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SYMBRIA 401(K) PLAN 401k Plan overview

Plan NameSYMBRIA 401(K) PLAN
Plan identification number 001

SYMBRIA 401(K) 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

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

Company Name:SYMBRIA, INC.
Employer identification number (EIN):364297908
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about SYMBRIA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2022-04-11
Company Identification Number: 0804515730
Legal Registered Office Address: 28100 TORCH PKWY STE 600

WARRENVILLE
United States of America (USA)
60555

More information about SYMBRIA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYMBRIA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01
0012019-04-01
0012018-04-01
0012017-04-01LUKASZ KLATKA LUKASZ KLATKA2019-01-11
0012016-04-01LUKASZ KLATKA
0012015-04-01THOMAS NOESEN THOMAS NOESEN2016-12-13
0012014-04-01THOMAS NOESEN THOMAS NOESEN2015-09-25
0012013-04-01THOMAS NOESEN THOMAS NOESEN2015-01-08

Plan Statistics for SYMBRIA 401(K) PLAN

401k plan membership statisitcs for SYMBRIA 401(K) PLAN

Measure Date Value
2022: SYMBRIA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-012,257
Total number of active participants reported on line 7a of the Form 55002022-04-011,612
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-01499
Total of all active and inactive participants2022-04-012,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-011
Total participants2022-04-012,112
Number of participants with account balances2022-04-011,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-0153
2021: SYMBRIA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-012,198
Total number of active participants reported on line 7a of the Form 55002021-04-011,689
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-01459
Total of all active and inactive participants2021-04-012,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-011
Total participants2021-04-012,149
Number of participants with account balances2021-04-011,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-0114
2020: SYMBRIA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-012,557
Total number of active participants reported on line 7a of the Form 55002020-04-011,598
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-01465
Total of all active and inactive participants2020-04-012,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-012,063
Number of participants with account balances2020-04-011,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0132
2019: SYMBRIA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-012,871
Total number of active participants reported on line 7a of the Form 55002019-04-011,933
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-01520
Total of all active and inactive participants2019-04-012,453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-012,453
Number of participants with account balances2019-04-011,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0184
2018: SYMBRIA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-012,798
Total number of active participants reported on line 7a of the Form 55002018-04-012,299
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-01433
Total of all active and inactive participants2018-04-012,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-012,732
Number of participants with account balances2018-04-011,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0163
2017: SYMBRIA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-012,853
Total number of active participants reported on line 7a of the Form 55002017-04-012,367
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-01374
Total of all active and inactive participants2017-04-012,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-012,741
Number of participants with account balances2017-04-011,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0152
2016: SYMBRIA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-012,515
Total number of active participants reported on line 7a of the Form 55002016-04-012,228
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-01336
Total of all active and inactive participants2016-04-012,564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-012,564
Number of participants with account balances2016-04-011,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0163
2015: SYMBRIA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-012,293
Total number of active participants reported on line 7a of the Form 55002015-04-012,070
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-01297
Total of all active and inactive participants2015-04-012,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-012,367
Number of participants with account balances2015-04-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-0169
2014: SYMBRIA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-012,130
Total number of active participants reported on line 7a of the Form 55002014-04-011,917
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-01271
Total of all active and inactive participants2014-04-012,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-012,188
Number of participants with account balances2014-04-01911
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0163
2013: SYMBRIA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-012,127
Total number of active participants reported on line 7a of the Form 55002013-04-011,779
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-01243
Total of all active and inactive participants2013-04-012,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-012,022
Number of participants with account balances2013-04-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0151

