Logo

AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameAKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN
Plan identification number 001

AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

AKRON SUMMIT COMMUNITY ACTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:AKRON SUMMIT COMMUNITY ACTION, INC.
Employer identification number (EIN):340965339
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about AKRON SUMMIT COMMUNITY ACTION, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1966-06-22
Company Identification Number: 352031
Legal Registered Office Address: 1 CASCADE PLAZA
SUITE 825
AKRON
United States of America (USA)
44308

More information about AKRON SUMMIT COMMUNITY ACTION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MALCOLM COSTA2024-10-15 MALCOLM COSTA2024-10-15
0012022-01-01MALCOLM COSTA2023-10-16
0012021-01-01MALCOLM COSTA2022-10-17
0012020-01-01RICHARD NELSON2021-10-15
0012019-01-01
0012018-01-01
0012017-01-01MALCOLM COSTA
0012016-01-01MALCOLM COSTA
0012015-01-01MALCOLM COSTA
0012014-01-01MALCOLM COSTA
0012013-01-01MALCOLM COSTA
0012012-01-01MALCOLM COSTA
0012011-01-01MALCOLM COSTA
0012010-01-01MALCOLM COSTA
0012009-01-01MALCOLM COSTA

Plan Statistics for AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01412
Total number of active participants reported on line 7a of the Form 55002023-01-01210
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01200
Total of all active and inactive participants2023-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01412
Number of participants with account balances2023-01-01405
2022: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01420
Total number of active participants reported on line 7a of the Form 55002022-01-01196
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01222
Total of all active and inactive participants2022-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01418
Number of participants with account balances2022-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01430
Total number of active participants reported on line 7a of the Form 55002021-01-01254
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01166
Total of all active and inactive participants2021-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01420
Number of participants with account balances2021-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01423
Total number of active participants reported on line 7a of the Form 55002020-01-01279
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01151
Total of all active and inactive participants2020-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01430
Number of participants with account balances2020-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01409
Total number of active participants reported on line 7a of the Form 55002019-01-01252
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01188
Total of all active and inactive participants2019-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01440
Number of participants with account balances2019-01-01423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01410
Total number of active participants reported on line 7a of the Form 55002018-01-01252
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01185
Total of all active and inactive participants2018-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01437
Number of participants with account balances2018-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01411
Total number of active participants reported on line 7a of the Form 55002017-01-01240
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01195
Total of all active and inactive participants2017-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01435
Number of participants with account balances2017-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01413
Total number of active participants reported on line 7a of the Form 55002016-01-01221
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01190
Total of all active and inactive participants2016-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01411
Number of participants with account balances2016-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01378
Total number of active participants reported on line 7a of the Form 55002015-01-01244
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01169
Total of all active and inactive participants2015-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01413
Number of participants with account balances2015-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01401
Total number of active participants reported on line 7a of the Form 55002014-01-01227
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01164
Total of all active and inactive participants2014-01-01391
Total participants2014-01-01391
Number of participants with account balances2014-01-01378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01390
Total number of active participants reported on line 7a of the Form 55002013-01-01223
Number of other retired or separated participants entitled to future benefits2013-01-01178
Total of all active and inactive participants2013-01-01401
Total participants2013-01-01401
Number of participants with account balances2013-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01431
Total number of active participants reported on line 7a of the Form 55002012-01-01217
Number of other retired or separated participants entitled to future benefits2012-01-01175
Total of all active and inactive participants2012-01-01392
Total participants2012-01-01392
Number of participants with account balances2012-01-01384
2011: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01431
Total number of active participants reported on line 7a of the Form 55002011-01-01231
Number of other retired or separated participants entitled to future benefits2011-01-01165
Total of all active and inactive participants2011-01-01396
Total participants2011-01-01396
Number of participants with account balances2011-01-01373
2010: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01375
Total number of active participants reported on line 7a of the Form 55002010-01-01282
Number of other retired or separated participants entitled to future benefits2010-01-01149
Total of all active and inactive participants2010-01-01431
Total participants2010-01-01431
Number of participants with account balances2010-01-01367
2009: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01353
Total number of active participants reported on line 7a of the Form 55002009-01-01226
Number of other retired or separated participants entitled to future benefits2009-01-01149
Total of all active and inactive participants2009-01-01375
Total participants2009-01-01375
Number of participants with account balances2009-01-01353

