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ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 401k Plan overview

Plan NameASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN
Plan identification number 001

ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASSOCIATION PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION PARTNERS, INC.
Employer identification number (EIN):261095136
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AILENDE WALKER
0012016-01-01AILENDE WALKER
0012015-01-01AILENDE WALKER
0012014-01-01CURTIS WALKER
0012013-01-01CURTIS WALKER
0012012-01-01CURTIS WALKER
0012011-01-01CURTIS WALKER
0012010-01-01CURTIS E. WALKER
0012009-01-01CURTIS E. WALKER
0012009-01-01 CURTIS WALKER2010-06-09
0012009-01-01DEBORAH LENT
0012008-01-01CURTIS WALKER

Plan Statistics for ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN

401k plan membership statisitcs for ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN

Measure Date Value
2022: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
Number of participants with account balances2017-01-012
2016: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-019
Total of all active and inactive participants2016-01-019
Total participants2016-01-019
Number of participants with account balances2016-01-012
2015: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Total of all active and inactive participants2014-01-0114
Total participants2014-01-0114
Number of participants with account balances2014-01-012
2013: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-019
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-015
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
Number of participants with account balances2010-01-015
2009: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Total of all active and inactive participants2009-01-0113
Total participants2009-01-0113
Number of participants with account balances2009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-012
Total number of active participants reported on line 7a of the Form 55002008-01-018
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-018
Number of participants with account balances2008-01-017