Financial Data on SYMBRIA 401(K) PLAN

Measure Date Value
2023 : SYMBRIA 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$-1,369,616
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$5,830,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$5,681,309
Value of total corrective distributions2023-03-31$52,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$3,021,519
Value of total assets at end of year2023-03-31$47,864,168
Value of total assets at beginning of year2023-03-31$55,064,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$97,058
Total interest from all sources2023-03-31$65,727
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$3,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$2,852,560
Participant contributions at end of year2023-03-31$94,317
Participant contributions at beginning of year2023-03-31$118,110
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$168,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-7,200,292
Value of net assets at end of year (total assets less liabilities)2023-03-31$47,864,168
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$55,064,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$52,208
Value of interest in pooled separate accounts at end of year2023-03-31$44,486,537
Value of interest in pooled separate accounts at beginning of year2023-03-31$51,529,650
Interest on participant loans2023-03-31$6,981
Interest earned on other investments2023-03-31$58,746
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$3,283,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$3,416,700
Net investment gain/loss from pooled separate accounts2023-03-31$-4,456,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$5,681,309
Contract administrator fees2023-03-31$44,850
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31CROWE LLP
Accountancy firm EIN2023-03-31350921680
2022 : SYMBRIA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$4,234,301
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$4,726,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$4,580,142
Expenses. Certain deemed distributions of participant loans2022-03-31$3,769
Value of total corrective distributions2022-03-31$50,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$3,058,712
Value of total assets at end of year2022-03-31$55,064,460
Value of total assets at beginning of year2022-03-31$55,556,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$92,250
Total interest from all sources2022-03-31$62,578
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$0
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$3,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$2,964,636
Participant contributions at end of year2022-03-31$118,110
Participant contributions at beginning of year2022-03-31$180,005
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$94,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-492,320
Value of net assets at end of year (total assets less liabilities)2022-03-31$55,064,460
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$55,556,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in pooled separate accounts at end of year2022-03-31$51,529,650
Value of interest in pooled separate accounts at beginning of year2022-03-31$52,249,413
Interest on participant loans2022-03-31$9,223
Interest earned on other investments2022-03-31$53,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$3,416,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$3,127,362
Net investment gain/loss from pooled separate accounts2022-03-31$1,113,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31Yes
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$4,580,142
Contract administrator fees2022-03-31$92,250
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31CROWE LLP
Accountancy firm EIN2022-03-31350921680
2021 : SYMBRIA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$21,995,682
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$3,204,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$3,039,850
Expenses. Certain deemed distributions of participant loans2021-03-31$2,905
Value of total corrective distributions2021-03-31$93,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$3,444,020
Value of total assets at end of year2021-03-31$55,556,780
Value of total assets at beginning of year2021-03-31$36,765,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$67,854
Total interest from all sources2021-03-31$63,109
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$0
Administrative expenses professional fees incurred2021-03-31$1,556
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$3,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$2,682,184
Participant contributions at end of year2021-03-31$180,005
Participant contributions at beginning of year2021-03-31$227,601
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$761,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$18,791,375
Value of net assets at end of year (total assets less liabilities)2021-03-31$55,556,780
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$36,765,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in pooled separate accounts at end of year2021-03-31$52,249,413
Value of interest in pooled separate accounts at beginning of year2021-03-31$33,823,241
Interest on participant loans2021-03-31$12,487
Interest earned on other investments2021-03-31$50,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$3,127,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$2,714,563
Net investment gain/loss from pooled separate accounts2021-03-31$18,488,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31Yes
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$3,039,850
Contract administrator fees2021-03-31$66,298
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31CROWE LLP
Accountancy firm EIN2021-03-31350921680
2020 : SYMBRIA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$-431,149
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$2,968,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$2,852,440
Expenses. Certain deemed distributions of participant loans2020-03-31$36,334
Value of total corrective distributions2020-03-31$24,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$3,206,572
Value of total assets at end of year2020-03-31$36,765,405
Value of total assets at beginning of year2020-03-31$40,165,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$55,636
Total interest from all sources2020-03-31$65,908
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Administrative expenses professional fees incurred2020-03-31$16,657
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$3,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$3,064,187
Participant contributions at end of year2020-03-31$227,601
Participant contributions at beginning of year2020-03-31$297,091
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$142,385
Other income not declared elsewhere2020-03-31$3,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-3,400,075
Value of net assets at end of year (total assets less liabilities)2020-03-31$36,765,405
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$40,165,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in pooled separate accounts at end of year2020-03-31$33,823,241
Value of interest in pooled separate accounts at beginning of year2020-03-31$37,591,327
Interest on participant loans2020-03-31$16,361
Interest earned on other investments2020-03-31$49,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$2,714,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$2,277,062
Net investment gain/loss from pooled separate accounts2020-03-31$-3,707,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31Yes
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$2,852,440
Contract administrator fees2020-03-31$38,979
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31CROWE, LLP
Accountancy firm EIN2020-03-31350921680
2019 : SYMBRIA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$5,388,537
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$2,370,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$2,281,576
Value of total corrective distributions2019-03-31$39,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$3,327,949
Value of total assets at end of year2019-03-31$40,165,480
Value of total assets at beginning of year2019-03-31$37,147,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$50,116
Total interest from all sources2019-03-31$54,617
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Administrative expenses professional fees incurred2019-03-31$13,214
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$3,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$3,063,166
Participant contributions at end of year2019-03-31$297,091
Participant contributions at beginning of year2019-03-31$370,740
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$264,783
Other income not declared elsewhere2019-03-31$21,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$3,017,657
Value of net assets at end of year (total assets less liabilities)2019-03-31$40,165,480
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$37,147,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in pooled separate accounts at end of year2019-03-31$37,591,327
Value of interest in pooled separate accounts at beginning of year2019-03-31$34,749,127
Interest on participant loans2019-03-31$18,491
Interest earned on other investments2019-03-31$36,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$2,277,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$2,027,956
Net investment gain/loss from pooled separate accounts2019-03-31$1,984,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$2,281,576
