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GAREDA, LLC 401(K) PLAN 401k Plan overview

Plan NameGAREDA, LLC 401(K) PLAN
Plan identification number 001

GAREDA, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

GAREDA, LLC has sponsored the creation of one or more 401k plans.

Company Name:GAREDA, LLC
Employer identification number (EIN):272499253
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GAREDA, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CYNTHIA FITCH
0012016-01-01CYNTHIA FITCH
0012015-01-01CYNTHIA FITCH
0012014-01-01CYNTHIA FITCH CYNTHIA FITCH2015-10-13
0012013-01-01CYNTHIA FITCH CYNTHIA FITCH2014-10-09
0012012-01-01CYNTHIA FITCH
0012011-01-01IOLA EARLEY-CORNETT
0012010-01-01REMEL C. DUNCAN

Plan Statistics for GAREDA, LLC 401(K) PLAN

401k plan membership statisitcs for GAREDA, LLC 401(K) PLAN

Measure Date Value
2023: GAREDA, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,215
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: GAREDA, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,865
Total number of active participants reported on line 7a of the Form 55002022-01-012,139
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-012,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,215
Number of participants with account balances2022-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GAREDA, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,153
Total number of active participants reported on line 7a of the Form 55002021-01-011,786
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-011,865
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,865
Number of participants with account balances2021-01-01422
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GAREDA, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,312
Total number of active participants reported on line 7a of the Form 55002020-01-012,094
Number of retired or separated participants receiving benefits2020-01-0110
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-012,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,153
Number of participants with account balances2020-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GAREDA, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,020
Total number of active participants reported on line 7a of the Form 55002019-01-012,287
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-012,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,312
Number of participants with account balances2019-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GAREDA, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,933
Total number of active participants reported on line 7a of the Form 55002018-01-011,966
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-012,020
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,020
Number of participants with account balances2018-01-01473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GAREDA, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,116
Total number of active participants reported on line 7a of the Form 55002017-01-011,889
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-011,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,933
Number of participants with account balances2017-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GAREDA, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,891
Total number of active participants reported on line 7a of the Form 55002016-01-011,993
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01120
Total of all active and inactive participants2016-01-012,116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,116
Number of participants with account balances2016-01-01610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GAREDA, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,817
Total number of active participants reported on line 7a of the Form 55002015-01-011,772
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01112
Total of all active and inactive participants2015-01-011,891
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,891
Number of participants with account balances2015-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GAREDA, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,069
Total number of active participants reported on line 7a of the Form 55002014-01-011,719
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-011,817
Total participants2014-01-011,817
Number of participants with account balances2014-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GAREDA, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,605
Total number of active participants reported on line 7a of the Form 55002013-01-01813
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01256
Total of all active and inactive participants2013-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,069
Number of participants with account balances2013-01-01975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GAREDA, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,595
Total number of active participants reported on line 7a of the Form 55002012-01-01811
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01784
Total of all active and inactive participants2012-01-011,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0110
Total participants2012-01-011,605
Number of participants with account balances2012-01-011,531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GAREDA, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,523
Total number of active participants reported on line 7a of the Form 55002011-01-01825
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01760
Total of all active and inactive participants2011-01-011,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0110
Total participants2011-01-011,595
Number of participants with account balances2011-01-011,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GAREDA, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,391
Total number of active participants reported on line 7a of the Form 55002010-01-01851
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01667
Total of all active and inactive participants2010-01-011,518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-011,523
Number of participants with account balances2010-01-011,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on GAREDA, LLC 401(K) PLAN

