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GARDEN SPOT VILLAGE 401(K) PLAN 401k Plan overview

Plan NameGARDEN SPOT VILLAGE 401(K) PLAN
Plan identification number 002

GARDEN SPOT VILLAGE 401(K) 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

GARDEN SPOT VILLAGE has sponsored the creation of one or more 401k plans.

Company Name:GARDEN SPOT VILLAGE
Employer identification number (EIN):232640814
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARDEN SPOT VILLAGE 401(K) 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
0022017-01-01BRYAN GROFF
0022016-01-01BRYAN GROFF
0022016-01-01BRYAN GROFF
0022015-01-01BRYAN GROFF
0022014-01-01BRYAN GROFF
0022013-01-01BRYAN GROFF
0022012-01-01BRYAN GROFF
0022011-01-01BRYAN GROFF
0022010-01-01BRYAN GROFF
0022009-01-01BRYAN GROFF

Plan Statistics for GARDEN SPOT VILLAGE 401(K) PLAN

401k plan membership statisitcs for GARDEN SPOT VILLAGE 401(K) PLAN

Measure Date Value
2022: GARDEN SPOT VILLAGE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01381
Total number of active participants reported on line 7a of the Form 55002022-01-01323
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01393
Number of participants with account balances2022-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GARDEN SPOT VILLAGE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01387
Total number of active participants reported on line 7a of the Form 55002021-01-01305
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01374
Number of participants with account balances2021-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GARDEN SPOT VILLAGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01387
Total number of active participants reported on line 7a of the Form 55002020-01-01314
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01374
Number of participants with account balances2020-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GARDEN SPOT VILLAGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01396
Total number of active participants reported on line 7a of the Form 55002019-01-01328
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01378
Number of participants with account balances2019-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GARDEN SPOT VILLAGE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01381
Total number of active participants reported on line 7a of the Form 55002018-01-01343
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01388
Number of participants with account balances2018-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GARDEN SPOT VILLAGE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01367
Total number of active participants reported on line 7a of the Form 55002017-01-01330
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01370
Number of participants with account balances2017-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GARDEN SPOT VILLAGE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01349
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 benefits2016-01-0134
Total of all active and inactive participants2016-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01351
Number of participants with account balances2016-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: GARDEN SPOT VILLAGE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01348
Total number of active participants reported on line 7a of the Form 55002015-01-01319
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01346
Number of participants with account balances2015-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GARDEN SPOT VILLAGE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01350
Total number of active participants reported on line 7a of the Form 55002014-01-01307
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01334
Number of participants with account balances2014-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: GARDEN SPOT VILLAGE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01361
Total number of active participants reported on line 7a of the Form 55002013-01-01316
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01337
Number of participants with account balances2013-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GARDEN SPOT VILLAGE 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01356
Total number of active participants reported on line 7a of the Form 55002012-01-01307
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01343
Number of participants with account balances2012-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GARDEN SPOT VILLAGE 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01344
Total number of active participants reported on line 7a of the Form 55002011-01-01310
Number of other retired or separated participants entitled to future benefits2011-01-0132
Total of all active and inactive participants2011-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01342
Number of participants with account balances2011-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: GARDEN SPOT VILLAGE 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01345
Total number of active participants reported on line 7a of the Form 55002010-01-01304
Number of retired or separated participants receiving benefits2010-01-0126
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01330
Number of participants with account balances2010-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: GARDEN SPOT VILLAGE 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01229
Total number of active participants reported on line 7a of the Form 55002009-01-01294
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01326
Number of participants with account balances2009-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on GARDEN SPOT VILLAGE 401(K) PLAN

