Logo

SEWON AMERICA, INC. 401(K) PLAN 401k Plan overview

Plan NameSEWON AMERICA, INC. 401(K) PLAN
Plan identification number 001

SEWON AMERICA, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

SEWON AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SEWON AMERICA, INC.
Employer identification number (EIN):261971648
NAIC Classification:336300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEWON AMERICA, INC. 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
0012017-01-01CRAIG SMITH
0012016-01-01CRAIG SMITH
0012015-01-01CRAIG SMITH
0012014-01-01JOON WOO JEON
0012013-06-17MARIA LYLE

Plan Statistics for SEWON AMERICA, INC. 401(K) PLAN

401k plan membership statisitcs for SEWON AMERICA, INC. 401(K) PLAN

Measure Date Value
2022: SEWON AMERICA, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01506
Total number of active participants reported on line 7a of the Form 55002022-01-01339
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01391
Number of participants with account balances2022-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: SEWON AMERICA, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01419
Total number of active participants reported on line 7a of the Form 55002021-01-01420
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01477
Number of participants with account balances2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: SEWON AMERICA, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01584
Total number of active participants reported on line 7a of the Form 55002020-01-01369
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01419
Number of participants with account balances2020-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: SEWON AMERICA, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01632
Total number of active participants reported on line 7a of the Form 55002019-01-01537
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01579
Number of participants with account balances2019-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: SEWON AMERICA, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01655
Total number of active participants reported on line 7a of the Form 55002018-01-01599
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01632
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: SEWON AMERICA, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01634
Total number of active participants reported on line 7a of the Form 55002017-01-01599
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01627
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01627
Number of participants with account balances2017-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: SEWON AMERICA, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01644
Total number of active participants reported on line 7a of the Form 55002016-01-01610
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01630
Total participants2016-01-01630
Number of participants with account balances2016-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: SEWON AMERICA, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01684
Total number of active participants reported on line 7a of the Form 55002015-01-01621
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01635
Number of participants with account balances2015-01-01136
2014: SEWON AMERICA, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01646
Total number of active participants reported on line 7a of the Form 55002014-01-01668
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01679
Total participants2014-01-01679
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: SEWON AMERICA, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-17614
Total number of active participants reported on line 7a of the Form 55002013-06-17628
Number of retired or separated participants receiving benefits2013-06-170
Number of other retired or separated participants entitled to future benefits2013-06-173
Total of all active and inactive participants2013-06-17631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-170
Total participants2013-06-17631
Number of participants with account balances2013-06-1783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-173

