 |
| Number of participants with account balances | 2020-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 25 |
| 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 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 27 |
| Total participants | 2019-01-01 | 27 |
| Number of participants with account balances | 2019-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
| 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 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 27 |
| Number of participants with account balances | 2018-01-01 | 27 |
| 2017: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 24 |
| 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 | 3 |
| Total of all active and inactive participants | 2017-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 27 |
| Number of participants with account balances | 2017-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 28 |
| Number of participants with account balances | 2016-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6 |
| Total of all active and inactive participants | 2015-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 33 |
| Number of participants with account balances | 2015-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 33 |
| Number of participants with account balances | 2014-01-01 | 33 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
| Total of all active and inactive participants | 2013-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 36 |
| Number of participants with account balances | 2013-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
| 2012: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 11 |
| Total of all active and inactive participants | 2012-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 42 |
| Number of participants with account balances | 2012-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
| 2011: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 41 |
| Number of participants with account balances | 2011-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 9 |
| Total of all active and inactive participants | 2010-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 42 |
| Number of participants with account balances | 2010-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
| 2009: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 28 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 37 |
| Number of participants with account balances | 2009-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-6,859,890 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $443,781 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $389,063 |
| Total plan assets at end of year | 2022-12-31 | $46,780,680 |
| Total plan assets at beginning of year | 2022-12-31 | $54,084,351 |
| Value of fidelity bond covering the plan | 2022-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $132,500 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-7,281,670 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-7,303,671 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $46,780,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $54,084,351 |
| Assets. Value of participant loans | 2022-12-31 | $98,613 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $314,943 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $289,280 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $54,718 |
| 2021 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $4,837,743 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $645,600 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $593,452 |
| Total plan assets at end of year | 2021-12-31 | $54,084,351 |
| Total plan assets at beginning of year | 2021-12-31 | $49,892,208 |
| Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $160,205 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $4,418,036 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $4,192,143 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $54,084,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $49,892,208 |
| Assets. Value of participant loans | 2021-12-31 | $87,376 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $339,143 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $259,502 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $52,148 |
| 2020 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $6,658,015 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $541,135 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $509,466 |
| Total plan assets at end of year | 2020-12-31 | $49,892,208 |
| Total plan assets at beginning of year | 2020-12-31 | $43,775,328 |
| Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $188,547 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $6,208,518 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $6,116,880 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $49,892,208 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $43,775,328 |
| Assets. Value of participant loans | 2020-12-31 | $115,713 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $3,974,233 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $260,950 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $31,669 |
| 2019 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $8,299,828 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $248,996 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $217,240 |
| Total plan assets at end of year | 2019-12-31 | $43,775,328 |
| Total plan assets at beginning of year | 2019-12-31 | $35,724,496 |
| Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $180,509 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $7,833,589 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $8,050,832 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $43,775,328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $35,724,496 |
| Assets. Value of participant loans | 2019-12-31 | $44,520 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $3,775,004 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $285,730 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $31,756 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-1,184,192 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $483,957 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $453,513 |
| Total plan assets at end of year | 2018-12-31 | $35,724,496 |
| Total plan assets at beginning of year | 2018-12-31 | $37,392,645 |
| Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $195,135 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-1,716,215 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-1,668,149 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $35,724,496 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $37,392,645 |
| Assets. Value of participant loans | 2018-12-31 | $54,961 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $4,171,067 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $336,888 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $30,444 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $4,895,340 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $348,100 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $313,006 |
| Total plan assets at end of year | 2017-12-31 | $37,392,645 |
| Total plan assets at beginning of year | 2017-12-31 | $32,845,405 |
| Value of fidelity bond covering the plan | 2017-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $207,565 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $70,441 |
| Other income received | 2017-12-31 | $4,228,497 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $4,547,240 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $37,392,645 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $32,845,405 |
| Assets. Value of participant loans | 2017-12-31 | $50,091 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $4,458,569 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $388,837 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $35,094 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $3,350,515 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $272,512 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $234,464 |
| Total plan assets at end of year | 2016-12-31 | $32,845,405 |
| Total plan assets at beginning of year | 2016-12-31 | $29,767,402 |
| Value of fidelity bond covering the plan | 2016-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $159,814 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $2,908,302 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $3,078,003 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $32,845,405 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $29,767,402 |
| Assets. Value of participant loans | 2016-12-31 | $57,078 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $2,493,571 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $282,399 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $38,048 |
| 2015 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $-485,277 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $537,737 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $493,747 |
| Total plan assets at end of year | 2015-12-31 | $29,767,402 |
| Total plan assets at beginning of year | 2015-12-31 | $30,790,416 |
| Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $160,224 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-932,913 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,023,014 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $29,767,402 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $30,790,416 |