Financial Data on AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$1,407,200
Total unrealized appreciation/depreciation of assets2023-12-31$1,407,200
Total income from all sources (including contributions)2023-12-31$2,975,554
Total of all expenses incurred2023-12-31$913,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$804,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,189,097
Value of total assets at end of year2023-12-31$15,230,793
Value of total assets at beginning of year2023-12-31$13,168,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$108,794
Total interest from all sources2023-12-31$379,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$588,902
Participant contributions at end of year2023-12-31$218,506
Participant contributions at beginning of year2023-12-31$201,211
Participant contributions at end of year2023-12-31$23,801
Participant contributions at beginning of year2023-12-31$23,815
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,151
Administrative expenses (other) incurred2023-12-31$108,794
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$24,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,062,419
Value of net assets at end of year (total assets less liabilities)2023-12-31$15,230,793
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,168,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$10,992,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,094,426
Value of interest in pooled separate accounts at end of year2023-12-31$617,028
Value of interest in pooled separate accounts at beginning of year2023-12-31$516,116
Interest on participant loans2023-12-31$10,770
Interest earned on other investments2023-12-31$368,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,353,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,283,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$598,044
Employer contributions (assets) at end of year2023-12-31$24,941
Employer contributions (assets) at beginning of year2023-12-31$24,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$804,341
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31EIDE BAILLY LLP
Accountancy firm EIN2023-12-31450250958
2022 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,325,243
Total unrealized appreciation/depreciation of assets2022-12-31$-2,325,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-786,795
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,360,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,245,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,170,604
Value of total assets at end of year2022-12-31$13,168,374
Value of total assets at beginning of year2022-12-31$15,316,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$115,042
Total interest from all sources2022-12-31$367,844
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
Administrative expenses professional fees incurred2022-12-31$115,042
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$577,342
Participant contributions at end of year2022-12-31$201,211
Participant contributions at beginning of year2022-12-31$230,163
Participant contributions at end of year2022-12-31$23,815
Participant contributions at beginning of year2022-12-31$20,991
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,089
Total non interest bearing cash at end of year2022-12-31$24,702
Total non interest bearing cash at beginning of year2022-12-31$5,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,147,791
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,168,374
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,316,165
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$9,094,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,015,310
Value of interest in pooled separate accounts at end of year2022-12-31$516,116
Value of interest in pooled separate accounts at beginning of year2022-12-31$711,632
Interest on participant loans2022-12-31$12,965
Interest earned on other investments2022-12-31$354,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,283,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,309,323
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$591,173
Employer contributions (assets) at end of year2022-12-31$24,644
Employer contributions (assets) at beginning of year2022-12-31$23,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,245,954
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2022-12-31814504770
2021 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,159,587
Total unrealized appreciation/depreciation of assets2021-12-31$1,159,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,668,287
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,207,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,065,470
Expenses. Certain deemed distributions of participant loans2021-12-31$31,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,250,338
Value of total assets at end of year2021-12-31$15,316,165
Value of total assets at beginning of year2021-12-31$13,855,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,652
Total interest from all sources2021-12-31$258,362
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
Administrative expenses professional fees incurred2021-12-31$110,652
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$525,472
Participant contributions at end of year2021-12-31$230,163
Participant contributions at beginning of year2021-12-31$193,800
Participant contributions at end of year2021-12-31$20,991
Participant contributions at beginning of year2021-12-31$21,800
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$163,175
Total non interest bearing cash at end of year2021-12-31$5,376
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,461,151
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,316,165
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,855,014
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$11,015,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,586,383
Value of interest in pooled separate accounts at end of year2021-12-31$711,632
Value of interest in pooled separate accounts at beginning of year2021-12-31$819,637
Interest on participant loans2021-12-31$9,800
Interest earned on other investments2021-12-31$248,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,309,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,209,321
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$561,691
Employer contributions (assets) at end of year2021-12-31$23,370
Employer contributions (assets) at beginning of year2021-12-31$24,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,065,470
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2021-12-31814504770
2020 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,091,877
Total unrealized appreciation/depreciation of assets2020-12-31$1,091,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,341,154
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$681,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$628,058
Expenses. Certain deemed distributions of participant loans2020-12-31$16,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,031,118
Value of total assets at end of year2020-12-31$13,855,014
Value of total assets at beginning of year2020-12-31$12,195,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,323
Total interest from all sources2020-12-31$218,159
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
Administrative expenses professional fees incurred2020-12-31$37,323
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$483,293
Participant contributions at end of year2020-12-31$193,800
Participant contributions at beginning of year2020-12-31$152,856
Participant contributions at end of year2020-12-31$21,800
Participant contributions at beginning of year2020-12-31$32,892
