HARDY, LEWIS & PAGE, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 4 |
| Number of participants with account balances | 2022-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 5 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 6 |
| Number of participants with account balances | 2019-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 3 |
| Total of all active and inactive participants | 2015-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 7 |
| Number of participants with account balances | 2015-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 7 |
| Number of participants with account balances | 2014-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 7 |
| Number of participants with account balances | 2013-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 11 |
| Number of participants with account balances | 2011-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 23 |
| Number of participants with account balances | 2009-01-01 | 22 |
| 2007: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 10 |
| Total of all active and inactive participants | 2007-01-01 | 30 |
| Total participants | 2007-01-01 | 30 |
| Number of participants with account balances | 2007-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Number of employers contributing to the scheme | 2007-01-01 | 0 |
| 2006: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 12 |
| Total of all active and inactive participants | 2006-01-01 | 31 |
| Total participants | 2006-01-01 | 31 |
| Number of participants with account balances | 2006-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
| Number of employers contributing to the scheme | 2006-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $56,041 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $242,000 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $242,000 |
| Total plan assets at end of year | 2022-12-31 | $1,142,587 |
| Total plan assets at beginning of year | 2022-12-31 | $1,328,546 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Other income received | 2022-12-31 | $56,041 |
| Net income (gross income less expenses) | 2022-12-31 | $-185,959 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,142,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,328,546 |
| 2021 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $63,899 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $245,000 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $245,000 |
| Total plan assets at end of year | 2021-12-31 | $1,328,546 |
| Total plan assets at beginning of year | 2021-12-31 | $1,509,647 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Other income received | 2021-12-31 | $63,899 |
| Net income (gross income less expenses) | 2021-12-31 | $-181,101 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,328,546 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,509,647 |
| 2020 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $-242,374 |
| Total income from all sources | 2020-12-31 | $105,149 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $264,934 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $264,934 |
| Total plan assets at end of year | 2020-12-31 | $1,509,647 |
| Total plan assets at beginning of year | 2020-12-31 | $1,911,806 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Other income received | 2020-12-31 | $105,149 |
| Net income (gross income less expenses) | 2020-12-31 | $-159,785 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,509,647 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,911,806 |
| 2019 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $80,410 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $299,964 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $299,851 |
| Total plan assets at end of year | 2019-12-31 | $1,911,806 |
| Total plan assets at beginning of year | 2019-12-31 | $2,131,360 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Other income received | 2019-12-31 | $80,410 |
| Net income (gross income less expenses) | 2019-12-31 | $-219,554 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,911,806 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,131,360 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $113 |
| 2018 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $52,344 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $368,328 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $219,827 |
| Total plan assets at end of year | 2018-12-31 | $2,131,360 |
| Total plan assets at beginning of year | 2018-12-31 | $2,447,344 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $147,673 |
| Other income received | 2018-12-31 | $52,344 |
| Net income (gross income less expenses) | 2018-12-31 | $-315,984 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,131,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,447,344 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $828 |
| 2017 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $47,533 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $29,804 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $29,804 |
| Total plan assets at end of year | 2017-12-31 | $2,447,344 |
| Total plan assets at beginning of year | 2017-12-31 | $2,429,615 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Other income received | 2017-12-31 | $47,533 |
| Net income (gross income less expenses) | 2017-12-31 | $17,729 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,447,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,429,615 |
| 2016 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $108,513 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $496,490 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $496,490 |
| Total plan assets at end of year | 2016-12-31 | $2,429,615 |
| Total plan assets at beginning of year | 2016-12-31 | $2,817,592 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Other income received | 2016-12-31 | $108,513 |
| Net income (gross income less expenses) | 2016-12-31 | $-387,977 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,429,615 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,817,592 |
| 2015 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-63,327 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $2,054,867 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,636,129 |
| Total plan assets at end of year | 2015-12-31 | $2,817,592 |
| Total plan assets at beginning of year | 2015-12-31 | $4,935,786 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $418,738 |
| Other income received | 2015-12-31 | $-63,327 |
| Net income (gross income less expenses) | 2015-12-31 | $-2,118,194 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,817,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,935,786 |
| 2014 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $331,339 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $319,180 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $319,180 |
| Total plan assets at end of year | 2014-12-31 | $4,935,786 |
| Total plan assets at beginning of year | 2014-12-31 | $4,923,627 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2014-12-31 | $2,783,000 |
