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NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 401k Plan overview

Plan NameNEW WAY LANDSCAPE & TREE SERVICE 401K PLAN
Plan identification number 001

NEW WAY LANDSCAPE & TREE SERVICE 401K 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NEW WAY LANDSCAPE & TREE SERVICE has sponsored the creation of one or more 401k plans.

Company Name:NEW WAY LANDSCAPE & TREE SERVICE
Employer identification number (EIN):330132529
NAIC Classification:541320
NAIC Description:Landscape Architectural Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ANIL HIREMATH2023-10-16
0012021-01-01ANIL HIREMATH2022-10-14
0012020-01-01ANIL HIREMATH2021-10-13
0012019-01-01ANIL HIREMATH2020-10-09
0012018-01-01KATHRYN DE JONG2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01KATHRYN DE JONG2016-10-13
0012014-01-01
0012013-01-01DAN SUHOVECKY
0012012-01-01DAN SUHOVECKY
0012011-01-01DAN SUHOVECKY
0012010-01-01DAN SUHOVECKY
0012009-01-01DAN SUHOVECKY

Plan Statistics for NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN

401k plan membership statisitcs for NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN

Measure Date Value
2022: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01100
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0167
Number of participants with account balances2022-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01117
Total number of active participants reported on line 7a of the Form 55002021-01-0169
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0179
Number of participants with account balances2021-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01111
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01106
Number of participants with account balances2020-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01127
Total number of active participants reported on line 7a of the Form 55002019-01-01101
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01109
Number of participants with account balances2019-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01185
Total number of active participants reported on line 7a of the Form 55002018-01-01116
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01125
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01174
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01185
Number of participants with account balances2017-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01175
Total number of active participants reported on line 7a of the Form 55002016-01-01159
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01168
Number of participants with account balances2016-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01163
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01171
Number of participants with account balances2015-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01129
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01142
Number of participants with account balances2014-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01141
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01141
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01134
Number of participants with account balances2012-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01113
Total number of active participants reported on line 7a of the Form 55002011-01-01125
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01132
Number of participants with account balances2011-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01118
Total number of active participants reported on line 7a of the Form 55002010-01-01108
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01113
Number of participants with account balances2010-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-01104
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01108
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN