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,861
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$1,659,376
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,855,014
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,195,638
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$9,586,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$819,637
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,419,791
Interest on participant loans2020-12-31$8,097
Interest earned on other investments2020-12-31$210,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,209,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,547,036
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$544,964
Employer contributions (assets) at end of year2020-12-31$24,073
Employer contributions (assets) at beginning of year2020-12-31$43,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$628,058
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2020-12-31341082617
2019 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$923,299
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$923,299
Total unrealized appreciation/depreciation of assets2019-12-31$923,299
Total unrealized appreciation/depreciation of assets2019-12-31$923,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,921,265
Total income from all sources (including contributions)2019-12-31$1,921,265
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$835,861
Total of all expenses incurred2019-12-31$835,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$821,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$821,845
Expenses. Certain deemed distributions of participant loans2019-12-31$4,000
Expenses. Certain deemed distributions of participant loans2019-12-31$4,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$904,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$904,002
Value of total assets at end of year2019-12-31$12,195,638
Value of total assets at end of year2019-12-31$12,195,638
Value of total assets at beginning of year2019-12-31$11,110,234
Value of total assets at beginning of year2019-12-31$11,110,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,016
Total interest from all sources2019-12-31$93,964
Total interest from all sources2019-12-31$93,964
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Administrative expenses professional fees incurred2019-12-31$10,016
Administrative expenses professional fees incurred2019-12-31$10,016
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$397,998
Participant contributions at end of year2019-12-31$152,856
Participant contributions at end of year2019-12-31$152,856
Participant contributions at beginning of year2019-12-31$159,765
Participant contributions at beginning of year2019-12-31$159,765
Participant contributions at end of year2019-12-31$32,892
Participant contributions at end of year2019-12-31$32,892
Participant contributions at beginning of year2019-12-31$33,199
Participant contributions at beginning of year2019-12-31$33,199
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$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$1,085,404
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,195,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,195,638
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,110,234
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,110,234
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$5,419,791
Value of interest in pooled separate accounts at end of year2019-12-31$5,419,791
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,582,638
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,582,638
Interest on participant loans2019-12-31$11,121
Interest on participant loans2019-12-31$11,121
Interest earned on other investments2019-12-31$82,843
Interest earned on other investments2019-12-31$82,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,547,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,547,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,292,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,292,744
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$506,004
Contributions received in cash from employer2019-12-31$506,004
Employer contributions (assets) at end of year2019-12-31$43,063
Employer contributions (assets) at end of year2019-12-31$43,063
Employer contributions (assets) at beginning of year2019-12-31$41,888
Employer contributions (assets) at beginning of year2019-12-31$41,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$821,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$821,845
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2019-12-31341082617
2018 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-389,872
Total unrealized appreciation/depreciation of assets2018-12-31$-389,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$688,369
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$994,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$971,463
Expenses. Certain deemed distributions of participant loans2018-12-31$13,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$912,430
Value of total assets at end of year2018-12-31$11,110,234
Value of total assets at beginning of year2018-12-31$11,416,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,485
Total interest from all sources2018-12-31$165,811
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
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$9,485
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$397,069
Participant contributions at end of year2018-12-31$159,765
Participant contributions at beginning of year2018-12-31$177,461
Participant contributions at end of year2018-12-31$33,199
Participant contributions at beginning of year2018-12-31$15,678
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-306,091
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,110,234
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,416,325
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$4,582,638
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,949,104
Interest on participant loans2018-12-31$15,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$150,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,292,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,254,815
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$481,116
Employer contributions (assets) at end of year2018-12-31$41,888
Employer contributions (assets) at beginning of year2018-12-31$19,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$971,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2018-12-31341082617
2017 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$642,203
Total unrealized appreciation/depreciation of assets2017-12-31$642,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,640,754
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,067,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$868,938
Expenses. Certain deemed distributions of participant loans2017-12-31$198,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$845,601
Value of total assets at end of year2017-12-31$11,416,325
Value of total assets at beginning of year2017-12-31$10,843,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$91
Total interest from all sources2017-12-31$152,950
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$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$390,723
Participant contributions at end of year2017-12-31$177,461
Participant contributions at beginning of year2017-12-31$312,335
Participant contributions at end of year2017-12-31$15,678
Participant contributions at beginning of year2017-12-31$16,319
Administrative expenses (other) incurred2017-12-31$91
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$572,984
