ATWAY & COCHRAN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ATWAY & COCHRAN, LLC 401(K) PS PLAN
Measure | Date | Value |
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2014: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 9 |
Number of participants with account balances | 2014-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 9 |
Number of participants with account balances | 2013-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 9 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 8 |
Number of participants with account balances | 2011-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 8 |
Number of participants with account balances | 2010-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2014 : ATWAY & COCHRAN, LLC 401(K) PS PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $75,135 |
Expenses. Total of all expenses incurred | 2014-12-31 | $134 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $962,333 |
Total plan assets at beginning of year | 2014-12-31 | $887,332 |
Value of fidelity bond covering the plan | 2014-12-31 | $60,000 |
Total contributions received or receivable from participants | 2014-12-31 | $17,799 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $134 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $48,131 |
Net income (gross income less expenses) | 2014-12-31 | $75,001 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $962,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $887,332 |
Assets. Value of participant loans | 2014-12-31 | $42,180 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $9,205 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
2013 : ATWAY & COCHRAN, LLC 401(K) PS PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $151,533 |
Expenses. Total of all expenses incurred | 2013-12-31 | $116 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $887,332 |
Total plan assets at beginning of year | 2013-12-31 | $735,915 |
Value of fidelity bond covering the plan | 2013-12-31 | $60,000 |
Total contributions received or receivable from participants | 2013-12-31 | $18,111 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $116 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $123,880 |
Net income (gross income less expenses) | 2013-12-31 | $151,417 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $887,332 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $735,915 |
Assets. Value of participant loans | 2013-12-31 | $24,583 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $9,542 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
2012 : ATWAY & COCHRAN, LLC 401(K) PS PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $94,924 |
Expenses. Total of all expenses incurred | 2012-12-31 | $86 |
Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
Total plan assets at end of year | 2012-12-31 | $735,915 |
Total plan assets at beginning of year | 2012-12-31 | $641,077 |
Value of fidelity bond covering the plan | 2012-12-31 | $60,000 |
Total contributions received or receivable from participants | 2012-12-31 | $17,824 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $86 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $69,689 |
Net income (gross income less expenses) | 2012-12-31 | $94,838 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $735,915 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $641,077 |
Assets. Value of participant loans | 2012-12-31 | $31,201 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $7,411 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
2011 : ATWAY & COCHRAN, LLC 401(K) PS PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $4,794 |
Expenses. Total of all expenses incurred | 2011-12-31 | $24 |
Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
Total plan assets at end of year | 2011-12-31 | $641,077 |
Total plan assets at beginning of year | 2011-12-31 | $636,307 |
Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
Total contributions received or receivable from participants | 2011-12-31 | $16,755 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $24 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $-18,616 |
Net income (gross income less expenses) | 2011-12-31 | $4,770 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $641,077 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $636,307 |
Assets. Value of participant loans | 2011-12-31 | $34,248 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $6,655 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
2010 : ATWAY & COCHRAN, LLC 401(K) PS PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $92,650 |
Expenses. Total of all expenses incurred | 2010-12-31 | $42,189 |
Benefits paid (including direct rollovers) | 2010-12-31 | $42,071 |
Total plan assets at end of year | 2010-12-31 | $636,307 |
Total plan assets at beginning of year | 2010-12-31 | $585,846 |
Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
Total contributions received or receivable from participants | 2010-12-31 | $10,647 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $118 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $78,749 |
Net income (gross income less expenses) | 2010-12-31 | $50,461 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $636,307 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $585,846 |
Assets. Value of participant loans | 2010-12-31 | $43,692 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $3,254 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2014: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2010: ATWAY & COCHRAN, LLC 401(K) PS PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820032 |
Policy instance | 1 |
Insurance contract or identification number | GA-820032 | Number of Individuals Covered | 8 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $5,291 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,291 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY, LL |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820032 |
Policy instance | 1 |
Insurance contract or identification number | GA-820032 | Number of Individuals Covered | 8 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,471 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,471 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS INS AGY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820032 |
Policy instance | 1 |
Insurance contract or identification number | GA-820032 | Number of Individuals Covered | 8 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,844 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,844 | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO ADVISORS INS AGY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820032 |
Policy instance | 1 |
Insurance contract or identification number | GA-820032 | Number of Individuals Covered | 8 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,764 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-820032 |
Policy instance | 1 |
Insurance contract or identification number | GA-820032 | Number of Individuals Covered | 8 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $5,949 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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