Measure Date Value
2022 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-250,264
Total of all expenses incurred2022-12-31$4,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$57,480
Value of total assets at end of year2022-12-31$1,116,264
Value of total assets at beginning of year2022-12-31$1,370,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,171
Total interest from all sources2022-12-31$3,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$130,000
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$57,480
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-254,435
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,116,264
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,370,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$722,236
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,180,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$394,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$169,102
Net investment gain/loss from pooled separate accounts2022-12-31$-310,749
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
Employer contributions (assets) at beginning of year2022-12-31$20,696
Contract administrator fees2022-12-31$4,171
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 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,169
Total income from all sources (including contributions)2021-12-31$272,433
Total of all expenses incurred2021-12-31$136,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$121,031
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$63,302
Value of total assets at end of year2021-12-31$1,370,699
Value of total assets at beginning of year2021-12-31$1,235,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,509
Total interest from all sources2021-12-31$2,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$130,000
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$42,606
Participant contributions at beginning of year2021-12-31$18,318
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,169
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$135,893
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,370,699
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,234,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$1,180,901
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,038,153
Interest on participant loans2021-12-31$663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,803
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$169,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$179,504
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$206,665
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$20,696
Employer contributions (assets) at end of year2021-12-31$20,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$121,031
Contract administrator fees2021-12-31$15,509
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 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,169
Total income from all sources (including contributions)2020-12-31$241,112
Total of all expenses incurred2020-12-31$54,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$52,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,349
Value of total assets at end of year2020-12-31$1,235,975
Value of total assets at beginning of year2020-12-31$1,048,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,788
Total interest from all sources2020-12-31$2,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$130,000
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$19,349
Participant contributions at end of year2020-12-31$18,318
Participant contributions at beginning of year2020-12-31$15,165
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,169
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$186,738
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,234,806
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,048,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$1,038,153
Value of interest in pooled separate accounts at beginning of year2020-12-31$790,853
Interest on participant loans2020-12-31$902
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$179,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$242,050
Net investment gain/loss from pooled separate accounts2020-12-31$218,836
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$52,586
Contract administrator fees2020-12-31$1,788
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 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$208,172
Total of all expenses incurred2019-12-31$129,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$112,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,050
Value of total assets at end of year2019-12-31$1,048,068
Value of total assets at beginning of year2019-12-31$969,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,363
Total interest from all sources2019-12-31$3,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
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$17,050
Participant contributions at end of year2019-12-31$15,165
Participant contributions at beginning of year2019-12-31$19,934
Participant contributions 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$78,507
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,048,068
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$969,561
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$790,853
Value of interest in pooled separate accounts at beginning of year2019-12-31$701,192
Interest on participant loans2019-12-31$1,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$242,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$248,435
Net investment gain/loss from pooled separate accounts2019-12-31$187,684
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$112,302
Contract administrator fees2019-12-31$17,363
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SQUAR MILNER LLP
Accountancy firm EIN2019-12-31330835986
2018 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-7,094
Total of all expenses incurred2018-12-31$90,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$67,218
Expenses. Certain deemed distributions of participant loans2018-12-31$7,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$28,911
Value of total assets at end of year2018-12-31$969,561
Value of total assets at beginning of year2018-12-31$1,067,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$15,756
Total interest from all sources2018-12-31$1,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$28,911
Participant contributions at end of year2018-12-31$19,934
Participant contributions at beginning of year2018-12-31$21,902
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$1,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-97,628
Value of net assets at end of year (total assets less liabilities)2018-12-31$969,561
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,067,189
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$701,192
Value of interest in pooled separate accounts at beginning of year2018-12-31$735,701
Interest on participant loans2018-12-31$1,388
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$248,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$308,155
Net investment gain/loss from pooled separate accounts2018-12-31$-37,991
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$67,218
Contract administrator fees2018-12-31$15,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31SQUAR MILNER LLP
Accountancy firm EIN2018-12-31330835986
2017 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$192,029
Total of all expenses incurred2017-12-31$550,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$520,152
Expenses. Certain deemed distributions of participant loans2017-12-31$19,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$43,382
Value of total assets at end of year2017-12-31$1,067,189
Value of total assets at beginning of year2017-12-31$1,425,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,228
Total interest from all sources2017-12-31$5,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
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$43,382
Participant contributions at end of year2017-12-31$21,902
Participant contributions at beginning of year2017-12-31$54,110
Participant contributions at end of year2017-12-31$1,431
Participant contributions at beginning of year2017-12-31$1,283
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$-358,113
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,067,189
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,425,302
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$735,701
Value of interest in pooled separate accounts at beginning of year2017-12-31$975,761
Interest on participant loans2017-12-31$1,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$308,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$394,148
Net investment gain/loss from pooled separate accounts2017-12-31$143,213
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$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$520,152
Contract administrator fees2017-12-31$10,228
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SQUAR MILNER LLP
Accountancy firm EIN2017-12-31330835986
2016 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-8,036
Total unrealized appreciation/depreciation of assets2016-12-31$-8,036
Total income from all sources (including contributions)2016-12-31$120,823
Total of all expenses incurred2016-12-31$40,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$40,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$37,045
Value of total assets at end of year2016-12-31$1,425,302
Value of total assets at beginning of year2016-12-31$1,344,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35
Total interest from all sources2016-12-31$6,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$140,000
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$37,045
Participant contributions at end of year2016-12-31$54,110
Participant contributions at beginning of year2016-12-31$65,334
Participant contributions at end of year2016-12-31$1,283
Participant contributions at beginning of year2016-12-31$1,030
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$80,544
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,425,302
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,344,758
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$975,761
Value of interest in pooled separate accounts at beginning of year2016-12-31$865,994
