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COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCOLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT 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

COLLEGE PARK INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:COLLEGE PARK INDUSTRIES, INC.
Employer identification number (EIN):382815389
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01NICK LAZARUS
0012017-01-01NICK LAZARUS
0012016-01-01NICK LAZARUS
0012015-01-01CAROL WARZIN
0012014-01-01CAROL WARZIN
0012013-01-01CAROL WARZIN
0012012-01-01CAROL WARZIN
0012011-01-01CAROL WARZIN

Plan Statistics for COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01102
Total number of active participants reported on line 7a of the Form 55002022-01-0190
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0115
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 balances2022-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01105
Total number of active participants reported on line 7a of the Form 55002021-01-0182
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01102
Number of participants with account balances2021-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01123
Total number of active participants reported on line 7a of the Form 55002020-01-0192
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01105
Number of participants with account balances2020-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01121
Total number of active participants reported on line 7a of the Form 55002019-01-01114
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01123
Number of participants with account balances2019-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01111
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01121
Number of participants with account balances2018-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0185
Total number of active participants reported on line 7a of the Form 55002017-01-01107
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01111
Number of participants with account balances2017-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0163
Total number of active participants reported on line 7a of the Form 55002016-01-0183
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0185
Number of participants with account balances2016-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0157
Total number of active participants reported on line 7a of the Form 55002015-01-0158
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0163
Number of participants with account balances2015-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0158
Total number of active participants reported on line 7a of the Form 55002014-01-0150
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0157
Number of participants with account balances2014-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0154
Total number of active participants reported on line 7a of the Form 55002013-01-0151
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0158
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0160
Total number of active participants reported on line 7a of the Form 55002012-01-0150
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0154
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0155
Total number of active participants reported on line 7a of the Form 55002011-01-0155
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0160
Number of participants with account balances2011-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-228,004
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$161,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$119,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$630,160
Value of total assets at end of year2022-12-31$4,592,607
Value of total assets at beginning of year2022-12-31$4,982,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,491
Total interest from all sources2022-12-31$1,294
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$432,051
Participant contributions at end of year2022-12-31$26,664
Participant contributions at beginning of year2022-12-31$30,110
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,024
Administrative expenses (other) incurred2022-12-31$710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-389,911
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,592,607
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,982,518
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$4,560,415
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,946,875
Interest on participant loans2022-12-31$1,249
Interest earned on other investments2022-12-31$45
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,533
Net investment gain/loss from pooled separate accounts2022-12-31$-859,458
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$171,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$119,416
Contract administrator fees2022-12-31$41,781
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 plan2022-12-31Qualified
Accountancy firm name2022-12-31KAHN & COMPANY
Accountancy firm EIN2022-12-31201652273
2021 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,192,570
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$487,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$442,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$592,243
Value of total assets at end of year2021-12-31$4,982,518
Value of total assets at beginning of year2021-12-31$4,277,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,513
Total interest from all sources2021-12-31$1,696
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$413,822
Participant contributions at end of year2021-12-31$30,110
Participant contributions at beginning of year2021-12-31$40,532
Administrative expenses (other) incurred2021-12-31$495
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$705,221
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,982,518
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,277,297
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$4,946,875
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,234,747
Interest on participant loans2021-12-31$1,659
Interest earned on other investments2021-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,018
Net investment gain/loss from pooled separate accounts2021-12-31$598,631
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$178,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$442,836
Contract administrator fees2021-12-31$44,018
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 plan2021-12-31Qualified
Accountancy firm name2021-12-31KAHN & COMPANY
Accountancy firm EIN2021-12-31201652273
2020 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,148
Total income from all sources (including contributions)2020-12-31$1,230,564
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$628,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$586,760
Expenses. Certain deemed distributions of participant loans2020-12-31$2,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$599,049
Value of total assets at end of year2020-12-31$4,277,297
Value of total assets at beginning of year2020-12-31$3,688,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,521
Total interest from all sources2020-12-31$2,339
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$397,180
Participant contributions at end of year2020-12-31$40,532
Participant contributions at beginning of year2020-12-31$46,250
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$14,148
Administrative expenses (other) incurred2020-12-31$630
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$602,560
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,277,297
