Logo

AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 401k Plan overview

Plan NameAMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST
Plan identification number 001

AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

AMERICAN AD BAG has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN AD BAG
Employer identification number (EIN):363849738
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHELLE SEMROW2023-10-11 MICHELLE SEMROW2023-10-11
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHELLE SEMROW MICHELLE SEMROW2018-10-03
0012016-01-01MICHELLE SEMROW MICHELLE SEMROW2017-10-09
0012015-01-01MICHELLE SEMROW2016-08-11 MICHELLE SEMROW2016-08-11
0012014-01-01MICHELLE SEMROW2015-08-13 MICHELLE SEMROW2015-08-13
0012013-01-01MICHELLE SEMROW2014-10-07 MICHELLE SEMROW2014-10-07
0012012-01-01MICHELLE SEMROW2013-07-08 MICHELLE SEMROW2013-07-08
0012011-01-01MICHELLE SEMROW2012-06-15 MICHELLE SEMROW2012-06-15
0012010-01-01MICHELLE SEMROW2011-08-24 MICHELLE SEMROW2011-08-24

Plan Statistics for AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST

401k plan membership statisitcs for AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST

Measure Date Value
2022: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01109
Total number of active participants reported on line 7a of the Form 55002022-01-0179
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01105
Number of participants with account balances2022-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01127
Total number of active participants reported on line 7a of the Form 55002021-01-0179
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01108
Number of participants with account balances2021-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01127
Total number of active participants reported on line 7a of the Form 55002020-01-0179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01109
Number of participants with account balances2020-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01118
Total number of active participants reported on line 7a of the Form 55002019-01-0180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01124
Number of participants with account balances2019-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01107
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01109
Number of participants with account balances2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01117
Total number of active participants reported on line 7a of the Form 55002017-01-0192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0111
Total of all active and inactive participants2017-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01103
Number of participants with account balances2017-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-0190
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01114
Number of participants with account balances2016-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016