Financial Data on SEWON AMERICA, INC. 401(K) PLAN

Measure Date Value
2022 : SEWON AMERICA, INC. 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,064
Total income from all sources (including contributions)2022-12-31$54,118
Total of all expenses incurred2022-12-31$405,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$397,796
Value of total corrective distributions2022-12-31$286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$366,973
Value of total assets at end of year2022-12-31$1,814,120
Value of total assets at beginning of year2022-12-31$2,169,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,485
Total interest from all sources2022-12-31$5,866
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$80,000
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$284,718
Participant contributions at end of year2022-12-31$82,407
Participant contributions at beginning of year2022-12-31$53,949
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,064
Administrative expenses (other) incurred2022-12-31$7,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-351,449
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,814,120
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,165,569
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
Value of interest in pooled separate accounts at end of year2022-12-31$1,427,135
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,846,609
Interest on participant loans2022-12-31$3,220
Interest earned on other investments2022-12-31$2,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$293,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$267,397
Net investment gain/loss from pooled separate accounts2022-12-31$-318,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$82,255
Employer contributions (assets) at end of year2022-12-31$10,745
Employer contributions (assets) at beginning of year2022-12-31$1,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$397,796
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 name2022-12-31KLICHS, LLP
Accountancy firm EIN2022-12-31462608003
2021 : SEWON AMERICA, INC. 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$595,755
Total of all expenses incurred2021-12-31$293,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$273,058
Expenses. Certain deemed distributions of participant loans2021-12-31$13,754
Value of total corrective distributions2021-12-31$1,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$389,074
Value of total assets at end of year2021-12-31$2,169,633
Value of total assets at beginning of year2021-12-31$1,862,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,209
Total interest from all sources2021-12-31$5,607
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$80,000
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$298,261
Participant contributions at end of year2021-12-31$53,949
Participant contributions at beginning of year2021-12-31$96,292
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,885
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$5,209
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$302,573
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,165,569
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,862,996
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
Value of interest in pooled separate accounts at end of year2021-12-31$1,846,609
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,541,591
Interest on participant loans2021-12-31$3,693
Interest earned on other investments2021-12-31$1,914
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$267,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$223,903
Net investment gain/loss from pooled separate accounts2021-12-31$201,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$82,928
Employer contributions (assets) at end of year2021-12-31$1,678
Employer contributions (assets) at beginning of year2021-12-31$635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$273,058
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 name2021-12-31KLICHS, LLP
Accountancy firm EIN2021-12-31462608003
2020 : SEWON AMERICA, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$536,903
Total of all expenses incurred2020-12-31$304,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$288,475
Expenses. Certain deemed distributions of participant loans2020-12-31$6,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$349,183
Value of total assets at end of year2020-12-31$1,862,996
Value of total assets at beginning of year2020-12-31$1,630,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$9,114
Total interest from all sources2020-12-31$8,231
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$80,000
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$267,403
Participant contributions at end of year2020-12-31$96,292
Participant contributions at beginning of year2020-12-31$156,107
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$11,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$757
Administrative expenses (other) incurred2020-12-31$9,114
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$232,417
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,862,996
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,630,579
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
Value of interest in pooled separate accounts at end of year2020-12-31$1,541,591
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,294,716
Interest on participant loans2020-12-31$6,615
Interest earned on other investments2020-12-31$1,616
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$223,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$163,266
Net investment gain/loss from pooled separate accounts2020-12-31$179,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$81,780
Employer contributions (assets) at end of year2020-12-31$635
Employer contributions (assets) at beginning of year2020-12-31$3,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$288,475
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 name2020-12-31KLICHS, LLP
Accountancy firm EIN2020-12-31462608003
2019 : SEWON AMERICA, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$602,432
Total of all expenses incurred2019-12-31$201,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$182,352
Expenses. Certain deemed distributions of participant loans2019-12-31$7,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$368,413
Value of total assets at end of year2019-12-31$1,630,579
Value of total assets at beginning of year2019-12-31$1,229,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,080
Total interest from all sources2019-12-31$7,438
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$80,000
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$279,474
Participant contributions at end of year2019-12-31$156,107
Participant contributions at beginning of year2019-12-31$96,145
Participant contributions at end of year2019-12-31$11,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$757
Administrative expenses (other) incurred2019-12-31$12,080
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$400,756
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,630,579
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,229,823
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
Value of interest in pooled separate accounts at end of year2019-12-31$1,294,716
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,004,690
Interest on participant loans2019-12-31$6,093
Interest earned on other investments2019-12-31$1,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$163,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$128,988
Net investment gain/loss from pooled separate accounts2019-12-31$226,581
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$88,939
Employer contributions (assets) at end of year2019-12-31$3,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$182,352
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 name2019-12-31KLICHS, LLP
Accountancy firm EIN2019-12-31462608003
2018 : SEWON AMERICA, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$267,931
Total of all expenses incurred2018-12-31$181,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$171,777
Expenses. Certain deemed distributions of participant loans2018-12-31$4,667
Value of total corrective distributions2018-12-31$-4,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$321,883
Value of total assets at end of year2018-12-31$1,229,823
Value of total assets at beginning of year2018-12-31$1,143,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,646
Total interest from all sources2018-12-31$5,315
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$80,000
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$244,023
Participant contributions at end of year2018-12-31$96,145
Participant contributions at beginning of year2018-12-31$101,858
Administrative expenses (other) incurred2018-12-31$9,646
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$86,057
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,229,823
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,143,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,004,690
Value of interest in pooled separate accounts at beginning of year2018-12-31$951,672
Interest on participant loans2018-12-31$4,459
Interest earned on other investments2018-12-31$856
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$128,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$90,236
Net investment gain/loss from pooled separate accounts2018-12-31$-59,267
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$77,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$171,777
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 name2018-12-31KLICHS, LLP
Accountancy firm EIN2018-12-31462608003
2017 : SEWON AMERICA, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$461,616
Total of all expenses incurred2017-12-31$148,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$117,060
Expenses. Certain deemed distributions of participant loans2017-12-31$17,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$323,265
Value of total assets at end of year2017-12-31$1,143,766
Value of total assets at beginning of year2017-12-31$830,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,604
Total interest from all sources2017-12-31$4,390
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$20,000
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$221,091
Participant contributions at end of year2017-12-31$101,858
Participant contributions at beginning of year2017-12-31$52,936
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,127
Administrative expenses (other) incurred2017-12-31$13,604
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$313,460
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,143,766
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$830,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$951,672
Value of interest in pooled separate accounts at beginning of year2017-12-31$707,214
Interest on participant loans2017-12-31$3,821
Interest earned on other investments2017-12-31$569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$90,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$70,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$545
Net investment gain/loss from pooled separate accounts2017-12-31$133,416
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$94,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$117,060
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 name2017-12-31KLICHS, LLP
Accountancy firm EIN2017-12-31462608003
2016 : SEWON AMERICA, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$375,218
Total of all expenses incurred2016-12-31$105,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$94,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$325,706
Value of total assets at end of year2016-12-31$830,306
Value of total assets at beginning of year2016-12-31$560,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,225
Total interest from all sources2016-12-31$1,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$240,410
Participant contributions at end of year2016-12-31$52,936
Participant contributions at beginning of year2016-12-31$39,457
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,244
Other income not declared elsewhere2016-12-31$490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$270,166
Value of net assets at end of year (total assets less liabilities)2016-12-31$830,306
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$560,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$707,214
Value of interest in pooled separate accounts at beginning of year2016-12-31$463,820
Interest on participant loans2016-12-31$1,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$70,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$56,863
Net investment gain/loss from pooled separate accounts2016-12-31$47,298
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
Contributions received in cash from employer2016-12-31$79,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$94,827
Contract administrator fees2016-12-31$10,225
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KLICHS, LLP
Accountancy firm EIN2016-12-31462608003
2015 : SEWON AMERICA, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$313,875
Total of all expenses incurred2015-12-31$93,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$84,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$316,790
Value of total assets at end of year2015-12-31$560,140
Value of total assets at beginning of year2015-12-31$339,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,865
Total interest from all sources2015-12-31$1,014
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$4,350
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$238,515
Participant contributions at end of year2015-12-31$39,457
Participant contributions at beginning of year2015-12-31$18,847
Other income not declared elsewhere2015-12-31$382
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$220,572
Value of net assets at end of year (total assets less liabilities)2015-12-31$560,140
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$339,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,515
Value of interest in pooled separate accounts at end of year2015-12-31$463,820
Value of interest in pooled separate accounts at beginning of year2015-12-31$292,757
Interest on participant loans2015-12-31$1,014
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$56,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$27,964
Net investment gain/loss from pooled separate accounts2015-12-31$-4,311
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$78,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$84,438
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 name2015-12-31KLICHS, LLP
Accountancy firm EIN2015-12-31462608003
2014 : SEWON AMERICA, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$272,809
Total of all expenses incurred2014-12-31$15,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$259,132
Value of total assets at end of year2014-12-31$339,568
Value of total assets at beginning of year2014-12-31$82,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,028
Total interest from all sources2014-12-31$222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,250
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000
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$196,167
Participant contributions at end of year2014-12-31$18,847
Other income not declared elsewhere2014-12-31$122
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$257,485
Value of net assets at end of year (total assets less liabilities)2014-12-31$339,568
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$82,083
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$778
Value of interest in pooled separate accounts at end of year2014-12-31$292,757
Value of interest in pooled separate accounts at beginning of year2014-12-31$77,359
Interest on participant loans2014-12-31$222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$27,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,724
Net investment gain/loss from pooled separate accounts2014-12-31$13,333
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$62,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,296
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 name2014-12-31KLICHS, LLP
Accountancy firm EIN2014-12-31462608003
2013 : SEWON AMERICA, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$82,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$78,924
Value of total assets at end of year2013-12-31$82,083
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 bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$43,794
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$23,321
Other income not declared elsewhere2013-12-31$5
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$82,083
Value of net assets at end of year (total assets less liabilities)2013-12-31$82,083
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 pooled separate accounts at end of year2013-12-31$77,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,724
Net investment gain/loss from pooled separate accounts2013-12-31$3,154
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$11,809
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 name2013-12-31KLICHS, LLP
Accountancy firm EIN2013-12-31462608003

