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EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameEDEN HOUSING, INC. 401K PROFIT SHARING PLAN
Plan identification number 002

EDEN HOUSING, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EDEN HOUSING, INC. has sponsored the creation of one or more 401k plans.

Company Name:EDEN HOUSING, INC.
Employer identification number (EIN):231716750
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDEN HOUSING, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01TRACY GRIFFIN
0022016-01-01TRACY GRIFFIN
0022015-01-01TRACY
0022014-01-01TRACY GRIFFIN
0022013-01-01TRACY GRIFFIN
0022012-01-01TRACY GRIFFIN
0022011-01-01JAN PETERS
0022010-01-01JAN PETERS
0022009-01-01TERESE MCNAMEE

Plan Statistics for EDEN HOUSING, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for EDEN HOUSING, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01931
Total number of active participants reported on line 7a of the Form 55002022-01-01475
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01466
Total of all active and inactive participants2022-01-01948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01950
Number of participants with account balances2022-01-01950
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01855
Total number of active participants reported on line 7a of the Form 55002021-01-01451
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01466
Total of all active and inactive participants2021-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01924
Number of participants with account balances2021-01-01910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01752
Total number of active participants reported on line 7a of the Form 55002020-01-01370
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01473
Total of all active and inactive participants2020-01-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01846
Number of participants with account balances2020-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01625
Total number of active participants reported on line 7a of the Form 55002019-01-01316
Number of retired or separated participants receiving benefits2019-01-01129
Number of other retired or separated participants entitled to future benefits2019-01-01307
Total of all active and inactive participants2019-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01752
Number of participants with account balances2019-01-01752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01554
Total number of active participants reported on line 7a of the Form 55002018-01-01394
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01224
Total of all active and inactive participants2018-01-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01620
Number of participants with account balances2018-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01499
Total number of active participants reported on line 7a of the Form 55002017-01-01344
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01209
Total of all active and inactive participants2017-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01554
Number of participants with account balances2017-01-01544
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0113
2016: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01450
Total number of active participants reported on line 7a of the Form 55002016-01-01317
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01173
Total of all active and inactive participants2016-01-01490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01490
Number of participants with account balances2016-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01388
Total number of active participants reported on line 7a of the Form 55002015-01-01306
Number of other retired or separated participants entitled to future benefits2015-01-01137
Total of all active and inactive participants2015-01-01443
Total participants2015-01-01443
Number of participants with account balances2015-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01294
Total number of active participants reported on line 7a of the Form 55002014-01-01240
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01110
Total of all active and inactive participants2014-01-01350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01350
Number of participants with account balances2014-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01256
Total number of active participants reported on line 7a of the Form 55002013-01-01211
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-01290
Total participants2013-01-01290
Number of participants with account balances2013-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01238
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01251
Number of participants with account balances2012-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01169
Total number of active participants reported on line 7a of the Form 55002011-01-01165
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01206
Number of participants with account balances2011-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01161
Total number of active participants reported on line 7a of the Form 55002010-01-01126
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01140
Total number of active participants reported on line 7a of the Form 55002009-01-01152
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-01161
Total participants2009-01-01161
Number of participants with account balances2009-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on EDEN HOUSING, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-478,999
Total of all expenses incurred2022-12-31$1,337,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,150,341
Expenses. Certain deemed distributions of participant loans2022-12-31$11,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,473,620
Value of total assets at end of year2022-12-31$22,907,049
Value of total assets at beginning of year2022-12-31$24,723,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$175,762
Total interest from all sources2022-12-31$52,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,904,739
Participant contributions at end of year2022-12-31$734,639
Participant contributions at beginning of year2022-12-31$639,953
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$256,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$979
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$640
Administrative expenses (other) incurred2022-12-31$120,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,816,167
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,907,049
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,723,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$55,724
Value of interest in pooled separate accounts at end of year2022-12-31$19,726,530
Value of interest in pooled separate accounts at beginning of year2022-12-31$21,694,261
Interest on participant loans2022-12-31$31,575
Interest earned on other investments2022-12-31$20,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,444,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,388,362
Net investment gain/loss from pooled separate accounts2022-12-31$-4,005,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,312,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,150,341
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$6,361,049
Total of all expenses incurred2021-12-31$1,313,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,139,217
Expenses. Certain deemed distributions of participant loans2021-12-31$3,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,595,754
Value of total assets at end of year2021-12-31$24,723,216
Value of total assets at beginning of year2021-12-31$19,675,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$170,806
Total interest from all sources2021-12-31$43,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,720,853
Participant contributions at end of year2021-12-31$639,953
Participant contributions at beginning of year2021-12-31$437,527
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$431,683
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,045