Financial Data on AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST

Measure Date Value
2023 : AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,964,316
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$347,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$291,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$442,476
Value of total assets at end of year2023-12-31$11,488,499
Value of total assets at beginning of year2023-12-31$8,871,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$56,480
Total interest from all sources2023-12-31$1,213
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$180,542
Participant contributions at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$10,569
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$8,889
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Administrative expenses (other) incurred2023-12-31$56,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,616,629
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,488,499
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,871,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$11,129,811
Value of interest in pooled separate accounts at beginning of year2023-12-31$8,533,502
Interest earned on other investments2023-12-31$1,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$86,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$83,036
Net investment gain/loss from pooled separate accounts2023-12-31$2,520,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$261,934
Employer contributions (assets) at end of year2023-12-31$261,934
Employer contributions (assets) at beginning of year2023-12-31$246,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$291,207
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CJBS, LLC
Accountancy firm EIN2023-12-31363524803
2022 : AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 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$0
Total income from all sources (including contributions)2022-12-31$-3,090,187
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$436,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$382,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$412,478
Value of total assets at end of year2022-12-31$8,871,870
Value of total assets at beginning of year2022-12-31$12,398,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,977
Total interest from all sources2022-12-31$1,455
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$166,035
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,889
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,259
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Administrative expenses (other) incurred2022-12-31$53,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,527,074
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,871,870
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,398,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$8,533,502
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,044,946
Interest earned on other investments2022-12-31$1,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$83,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$106,782
Net investment gain/loss from pooled separate accounts2022-12-31$-3,504,120
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$246,443
Employer contributions (assets) at end of year2022-12-31$246,443
Employer contributions (assets) at beginning of year2022-12-31$240,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$382,910
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 name2022-12-31CJBS, LLC
Accountancy firm EIN2022-12-31363524803
2021 : AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 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$2,276,555
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$440,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$374,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$403,822
Value of total assets at end of year2021-12-31$12,398,944
Value of total assets at beginning of year2021-12-31$10,563,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$66,294
Total interest from all sources2021-12-31$1,570
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$162,865
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,259
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,188
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$2,793
Administrative expenses (other) incurred2021-12-31$66,294
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$1,835,640
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,398,944
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,563,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$12,044,946
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,178,351
Interest earned on other investments2021-12-31$1,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$106,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$153,021
Net investment gain/loss from pooled separate accounts2021-12-31$1,868,370
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$240,957
Employer contributions (assets) at end of year2021-12-31$240,957
Employer contributions (assets) at beginning of year2021-12-31$229,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$374,621
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 name2021-12-31CJBS, LLC
Accountancy firm EIN2021-12-31363524803
2020 : AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 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$2,622,899
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$623,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$565,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$387,901
Value of total assets at end of year2020-12-31$10,563,304
Value of total assets at beginning of year2020-12-31$8,563,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,009
Total interest from all sources2020-12-31$2,185
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$169,714
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,188
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$58,009
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$1,999,636
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,563,304
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,563,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$10,178,351
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,176,406
Interest earned on other investments2020-12-31$2,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$11,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$153,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$137,242
Net investment gain/loss from pooled separate accounts2020-12-31$2,232,813
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$218,187
Employer contributions (assets) at end of year2020-12-31$229,744
Employer contributions (assets) at beginning of year2020-12-31$238,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$565,254
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 name2020-12-31CJBS, LLC
Accountancy firm EIN2020-12-31363524803
2019 : AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,226,546
Total income from all sources (including contributions)2019-12-31$2,226,546
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$710,636
Total of all expenses incurred2019-12-31$710,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$662,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$662,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$428,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$428,970
Value of total assets at end of year2019-12-31$8,563,668
Value of total assets at end of year2019-12-31$8,563,668
Value of total assets at beginning of year2019-12-31$7,047,758
Value of total assets at beginning of year2019-12-31$7,047,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,556
Total interest from all sources2019-12-31$2,176
Total interest from all sources2019-12-31$2,176
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$190,507
Contributions received from participants2019-12-31$190,507
Participant contributions at beginning of year2019-12-31$3,343
Participant contributions at beginning of year2019-12-31$3,343
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$48,556
Administrative expenses (other) incurred2019-12-31$48,556
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
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$1,515,910
Value of net income/loss2019-12-31$1,515,910
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,563,668
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,563,668
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,047,758
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,047,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$8,176,406
Value of interest in pooled separate accounts at end of year2019-12-31$8,176,406
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,650,682
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,650,682
Interest earned on other investments2019-12-31$2,176
Interest earned on other investments2019-12-31$2,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$137,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$137,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$145,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$145,818
Net investment gain/loss from pooled separate accounts2019-12-31$1,795,400
Net investment gain/loss from pooled separate accounts2019-12-31$1,795,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$238,463
Contributions received in cash from employer2019-12-31$238,463
Employer contributions (assets) at end of year2019-12-31$238,463
Employer contributions (assets) at end of year2019-12-31$238,463
Employer contributions (assets) at beginning of year2019-12-31$237,845
Employer contributions (assets) at beginning of year2019-12-31$237,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$662,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$662,080
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CJBS, LLC
Accountancy firm name2019-12-31CJBS, LLC
Accountancy firm EIN2019-12-31363524803
Accountancy firm EIN2019-12-31363524803
2018 : AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 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$191,453
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$116,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$86,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$461,607
Value of total assets at end of year2018-12-31$7,047,758
Value of total assets at beginning of year2018-12-31$6,973,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,609
Total interest from all sources2018-12-31$1,992
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$213,692
Participant contributions at end of year2018-12-31$3,343
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,070
Administrative expenses (other) incurred2018-12-31$30,609
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$74,609
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,047,758
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,973,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,650,682
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,580,809
Interest earned on other investments2018-12-31$1,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$145,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$124,335
Net investment gain/loss from pooled separate accounts2018-12-31$-272,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$237,845
Employer contributions (assets) at end of year2018-12-31$237,845
Employer contributions (assets) at beginning of year2018-12-31$268,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$86,235
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 name2018-12-31FK ADVISORS
Accountancy firm EIN2018-12-31363802885
2017 : AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 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$1,645,638
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$209,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$183,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$477,810
Value of total assets at end of year2017-12-31$6,973,149
Value of total assets at beginning of year2017-12-31$5,537,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,102
Total interest from all sources2017-12-31$1,769
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$202,805
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,000
Administrative expenses (other) incurred2017-12-31$26,102
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$1,435,675
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,973,149
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,537,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,580,809
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,163,585
Interest earned on other investments2017-12-31$1,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$124,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$102,786
Net investment gain/loss from pooled separate accounts2017-12-31$1,166,059
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$268,005
Employer contributions (assets) at end of year2017-12-31$268,005
Employer contributions (assets) at beginning of year2017-12-31$271,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$183,861
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 name2017-12-31FK ADVISORS
Accountancy firm EIN2017-12-31363802885
2016 : AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 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$625,979
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$148,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$126,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$451,287
Value of total assets at end of year2016-12-31$5,537,474
Value of total assets at beginning of year2016-12-31$5,059,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,231
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$180,184
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$22,231
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$477,612
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,537,474
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,059,862
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$5,266,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,809,981
Net investment gain/loss from pooled separate accounts2016-12-31$174,692
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$271,103
Employer contributions (assets) at end of year2016-12-31$271,103
Employer contributions (assets) at beginning of year2016-12-31$249,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$126,136
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 name2016-12-31FK ADVISORS
Accountancy firm EIN2016-12-31363802885