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,674,737
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$4,234,747
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,630,770
Interest on participant loans2020-12-31$2,297
Interest earned on other investments2020-12-31$42
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,865
Net investment gain/loss from pooled separate accounts2020-12-31$629,176
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$176,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$586,760
Contract administrator fees2020-12-31$37,891
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 plan2020-12-31Qualified
Accountancy firm name2020-12-31KAHN & COMPANY
Accountancy firm EIN2020-12-31201652273
2019 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 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$14,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,911
Total income from all sources (including contributions)2019-12-31$1,299,873
Total income from all sources (including contributions)2019-12-31$1,299,873
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$806,372
Total of all expenses incurred2019-12-31$806,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$769,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$769,028
Value of total corrective distributions2019-12-31$1,323
Value of total corrective distributions2019-12-31$1,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$623,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$623,565
Value of total assets at end of year2019-12-31$3,688,885
Value of total assets at end of year2019-12-31$3,688,885
Value of total assets at beginning of year2019-12-31$3,183,147
Value of total assets at beginning of year2019-12-31$3,183,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,021
Total interest from all sources2019-12-31$2,088
Total interest from all sources2019-12-31$2,088
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$432,706
Contributions received from participants2019-12-31$432,706
Participant contributions at end of year2019-12-31$46,250
Participant contributions at end of year2019-12-31$46,250
Participant contributions at beginning of year2019-12-31$39,912
Participant contributions at beginning of year2019-12-31$39,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$14,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,911
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$493,501
Value of net income/loss2019-12-31$493,501
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,674,737
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,674,737
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,181,236
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,181,236
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$3,630,770
Value of interest in pooled separate accounts at end of year2019-12-31$3,630,770
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,143,235
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,143,235
Interest on participant loans2019-12-31$2,051
Interest on participant loans2019-12-31$2,051
Interest earned on other investments2019-12-31$37
Interest earned on other investments2019-12-31$37
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,865
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$674,220
Net investment gain or loss from common/collective trusts2019-12-31$674,220
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$190,859
Contributions received in cash from employer2019-12-31$190,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$769,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$769,028
Contract administrator fees2019-12-31$36,021
Contract administrator fees2019-12-31$36,021
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
Accountancy firm name2019-12-31KAHN & COMPANY
Accountancy firm name2019-12-31KAHN & COMPANY
Accountancy firm EIN2019-12-31201652273
Accountancy firm EIN2019-12-31201652273
2018 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$334,802
Expenses. Total of all expenses incurred2018-12-31$138,876
Benefits paid (including direct rollovers)2018-12-31$121,321
Total plan assets at end of year2018-12-31$3,181,236
Total plan assets at beginning of year2018-12-31$2,985,310
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$391,564
Other income received2018-12-31$-237,499
Net income (gross income less expenses)2018-12-31$195,926
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,181,236
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,985,310
Assets. Value of participant loans2018-12-31$39,912
Total contributions received or receivable from employer(s)2018-12-31$180,737
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$963,893
Expenses. Total of all expenses incurred2017-12-31$23,682
Benefits paid (including direct rollovers)2017-12-31$23,470
Total plan assets at end of year2017-12-31$2,985,310
Total plan assets at beginning of year2017-12-31$2,045,099
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$292,808
Contributions received from other sources (not participants or employers)2017-12-31$176,223
Other income received2017-12-31$353,768
Net income (gross income less expenses)2017-12-31$940,211
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,985,310
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,045,099
Assets. Value of participant loans2017-12-31$26,544
Total contributions received or receivable from employer(s)2017-12-31$141,094
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,290,123
Expenses. Total of all expenses incurred2016-12-31$170,064
Benefits paid (including direct rollovers)2016-12-31$150,232
Total plan assets at end of year2016-12-31$2,045,099
Total plan assets at beginning of year2016-12-31$925,040
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$192,660
Contributions received from other sources (not participants or employers)2016-12-31$807,911
Other income received2016-12-31$188,485
Net income (gross income less expenses)2016-12-31$1,120,059
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,045,099
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$925,040
Assets. Value of participant loans2016-12-31$20,307
Total contributions received or receivable from employer(s)2016-12-31$101,067
Value of corrective distributions2016-12-31$18,700
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,132
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$140,752
Expenses. Total of all expenses incurred2015-12-31$133,198
Benefits paid (including direct rollovers)2015-12-31$129,159
Total plan assets at end of year2015-12-31$925,040
Total plan assets at beginning of year2015-12-31$917,486
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$105,860
Other income received2015-12-31$-14,749
Net income (gross income less expenses)2015-12-31$7,554
Net plan assets at end of year (total assets less liabilities)2015-12-31$925,040
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$917,486
Total contributions received or receivable from employer(s)2015-12-31$49,641
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,039
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$195,738
Expenses. Total of all expenses incurred2014-12-31$263,060
Benefits paid (including direct rollovers)2014-12-31$260,169
Total plan assets at end of year2014-12-31$917,486
Total plan assets at beginning of year2014-12-31$984,808
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$107,276
Other income received2014-12-31$41,649
Net income (gross income less expenses)2014-12-31$-67,322
Net plan assets at end of year (total assets less liabilities)2014-12-31$917,486