Measure Date Value
2023 : GAREDA, LLC 401(K) PLAN 2023 401k financial data
Total transfer of assets from this plan2023-12-01$3,599,257
Total income from all sources (including contributions)2023-12-01$419,819
Total of all expenses incurred2023-12-01$310,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-01$296,142
Expenses. Certain deemed distributions of participant loans2023-12-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-01$135,038
Value of total assets at end of year2023-12-01$0
Value of total assets at beginning of year2023-12-01$3,489,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-01$14,078
Total interest from all sources2023-12-01$569
Total dividends received (eg from common stock, registered investment company shares)2023-12-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-01$0
Was this plan covered by a fidelity bond2023-12-01Yes
Value of fidelity bond cover2023-12-01$5,000,000
If this is an individual account plan, was there a blackout period2023-12-01Yes
Were there any nonexempt tranactions with any party-in-interest2023-12-01No
Contributions received from participants2023-12-01$85,347
Participant contributions at end of year2023-12-01$0
Participant contributions at beginning of year2023-12-01$10,902
Participant contributions at end of year2023-12-01$0
Participant contributions at beginning of year2023-12-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-01$0
Administrative expenses (other) incurred2023-12-01$-1,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-01No
Value of net income/loss2023-12-01$109,599
Value of net assets at end of year (total assets less liabilities)2023-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2023-12-01$3,489,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-01No
Were any leases to which the plan was party in default or uncollectible2023-12-01No
Value of interest in pooled separate accounts at end of year2023-12-01$0
Value of interest in pooled separate accounts at beginning of year2023-12-01$3,478,756
Interest on participant loans2023-12-01$569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-01$0
Net investment gain/loss from pooled separate accounts2023-12-01$284,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-01No
Was there a failure to transmit to the plan any participant contributions2023-12-01No
Has the plan failed to provide any benefit when due under the plan2023-12-01No
Contributions received in cash from employer2023-12-01$49,691
Employer contributions (assets) at end of year2023-12-01$0
Employer contributions (assets) at beginning of year2023-12-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-01$296,142
Contract administrator fees2023-12-01$12,125
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-01Yes
Did the plan have assets held for investment2023-12-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-01Yes
Opinion of an independent qualified public accountant for this plan2023-12-01Unqualified
Accountancy firm name2023-12-01BAKER TILLY US, LLP
Accountancy firm EIN2023-12-01301413443
2022 : GAREDA, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-416,564
Total of all expenses incurred2022-12-31$362,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$339,081
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$268,973
Value of total assets at end of year2022-12-31$3,489,658
Value of total assets at beginning of year2022-12-31$4,268,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,423
Total interest from all sources2022-12-31$907
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$5,984
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$171,730
Participant contributions at end of year2022-12-31$10,902
Participant contributions at beginning of year2022-12-31$9,995
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$-1,843
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$-779,068
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,489,658
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,268,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$19,282
Value of interest in pooled separate accounts at end of year2022-12-31$3,478,756
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,258,731
Interest on participant loans2022-12-31$907
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-686,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$97,243
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$339,081
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : GAREDA, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$868,092
Total of all expenses incurred2021-12-31$317,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$295,302
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$513,750
Value of total assets at end of year2021-12-31$4,268,726
Value of total assets at beginning of year2021-12-31$3,718,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,113
Total interest from all sources2021-12-31$828
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$4,850
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$317,749
Participant contributions at end of year2021-12-31$9,995
Participant contributions at beginning of year2021-12-31$9,167
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,647
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
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$0
Administrative expenses (other) incurred2021-12-31$-2,014
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$550,677
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,268,726
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,718,049
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$4,258,731
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,708,882
Interest on participant loans2021-12-31$828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$353,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$160,354
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$295,302
Contract administrator fees2021-12-31$19,277
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : GAREDA, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$943,588
Total of all expenses incurred2020-12-31$356,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$334,524
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$547,362
Value of total assets at end of year2020-12-31$3,718,049
Value of total assets at beginning of year2020-12-31$3,131,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,311
Total interest from all sources2020-12-31$791
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$3,143
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$380,000
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$343,391
Participant contributions at end of year2020-12-31$9,167
Participant contributions at beginning of year2020-12-31$10,240
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,552
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$586,753
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,718,049
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,131,296
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$3,708,882
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,121,056
Interest on participant loans2020-12-31$791
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$395,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$180,419
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$334,524
Contract administrator fees2020-12-31$19,168
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : GAREDA, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$958,268
Total of all expenses incurred2019-12-31$505,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$475,989
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$503,715
Value of total assets at end of year2019-12-31$3,131,296
Value of total assets at beginning of year2019-12-31$2,678,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,148
Total interest from all sources2019-12-31$912
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$6,430
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$340,000
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$257,888
Participant contributions at end of year2019-12-31$10,240
Participant contributions at beginning of year2019-12-31$10,852
