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AXIOM PROPERTIES, INC. 401K PLAN 401k Plan overview

Plan NameAXIOM PROPERTIES, INC. 401K PLAN
Plan identification number 001

AXIOM PROPERTIES, INC. 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AXIOM PROPERTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:AXIOM PROPERTIES, INC.
Employer identification number (EIN):363430541
NAIC Classification:531310

Additional information about AXIOM PROPERTIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-10-24
Company Identification Number: P03000124352
Legal Registered Office Address: 721 FIRST AVENUE NORTH

ST PETERSBURG

33701

More information about AXIOM PROPERTIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AXIOM PROPERTIES, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROGER M. CAGANN
0012013-01-01ROGER M. CAGANN
0012012-01-01ROGER M. CAGANN
0012011-01-01ROGER M. CAGANN
0012010-01-01ROGER M. CAGANN2011-04-12

Plan Statistics for AXIOM PROPERTIES, INC. 401K PLAN

401k plan membership statisitcs for AXIOM PROPERTIES, INC. 401K PLAN

Measure Date Value
2022: AXIOM PROPERTIES, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01205
Total number of active participants reported on line 7a of the Form 55002022-01-01126
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0181
Total of all active and inactive participants2022-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01213
Number of participants with account balances2022-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AXIOM PROPERTIES, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01197
Total number of active participants reported on line 7a of the Form 55002021-01-01122
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0169
Total of all active and inactive participants2021-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01199
Number of participants with account balances2021-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AXIOM PROPERTIES, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01186
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AXIOM PROPERTIES, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01173
Total number of active participants reported on line 7a of the Form 55002019-01-01126
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01179
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AXIOM PROPERTIES, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01161
Total number of active participants reported on line 7a of the Form 55002018-01-01117
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01164
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AXIOM PROPERTIES, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01151
Total number of active participants reported on line 7a of the Form 55002017-01-01113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01155
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AXIOM PROPERTIES, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01136
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01143
Number of participants with account balances2016-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AXIOM PROPERTIES, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-0195
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01124
Number of participants with account balances2015-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AXIOM PROPERTIES, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-0189
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01127
Number of participants with account balances2014-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AXIOM PROPERTIES, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01134
Total number of active participants reported on line 7a of the Form 55002013-01-0190
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01124
Number of participants with account balances2013-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AXIOM PROPERTIES, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01142
Total number of active participants reported on line 7a of the Form 55002012-01-0193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01118
Number of participants with account balances2012-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AXIOM PROPERTIES, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-0194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01116
Number of participants with account balances2011-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on AXIOM PROPERTIES, INC. 401K PLAN