Administrative expenses (other) incurred2021-12-31$116,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,047,659
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,723,216
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,675,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,211
Value of interest in pooled separate accounts at end of year2021-12-31$21,694,261
Value of interest in pooled separate accounts at beginning of year2021-12-31$16,661,018
Interest on participant loans2021-12-31$25,391
Interest earned on other investments2021-12-31$18,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,388,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,575,967
Net investment gain/loss from pooled separate accounts2021-12-31$2,721,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,443,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,139,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHN REZNICK
Accountancy firm EIN2021-12-31221478099
2020 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,178,178
Total of all expenses incurred2020-12-31$602,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$462,205
Expenses. Certain deemed distributions of participant loans2020-12-31$22,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,725,039
Value of total assets at end of year2020-12-31$19,675,557
Value of total assets at beginning of year2020-12-31$15,100,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$117,606
Total interest from all sources2020-12-31$42,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,362,826
Participant contributions at end of year2020-12-31$437,527
Participant contributions at beginning of year2020-12-31$443,319
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$51,063
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$176,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,874
Administrative expenses (other) incurred2020-12-31$81,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,575,407
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,675,557
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,100,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$35,702
Value of interest in pooled separate accounts at end of year2020-12-31$16,661,018
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,385,987
Interest on participant loans2020-12-31$22,769
Interest earned on other investments2020-12-31$19,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,575,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,179,661
Net investment gain/loss from pooled separate accounts2020-12-31$2,410,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,186,063
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$38,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$462,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2020-12-31941250261
2019 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,674,122
Total income from all sources (including contributions)2019-12-31$4,674,122
Total of all expenses incurred2019-12-31$1,233,890
Total of all expenses incurred2019-12-31$1,233,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,197,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,197,560
Expenses. Certain deemed distributions of participant loans2019-12-31$5,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,293,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,293,657
Value of total assets at end of year2019-12-31$15,100,150
Value of total assets at end of year2019-12-31$15,100,150
Value of total assets at beginning of year2019-12-31$11,659,918
Value of total assets at beginning of year2019-12-31$11,659,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,374
Total interest from all sources2019-12-31$39,321
Total interest from all sources2019-12-31$39,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,215,224
Contributions received from participants2019-12-31$1,215,224
Participant contributions at end of year2019-12-31$443,319
Participant contributions at end of year2019-12-31$443,319
Participant contributions at beginning of year2019-12-31$338,509
Participant contributions at beginning of year2019-12-31$338,509
Participant contributions at end of year2019-12-31$51,063
Participant contributions at end of year2019-12-31$51,063
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$116,318
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$116,318
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,874
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$30,374
Administrative expenses (other) incurred2019-12-31$30,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,440,232
Value of net income/loss2019-12-31$3,440,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,100,150
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,100,150
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,659,918
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,659,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$12,385,987
Value of interest in pooled separate accounts at end of year2019-12-31$12,385,987
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,423,286
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,423,286
Interest on participant loans2019-12-31$21,000
Interest on participant loans2019-12-31$21,000
Interest earned on other investments2019-12-31$18,321
Interest earned on other investments2019-12-31$18,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,179,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,179,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,898,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,898,123
Net investment gain/loss from pooled separate accounts2019-12-31$2,341,144
Net investment gain/loss from pooled separate accounts2019-12-31$2,341,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$962,115
Contributions received in cash from employer2019-12-31$962,115
Employer contributions (assets) at end of year2019-12-31$38,246
Employer contributions (assets) at end of year2019-12-31$38,246
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,197,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,197,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm name2019-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2019-12-31941250261
Accountancy firm EIN2019-12-31941250261
2018 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,355,855
Total of all expenses incurred2018-12-31$1,108,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,055,769
Expenses. Certain deemed distributions of participant loans2018-12-31$24,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,100,576
Value of total assets at end of year2018-12-31$11,659,918
Value of total assets at beginning of year2018-12-31$11,412,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,457
Total interest from all sources2018-12-31$30,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,007,242
Participant contributions at end of year2018-12-31$338,509
Participant contributions at beginning of year2018-12-31$303,114
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$204,586
Administrative expenses (other) incurred2018-12-31$28,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$247,203
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,659,918
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,412,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$9,423,286
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,242,527
Interest on participant loans2018-12-31$16,567
Interest earned on other investments2018-12-31$14,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,898,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,867,074
Net investment gain/loss from pooled separate accounts2018-12-31$-775,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$888,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,055,769
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2018-12-31941250261
2017 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,279,420
Total of all expenses incurred2017-12-31$692,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$662,574