| Assets. Value of participant loans | 2015-12-31 | $70,065 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $2,715,962 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $287,412 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $43,990 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $1,657,696 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $89,429 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $47,925 |
| Total plan assets at end of year | 2014-12-31 | $30,790,416 |
| Total plan assets at beginning of year | 2014-12-31 | $29,222,149 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,200,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $139,925 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $1,215,489 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $1,568,267 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $30,790,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $29,222,149 |
| Assets. Value of participant loans | 2014-12-31 | $49,698 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $1,867,269 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $302,282 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $41,504 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $4,226,355 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $419,370 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $397,462 |
| Total plan assets at end of year | 2013-12-31 | $29,222,149 |
| Total plan assets at beginning of year | 2013-12-31 | $25,415,164 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,200,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $197,154 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $3,598,237 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $3,806,985 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $29,222,149 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $25,415,164 |
| Assets. Value of participant loans | 2013-12-31 | $15,226 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $1,746,822 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $430,964 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $21,908 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $3,553,672 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $162,880 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $143,605 |
| Total plan assets at end of year | 2012-12-31 | $25,415,164 |
| Total plan assets at beginning of year | 2012-12-31 | $22,024,372 |
| Value of fidelity bond covering the plan | 2012-12-31 | $2,200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $110,645 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $3,130,880 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $3,390,792 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $25,415,164 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $22,024,372 |
| Assets. Value of participant loans | 2012-12-31 | $72,290 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $1,028,361 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $312,147 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $19,275 |
| 2011 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $-96,451 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $167,618 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $151,418 |
| Total plan assets at end of year | 2011-12-31 | $22,024,372 |
| Total plan assets at beginning of year | 2011-12-31 | $22,288,441 |
| Value of fidelity bond covering the plan | 2011-12-31 | $2,200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $201,995 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-692,226 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-264,069 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $22,024,372 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $22,288,441 |
| Assets. Value of participant loans | 2011-12-31 | $46,673 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $1,812,269 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $393,780 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $16,200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $2,620,057 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $130,329 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $117,775 |
| Total plan assets at end of year | 2010-12-31 | $22,288,441 |
| Total plan assets at beginning of year | 2010-12-31 | $19,798,713 |
| Value of fidelity bond covering the plan | 2010-12-31 | $2,200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $166,017 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $2,091,408 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $2,489,728 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $22,288,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $19,798,713 |
| Assets. Value of participant loans | 2010-12-31 | $62,146 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $1,306,617 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $362,632 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $12,554 |
| 2022: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING 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: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING 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: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING 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: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING 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: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING 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: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING 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 |
| 2016: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: LEVINE & STALLER, P.A. 401(K) SAFE HARBOR PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 2 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $13,394 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 13394 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 1 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 2 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $2,878 | | Amount paid for insurance broker fees | 2878 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 1 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $15,120 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 15120 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 2 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 1 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 1 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 2 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 2 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $11,136 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Commission paid to Insurance Broker | USD $11,136 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 1 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 2 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENJAMIN F. EDWARDS & COM |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 1 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENJAMIN F. EDWARDS & CO |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 2 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENJAMIN F. EDWARDS & COM |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 1 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENJAMIN F. EDWARDS & COM |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 2 |
| Insurance contract or identification number | 95-4551095 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENJAMIN F. EDWARDS & COM |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 1 |
| Insurance contract or identification number | 711224877 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENJAMIN F. EDWARDS & COM |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 1 |
| Insurance contract or identification number | 711224877 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | BENJAMIN F. EDWARDS & COM |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 2 |
| Insurance contract or identification number | 95-4551095 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Insurance broker organization code? | 3 | | Insurance broker name | BENJAMIN F. EDWARDS & COM |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 2 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS INSURANCE |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 1 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS LLC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 1 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $500 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 2 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | 711224877 |
| Policy instance | 1 |
| Insurance contract or identification number | 711224877 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $5,324 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,324 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS INSURANCE |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 95-4551095 |
| Policy instance | 2 |
| Insurance contract or identification number | 95-4551095 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $22,750 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,750 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO ADVISORS LLC |
|