Measure Date Value
2022 : GARDEN SPOT VILLAGE 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-877,093
Total of all expenses incurred2022-12-31$1,325,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,267,221
Value of total corrective distributions2022-12-31$1,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,456,506
Value of total assets at end of year2022-12-31$14,327,498
Value of total assets at beginning of year2022-12-31$16,530,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,638
Total interest from all sources2022-12-31$4,115
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$500,000
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$861,971
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$51,055
Administrative expenses (other) incurred2022-12-31$5,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,202,662
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,327,498
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,530,160
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$50,692
Value of interest in pooled separate accounts at end of year2022-12-31$13,900,249
Value of interest in pooled separate accounts at beginning of year2022-12-31$16,070,554
Interest earned on other investments2022-12-31$4,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$427,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$459,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-563
Net investment gain/loss from pooled separate accounts2022-12-31$-2,337,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$543,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,267,221
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 name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : GARDEN SPOT VILLAGE 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,447,785
Total of all expenses incurred2021-12-31$1,776,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,742,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,420,946
Value of total assets at end of year2021-12-31$16,530,160
Value of total assets at beginning of year2021-12-31$14,859,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,241
Total interest from all sources2021-12-31$4,452
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$500,000
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$867,399
Administrative expenses (other) incurred2021-12-31$5,035
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$1,671,020
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,530,160
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,859,140
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$29,206
Value of interest in pooled separate accounts at end of year2021-12-31$16,070,554
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,216,477
Interest earned on other investments2021-12-31$4,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$459,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$642,663
Net investment gain/loss from pooled separate accounts2021-12-31$2,022,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$553,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,742,524
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 name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : GARDEN SPOT VILLAGE 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,022,301
Total of all expenses incurred2020-12-31$1,139,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,105,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,360,155
Value of total assets at end of year2020-12-31$14,859,140
Value of total assets at beginning of year2020-12-31$12,976,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,132
Total interest from all sources2020-12-31$5,994
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$500,000
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$828,906
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,299
Administrative expenses (other) incurred2020-12-31$2,724
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$1,882,481
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,859,140
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,976,659
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$31,408
Value of interest in pooled separate accounts at end of year2020-12-31$14,216,477
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,311,437
Interest earned on other investments2020-12-31$5,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$642,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$665,222
Net investment gain/loss from pooled separate accounts2020-12-31$1,656,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$529,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,105,688
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : GARDEN SPOT VILLAGE 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,468,434
Total of all expenses incurred2019-12-31$1,449,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,416,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,303,263
Value of total assets at end of year2019-12-31$12,976,659
Value of total assets at beginning of year2019-12-31$10,957,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,790
Total interest from all sources2019-12-31$7,118
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
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$806,510
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,670
Administrative expenses (other) incurred2019-12-31$2,502
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$2,018,758
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,976,659
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,957,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,288
Value of interest in pooled separate accounts at end of year2019-12-31$12,311,437
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,228,290
Interest earned on other investments2019-12-31$7,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$665,222
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$729,611
Net investment gain/loss from pooled separate accounts2019-12-31$2,158,053
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$490,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,416,886
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 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
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
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31232932984
2018 : GARDEN SPOT VILLAGE 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$470,987
Total of all expenses incurred2018-12-31$637,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$606,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,213,394
Value of total assets at end of year2018-12-31$10,957,901
Value of total assets at beginning of year2018-12-31$11,124,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,673
Total interest from all sources2018-12-31$5,047
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$500,000
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$728,341
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$30,623
Administrative expenses (other) incurred2018-12-31$2,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-166,455
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,957,901
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,124,356
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
Investment advisory and management fees2018-12-31$28,369
Value of interest in pooled separate accounts at end of year2018-12-31$10,228,290
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,487,129
Interest earned on other investments2018-12-31$5,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$729,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$637,227
Net investment gain/loss from pooled separate accounts2018-12-31$-747,454
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$454,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$606,769
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31232932984
2017 : GARDEN SPOT VILLAGE 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,591,946
Total of all expenses incurred2017-12-31$682,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$655,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,129,087
Value of total assets at end of year2017-12-31$11,124,356
Value of total assets at beginning of year2017-12-31$9,215,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,080
Total interest from all sources2017-12-31$23,392
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$500,000
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$691,610
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,198
Administrative expenses (other) incurred2017-12-31$2,590
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$1,908,994
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,124,356
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,215,362
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
Investment advisory and management fees2017-12-31$24,490
Value of interest in pooled separate accounts at end of year2017-12-31$10,487,129
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,534,907
Interest earned on other investments2017-12-31$23,392
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$637,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$680,455
Net investment gain/loss from pooled separate accounts2017-12-31$1,439,467
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$435,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$655,872
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31232932984
2016 : GARDEN SPOT VILLAGE 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,580,067
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$481,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$476,821
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,033,164
Value of total assets at end of year2016-12-31$9,215,362
Value of total assets at beginning of year2016-12-31$8,117,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,118
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
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$619,931
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,824
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,098,128
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,215,362