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,416,325
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,843,341
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$4,949,104
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,242,106
Interest on participant loans2017-12-31$8,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$143,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,254,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,252,940
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$454,878
Employer contributions (assets) at end of year2017-12-31$19,267
Employer contributions (assets) at beginning of year2017-12-31$19,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$868,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2017-12-31341082617
2016 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$219,040
Total unrealized appreciation/depreciation of assets2016-12-31$219,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,267,985
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$659,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$618,793
Expenses. Certain deemed distributions of participant loans2016-12-31$40,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$862,338
Value of total assets at end of year2016-12-31$10,843,341
Value of total assets at beginning of year2016-12-31$10,234,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$115
Total interest from all sources2016-12-31$155,664
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
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$388,107
Participant contributions at end of year2016-12-31$312,335
Participant contributions at beginning of year2016-12-31$377,756
Participant contributions at end of year2016-12-31$16,319
Participant contributions at beginning of year2016-12-31$9,232
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$22,317
Other income not declared elsewhere2016-12-31$30,943
Administrative expenses (other) incurred2016-12-31$115
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$608,860
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,843,341
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,234,481
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$4,242,106
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,814,556
Interest on participant loans2016-12-31$6,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$149,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,252,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,019,310
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$451,914
Employer contributions (assets) at end of year2016-12-31$19,641
Employer contributions (assets) at beginning of year2016-12-31$13,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$618,793
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2016-12-31341082617
2015 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-107,614
Total unrealized appreciation/depreciation of assets2015-12-31$-107,614
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$960,495
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$601,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$584,292
Expenses. Certain deemed distributions of participant loans2015-12-31$16,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$867,624
Value of total assets at end of year2015-12-31$10,234,481
Value of total assets at beginning of year2015-12-31$9,875,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76
Total interest from all sources2015-12-31$162,256
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$415,949
Participant contributions at end of year2015-12-31$377,756
Participant contributions at beginning of year2015-12-31$431,808
Participant contributions at end of year2015-12-31$9,232
Participant contributions at beginning of year2015-12-31$15,081
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,273
Other income not declared elsewhere2015-12-31$38,229
Administrative expenses (other) incurred2015-12-31$76
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$359,130
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,234,481
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,875,351
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$3,814,556
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,708,553
Interest on participant loans2015-12-31$9,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$152,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,019,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,701,983
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$450,402
Employer contributions (assets) at end of year2015-12-31$13,627
Employer contributions (assets) at beginning of year2015-12-31$17,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$584,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2015-12-31341082617
2014 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,182,772
Total loss/gain on sale of assets2014-12-31$87,006
Total of all expenses incurred2014-12-31$940,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$904,842
Expenses. Certain deemed distributions of participant loans2014-12-31$35,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$856,094
Value of total assets at end of year2014-12-31$9,875,351
Value of total assets at beginning of year2014-12-31$9,633,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$90
Total interest from all sources2014-12-31$115,533
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$500,000
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$373,828
Participant contributions at end of year2014-12-31$431,808
Participant contributions at beginning of year2014-12-31$417,667
Participant contributions at end of year2014-12-31$15,081
Participant contributions at beginning of year2014-12-31$14,772
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$57,347
Administrative expenses (other) incurred2014-12-31$90
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$241,899
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,875,351
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,633,452
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$3,708,553
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,067,260
Interest on participant loans2014-12-31$19,346
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$96,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,701,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,116,011
Net investment gain/loss from pooled separate accounts2014-12-31$124,139
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$424,919
Employer contributions (assets) at end of year2014-12-31$17,926
Employer contributions (assets) at beginning of year2014-12-31$17,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$904,842
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
Aggregate proceeds on sale of assets2014-12-31$87,006
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 name2014-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2014-12-31341082617
2013 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,335,150
Total loss/gain on sale of assets2013-12-31$30,760
Total of all expenses incurred2013-12-31$1,072,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,003,536
Expenses. Certain deemed distributions of participant loans2013-12-31$68,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$735,847
Value of total assets at end of year2013-12-31$9,633,452
Value of total assets at beginning of year2013-12-31$9,370,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$102
Total interest from all sources2013-12-31$226,048
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$340,558
Participant contributions at end of year2013-12-31$417,667