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$984,808
Total contributions received or receivable from employer(s)2014-12-31$46,813
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$318,151
Expenses. Total of all expenses incurred2013-12-31$106,497
Benefits paid (including direct rollovers)2013-12-31$102,807
Total plan assets at end of year2013-12-31$984,808
Total plan assets at beginning of year2013-12-31$773,154
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$112,713
Other income received2013-12-31$147,004
Net income (gross income less expenses)2013-12-31$211,654
Net plan assets at end of year (total assets less liabilities)2013-12-31$984,808
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$773,154
Total contributions received or receivable from employer(s)2013-12-31$58,434
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,690
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$297,087
Expenses. Total of all expenses incurred2012-12-31$81,530
Benefits paid (including direct rollovers)2012-12-31$78,176
Total plan assets at end of year2012-12-31$773,154
Total plan assets at beginning of year2012-12-31$557,597
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$125,606
Contributions received from other sources (not participants or employers)2012-12-31$42,976
Other income received2012-12-31$79,271
Net income (gross income less expenses)2012-12-31$215,557
Net plan assets at end of year (total assets less liabilities)2012-12-31$773,154
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$557,597
Total contributions received or receivable from employer(s)2012-12-31$49,234
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,354
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$212,518
Expenses. Total of all expenses incurred2011-12-31$2,268
Benefits paid (including direct rollovers)2011-12-31$668
Total plan assets at end of year2011-12-31$557,597
Total plan assets at beginning of year2011-12-31$347,347
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$148,454
Contributions received from other sources (not participants or employers)2011-12-31$16,982
Other income received2011-12-31$-20,191
Net income (gross income less expenses)2011-12-31$210,250
Net plan assets at end of year (total assets less liabilities)2011-12-31$557,597
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$347,347
Total contributions received or receivable from employer(s)2011-12-31$67,273
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$347,461
Expenses. Total of all expenses incurred2010-12-31$114
Total plan assets at end of year2010-12-31$347,347
Total plan assets at beginning of year2010-12-31$0
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$133,984
Contributions received from other sources (not participants or employers)2010-12-31$134,867
Other income received2010-12-31$17,753
Net income (gross income less expenses)2010-12-31$347,347
Net plan assets at end of year (total assets less liabilities)2010-12-31$347,347
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$60,857
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$114

Form 5500 Responses for COLLEGE PARK INDUSTRIES, INC. 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered71
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,168
Total amount of fees paid to insurance companyUSD $2,998
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,168
Insurance broker organization code?7
Amount paid for insurance broker fees2998
Additional information about fees paid to insurance brokerTPA SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered72
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,731
Total amount of fees paid to insurance companyUSD $2,858
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,731
Insurance broker organization code?7
Amount paid for insurance broker fees2858
Additional information about fees paid to insurance brokerTPA SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered75
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,145
Total amount of fees paid to insurance companyUSD $2,548
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,145
Insurance broker organization code?7
Amount paid for insurance broker fees2548
Additional information about fees paid to insurance brokerTPA SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered76
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,531
Total amount of fees paid to insurance companyUSD $2,538
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,531
Insurance broker organization code?7
Amount paid for insurance broker fees2538
Additional information about fees paid to insurance brokerTPA SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered76
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,659
Total amount of fees paid to insurance companyUSD $2,337
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,659
Insurance broker organization code?7
Amount paid for insurance broker fees2337
Additional information about fees paid to insurance brokerTPA SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered74
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,805
Total amount of fees paid to insurance companyUSD $2,837
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,805
Insurance broker organization code?7
Amount paid for insurance broker fees2837
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker namePPG RETIREMENT PLAN SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered32
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,711
Total amount of fees paid to insurance companyUSD $447
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 $1,632
Insurance broker organization code?7
Amount paid for insurance broker fees447
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameSIGMA FINANCIAL GROUP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered35
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,871
Total amount of fees paid to insurance companyUSD $918
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 $1,936
Insurance broker organization code?7
Amount paid for insurance broker fees918
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker namePPG RETIREMENT PLAN SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered42
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,350
Total amount of fees paid to insurance companyUSD $659
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 $1,675
Insurance broker organization code?7
Amount paid for insurance broker fees659
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker namePPG RETIREMENT PLAN SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered42
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,574
Total amount of fees paid to insurance companyUSD $800
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 $1,287
Insurance broker organization code?7
Amount paid for insurance broker fees800
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameJOHN E. BONNNER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered48
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,233
Total amount of fees paid to insurance companyUSD $967
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number96243
Policy instance 1
Insurance contract or identification number96243
Number of Individuals Covered40
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,554
Total amount of fees paid to insurance companyUSD $1,342
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 $2,554
Insurance broker organization code?7
Amount paid for insurance broker fees1229
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker nameVANGUARD GROUP

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