M & S CONSULTING, INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2020: M & S CONSULTING 401K PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 62 |
| 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 | 25 |
| Total of all active and inactive participants | 2020-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 87 |
| Number of participants with account balances | 2020-01-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: M & S CONSULTING 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 61 |
| 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 | 20 |
| Total of all active and inactive participants | 2019-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 81 |
| Number of participants with account balances | 2019-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: M & S CONSULTING 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 49 |
| 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 | 19 |
| Total of all active and inactive participants | 2018-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 68 |
| Number of participants with account balances | 2018-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: M & S CONSULTING 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 42 |
| 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 | 16 |
| Total of all active and inactive participants | 2017-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 58 |
| Number of participants with account balances | 2017-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: M & S CONSULTING 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 40 |
| 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 | 11 |
| Total of all active and inactive participants | 2016-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 51 |
| Number of participants with account balances | 2016-01-01 | 41 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: M & S CONSULTING 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 28 |
| 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 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 35 |
| Number of participants with account balances | 2015-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: M & S CONSULTING 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
| 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 | 4 |
| Total of all active and inactive participants | 2014-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 19 |
| Number of participants with account balances | 2014-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: M & S CONSULTING 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 11 |
| 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 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 12 |
| Number of participants with account balances | 2013-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: M & S CONSULTING 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 11 |
| 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 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 12 |
| Number of participants with account balances | 2012-01-01 | 10 |
| 2011: M & S CONSULTING 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| 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 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 4 |
| 2009: M & S CONSULTING 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2008: M & S CONSULTING 401K PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 1 |
| Total of all active and inactive participants | 2008-01-01 | 7 |
| Total participants | 2008-01-01 | 7 |
| Number of participants with account balances | 2008-01-01 | 4 |
| 2006: M & S CONSULTING 401K PLAN 2006 401k membership |
|---|
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 2 |
| Total of all active and inactive participants | 2006-01-01 | 2 |
| Total participants | 2006-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2020 : M & S CONSULTING 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $970,628 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $75,572 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $66,700 |
| Total plan assets at end of year | 2020-12-31 | $3,184,898 |
| Total plan assets at beginning of year | 2020-12-31 | $2,289,842 |
| Value of fidelity bond covering the plan | 2020-12-31 | $319,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $372,873 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $30,000 |
| Other income received | 2020-12-31 | $363,731 |
| Net income (gross income less expenses) | 2020-12-31 | $895,056 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,184,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,289,842 |
| Assets. Value of participant loans | 2020-12-31 | $49,479 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $204,024 |
| Value of corrective distributions | 2020-12-31 | $198 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $8,674 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : M & S CONSULTING 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $825,847 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $54,326 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $47,020 |
| Total plan assets at end of year | 2019-12-31 | $2,289,842 |
| Total plan assets at beginning of year | 2019-12-31 | $1,518,321 |
| Value of fidelity bond covering the plan | 2019-12-31 | $230,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $329,384 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $27,675 |
| Other income received | 2019-12-31 | $301,927 |
| Net income (gross income less expenses) | 2019-12-31 | $771,521 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,289,842 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,518,321 |
| Assets. Value of participant loans | 2019-12-31 | $35,048 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $166,861 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,306 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : M & S CONSULTING 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $369,922 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $86,819 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $82,532 |
| Total plan assets at end of year | 2018-12-31 | $1,518,321 |
| Total plan assets at beginning of year | 2018-12-31 | $1,235,218 |
| Value of fidelity bond covering the plan | 2018-12-31 | $152,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $271,250 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $36,536 |
| Other income received | 2018-12-31 | $-82,115 |
| Net income (gross income less expenses) | 2018-12-31 | $283,103 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,518,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,235,218 |
| Assets. Value of participant loans | 2018-12-31 | $33,605 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $144,251 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,287 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : M & S CONSULTING 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $433,647 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $33,937 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $17,395 |
| Total plan assets at end of year | 2017-12-31 | $1,235,218 |
| Total plan assets at beginning of year | 2017-12-31 | $835,508 |
| Value of fidelity bond covering the plan | 2017-12-31 | $85,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $214,401 |
| Other income received | 2017-12-31 | $109,597 |
| Net income (gross income less expenses) | 2017-12-31 | $399,710 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,235,218 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $835,508 |
| Assets. Value of participant loans | 2017-12-31 | $39,646 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $109,649 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $16,542 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : M & S CONSULTING 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $293,838 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $9,798 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,151 |
| Total plan assets at end of year | 2016-12-31 | $835,508 |
| Total plan assets at beginning of year | 2016-12-31 | $551,468 |
| Value of fidelity bond covering the plan | 2016-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $163,674 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,247 |
| Other income received | 2016-12-31 | $46,813 |
| Net income (gross income less expenses) | 2016-12-31 | $284,040 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $835,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $551,468 |
| Assets. Value of participant loans | 2016-12-31 | $45,826 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $80,104 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $7,647 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : M & S CONSULTING 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $170,109 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $3,320 |
| Total plan assets at end of year | 2015-12-31 | $551,468 |
| Total plan assets at beginning of year | 2015-12-31 | $384,679 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $116,206 |
| Other income received | 2015-12-31 | $-4,514 |
| Net income (gross income less expenses) | 2015-12-31 | $166,789 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $551,468 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $384,679 |
| Assets. Value of participant loans | 2015-12-31 | $17,147 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $58,417 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,320 |
| 2014 : M & S CONSULTING 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $171,986 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $92,419 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $89,676 |