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$108,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$453,131
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,131,296
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,678,165
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$3,121,056
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,667,313
Interest on participant loans2019-12-31$912
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$453,641
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$137,431
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$475,989
Contract administrator fees2019-12-31$22,718
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 name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
2018 : GAREDA, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$255,952
Total of all expenses incurred2018-12-31$395,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$369,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$406,899
Value of total assets at end of year2018-12-31$2,678,165
Value of total assets at beginning of year2018-12-31$2,817,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,730
Total interest from all sources2018-12-31$926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$4,800
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$330,000
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$239,337
Participant contributions at end of year2018-12-31$10,852
Participant contributions at beginning of year2018-12-31$10,609
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$25,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-139,657
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,678,165
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,817,822
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$2,667,313
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,807,213
Interest on participant loans2018-12-31$926
Net investment gain/loss from pooled separate accounts2018-12-31$-151,873
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$141,627
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$369,879
Contract administrator fees2018-12-31$20,930
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 name2018-12-31MARCUM LLP
Accountancy firm EIN2018-12-31111986323
2017 : GAREDA, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$643,459
Total of all expenses incurred2017-12-31$594,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$555,926
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$321,455
Value of total assets at end of year2017-12-31$2,817,822
Value of total assets at beginning of year2017-12-31$2,768,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$38,249
Total interest from all sources2017-12-31$1,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$9,392
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$205,705
Participant contributions at end of year2017-12-31$10,609
Participant contributions at beginning of year2017-12-31$23,019
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$49,284
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,817,822
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,768,538
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$2,807,213
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,745,519
Interest on participant loans2017-12-31$1,336
Net investment gain/loss from pooled separate accounts2017-12-31$320,668
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$115,750
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$555,926
Contract administrator fees2017-12-31$28,857
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 name2017-12-31MARCUM LLP
Accountancy firm EIN2017-12-31111986323
2016 : GAREDA, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$507,512
Total of all expenses incurred2016-12-31$1,049,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,017,818
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$328,015
Value of total assets at end of year2016-12-31$2,768,538
Value of total assets at beginning of year2016-12-31$3,311,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,168
Total interest from all sources2016-12-31$2,073
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$5,850
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$212,510
Participant contributions at end of year2016-12-31$23,019
Participant contributions at beginning of year2016-12-31$39,335
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-542,474
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,768,538
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,311,012
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$2,745,519
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,271,677
Interest on participant loans2016-12-31$2,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$177,424
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$115,505
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,017,818
Contract administrator fees2016-12-31$26,318
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 name2016-12-31MARCUM LLP
Accountancy firm EIN2016-12-31111986323
2015 : GAREDA, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$282,990
Total of all expenses incurred2015-12-31$650,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$616,738
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$338,585
Value of total assets at end of year2015-12-31$3,311,012
Value of total assets at beginning of year2015-12-31$3,678,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,565
Total interest from all sources2015-12-31$2,974
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$4,850
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$220,307
Participant contributions at end of year2015-12-31$39,335
Participant contributions at beginning of year2015-12-31$64,152
Participant contributions at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,061
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-367,313
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,311,012
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,678,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,271,677
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,613,636
Interest on participant loans2015-12-31$2,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-58,569
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$108,217
Employer contributions (assets) at end of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$616,738
Contract administrator fees2015-12-31$28,715
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 name2015-12-31MARCUN LLP
Accountancy firm EIN2015-12-31111986323
2014 : GAREDA, LLC 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total income from all sources (including contributions)2014-12-31$476,735
Total of all expenses incurred2014-12-31$389,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$337,825
Expenses. Certain deemed distributions of participant loans2014-12-31$6,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$309,510
Value of total assets at end of year2014-12-31$3,678,325
Value of total assets at beginning of year2014-12-31$3,591,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$45,575
Total interest from all sources2014-12-31$4,869
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$13,063
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$208,185
Participant contributions at end of year2014-12-31$64,152
Participant contributions at beginning of year2014-12-31$118,087
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$537
Total non interest bearing cash at beginning of year2014-12-31$538
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$87,286
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,678,325
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,591,039
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
Value of interest in pooled separate accounts at end of year2014-12-31$3,613,636
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,472,414
Interest on participant loans2014-12-31$4,869
Net investment gain/loss from pooled separate accounts2014-12-31$162,356
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$101,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$337,825
Contract administrator fees2014-12-31$32,512