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,117,234
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$8,523,591
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,643,948
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$691,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$473,286
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$546,903
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$406,409
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$476,821
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$5,118
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2016-12-31232932984
2015 : GARDEN SPOT VILLAGE 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$750,310
Total of all expenses incurred2015-12-31$779,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$760,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,046,440
Value of total assets at end of year2015-12-31$8,117,234
Value of total assets at beginning of year2015-12-31$8,146,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,959
Total interest from all sources2015-12-31$79
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$18,959
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 period2015-12-31Yes
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$597,283
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,349
Other income not declared elsewhere2015-12-31$748
Total non interest bearing cash at beginning of year2015-12-31$680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-29,142
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,117,234
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,146,376
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
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,104,144
Value of interest in pooled separate accounts at end of year2015-12-31$7,643,948
Interest earned on other investments2015-12-31$79
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$473,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$41,552
Net investment gain/loss from pooled separate accounts2015-12-31$50,502
Net investment gain or loss from common/collective trusts2015-12-31$-347,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$400,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$760,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2015-12-31232932984
2014 : GARDEN SPOT VILLAGE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,334,593
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$986,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$962,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$952,890
Value of total assets at end of year2014-12-31$8,146,376
Value of total assets at beginning of year2014-12-31$7,798,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,474
Total interest from all sources2014-12-31$114
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$566,234
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,356
Other income not declared elsewhere2014-12-31$543
Total non interest bearing cash at end of year2014-12-31$680
Total non interest bearing cash at beginning of year2014-12-31$680
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$347,924
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,146,376
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,798,452
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$2,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,104,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,743,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$41,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$54,189
Net investment gain or loss from common/collective trusts2014-12-31$381,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$377,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$962,195
Contract administrator fees2014-12-31$22,440
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31232932984
2013 : GARDEN SPOT VILLAGE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,080,861
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$627,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$605,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$931,785
Value of total assets at end of year2013-12-31$7,798,452
Value of total assets at beginning of year2013-12-31$6,345,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,501
Total interest from all sources2013-12-31$183
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$562,307
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,633
Total non interest bearing cash at end of year2013-12-31$680
Total non interest bearing cash at beginning of year2013-12-31$451
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$1,453,368
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,798,452
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,345,084
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,743,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,293,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$54,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$51,122
Net investment gain/loss from pooled separate accounts2013-12-31$1,148,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$367,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$605,992
Contract administrator fees2013-12-31$21,501
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 name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : GARDEN SPOT VILLAGE 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$1,629,053
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$330,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$313,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$884,167
Value of total assets at end of year2012-12-31$6,345,084
Value of total assets at beginning of year2012-12-31$5,046,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,426
Total interest from all sources2012-12-31$259
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$17,426
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$529,480
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$7,414
Total non interest bearing cash at end of year2012-12-31$451
Total non interest bearing cash at beginning of year2012-12-31$3,393
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$1,298,102
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,345,084
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,046,982
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,293,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,998,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$51,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$45,498
Net investment gain/loss from pooled separate accounts2012-12-31$744,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$347,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$313,525
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : GARDEN SPOT VILLAGE 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$714,443
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$298,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$263,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$849,612
Value of total assets at end of year2011-12-31$5,046,982
Value of total assets at beginning of year2011-12-31$4,631,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,904
Total interest from all sources2011-12-31$411
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$400,000
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$507,855
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,641
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$-55
Administrative expenses (other) incurred2011-12-31$15
Total non interest bearing cash at end of year2011-12-31$3,393
Total non interest bearing cash at beginning of year2011-12-31$3,038
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$415,509
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,046,982
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,631,473
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$4,998,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,586,881
Interest earned on other investments2011-12-31$411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$45,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$41,554
Net investment gain/loss from pooled separate accounts2011-12-31$-135,580
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$333,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$263,085
Contract administrator fees2011-12-31$35,889
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : GARDEN SPOT VILLAGE 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-5
Total unrealized appreciation/depreciation of assets2010-12-31$-5
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,331,825
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$269,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$229,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$780,246
Value of total assets at end of year2010-12-31$4,631,473
Value of total assets at beginning of year2010-12-31$3,569,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$40,577
Total interest from all sources2010-12-31$713
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$400,000
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$435,024
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$46,141
Administrative expenses (other) incurred2010-12-31$7
Total non interest bearing cash at end of year2010-12-31$3,038
Total non interest bearing cash at beginning of year2010-12-31$1,035
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$1,062,084
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,631,473
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,569,389
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$4,586,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,529,841
Interest earned on other investments2010-12-31$713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$41,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$38,513
Net investment gain/loss from pooled separate accounts2010-12-31$550,871
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$299,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$229,164
Contract administrator fees2010-12-31$40,570
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 name2010-12-31PARENTEBEARD, LLC
Accountancy firm EIN2010-12-31232932984