Measure Date Value
2022 : AXIOM PROPERTIES, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-496,048
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$374,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$332,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$788,652
Value of total assets at end of year2022-12-31$7,045,784
Value of total assets at beginning of year2022-12-31$7,916,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,606
Total interest from all sources2022-12-31$7,484
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$3,146
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$470,355
Participant contributions at end of year2022-12-31$171,869
Participant contributions at beginning of year2022-12-31$144,274
Participant contributions at end of year2022-12-31$109
Participant contributions at beginning of year2022-12-31$10
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$43,787
Other income not declared elsewhere2022-12-31$32
Total non interest bearing cash at end of year2022-12-31$4,213
Total non interest bearing cash at beginning of year2022-12-31$8,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-870,896
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,045,784
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,916,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,795,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,229,308
Interest on participant loans2022-12-31$7,484
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$259,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$54,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,293,098
Net investment gain or loss from common/collective trusts2022-12-31$882
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$274,510
Employer contributions (assets) at end of year2022-12-31$19,670
Employer contributions (assets) at beginning of year2022-12-31$264,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$332,242
Contract administrator fees2022-12-31$38,115
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DUFEK & COMPANY, LLC
Accountancy firm EIN2022-12-31271515696
2021 : AXIOM PROPERTIES, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$1,576,935
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$144,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$131,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$732,119
Value of total assets at end of year2021-12-31$7,916,680
Value of total assets at beginning of year2021-12-31$6,484,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,686
Total interest from all sources2021-12-31$5,922
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$44,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$44,077
Administrative expenses professional fees incurred2021-12-31$2,650
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 period2021-12-31Yes
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$437,536
Participant contributions at end of year2021-12-31$144,274
Participant contributions at beginning of year2021-12-31$133,611
Participant contributions at end of year2021-12-31$10
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,000
Other income not declared elsewhere2021-12-31$6,281
Total non interest bearing cash at end of year2021-12-31$8,241
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$1,432,544
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,916,680
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,484,136
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
Investment advisory and management fees2021-12-31$355
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,229,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,696,778
Interest on participant loans2021-12-31$5,922
Value of interest in common/collective trusts at end of year2021-12-31$259,668
Value of interest in common/collective trusts at beginning of year2021-12-31$392,703
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$786,710
Net investment gain or loss from common/collective trusts2021-12-31$1,826
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$264,583
Employer contributions (assets) at end of year2021-12-31$264,583
Employer contributions (assets) at beginning of year2021-12-31$261,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$131,705
Contract administrator fees2021-12-31$9,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DUFEK & COMPANY, LLC
Accountancy firm EIN2021-12-31271515696
2020 : AXIOM PROPERTIES, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$1,348,553
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$252,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$238,714
Expenses. Certain deemed distributions of participant loans2020-12-31$9,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$673,554
Value of total assets at end of year2020-12-31$6,484,136
Value of total assets at beginning of year2020-12-31$5,387,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,215
Total interest from all sources2020-12-31$8,150
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$228,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$228,705
Administrative expenses professional fees incurred2020-12-31$2,875
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$412,510
Participant contributions at end of year2020-12-31$133,611
Participant contributions at beginning of year2020-12-31$179,032
Other income not declared elsewhere2020-12-31$2,281
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$1,096,170
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,484,136
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,387,966
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$5,696,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,698,614
Interest on participant loans2020-12-31$8,150
Value of interest in common/collective trusts at end of year2020-12-31$392,703
Value of interest in common/collective trusts at beginning of year2020-12-31$270,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$432,594
Net investment gain or loss from common/collective trusts2020-12-31$3,269
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$261,044
Employer contributions (assets) at end of year2020-12-31$261,044
Employer contributions (assets) at beginning of year2020-12-31$240,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$238,714
Contract administrator fees2020-12-31$1,340
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 name2020-12-31DUFEK & COMPANY, LLC
Accountancy firm EIN2020-12-31271515696
2019 : AXIOM PROPERTIES, INC. 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$1,389,119
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$75,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$74,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$610,628
Value of total assets at end of year2019-12-31$5,387,966
Value of total assets at beginning of year2019-12-31$4,074,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,431
Total interest from all sources2019-12-31$9,908
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$254,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$254,194
Administrative expenses professional fees incurred2019-12-31$133
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$369,921
Participant contributions at end of year2019-12-31$179,032
Participant contributions at beginning of year2019-12-31$190,905
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$509
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$546
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,313,662
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,387,966
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,074,304
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$4,698,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,428,865
Interest on participant loans2019-12-31$9,908
Value of interest in common/collective trusts at end of year2019-12-31$270,122
Value of interest in common/collective trusts at beginning of year2019-12-31$242,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$510,131
Net investment gain or loss from common/collective trusts2019-12-31$3,712
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$240,198
Employer contributions (assets) at end of year2019-12-31$240,198
Employer contributions (assets) at beginning of year2019-12-31$211,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$74,026
Contract administrator fees2019-12-31$1,298
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 name2019-12-31DUFEK & COMPANY, LLC
Accountancy firm EIN2019-12-31271515696
2018 : AXIOM PROPERTIES, INC. 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$344,898
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$150,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$147,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$569,154