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 name2014-12-31FROST, RUTTENBERG & ROTHBLATT PC
Accountancy firm EIN2014-12-31363402398
2013 : GAREDA, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total income from all sources (including contributions)2013-12-31$998,225
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$748,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$677,758
Expenses. Certain deemed distributions of participant loans2013-12-31$21,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$663,031
Value of total assets at end of year2013-12-31$3,591,039
Value of total assets at beginning of year2013-12-31$3,341,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,318
Total interest from all sources2013-12-31$9,701
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$29,293
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$193,877
Participant contributions at end of year2013-12-31$118,087
Participant contributions at beginning of year2013-12-31$222,861
Other income not declared elsewhere2013-12-31$25,634
Total non interest bearing cash at end of year2013-12-31$538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$249,539
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,591,039
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,341,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$431,773
Value of interest in pooled separate accounts at end of year2013-12-31$3,472,414
Interest on participant loans2013-12-31$9,701
Value of interest in common/collective trusts at beginning of year2013-12-31$668,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,018,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,018,077
Net investment gain/loss from pooled separate accounts2013-12-31$159,101
Net investment gain or loss from common/collective trusts2013-12-31$140,758
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$469,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$677,758
Contract administrator fees2013-12-31$13,267
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 name2013-12-31FROST, RUTTENBERG & ROTHBLATT PC
Accountancy firm EIN2013-12-31363402398
2012 : GAREDA, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$672,233
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$368,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$342,383
Expenses. Certain deemed distributions of participant loans2012-12-31$4,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$539,260
Value of total assets at end of year2012-12-31$3,341,500
Value of total assets at beginning of year2012-12-31$3,037,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$21,592
Total interest from all sources2012-12-31$9,816
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,965
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$304,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$159,973
Participant contributions at end of year2012-12-31$222,861
Participant contributions at beginning of year2012-12-31$171,563
Other income not declared elsewhere2012-12-31$147
Administrative expenses (other) incurred2012-12-31$21,592
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$304,216
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,341,500
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,037,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$431,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$397,493
Interest on participant loans2012-12-31$9,816
Value of interest in common/collective trusts at end of year2012-12-31$668,789
Value of interest in common/collective trusts at beginning of year2012-12-31$615,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,018,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,852,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,852,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$42,408
Net investment gain or loss from common/collective trusts2012-12-31$70,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$379,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$342,383
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FROST, RUTTENBERG & ROTHBLATT PC
Accountancy firm EIN2012-12-31363402398
2011 : GAREDA, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$531,038
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$354,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$330,205
Expenses. Certain deemed distributions of participant loans2011-12-31$2,691
Value of total corrective distributions2011-12-31$4,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$537,818
Value of total assets at end of year2011-12-31$3,037,284
Value of total assets at beginning of year2011-12-31$2,861,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,386
Total interest from all sources2011-12-31$9,524
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$11,073
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$287,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$156,875
Participant contributions at end of year2011-12-31$171,563
Participant contributions at beginning of year2011-12-31$159,152
Administrative expenses (other) incurred2011-12-31$17,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$176,149
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,037,284
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,861,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$397,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$359,285
Interest on participant loans2011-12-31$9,524
Value of interest in common/collective trusts at end of year2011-12-31$615,429
Value of interest in common/collective trusts at beginning of year2011-12-31$647,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,852,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,695,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,695,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-33,953
Net investment gain or loss from common/collective trusts2011-12-31$6,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$380,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$330,205
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FROST, RUTTENBERG & ROTHBLATT PC
Accountancy firm EIN2011-12-31363402398
2010 : GAREDA, LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$744,365
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$392,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$369,966
Expenses. Certain deemed distributions of participant loans2010-12-31$9,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$604,959
Value of total assets at end of year2010-12-31$2,861,135
Value of total assets at beginning of year2010-12-31$2,509,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,171
Total interest from all sources2010-12-31$7,629
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$5,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$5,637
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$251,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$189,547
Participant contributions at end of year2010-12-31$159,152
Participant contributions at beginning of year2010-12-31$126,949
Other income not declared elsewhere2010-12-31$157
Administrative expenses (other) incurred2010-12-31$13,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$351,741
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,861,135
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,509,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$359,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$297,393
Interest on participant loans2010-12-31$7,557
Value of interest in common/collective trusts at end of year2010-12-31$647,185
Value of interest in common/collective trusts at beginning of year2010-12-31$577,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,695,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,507,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,507,855
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$35,226
Net investment gain or loss from common/collective trusts2010-12-31$90,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$415,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$369,966
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FROST, RUTTENBERG & ROTHBLATT PC
Accountancy firm EIN2010-12-31363402398

