FILLENWARTH DENNERLINE GROTH & TOWE, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN
401k plan membership statisitcs for FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN
| Measure | Date | Value |
|---|
| 2018: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 7 |
| Number of participants with account balances | 2017-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 7 |
| Number of participants with account balances | 2016-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 8 |
| Number of participants with account balances | 2015-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
| Total of all active and inactive participants | 2014-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 8 |
| Number of participants with account balances | 2014-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 8 |
| Number of participants with account balances | 2013-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 8 |
| Number of participants with account balances | 2012-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 8 |
| Number of participants with account balances | 2011-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 9 |
| Number of participants with account balances | 2010-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 9 |
| Number of participants with account balances | 2009-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-149,764 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $277,946 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $250,906 |
| Total plan assets at end of year | 2018-12-31 | $3,901,727 |
| Total plan assets at beginning of year | 2018-12-31 | $4,329,437 |
| Other income received | 2018-12-31 | $-185,755 |
| Net income (gross income less expenses) | 2018-12-31 | $-427,710 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,901,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,329,437 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $35,991 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $27,040 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $25,437 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $25,437 |
| 2017 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $602,017 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $19,353 |
| Total plan assets at end of year | 2017-12-31 | $4,329,437 |
| Total plan assets at beginning of year | 2017-12-31 | $3,746,773 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $19,353 |
| Other income received | 2017-12-31 | $564,900 |
| Net income (gross income less expenses) | 2017-12-31 | $582,664 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,329,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,746,773 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $37,117 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $34,662 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $34,662 |
| 2016 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $287,188 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $439,242 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $439,117 |
| Total plan assets at end of year | 2016-12-31 | $3,746,773 |
| Total plan assets at beginning of year | 2016-12-31 | $3,898,827 |
| Other income received | 2016-12-31 | $252,226 |
| Net income (gross income less expenses) | 2016-12-31 | $-152,054 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,746,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,898,827 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $34,962 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $125 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $41,069 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $41,069 |
| 2015 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $123,216 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $15,270 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $15,145 |
| Total plan assets at end of year | 2015-12-31 | $3,898,827 |
| Total plan assets at beginning of year | 2015-12-31 | $3,790,881 |
| Other income received | 2015-12-31 | $-2,787 |
| Net income (gross income less expenses) | 2015-12-31 | $107,946 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,898,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,790,881 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $126,003 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $125 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $52,628 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $52,628 |
| 2014 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $216,354 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $14,408 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $14,158 |
| Total plan assets at end of year | 2014-12-31 | $3,790,881 |
| Total plan assets at beginning of year | 2014-12-31 | $3,588,935 |
| Other income received | 2014-12-31 | $186,277 |
| Net income (gross income less expenses) | 2014-12-31 | $201,946 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,790,881 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,588,935 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $30,077 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $250 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $81,337 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $81,337 |
| 2013 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $559,540 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $20,227 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $20,102 |
| Total plan assets at end of year | 2013-12-31 | $3,588,935 |
| Total plan assets at beginning of year | 2013-12-31 | $3,049,622 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $1,403 |
| Other income received | 2013-12-31 | $402,527 |
| Net income (gross income less expenses) | 2013-12-31 | $539,313 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,588,935 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,049,622 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $155,610 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $125 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $81,724 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $81,724 |
| 2012 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $423,553 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $30,701 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $30,701 |
| Total plan assets at end of year | 2012-12-31 | $3,049,622 |
| Total plan assets at beginning of year | 2012-12-31 | $2,656,770 |
| Other income received | 2012-12-31 | $329,957 |
| Net income (gross income less expenses) | 2012-12-31 | $392,852 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,049,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,656,770 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $93,596 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $103,963 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $103,963 |
| 2011 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $20,912 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $675,635 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $675,635 |
| Total plan assets at end of year | 2011-12-31 | $2,656,770 |
| Total plan assets at beginning of year | 2011-12-31 | $3,311,493 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-3,021 |
| Net income (gross income less expenses) | 2011-12-31 | $-654,723 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,656,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,311,493 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $23,933 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $93,596 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $93,596 |
| 2010 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $604,700 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,923,618 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,923,468 |
| Total plan assets at end of year | 2010-12-31 | $3,311,493 |
| Total plan assets at beginning of year | 2010-12-31 | $4,630,411 |
| Other income received | 2010-12-31 | $476,546 |
| Net income (gross income less expenses) | 2010-12-31 | $-1,318,918 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,311,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,630,411 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $128,154 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $150 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $99,930 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $99,930 |
| 2009 : FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $111,949 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $111,949 |
| 2018: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FILLENWARTH DENNERLINE GROTH & TOWE, LLP DEFINED CONTRIBUTION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 62475-1 |
| Policy instance | 1 |
| Insurance contract or identification number | MR 62475-1 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $268 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $215 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 1 |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 873655 |
| Policy instance | 1 |
| Insurance contract or identification number | 873655 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,340 | | Total amount of fees paid to insurance company | USD $461 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,340 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | RETIREMENT PLAN CONCEPTS & SERVICES |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | MR 62475-1 |
| Policy instance | 2 |
| Insurance contract or identification number | MR 62475-1 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,044 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,044 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 4 | | Insurance broker name | RAYMOND JAMES INSURANCE GROUP, INC. |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 873655 |
| Policy instance | 1 |
| Insurance contract or identification number | 873655 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $13,680 | | Total amount of fees paid to insurance company | USD $1,940 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,680 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | RETIREMENT PLAN CONCEPTS & SERVICES |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 873655 |
| Policy instance | 1 |
| Insurance contract or identification number | 873655 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $12,941 | | Total amount of fees paid to insurance company | USD $1,822 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,941 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | RETIREMENT PLAN CONCEPTS & SERVICES |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 873655 |
| Policy instance | 1 |
| Insurance contract or identification number | 873655 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,548 | | Total amount of fees paid to insurance company | USD $9,564 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 9564 | | Additional information about fees paid to insurance broker | TPA PROGRAMS | | Insurance broker organization code? | 5 | | Insurance broker name | PLANNING CORP OF AMERICA |
|
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
| Policy contract number | 873655 |
| Policy instance | 1 |
| Insurance contract or identification number | 873655 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $14,736 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,736 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | PLANNING CORP OF AMERICA |
|