Contract administrator fees2019-03-31$36,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31CROWE, LLP
Accountancy firm EIN2019-03-31350921680
2018 : SYMBRIA 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$7,716,038
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$2,291,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$2,247,931
Value of total corrective distributions2018-03-31$32,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$3,565,462
Value of total assets at end of year2018-03-31$37,147,823
Value of total assets at beginning of year2018-03-31$31,723,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$11,254
Total interest from all sources2018-03-31$49,711
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$3,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$2,941,669
Participant contributions at end of year2018-03-31$370,740
Participant contributions at beginning of year2018-03-31$360,115
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$623,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$5,424,578
Value of net assets at end of year (total assets less liabilities)2018-03-31$37,147,823
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$31,723,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in pooled separate accounts at end of year2018-03-31$34,749,127
Value of interest in pooled separate accounts at beginning of year2018-03-31$29,630,679
Interest on participant loans2018-03-31$21,761
Interest earned on other investments2018-03-31$27,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$2,027,956
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$1,732,451
Net investment gain/loss from pooled separate accounts2018-03-31$4,100,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$2,247,931
Contract administrator fees2018-03-31$11,254
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31CROWE, LLP
Accountancy firm EIN2018-03-31350921680
2017 : SYMBRIA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$0
Total income from all sources (including contributions)2017-03-31$6,632,733
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$1,885,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$1,762,865
Expenses. Certain deemed distributions of participant loans2017-03-31$8,027
Value of total corrective distributions2017-03-31$67,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$3,045,982
Value of total assets at end of year2017-03-31$31,723,245
Value of total assets at beginning of year2017-03-31$26,976,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$46,918
Total interest from all sources2017-03-31$45,472
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Administrative expenses professional fees incurred2017-03-31$12,500
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$3,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$2,930,380
Participant contributions at end of year2017-03-31$360,115
Participant contributions at beginning of year2017-03-31$313,976
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$115,602
Other income not declared elsewhere2017-03-31$23,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$4,747,090
Value of net assets at end of year (total assets less liabilities)2017-03-31$31,723,245
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$26,976,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in pooled separate accounts at end of year2017-03-31$29,630,679
Value of interest in pooled separate accounts at beginning of year2017-03-31$24,831,230
Interest on participant loans2017-03-31$18,111
Interest earned on other investments2017-03-31$27,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$1,732,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$1,830,949
Net investment gain/loss from pooled separate accounts2017-03-31$3,517,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$1,762,865
Contract administrator fees2017-03-31$34,418
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31CROWE HORWATH, LLP
Accountancy firm EIN2017-03-31350921680
2016 : SYMBRIA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total income from all sources (including contributions)2016-03-31$2,633,296
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$1,361,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$1,325,162
Expenses. Certain deemed distributions of participant loans2016-03-31$2,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$4,031,937
Value of total assets at end of year2016-03-31$26,976,155
Value of total assets at beginning of year2016-03-31$25,704,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$34,584
Total interest from all sources2016-03-31$36,107
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$3,139,482
Participant contributions at end of year2016-03-31$313,976
Participant contributions at beginning of year2016-03-31$211,876
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$515,859
Other income not declared elsewhere2016-03-31$23,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$1,271,315
Value of net assets at end of year (total assets less liabilities)2016-03-31$26,976,155
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$25,704,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in pooled separate accounts at end of year2016-03-31$24,831,230
Value of interest in pooled separate accounts at beginning of year2016-03-31$24,196,946
Interest on participant loans2016-03-31$13,829
Interest earned on other investments2016-03-31$22,278
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$1,830,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$1,296,018
Net investment gain/loss from pooled separate accounts2016-03-31$-1,457,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$376,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$1,325,162
Contract administrator fees2016-03-31$34,584
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31CROWE HORWATH, LLP
Accountancy firm EIN2016-03-31350921680
2015 : SYMBRIA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$0
Total income from all sources (including contributions)2015-03-31$5,539,867
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$1,519,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$1,474,796
Value of total corrective distributions2015-03-31$13,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$3,118,680
Value of total assets at end of year2015-03-31$25,704,840
Value of total assets at beginning of year2015-03-31$21,684,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$31,376
Total interest from all sources2015-03-31$37,067
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$2,504,415
Participant contributions at end of year2015-03-31$211,876
Participant contributions at beginning of year2015-03-31$236,788
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$234,844
Other income not declared elsewhere2015-03-31$21,907
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$4,020,221
Value of net assets at end of year (total assets less liabilities)2015-03-31$25,704,840
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$21,684,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in pooled separate accounts at end of year2015-03-31$24,196,946
Value of interest in pooled separate accounts at beginning of year2015-03-31$20,250,643
Interest on participant loans2015-03-31$12,645
Interest earned on other investments2015-03-31$24,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$1,296,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$1,197,188
Net investment gain/loss from pooled separate accounts2015-03-31$2,362,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$379,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$1,474,796
Contract administrator fees2015-03-31$31,376
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31CROWE HORWATH, LLP
Accountancy firm EIN2015-03-31350921680
2014 : SYMBRIA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$0
Total income from all sources (including contributions)2014-03-31$5,973,781
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$686,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$659,693
Value of total corrective distributions2014-03-31$19,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$2,885,930
Value of total assets at end of year2014-03-31$21,684,619
Value of total assets at beginning of year2014-03-31$16,397,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$7,271
Total interest from all sources2014-03-31$33,796
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$2,343,083
Participant contributions at end of year2014-03-31$236,788
Participant contributions at beginning of year2014-03-31$154,432
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$216,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$5,287,339
Value of net assets at end of year (total assets less liabilities)2014-03-31$21,684,619
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$16,397,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in pooled separate accounts at end of year2014-03-31$20,250,643
Value of interest in pooled separate accounts at beginning of year2014-03-31$15,194,236
Interest on participant loans2014-03-31$10,677
Interest earned on other investments2014-03-31$23,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$1,197,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$1,048,612
Net investment gain/loss from pooled separate accounts2014-03-31$3,054,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$326,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$659,693
Contract administrator fees2014-03-31$7,271
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31CROWE HORWATH, LLP
Accountancy firm EIN2014-03-31350921680