Interest on participant loans2016-12-31$2,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$394,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$412,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$84,834
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$0
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$40,244
Contract administrator fees2016-12-31$35
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 name2016-12-31SQUAR MILNER LLP
Accountancy firm EIN2016-12-31330835986
2015 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$28,142
Total of all expenses incurred2015-12-31$85,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$83,554
Expenses. Certain deemed distributions of participant loans2015-12-31$1,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$36,101
Value of total assets at end of year2015-12-31$1,344,758
Value of total assets at beginning of year2015-12-31$1,401,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$105
Total interest from all sources2015-12-31$8,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$140,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$36,101
Participant contributions at end of year2015-12-31$65,334
Participant contributions at beginning of year2015-12-31$53,852
Participant contributions at end of year2015-12-31$1,030
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-57,047
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,344,758
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,401,805
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$865,994
Value of interest in pooled separate accounts at beginning of year2015-12-31$899,662
Interest on participant loans2015-12-31$2,709
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$412,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$448,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,508
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$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$83,554
Contract administrator fees2015-12-31$105
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 name2015-12-31SQUAR MILNER LLP
Accountancy firm EIN2015-12-31330835986
2014 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$91,382
Total of all expenses incurred2014-12-31$28,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$28,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$36,479
Value of total assets at end of year2014-12-31$1,401,805
Value of total assets at beginning of year2014-12-31$1,338,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$105
Total interest from all sources2014-12-31$9,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$36,479
Participant contributions at end of year2014-12-31$53,852
Participant contributions at beginning of year2014-12-31$26,600
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$63,157
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,401,805
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,338,648
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$899,662
Value of interest in pooled separate accounts at beginning of year2014-12-31$944,835
Interest on participant loans2014-12-31$1,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$7,987
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$448,291
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$367,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$44,921
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$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$28,120
Contract administrator fees2014-12-31$105
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 name2014-12-31SQUAR, MILNER, PETERSON ET AL LLP
Accountancy firm EIN2014-12-31330835986
2013 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$197,589
Total of all expenses incurred2013-12-31$82,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$82,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$32,199
Value of total assets at end of year2013-12-31$1,338,648
Value of total assets at beginning of year2013-12-31$1,224,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$140
Total interest from all sources2013-12-31$8,310
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$140
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$32,199
Participant contributions at end of year2013-12-31$26,600
Participant contributions at beginning of year2013-12-31$41,112
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$114,608
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,338,648
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,224,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$944,835
Value of interest in pooled separate accounts at beginning of year2013-12-31$596,168
Interest on participant loans2013-12-31$1,405
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$367,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$586,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$157,080
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$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$82,841
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 name2013-12-31SQUAR, MILNER PETERSON ET AL LLP
Accountancy firm EIN2013-12-31330835986
2012 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$103,064
Total of all expenses incurred2012-12-31$10,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,270
Value of total assets at end of year2012-12-31$1,224,040
Value of total assets at beginning of year2012-12-31$1,131,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70
Total interest from all sources2012-12-31$16,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$70
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
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$34,270
Participant contributions at end of year2012-12-31$41,112
Participant contributions at beginning of year2012-12-31$27,449
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$92,424
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,224,040
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,131,616
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 pooled separate accounts at end of year2012-12-31$596,168
Value of interest in pooled separate accounts at beginning of year2012-12-31$218,454
Income. Interest from loans (other than to participants)2012-12-31$1,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$14,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$586,760
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$828,741
Net gain/loss from 103.12 investment entities2012-12-31$52,770
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$0
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$56,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,570
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SQUAR, MILNER PETERSON ET.AL.LLP
Accountancy firm EIN2012-12-31330835986
2011 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-31,668
Total unrealized appreciation/depreciation of assets2011-12-31$-31,668
Total income from all sources (including contributions)2011-12-31$146,661
Total of all expenses incurred2011-12-31$58,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$54,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$162,777
Value of total assets at end of year2011-12-31$1,131,616
Value of total assets at beginning of year2011-12-31$1,043,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,031
Total interest from all sources2011-12-31$15,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,031
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
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$105,805
Participant contributions at end of year2011-12-31$27,449
Participant contributions at beginning of year2011-12-31$33,355
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$88,295
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,131,616
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,043,321
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 pooled separate accounts at end of year2011-12-31$218,454
Value of interest in pooled separate accounts at beginning of year2011-12-31$690,307
Interest on participant loans2011-12-31$1,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$828,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$255,633
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$56,972
Employer contributions (assets) at end of year2011-12-31$56,972
Employer contributions (assets) at beginning of year2011-12-31$64,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$54,335
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 name2011-12-31SQUAR, MILNER, PETERSON ET.AL.LLP
Accountancy firm EIN2011-12-31330835986
2010 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$82,928
Total unrealized appreciation/depreciation of assets2010-12-31$82,928
Total income from all sources (including contributions)2010-12-31$304,837
Total of all expenses incurred2010-12-31$85,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$79,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$215,694
Value of total assets at end of year2010-12-31$1,043,321
Value of total assets at beginning of year2010-12-31$823,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,698
Total interest from all sources2010-12-31$6,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,698
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
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$118,788
Participant contributions at end of year2010-12-31$33,355
Participant contributions at beginning of year2010-12-31$6,847
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$32,880
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$219,782
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,043,321
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$823,539
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 pooled separate accounts at end of year2010-12-31$690,307
Value of interest in pooled separate accounts at beginning of year2010-12-31$643,583
Interest on participant loans2010-12-31$872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$255,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$113,270
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$64,026
Employer contributions (assets) at end of year2010-12-31$64,026
Employer contributions (assets) at beginning of year2010-12-31$59,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$79,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31SQUAR, MILNER, PETERSON ET.AL. LLP
Accountancy firm EIN2010-12-31330835986
2009 : NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN

2022: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEW WAY LANDSCAPE & TREE SERVICE 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819958
Policy instance 1
Insurance contract or identification number819958
Number of Individuals Covered22
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,735
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,735
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819958
Policy instance 1
Insurance contract or identification number819958
Number of Individuals Covered18
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,278
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,278
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819958
Policy instance 1
Insurance contract or identification number819958
Number of Individuals Covered20
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,153
Total amount of fees paid to insurance companyUSD $510
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,153
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819958
Policy instance 1
Insurance contract or identification number819958
Number of Individuals Covered20
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,877
Total amount of fees paid to insurance companyUSD $497
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,877
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees497
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number819958
Policy instance 2
Insurance contract or identification number819958
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $24,651
Total amount of fees paid to insurance companyUSD $3,019
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,651
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees3019
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36400
Policy instance 1
Insurance contract or identification numberG36400
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $441
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $441
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36400
Policy instance 1
Insurance contract or identification numberG36400
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,262
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,262
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBURGE, GREGORY P
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36400
Policy instance 1
Insurance contract or identification numberG36400
Number of Individuals Covered22
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,205
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,205
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBURGE, GREGORY P
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36400
Policy instance 1
Insurance contract or identification numberG36400
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,315
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,315
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBURGE, GREGORY P
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36400
Policy instance 1
Insurance contract or identification numberG36400
Number of Individuals Covered25
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,114
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,114
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBURGE, GREGORY P
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36400
Policy instance 1
Insurance contract or identification numberG36400
Number of Individuals Covered28
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,452
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP ANNUITY CONTRACT
Commission paid to Insurance BrokerUSD $4,452
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameBURGE, GREGORY P
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG36400
Policy instance 1
Insurance contract or identification numberG36400
Number of Individuals Covered29
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $17,101
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM852601
Policy instance 2
Insurance contract or identification numberRM852601
Number of Individuals Covered29
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,649
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM852601
Policy instance 2
Insurance contract or identification numberRM852601
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,737
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 69052
Policy instance 1
Insurance contract or identification numberGP 69052
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $877
Total amount of fees paid to insurance companyUSD $20
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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