| Total plan assets at end of year | 2014-12-31 | $384,679 |
| Total plan assets at beginning of year | 2014-12-31 | $305,112 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $108,523 |
| Other income received | 2014-12-31 | $10,652 |
| Net income (gross income less expenses) | 2014-12-31 | $79,567 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $384,679 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $305,112 |
| Assets. Value of participant loans | 2014-12-31 | $18,514 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $52,811 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,743 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : M & S CONSULTING 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $121,149 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,897 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $14,048 |
| Total plan assets at end of year | 2013-12-31 | $305,112 |
| Total plan assets at beginning of year | 2013-12-31 | $199,860 |
| Total contributions received or receivable from participants | 2013-12-31 | $62,836 |
| Other income received | 2013-12-31 | $26,365 |
| Net income (gross income less expenses) | 2013-12-31 | $105,252 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $305,112 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $199,860 |
| Assets. Value of participant loans | 2013-12-31 | $19,822 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $31,948 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,849 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : M & S CONSULTING 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $60,540 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,212 |
| Total plan assets at end of year | 2012-12-31 | $199,860 |
| Total plan assets at beginning of year | 2012-12-31 | $140,532 |
| Total contributions received or receivable from participants | 2012-12-31 | $37,723 |
| Other income received | 2012-12-31 | $9,091 |
| Net income (gross income less expenses) | 2012-12-31 | $59,328 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $199,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $140,532 |
| Assets. Value of participant loans | 2012-12-31 | $20,983 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,726 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,212 |
| 2011 : M & S CONSULTING 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $32,794 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,597 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $526 |
| Total plan assets at end of year | 2011-12-31 | $140,532 |
| Total plan assets at beginning of year | 2011-12-31 | $109,335 |
| Total contributions received or receivable from participants | 2011-12-31 | $25,158 |
| Other income received | 2011-12-31 | $-2,399 |
| Net income (gross income less expenses) | 2011-12-31 | $31,197 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $140,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $109,335 |
| Assets. Value of participant loans | 2011-12-31 | $22,142 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,035 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,071 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : M & S CONSULTING 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $40,300 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,869 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,089 |
| Total plan assets at end of year | 2010-12-31 | $109,335 |
| Total plan assets at beginning of year | 2010-12-31 | $74,904 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,073 |
| Other income received | 2010-12-31 | $6,038 |
| Net income (gross income less expenses) | 2010-12-31 | $34,431 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $109,335 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $74,904 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,189 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $780 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2008 : M & S CONSULTING 401K PLAN 2008 401k financial data |
|---|
| Total income from all sources | 2008-12-31 | $43,950 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $16,913 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $16,648 |
| Total plan assets at end of year | 2008-12-31 | $33,412 |
| Total plan assets at beginning of year | 2008-12-31 | $6,375 |
| Total contributions received or receivable from participants | 2008-12-31 | $37,707 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $265 |
| Other income received | 2008-12-31 | $-2,895 |
| Net income (gross income less expenses) | 2008-12-31 | $27,037 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $33,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $6,375 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $9,138 |
| 2007 : M & S CONSULTING 401K PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $6,397 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $22 |
| Total plan assets at end of year | 2007-12-31 | $6,375 |
| Total contributions received or receivable from participants | 2007-12-31 | $6,462 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $22 |
| Other income received | 2007-12-31 | $-65 |
| Net income (gross income less expenses) | 2007-12-31 | $6,375 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $6,375 |
| 2020: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2019: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2018: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2017: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2016: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2015: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2014: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2013: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2012: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2011: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2009: M & S CONSULTING 401K 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 benefit arrangement - Trust | Yes |
| 2008: M & S CONSULTING 401K PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | First time form 5500 has been submitted | Yes |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: M & S CONSULTING 401K PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | First time form 5500 has been submitted | Yes |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 698402 |
| Policy instance | 1 |
| Insurance contract or identification number | 698402 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,112 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,556 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 698402 |
| Policy instance | 1 |
| Insurance contract or identification number | 698402 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,284 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,142 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 698402 |
| Policy instance | 1 |
| Insurance contract or identification number | 698402 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,678 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $839 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 698402 |
| Policy instance | 1 |
| Insurance contract or identification number | 698402 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,180 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $590 | | Insurance broker organization code? | 3 | | Insurance broker name | CURTIS WILMOTH |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 640219 |
| Policy instance | 1 |
| Insurance contract or identification number | 640219 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $554 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $277 | | Insurance broker organization code? | 3 | | Insurance broker name | CURTIS WILMOTH |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 640219 |
| Policy instance | 1 |
| Insurance contract or identification number | 640219 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $432 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $216 | | Insurance broker organization code? | 3 | | Insurance broker name | CURTIS WILMOTH |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 640219 |
| Policy instance | 1 |
| Insurance contract or identification number | 640219 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $280 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $140 | | Insurance broker organization code? | 3 | | Insurance broker name | CURTIS WILMOTH |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 640219 |
| Policy instance | 1 |
| Insurance contract or identification number | 640219 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $180 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $90 | | Insurance broker organization code? | 3 | | Insurance broker name | CURTIS WILMOTH |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 640219 |
| Policy instance | 1 |
| Insurance contract or identification number | 640219 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $138 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 640219 |
| Policy instance | 1 |
| Insurance contract or identification number | 640219 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $112 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 640219 |
| Policy instance | 1 |
| Insurance contract or identification number | 640219 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2008-01-01 | | Insurance policy end date | 2008-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 640219 |
| Policy instance | 1 |
| Insurance contract or identification number | 640219 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2007-01-01 | | Insurance policy end date | 2007-12-31 | | Total amount of commissions paid to insurance broker | USD $40 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