Financial Data on ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN

Measure Date Value
2022 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$4,532,392
Expenses. Total of all expenses incurred2022-12-31$650
Total plan assets at end of year2022-12-31$4,646,328
Total plan assets at beginning of year2022-12-31$114,586
Value of fidelity bond covering the plan2022-12-31$50,000
Contributions received from other sources (not participants or employers)2022-12-31$451,539
Other income received2022-12-31$4,080,853
Net income (gross income less expenses)2022-12-31$4,531,742
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,646,328
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$114,586
Assets. Value of employer securities2022-12-31$4,603,035
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$650
2021 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$5,704
Expenses. Total of all expenses incurred2021-12-31$1,300
Total plan assets at end of year2021-12-31$114,586
Total plan assets at beginning of year2021-12-31$110,182
Value of fidelity bond covering the plan2021-12-31$50,000
Other income received2021-12-31$5,704
Net income (gross income less expenses)2021-12-31$4,404
Net plan assets at end of year (total assets less liabilities)2021-12-31$114,586
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$110,182
Assets. Value of employer securities2021-12-31$58,915
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$1,300
2020 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$-365,784
Expenses. Total of all expenses incurred2020-12-31$1,300
Total plan assets at end of year2020-12-31$110,182
Total plan assets at beginning of year2020-12-31$477,266
Value of fidelity bond covering the plan2020-12-31$50,000
Other income received2020-12-31$-365,784
Net income (gross income less expenses)2020-12-31$-367,084
Net plan assets at end of year (total assets less liabilities)2020-12-31$110,182
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$477,266
Assets. Value of employer securities2020-12-31$58,915
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,300
2019 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$8,807
Expenses. Total of all expenses incurred2019-12-31$1,765
Total plan assets at end of year2019-12-31$477,266
Total plan assets at beginning of year2019-12-31$470,224
Value of fidelity bond covering the plan2019-12-31$50,000
Other income received2019-12-31$8,807
Net income (gross income less expenses)2019-12-31$7,042
Net plan assets at end of year (total assets less liabilities)2019-12-31$477,266
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$470,224
Assets. Value of employer securities2019-12-31$432,385
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,765
2018 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$173,143
Expenses. Total of all expenses incurred2018-12-31$280
Total plan assets at end of year2018-12-31$470,224
Total plan assets at beginning of year2018-12-31$297,361
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$1,800
Other income received2018-12-31$170,623
Net income (gross income less expenses)2018-12-31$172,863
Net plan assets at end of year (total assets less liabilities)2018-12-31$470,224
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$297,361
Assets. Value of employer securities2018-12-31$432,385
Total contributions received or receivable from employer(s)2018-12-31$720
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$280
2017 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$9,415
Expenses. Total of all expenses incurred2017-12-31$280
Total plan assets at end of year2017-12-31$297,361
Total plan assets at beginning of year2017-12-31$288,226
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$3,000
Other income received2017-12-31$5,215
Net income (gross income less expenses)2017-12-31$9,135
Net plan assets at end of year (total assets less liabilities)2017-12-31$297,361
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$288,226
Assets. Value of employer securities2017-12-31$257,726
Total contributions received or receivable from employer(s)2017-12-31$1,200
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$280
2016 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$-7,110
Expenses. Total of all expenses incurred2016-12-31$560
Total plan assets at end of year2016-12-31$288,226
Total plan assets at beginning of year2016-12-31$295,896
Value of fidelity bond covering the plan2016-12-31$50,000
Expenses. Other expenses not covered elsewhere2016-12-31$560
Other income received2016-12-31$-7,110
Net income (gross income less expenses)2016-12-31$-7,670
Net plan assets at end of year (total assets less liabilities)2016-12-31$288,226
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$295,896
Assets. Value of employer securities2016-12-31$257,733
2015 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$-108,184
Expenses. Total of all expenses incurred2015-12-31$560
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$295,896
Total plan assets at beginning of year2015-12-31$404,640
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-108,184
Net income (gross income less expenses)2015-12-31$-108,744
Net plan assets at end of year (total assets less liabilities)2015-12-31$295,896
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$404,640
Assets. Value of employer securities2015-12-31$266,613
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$560
2014 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$108,462
Total plan assets at end of year2014-12-31$404,640
Total plan assets at beginning of year2014-12-31$296,178
Value of fidelity bond covering the plan2014-12-31$50,000
Other income received2014-12-31$108,462
Net income (gross income less expenses)2014-12-31$108,462
Net plan assets at end of year (total assets less liabilities)2014-12-31$404,640
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$296,178
Assets. Value of employer securities2014-12-31$374,457
2013 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$-102,336
Expenses. Total of all expenses incurred2013-12-31$980
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$296,178
Total plan assets at beginning of year2013-12-31$399,494
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-102,336
Net income (gross income less expenses)2013-12-31$-103,316
Net plan assets at end of year (total assets less liabilities)2013-12-31$296,178
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$399,494
Assets. Value of employer securities2013-12-31$266,613
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$980
2012 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$2,774
Expenses. Total of all expenses incurred2012-12-31$598
Total plan assets at end of year2012-12-31$399,494
Total plan assets at beginning of year2012-12-31$397,318
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$2,774
Net income (gross income less expenses)2012-12-31$2,176
Net plan assets at end of year (total assets less liabilities)2012-12-31$399,494
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$397,318
Assets. Value of employer securities2012-12-31$374,457
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$598
2011 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$-40,846
Expenses. Total of all expenses incurred2011-12-31$24,169
Benefits paid (including direct rollovers)2011-12-31$24,169
Total plan assets at end of year2011-12-31$397,318
Total plan assets at beginning of year2011-12-31$462,333
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-40,846
Net income (gross income less expenses)2011-12-31$-65,015
Net plan assets at end of year (total assets less liabilities)2011-12-31$397,318
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$462,333
Assets. Value of employer securities2011-12-31$374,457
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$-53,822
Expenses. Total of all expenses incurred2010-12-31$52,439
Benefits paid (including direct rollovers)2010-12-31$52,439
Total plan assets at end of year2010-12-31$482,128
Total plan assets at beginning of year2010-12-31$588,389
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$19,488
Other income received2010-12-31$-84,045
Net income (gross income less expenses)2010-12-31$-106,261
Net plan assets at end of year (total assets less liabilities)2010-12-31$482,128
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$588,389
Assets. Value of employer securities2010-12-31$414,361
Total contributions received or receivable from employer(s)2010-12-31$10,735
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$519
2009 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2009 401k financial data
Total income from all sources2009-12-31$313,164
Expenses. Total of all expenses incurred2009-12-31$410
Total plan assets at end of year2009-12-31$588,389
Total plan assets at beginning of year2009-12-31$275,635
Value of fidelity bond covering the plan2009-12-31$50,000
Total contributions received or receivable from participants2009-12-31$13,044
Other income received2009-12-31$291,394
Net income (gross income less expenses)2009-12-31$312,754
Net plan assets at end of year (total assets less liabilities)2009-12-31$588,389
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$275,635
Assets. Value of employer securities2009-12-31$508,793
Total contributions received or receivable from employer(s)2009-12-31$8,726
Expenses. Administrative service providers (salaries,fees and commissions)2009-12-31$410
2008 : ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-68,774
Expenses. Total of all expenses incurred2008-12-31$404
Benefits paid (including direct rollovers)2008-12-31$404
Total plan assets at end of year2008-12-31$275,635
Total plan assets at beginning of year2008-12-31$344,813
Value of fidelity bond covering the plan2008-12-31$50,000
Total contributions received or receivable from participants2008-12-31$16,577
Contributions received from other sources (not participants or employers)2008-12-31$28,201
Other income received2008-12-31$-122,280
Net income (gross income less expenses)2008-12-31$-69,178
Net plan assets at end of year (total assets less liabilities)2008-12-31$275,635
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$344,813
Assets. Value of employer securities2008-12-31$226,393
Total contributions received or receivable from employer(s)2008-12-31$8,728

Form 5500 Responses for ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN

2022: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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
2008: ASSOCIATION PARTNERS, INC. SAFE HARBOR MATCH 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26
Commission paid to Insurance BrokerUSD $26
Insurance broker organization code?3
Insurance broker nameCHASE INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $24
Commission paid to Insurance BrokerUSD $24
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameCHASE INSURANCE AGENCY INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number
Policy instance 1
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $62
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA809613
Policy instance 1
Insurance contract or identification numberGA809613
Number of Individuals Covered5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA809613
Policy instance 1
Insurance contract or identification numberGA809613
Number of Individuals Covered13
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
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

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