Form 5500 Responses for GAREDA, LLC 401(K) PLAN

2023: GAREDA, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GAREDA, LLC 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 - TrustYes
2021: GAREDA, LLC 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 - TrustYes
2020: GAREDA, LLC 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 - TrustYes
2019: GAREDA, LLC 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 - TrustYes
2018: GAREDA, LLC 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 - TrustYes
2017: GAREDA, LLC 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 - TrustYes
2016: GAREDA, LLC 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 - TrustYes
2015: GAREDA, LLC 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 - TrustYes
2014: GAREDA, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GAREDA, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GAREDA, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GAREDA, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GAREDA, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111748
Policy instance 1
Insurance contract or identification number111748
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-01
Total amount of commissions paid to insurance brokerUSD $5,958
Total amount of fees paid to insurance companyUSD $4,192
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111748
Policy instance 1
Insurance contract or identification number111748
Number of Individuals Covered535
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,370
Total amount of fees paid to insurance companyUSD $7,865
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,370
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees7865
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111748
Policy instance 1
Insurance contract or identification number111748
Number of Individuals Covered546
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,949
Total amount of fees paid to insurance companyUSD $6,847
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,949
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees6847
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111748
Policy instance 1
Insurance contract or identification number111748
Number of Individuals Covered530
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,909
Total amount of fees paid to insurance companyUSD $6,338
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,909
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees6338
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111748
Policy instance 1
Insurance contract or identification number111748
Number of Individuals Covered539
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,258
Total amount of fees paid to insurance companyUSD $9,400
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9400
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,258
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111748
Policy instance 1
Insurance contract or identification number111748
Number of Individuals Covered576
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,979
Total amount of fees paid to insurance companyUSD $6,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,979
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111748
Policy instance 1
Insurance contract or identification number111748
Number of Individuals Covered586
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,139
Total amount of fees paid to insurance companyUSD $10,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10830
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,139
Insurance broker nameLAWRENCE J. DYJAK & ASSOC INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number111748
Policy instance 1
Insurance contract or identification number111748
Number of Individuals Covered744
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $15,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8915
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameRETIREMENT PLAN CONSULTANTS, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered768
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,858
Are there contracts with allocated funds for group deferred annuity?Yes
Amount paid for insurance broker fees2152
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameLAWRENCE J DYJAK AND ASSOCIATES INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered1003
Insurance policy start date2013-10-01
Insurance policy end date2013-12-31
Amount paid for insurance broker fees1560
Additional information about fees paid to insurance brokerBROKER FEE
Insurance broker organization code?3
Insurance broker nameRETIREMENT PLAN CONSULTANTS, INC

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