Participant contributions at beginning of year2013-12-31$449,437
Participant contributions at end of year2013-12-31$17,742
Participant contributions at beginning of year2013-12-31$20,365
Administrative expenses (other) incurred2013-12-31$102
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$262,961
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,633,452
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,370,491
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$3,067,260
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,789,507
Interest on participant loans2013-12-31$21,325
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$204,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,116,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,092,289
Net investment gain/loss from pooled separate accounts2013-12-31$342,495
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$395,289
Employer contributions (assets) at end of year2013-12-31$14,772
Employer contributions (assets) at beginning of year2013-12-31$18,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,003,536
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
Aggregate proceeds on sale of assets2013-12-31$30,760
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 name2013-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2013-12-31341082617
2012 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY 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$1,178,626
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$548,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$525,657
Expenses. Certain deemed distributions of participant loans2012-12-31$22,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$773,303
Value of total assets at end of year2012-12-31$9,370,491
Value of total assets at beginning of year2012-12-31$8,739,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$138
Total interest from all sources2012-12-31$211,373
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$358,218
Participant contributions at end of year2012-12-31$449,437
Participant contributions at beginning of year2012-12-31$493,797
Participant contributions at end of year2012-12-31$20,365
Participant contributions at beginning of year2012-12-31$32,181
Other income not declared elsewhere2012-12-31$14,081
Administrative expenses (other) incurred2012-12-31$138
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$630,625
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,370,491
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,739,866
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$2,789,507
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,446,493
Income. Interest from loans (other than to participants)2012-12-31$9,966
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$201,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,092,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,729,336
Net investment gain/loss from pooled separate accounts2012-12-31$179,869
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$415,085
Employer contributions (assets) at end of year2012-12-31$18,893
Employer contributions (assets) at beginning of year2012-12-31$38,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$525,657
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 name2012-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2012-12-31341082617
2011 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY 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$988,128
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$439,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$408,692
Expenses. Certain deemed distributions of participant loans2011-12-31$30,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$845,784
Value of total assets at end of year2011-12-31$8,739,866
Value of total assets at beginning of year2011-12-31$8,191,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$138
Total interest from all sources2011-12-31$227,855
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$370,002
Participant contributions at end of year2011-12-31$493,797
Participant contributions at beginning of year2011-12-31$501,961
Participant contributions at end of year2011-12-31$32,181
Participant contributions at beginning of year2011-12-31$15,654
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$51,975
Other income not declared elsewhere2011-12-31$-58,840
Administrative expenses (other) incurred2011-12-31$138
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$548,695
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,739,866
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,191,171
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$2,446,493
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,365,457
Interest on participant loans2011-12-31$5,791
Interest earned on other investments2011-12-31$222,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,729,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,289,976
Net investment gain/loss from pooled separate accounts2011-12-31$-26,671
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$423,807
Employer contributions (assets) at end of year2011-12-31$38,059
Employer contributions (assets) at beginning of year2011-12-31$18,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$408,692
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 name2011-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2011-12-31341082617
2010 : AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY 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$1,219,566
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$891,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$889,052
Expenses. Certain deemed distributions of participant loans2010-12-31$2,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$731,193
Value of total assets at end of year2010-12-31$8,191,171
Value of total assets at beginning of year2010-12-31$7,862,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$150
Total interest from all sources2010-12-31$228,798
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$266
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$266
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$340,879
Participant contributions at end of year2010-12-31$501,961
Participant contributions at beginning of year2010-12-31$530,486
Participant contributions at end of year2010-12-31$15,654
Participant contributions at beginning of year2010-12-31$28,103
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,470
Other income not declared elsewhere2010-12-31$163,727
Administrative expenses (other) incurred2010-12-31$150
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$328,218
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,191,171
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,862,953
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$56,381
Value of interest in pooled separate accounts at end of year2010-12-31$787,526
Value of interest in pooled separate accounts at beginning of year2010-12-31$661,742
Interest on participant loans2010-12-31$8,463
Interest earned on other investments2010-12-31$220,335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,867,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,554,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,563
Net investment gain/loss from pooled separate accounts2010-12-31$93,019
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$386,844
Employer contributions (assets) at end of year2010-12-31$18,123
Employer contributions (assets) at beginning of year2010-12-31$32,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$889,052
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 name2010-12-31APPLE GROWTH PARTNERS
Accountancy firm EIN2010-12-31341082617