Form 5500 Responses for GARDEN SPOT VILLAGE 401(K) PLAN

2022: GARDEN SPOT VILLAGE 401(K) 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: GARDEN SPOT VILLAGE 401(K) 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: GARDEN SPOT VILLAGE 401(K) 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: GARDEN SPOT VILLAGE 401(K) 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: GARDEN SPOT VILLAGE 401(K) 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: GARDEN SPOT VILLAGE 401(K) 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: GARDEN SPOT VILLAGE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: GARDEN SPOT VILLAGE 401(K) 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: GARDEN SPOT VILLAGE 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: GARDEN SPOT VILLAGE 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: GARDEN SPOT VILLAGE 401(K) 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: GARDEN SPOT VILLAGE 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GARDEN SPOT VILLAGE 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GARDEN SPOT VILLAGE 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806214
Policy instance 1
Insurance contract or identification number806214
Number of Individuals Covered370
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806214
Policy instance 1
Insurance contract or identification number806214
Number of Individuals Covered356
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806214
Policy instance 1
Insurance contract or identification number806214
Number of Individuals Covered354
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806214
Policy instance 1
Insurance contract or identification number806214
Number of Individuals Covered356
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806214
Policy instance 1
Insurance contract or identification number806214
Number of Individuals Covered338
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806214
Policy instance 1
Insurance contract or identification number806214
Number of Individuals Covered315
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number806214-000
Policy instance 1
Insurance contract or identification number806214-000
Number of Individuals Covered286
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17128
Policy instance 1
Insurance contract or identification number17128
Number of Individuals Covered290
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $24,287
Total amount of fees paid to insurance companyUSD $2,034
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?Yes
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
Commission paid to Insurance BrokerUSD $24,287
Insurance broker organization code?3
Amount paid for insurance broker fees2034
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker nameINDEPENDENT FINANCIAL PARTNERS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17128
Policy instance 1
Insurance contract or identification number17128
Number of Individuals Covered298
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $20,995
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?Yes
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
Commission paid to Insurance BrokerUSD $20,995
Insurance broker organization code?3
Insurance broker nameFINANCIAL TELESIS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17128
Policy instance 1
Insurance contract or identification number17128
Number of Individuals Covered315
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,976
Total amount of fees paid to insurance companyUSD $213
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?Yes
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
Commission paid to Insurance BrokerUSD $16,976
Insurance broker organization code?3
Amount paid for insurance broker fees213
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameL.R. WEBBER ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17128
Policy instance 1
Insurance contract or identification number17128
Number of Individuals Covered314
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $26,723
Total amount of fees paid to insurance companyUSD $2,487
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number17128
Policy instance 1
Insurance contract or identification number17128
Number of Individuals Covered325
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $26,741
Total amount of fees paid to insurance companyUSD $2,087
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?Yes
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
Commission paid to Insurance BrokerUSD $26,741
Insurance broker organization code?3
Amount paid for insurance broker fees2050
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameVANGUARD GROUP, INC.

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