Expenses. Certain deemed distributions of participant loans2017-12-31$4,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,886,575
Value of total assets at end of year2017-12-31$11,412,715
Value of total assets at beginning of year2017-12-31$8,825,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,537
Total interest from all sources2017-12-31$22,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$889,262
Participant contributions at end of year2017-12-31$303,114
Participant contributions at beginning of year2017-12-31$192,988
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$193,071
Administrative expenses (other) incurred2017-12-31$25,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,587,168
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,412,715
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,825,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$9,242,527
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,890,195
Interest on participant loans2017-12-31$9,985
Interest earned on other investments2017-12-31$12,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,867,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,742,364
Net investment gain/loss from pooled separate accounts2017-12-31$1,370,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$804,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$662,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2017-12-31941250261
2016 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,107,427
Total of all expenses incurred2016-12-31$255,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$235,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,573,576
Value of total assets at end of year2016-12-31$8,825,547
Value of total assets at beginning of year2016-12-31$6,973,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,522
Total interest from all sources2016-12-31$16,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$748,534
Participant contributions at end of year2016-12-31$192,988
Participant contributions at beginning of year2016-12-31$107,264
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$46,243
Other income not declared elsewhere2016-12-31$12,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,852,333
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,825,547
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,973,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$6,890,195
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,274,355
Income. Interest from loans (other than to participants)2016-12-31$16,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,742,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,591,595
Net investment gain/loss from pooled separate accounts2016-12-31$504,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$778,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$235,572
Contract administrator fees2016-12-31$19,522
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2016-12-31941250261
2015 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,270,087
Total of all expenses incurred2015-12-31$717,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$688,266
Expenses. Certain deemed distributions of participant loans2015-12-31$12,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,347,712
Value of total assets at end of year2015-12-31$6,973,214
Value of total assets at beginning of year2015-12-31$6,420,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,254
Total interest from all sources2015-12-31$4,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,915
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$585,320
Participant contributions at end of year2015-12-31$107,264
Participant contributions at beginning of year2015-12-31$153,177
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$88,640
Other income not declared elsewhere2015-12-31$12,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$553,036
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,973,214
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,420,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$9,339
Value of interest in pooled separate accounts at end of year2015-12-31$5,274,355
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,833,926
Interest on participant loans2015-12-31$4,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,591,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,433,075
Net investment gain/loss from pooled separate accounts2015-12-31$-94,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$673,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$688,266
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2015-12-31941250261
2014 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,248,636
Total of all expenses incurred2014-12-31$229,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$208,916
Expenses. Certain deemed distributions of participant loans2014-12-31$6,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$922,127
Value of total assets at end of year2014-12-31$6,420,178
Value of total assets at beginning of year2014-12-31$5,401,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,287
Total interest from all sources2014-12-31$5,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,282
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$381,665
Participant contributions at end of year2014-12-31$153,177
Participant contributions at beginning of year2014-12-31$136,704
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$103,115
Other income not declared elsewhere2014-12-31$11,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,019,076
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,420,178
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,401,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$8,005
Value of interest in pooled separate accounts at end of year2014-12-31$4,833,926
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,865,784
Interest on participant loans2014-12-31$5,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,433,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,398,614
Net investment gain/loss from pooled separate accounts2014-12-31$309,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$437,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$208,916
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2014-12-31941250261
2013 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,458,658
Total of all expenses incurred2013-12-31$222,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$203,704
Expenses. Certain deemed distributions of participant loans2013-12-31$6,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$725,769
Value of total assets at end of year2013-12-31$5,401,102
Value of total assets at beginning of year2013-12-31$4,164,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,769
Total interest from all sources2013-12-31$4,862
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,350
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$294,642
Participant contributions at end of year2013-12-31$136,704
Participant contributions at beginning of year2013-12-31$107,731
Other income not declared elsewhere2013-12-31$10,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,236,308
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,401,102
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,164,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,419
Value of interest in pooled separate accounts at end of year2013-12-31$3,865,784
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,742,748
Interest on participant loans2013-12-31$4,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,398,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,314,315
Net investment gain/loss from pooled separate accounts2013-12-31$717,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$431,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$203,704
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2013-12-31941250261
2012 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$87,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$975,910
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$92,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$84,560