Form 5500 Responses for SEWON AMERICA, INC. 401(K) PLAN

2022: SEWON AMERICA, INC. 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: SEWON AMERICA, INC. 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: SEWON AMERICA, INC. 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: SEWON AMERICA, INC. 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: SEWON AMERICA, INC. 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: SEWON AMERICA, INC. 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: SEWON AMERICA, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SEWON AMERICA, INC. 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: SEWON AMERICA, INC. 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: SEWON AMERICA, INC. 401(K) PLAN 2013 form 5500 responses
2013-06-17Type of plan entitySingle employer plan
2013-06-17First time form 5500 has been submittedYes
2013-06-17This return/report is a short plan year return/report (less than 12 months)Yes
2013-06-17Plan funding arrangement – InsuranceYes
2013-06-17Plan funding arrangement – TrustYes
2013-06-17Plan benefit arrangement – InsuranceYes
2013-06-17Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601350
Policy instance 1
Insurance contract or identification number601350
Number of Individuals Covered138
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601350
Policy instance 1
Insurance contract or identification number601350
Number of Individuals Covered157
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601350
Policy instance 1
Insurance contract or identification number601350
Number of Individuals Covered163
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601350
Policy instance 1
Insurance contract or identification number601350
Number of Individuals Covered172
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,717
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,717
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601350
Policy instance 1
Insurance contract or identification number601350
Number of Individuals Covered162
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,383
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,383
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601350
Policy instance 1
Insurance contract or identification number601350
Number of Individuals Covered150
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,936
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,936
Insurance broker organization code?3
Insurance broker nameEDWARD AHN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601350-000
Policy instance 1
Insurance contract or identification number601350-000
Number of Individuals Covered136
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,620
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,620
Insurance broker organization code?3
Insurance broker nameEDWARD AHN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601350-000
Policy instance 1
Insurance contract or identification number601350-000
Number of Individuals Covered122
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,363
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,363
Insurance broker organization code?3
Insurance broker nameEDWARD AHN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601350-000
Policy instance 1
Insurance contract or identification number601350-000
Number of Individuals Covered83
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $395
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $395
Insurance broker organization code?3
Insurance broker nameEDWARD AHN

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1