Form 5500 Responses for AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN

2023: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AKRON SUMMIT COMMUNITY ACTION, INC. 403B TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP17
Policy instance 3
Insurance contract or identification numberBP17
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $974
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55039
Policy instance 2
Insurance contract or identification numberGP55039
Number of Individuals Covered2
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $26
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR14355
Policy instance 1
Insurance contract or identification numberCR14355
Number of Individuals Covered18
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $921
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55039
Policy instance 3
Insurance contract or identification numberGP55039
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR14355
Policy instance 2
Insurance contract or identification numberCR14355
Number of Individuals Covered19
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $926
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $926
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP17
Policy instance 1
Insurance contract or identification numberBP17
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,393
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $650
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55039
Policy instance 3
Insurance contract or identification numberGP55039
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $20
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP17
Policy instance 1
Insurance contract or identification numberBP17
Number of Individuals Covered193
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,446
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $793
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR14355
Policy instance 2
Insurance contract or identification numberCR14355
Number of Individuals Covered20
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $764
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $764
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55039
Policy instance 5
Insurance contract or identification numberGP55039
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $24
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number676178X
Policy instance 1
Insurance contract or identification number676178X
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $10,649
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,874
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR14355
Policy instance 3
Insurance contract or identification numberCR14355
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $892
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $892
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?4
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP17
Policy instance 2
Insurance contract or identification numberBP17
Number of Individuals Covered203
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,698
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $994
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 numberG80144
Policy instance 4
Insurance contract or identification numberG80144
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $22,212
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,770
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 numberG80144
Policy instance 4
Insurance contract or identification numberG80144
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $43,441
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,753
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR14355
Policy instance 3
Insurance contract or identification numberCR14355
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $880
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $880
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP17
Policy instance 2
Insurance contract or identification numberBP17
Number of Individuals Covered202
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,697
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $945
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number676178X
Policy instance 1
Insurance contract or identification number676178X
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $20,846
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,372
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55039
Policy instance 5
Insurance contract or identification numberGP55039
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $23
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55039
Policy instance 5
Insurance contract or identification numberGP55039
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $22
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG80144
Policy instance 4
Insurance contract or identification numberG80144
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $39,916
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,933
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR14355
Policy instance 3
Insurance contract or identification numberCR14355
Number of Individuals Covered23
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $859
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $859
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP17
Policy instance 2
Insurance contract or identification numberBP17
Number of Individuals Covered220
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,101
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,143
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number676178X
Policy instance 1
Insurance contract or identification number676178X
Number of Individuals Covered1
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $20,432
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,027
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberBP17
Policy instance 2
Insurance contract or identification numberBP17
Number of Individuals Covered231
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,820
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,080
Insurance broker organization code?3
Insurance broker nameKEVIN HOWARD SUSSMAN
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberCR14355
Policy instance 3
Insurance contract or identification numberCR14355
Number of Individuals Covered23
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $983
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $983
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG80144
Policy instance 4
Insurance contract or identification numberG80144
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $36,989
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,591
Insurance broker organization code?3
Insurance broker nameGWN SECURITIES, INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberGP55039
Policy instance 5
Insurance contract or identification numberGP55039
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $32
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32
Insurance broker organization code?3
Insurance broker nameLINCOLN FINANCIAL ADVISORS
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number676178X
Policy instance 1
Insurance contract or identification number676178X
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,448
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,040
Insurance broker organization code?3
Insurance broker nameGWN SECURITIES, INC.

Potentially related plans

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

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

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

See full terms and conditions

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