Form 5500 Responses for SYMBRIA 401(K) PLAN

2022: SYMBRIA 401(K) PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: SYMBRIA 401(K) PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: SYMBRIA 401(K) PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: SYMBRIA 401(K) PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: SYMBRIA 401(K) PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: SYMBRIA 401(K) PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: SYMBRIA 401(K) PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: SYMBRIA 401(K) PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: SYMBRIA 401(K) PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: SYMBRIA 401(K) PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number064637
Policy instance 1
Insurance contract or identification number064637
Number of Individuals Covered2112
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number064637
Policy instance 1
Insurance contract or identification number064637
Number of Individuals Covered2148
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number064637
Policy instance 1
Insurance contract or identification number064637
Number of Individuals Covered2063
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number064637
Policy instance 1
Insurance contract or identification number064637
Number of Individuals Covered2453
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number064637
Policy instance 1
Insurance contract or identification number064637
Number of Individuals Covered2732
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number064637
Policy instance 1
Insurance contract or identification number064637
Number of Individuals Covered2741
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number064637
Policy instance 1
Insurance contract or identification number064637
Number of Individuals Covered2367
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number064637
Policy instance 1
Insurance contract or identification number064637
Number of Individuals Covered2188
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $10,520
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $10,520
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, I
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number064637
Policy instance 1
Insurance contract or identification number064637
Number of Individuals Covered2022
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $19,648
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 $19,648
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, I

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