Form 5500 Responses for AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST

2022: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: AMERICAN AD BAG PROFIT SHARING 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45489
Policy instance 1
Insurance contract or identification number45489
Number of Individuals Covered92
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,650
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45489
Policy instance 1
Insurance contract or identification number45489
Number of Individuals Covered91
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,950
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Amount paid for insurance broker fees1950
Additional information about fees paid to insurance brokerREVENUE SHARING, DISTRIBUTIONS, LOANS AND OTHER PARTICIPANT DRIVEN EXPENSES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45489
Policy instance 1
Insurance contract or identification number45489
Number of Individuals Covered90
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,925
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Amount paid for insurance broker fees1925
Additional information about fees paid to insurance brokerPAYMENT FOR DISTRIBUTIONS/LOANS AND OTHER PARTICIPANT DRIVEN EXPENSES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45489
Policy instance 1
Insurance contract or identification number45489
Number of Individuals Covered94
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $22,450
Total amount of fees paid to insurance companyUSD $2,425
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $4,044
Insurance broker organization code?3
Amount paid for insurance broker fees2425
Additional information about fees paid to insurance brokerDISTRIBUTIONS/LOANS AND OTHER PARTICIPANT DRIVEN EXPENSES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45489
Policy instance 1
Insurance contract or identification number45489
Number of Individuals Covered87
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,946
Total amount of fees paid to insurance companyUSD $2,900
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $14,946
Insurance broker organization code?3
Amount paid for insurance broker fees2900
Additional information about fees paid to insurance brokerFEES FOR DISTRIBUTIONS/LOANS AND OTHER PARTICIPANT DRIVEN EXPENSES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45489
Policy instance 1
Insurance contract or identification number45489
Number of Individuals Covered96
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $28,378
Total amount of fees paid to insurance companyUSD $900
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $28,378
Insurance broker organization code?3
Amount paid for insurance broker fees900
Additional information about fees paid to insurance brokerFEES FOR DISTRIBUTIONS/LOANS AND OTHER PARTICIPANT DRIVEN EXPENSES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number45489
Policy instance 1
Insurance contract or identification number45489
Number of Individuals Covered91
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,514
Total amount of fees paid to insurance companyUSD $2,075
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractGROUP ANNUITY
Commission paid to Insurance BrokerUSD $23,514
Insurance broker organization code?3
Amount paid for insurance broker fees2075
Additional information about fees paid to insurance brokerFEES FOR DISTRIBUTIONS/LOANS AND OTHER PARTICIPANT DRIVEN EXPENSES
Insurance broker nameCARNOW & ASSOCIATES, LTD.

Potentially related plans

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

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

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

See full terms and conditions

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