Expenses. Certain deemed distributions of participant loans2012-12-31$2,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$610,879
Value of total assets at end of year2012-12-31$4,164,794
Value of total assets at beginning of year2012-12-31$3,193,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,455
Total interest from all sources2012-12-31$1,604
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,123
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$209,621
Participant contributions at end of year2012-12-31$107,731
Participant contributions at beginning of year2012-12-31$11,634
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$18,639
Other income not declared elsewhere2012-12-31$17,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$883,514
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,164,794
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,193,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,332
Value of interest in pooled separate accounts at end of year2012-12-31$2,742,748
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,162,149
Interest on participant loans2012-12-31$1,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,314,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,019,934
Net investment gain/loss from pooled separate accounts2012-12-31$346,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$382,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$84,560
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2012-12-31941250261
2011 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total transfer of assets from this plan2011-12-31$93,482
Total income from all sources (including contributions)2011-12-31$514,937
Total of all expenses incurred2011-12-31$102,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$99,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$549,737
Value of total assets at end of year2011-12-31$3,193,717
Value of total assets at beginning of year2011-12-31$2,875,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,210
Total interest from all sources2011-12-31$18,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$224,850
Participant contributions at end of year2011-12-31$11,634
Participant contributions at beginning of year2011-12-31$55,692
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$412,067
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,193,717
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,875,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,162,149
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,969,298
Interest on participant loans2011-12-31$579
Interest earned on other investments2011-12-31$18,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,019,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$850,142
Net investment gain/loss from pooled separate accounts2011-12-31$-53,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$320,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$99,660
Contract administrator fees2011-12-31$3,210
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2011-12-31941250261
2010 : EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total transfer of assets to this plan2010-12-31$1,385,489
Total income from all sources (including contributions)2010-12-31$707,298
Total of all expenses incurred2010-12-31$94,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$91,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$477,286
Value of total assets at end of year2010-12-31$2,875,132
Value of total assets at beginning of year2010-12-31$877,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,874
Total interest from all sources2010-12-31$19,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$172,512
Participant contributions at end of year2010-12-31$55,692
Participant contributions at beginning of year2010-12-31$6,651
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$612,454
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,875,132
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$877,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,969,298
Value of interest in pooled separate accounts at beginning of year2010-12-31$668,133
Interest on participant loans2010-12-31$908
Interest earned on other investments2010-12-31$18,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$850,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$202,405
Net investment gain/loss from pooled separate accounts2010-12-31$210,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$268,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$91,970
Contract administrator fees2010-12-31$2,874
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LINDQUIST, VON HUSEN & JOYCE LLP
Accountancy firm EIN2010-12-31941250261

Form 5500 Responses for EDEN HOUSING, INC. 401K PROFIT SHARING PLAN

2022: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EDEN HOUSING, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111
Policy instance 1
Insurance contract or identification number601111
Number of Individuals Covered950
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111
Policy instance 1
Insurance contract or identification number601111
Number of Individuals Covered910
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111
Policy instance 1
Insurance contract or identification number601111
Number of Individuals Covered846
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111
Policy instance 1
Insurance contract or identification number601111
Number of Individuals Covered752
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $43,291
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,291
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111
Policy instance 1
Insurance contract or identification number601111
Number of Individuals Covered620
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $39,983
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,983
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111
Policy instance 1
Insurance contract or identification number601111
Number of Individuals Covered544
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,583
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,583
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111-000
Policy instance 1
Insurance contract or identification number601111-000
Number of Individuals Covered426
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,423
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,423
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111-000
Policy instance 1
Insurance contract or identification number601111-000
Number of Individuals Covered351
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,758
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,758
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111-000
Policy instance 1
Insurance contract or identification number601111-000
Number of Individuals Covered255
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,722
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601111-000
Policy instance 1
Insurance contract or identification number601111-000
Number of Individuals Covered227
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $20,013
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $20,013
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054093-F
Policy instance 2
Insurance contract or identification number054093-F
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $457
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees156
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameJESSE MCLEOD
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054093-F
Policy instance 1
Insurance contract or identification number054093-F
Number of Individuals Covered206
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $835
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054093-F
Policy instance 1
Insurance contract or identification number054093-F
Number of Individuals Covered169
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $895
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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