Value of total assets at end of year2018-12-31$4,074,304
Value of total assets at beginning of year2018-12-31$3,879,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,760
Total interest from all sources2018-12-31$6,840
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$251,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$251,032
Administrative expenses professional fees incurred2018-12-31$1,200
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$340,393
Participant contributions at end of year2018-12-31$190,905
Participant contributions at beginning of year2018-12-31$81,842
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,115
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$133
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$194,783
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,074,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,879,521
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$3,428,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,326,107
Interest on participant loans2018-12-31$6,840
Value of interest in common/collective trusts at end of year2018-12-31$242,888
Value of interest in common/collective trusts at beginning of year2018-12-31$266,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-485,096
Net investment gain or loss from common/collective trusts2018-12-31$2,835
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$211,646
Employer contributions (assets) at end of year2018-12-31$211,646
Employer contributions (assets) at beginning of year2018-12-31$204,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$147,355
Contract administrator fees2018-12-31$1,560
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 name2018-12-31DUFEK & COMPANY, LLC
Accountancy firm EIN2018-12-31271515696
2017 : AXIOM PROPERTIES, INC. 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$956,877
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$97,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$94,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$546,974
Value of total assets at end of year2017-12-31$3,879,521
Value of total assets at beginning of year2017-12-31$3,019,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,376
Total interest from all sources2017-12-31$3,122
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$168,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$168,555
Administrative expenses professional fees incurred2017-12-31$1,200
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$331,724
Participant contributions at end of year2017-12-31$81,842
Participant contributions at beginning of year2017-12-31$115,066
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$859,528
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,879,521
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,019,993
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$3,326,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,456,603
Interest on participant loans2017-12-31$3,122
Value of interest in common/collective trusts at end of year2017-12-31$266,883
Value of interest in common/collective trusts at beginning of year2017-12-31$264,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$236,016
Net investment gain or loss from common/collective trusts2017-12-31$2,210
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$204,689
Employer contributions (assets) at end of year2017-12-31$204,689
Employer contributions (assets) at beginning of year2017-12-31$183,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$94,973
Contract administrator fees2017-12-31$1,176
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 name2017-12-31DUFEK & COMPANY, LLC
Accountancy firm EIN2017-12-31271515696
2016 : AXIOM PROPERTIES, INC. 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$704,620
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$142,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$139,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$494,161
Value of total assets at end of year2016-12-31$3,019,993
Value of total assets at beginning of year2016-12-31$2,457,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,302
Total interest from all sources2016-12-31$4,465
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$98,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$98,194
Administrative expenses professional fees incurred2016-12-31$2,023
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
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$291,447
Participant contributions at end of year2016-12-31$115,066
Participant contributions at beginning of year2016-12-31$118,223
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$19,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$562,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,019,993
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,457,807
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$2,456,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,001,906
Interest on participant loans2016-12-31$4,465
Value of interest in common/collective trusts at end of year2016-12-31$264,801
Value of interest in common/collective trusts at beginning of year2016-12-31$192,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$105,606
Net investment gain or loss from common/collective trusts2016-12-31$2,194
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$183,523
Employer contributions (assets) at end of year2016-12-31$183,523
Employer contributions (assets) at beginning of year2016-12-31$145,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$139,132
Contract administrator fees2016-12-31$1,279
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 name2016-12-31DUFEK & COMPANY, LLC
Accountancy firm EIN2016-12-31271515696
2015 : AXIOM PROPERTIES, INC. 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$353,374
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$101,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$99,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$366,491
Value of total assets at end of year2015-12-31$2,457,807
Value of total assets at beginning of year2015-12-31$2,205,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,152
Total interest from all sources2015-12-31$5,002
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$101,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$101,890
Administrative expenses professional fees incurred2015-12-31$1,050
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$221,317
Participant contributions at end of year2015-12-31$118,223
Participant contributions at beginning of year2015-12-31$121,269
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$252,163
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,457,807
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,205,644
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$2,001,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,758,899
Interest on participant loans2015-12-31$5,002
Value of interest in common/collective trusts at end of year2015-12-31$192,504
Value of interest in common/collective trusts at beginning of year2015-12-31$201,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-118,290
Net investment gain or loss from common/collective trusts2015-12-31$-1,719
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$145,174
Employer contributions (assets) at end of year2015-12-31$145,174
Employer contributions (assets) at beginning of year2015-12-31$123,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$99,059
Contract administrator fees2015-12-31$1,102
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 name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : AXIOM PROPERTIES, INC. 401K 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$433,526
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$168,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$166,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$304,344
Value of total assets at end of year2014-12-31$2,205,644
Value of total assets at beginning of year2014-12-31$1,940,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,954
Total interest from all sources2014-12-31$5,306
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$87,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$87,775
Administrative expenses professional fees incurred2014-12-31$975
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
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$180,510
Participant contributions at end of year2014-12-31$121,269
Participant contributions at beginning of year2014-12-31$148,988
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$265,167