| Other income received | 2014-12-31 | $331,339 |
| Net income (gross income less expenses) | 2014-12-31 | $12,159 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,935,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,923,627 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2014-12-31 | $83,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $12,847 |
| 2013 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $475,538 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,172,192 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,172,192 |
| Total plan assets at end of year | 2013-12-31 | $4,923,627 |
| Total plan assets at beginning of year | 2013-12-31 | $5,620,281 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2013-12-31 | $2,783,000 |
| Other income received | 2013-12-31 | $475,538 |
| Net income (gross income less expenses) | 2013-12-31 | $-696,654 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,923,627 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,620,281 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-12-31 | $83,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $12,847 |
| 2012 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $518,174 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $432,695 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $432,695 |
| Total plan assets at end of year | 2012-12-31 | $5,620,281 |
| Total plan assets at beginning of year | 2012-12-31 | $5,534,802 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Assets. Value of loans (other than to participants) | 2012-12-31 | $2,783,000 |
| Other income received | 2012-12-31 | $518,174 |
| Net income (gross income less expenses) | 2012-12-31 | $85,479 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,620,281 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,534,802 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-12-31 | $83,000 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $12,847 |
| 2011 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $151,238 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,955,465 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,900,408 |
| Total plan assets at end of year | 2011-12-31 | $5,534,802 |
| Total plan assets at beginning of year | 2011-12-31 | $8,339,029 |
| Total contributions received or receivable from participants | 2011-12-31 | $22,000 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $2,783,000 |
| Other income received | 2011-12-31 | $129,238 |
| Net income (gross income less expenses) | 2011-12-31 | $-2,804,227 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,534,802 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,339,029 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $12,847 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $46,600 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $8,457 |
| 2010 : HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $839,386 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $361,031 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $338,273 |
| Total plan assets at end of year | 2010-12-31 | $8,339,029 |
| Total plan assets at beginning of year | 2010-12-31 | $7,860,674 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,313 |
| Assets. Value of loans (other than to participants) | 2010-12-31 | $2,783,000 |
| Other income received | 2010-12-31 | $815,073 |
| Net income (gross income less expenses) | 2010-12-31 | $478,355 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,339,029 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,860,674 |
| Assets. Value of participant loans | 2010-12-31 | $110,647 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $12,847 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $9,319 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $13,439 |
| 2022: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: HARDY, LEWIS & PAGE, PC PROFIT SHARING PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | Yes |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 1 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 1 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 1 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 1 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 1 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 96249 |
| Policy instance | 1 |
| Insurance contract or identification number | 96249 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | DON KITSON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 2 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | MORGAN STANLEY HOUSE ACCT |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 2 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | MORGAN STANLEY HOUSE ACCT |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 96249 |
| Policy instance | 1 |
| Insurance contract or identification number | 96249 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | DON KITSON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 2 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,111 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,111 | | Insurance broker name | MORGAN STANLEY HOUSE ACCT |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 96249 |
| Policy instance | 1 |
| Insurance contract or identification number | 96249 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | DON KITSON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 2 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $737 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $680 | | Insurance broker name | MORGAN STANLEY HOUSE ACCT |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 96249 |
| Policy instance | 1 |
| Insurance contract or identification number | 96249 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-09-20 | | Insurance policy end date | 2013-09-19 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | DON KITSON |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 96249 |
| Policy instance | 1 |
| Insurance contract or identification number | 96249 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-09-20 | | Insurance policy end date | 2012-09-19 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | DON KITSON |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 307 618 889 |
| Policy instance | 2 |
| Insurance contract or identification number | 307 618 889 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $621 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $356 | | Insurance broker name | MORGAN STANLEY HOUSE ACCT |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 96249 |
| Policy instance | 1 |
| Insurance contract or identification number | 96249 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-09-20 | | Insurance policy end date | 2011-09-19 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN EQUITY INVESTMENT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61689 ) |
| Policy contract number | 96249 |
| Policy instance | 1 |
| Insurance contract or identification number | 96249 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2009-09-19 | | Insurance policy end date | 2010-09-19 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