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,205,644
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,940,477
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$1,758,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,440,417
Interest on participant loans2014-12-31$5,306
Value of interest in common/collective trusts at end of year2014-12-31$201,642
Value of interest in common/collective trusts at beginning of year2014-12-31$233,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$33,634
Net investment gain or loss from common/collective trusts2014-12-31$2,467
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$123,834
Employer contributions (assets) at end of year2014-12-31$123,834
Employer contributions (assets) at beginning of year2014-12-31$117,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$166,405
Contract administrator fees2014-12-31$979
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : AXIOM PROPERTIES, INC. 401K 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$560,477
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$215,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$213,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$292,595
Value of total assets at end of year2013-12-31$1,940,477
Value of total assets at beginning of year2013-12-31$1,595,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,109
Total interest from all sources2013-12-31$5,574
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$111,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$111,084
Administrative expenses professional fees incurred2013-12-31$2,109
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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$168,509
Participant contributions at end of year2013-12-31$148,988
Participant contributions at beginning of year2013-12-31$120,994
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$5,909
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,142
Other income not declared elsewhere2013-12-31$4,441
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$1,339,118
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$345,291
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,940,477
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,595,186
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$1,440,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$5,574
Value of interest in common/collective trusts at end of year2013-12-31$233,531
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$146,783
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$117,541
Employer contributions (assets) at end of year2013-12-31$117,541
Employer contributions (assets) at beginning of year2013-12-31$128,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$213,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SS&G, INC.
Accountancy firm EIN2013-12-31341945695
2012 : AXIOM PROPERTIES, INC. 401K 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$466,950
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$244,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$231,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$312,307
Value of total assets at end of year2012-12-31$1,595,186
Value of total assets at beginning of year2012-12-31$1,373,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,085
Total interest from all sources2012-12-31$4,968
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
Administrative expenses professional fees incurred2012-12-31$1,349
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
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$182,562
Participant contributions at end of year2012-12-31$120,994
Participant contributions at beginning of year2012-12-31$57,865
Participant contributions at end of year2012-12-31$5,909
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$1,339,118
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$221,990
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,595,186
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,373,196
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$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,140,360
Interest on participant loans2012-12-31$3,232
Interest earned on other investments2012-12-31$1,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$51,934
Net investment gain/loss from pooled separate accounts2012-12-31$149,675
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$128,023
Employer contributions (assets) at end of year2012-12-31$128,023
Employer contributions (assets) at beginning of year2012-12-31$123,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$231,875
Contract administrator fees2012-12-31$11,736
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 name2012-12-31SS&G, INC.
Accountancy firm EIN2012-12-31341945695
2011 : AXIOM PROPERTIES, INC. 401K 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$235,113
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$68,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$56,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$300,552
Value of total assets at end of year2011-12-31$1,373,196
Value of total assets at beginning of year2011-12-31$1,206,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,564
Total interest from all sources2011-12-31$3,598
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
Administrative expenses professional fees incurred2011-12-31$1,150
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$125,000
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$177,515
Participant contributions at end of year2011-12-31$57,865
Participant contributions at beginning of year2011-12-31$37,230
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$166,632
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,373,196
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,206,564
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$1,140,360
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,044,406
Interest on participant loans2011-12-31$2,880
Interest earned on other investments2011-12-31$718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$51,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$31,750
Net investment gain/loss from pooled separate accounts2011-12-31$-69,037
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$123,037
Employer contributions (assets) at end of year2011-12-31$123,037
Employer contributions (assets) at beginning of year2011-12-31$93,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$56,917
Contract administrator fees2011-12-31$10,414
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 name2011-12-31SS&G, INC.
Accountancy firm EIN2011-12-31341945695

Form 5500 Responses for AXIOM PROPERTIES, INC. 401K PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number150491
Policy instance 1
Insurance contract or identification number150491
Number of Individuals Covered208
Insurance policy start date2022-10-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,080
Total amount of fees paid to insurance companyUSD $15,674
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
Amount paid for insurance broker fees15674
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $8,080
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number150491
Policy instance 1
Insurance contract or identification number150491
Number of Individuals Covered186
Insurance policy start date2021-10-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $35,080
Total amount of fees paid to insurance companyUSD $15,770
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 $35,080
Insurance broker organization code?7
Amount paid for insurance broker fees15770
Additional information about fees paid to insurance brokerTPA COMPENSATION AND FEES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995975-000
Policy instance 1
Insurance contract or identification number995975-000
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,774
Total amount of fees paid to insurance companyUSD $1,336
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 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 $6,774
Insurance broker organization code?3
Amount paid for insurance broker fees1336
Additional information about fees paid to insurance brokerRECORDKEEPER FEES
Insurance broker nameSAFE ASSOCIATES, INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995975-000
Policy instance 1
Insurance contract or identification number995975-000
Number of Individuals Covered85
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,813
Total amount of fees paid to insurance companyUSD $1,138
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 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

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