JAMES E COLLIS LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E COLLIS JD LTD PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 0 |
| Number of participants with account balances | 2023-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| 2021: JAMES E COLLIS JD LTD 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 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| 2020: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 2 |
| Total participants | 2020-01-01 | 2 |
| Number of participants with account balances | 2020-01-01 | 2 |
| 2019: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 2 |
| Total participants | 2019-01-01 | 2 |
| Number of participants with account balances | 2019-01-01 | 2 |
| 2018: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| 2016: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 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: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| 2012: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| 2011: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| 2010: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| 2009: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-08-24 | $0 |
| Total plan liabilities at beginning of year | 2023-08-24 | $0 |
| Total income from all sources | 2023-08-24 | $15,402 |
| Expenses. Total of all expenses incurred | 2023-08-24 | $248,735 |
| Benefits paid (including direct rollovers) | 2023-08-24 | $247,943 |
| Total plan assets at end of year | 2023-08-24 | $0 |
| Total plan assets at beginning of year | 2023-08-24 | $233,333 |
| Other income received | 2023-08-24 | $15,402 |
| Net income (gross income less expenses) | 2023-08-24 | $-233,333 |
| Net plan assets at end of year (total assets less liabilities) | 2023-08-24 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-08-24 | $233,333 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-08-24 | $792 |
| 2022 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-12,648 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $233,333 |
| Total plan assets at beginning of year | 2022-12-31 | $245,981 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $-18,758 |
| Net income (gross income less expenses) | 2022-12-31 | $-12,648 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $233,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $245,981 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $6,110 |
| 2021 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $36,808 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $245,981 |
| Total plan assets at beginning of year | 2021-12-31 | $209,173 |
| Other income received | 2021-12-31 | $27,032 |
| Net income (gross income less expenses) | 2021-12-31 | $36,808 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $245,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $209,173 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $9,776 |
| 2020 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $29,382 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $209,173 |
| Total plan assets at beginning of year | 2020-12-31 | $179,791 |
| Other income received | 2020-12-31 | $15,274 |
| Net income (gross income less expenses) | 2020-12-31 | $29,382 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $209,173 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $179,791 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $14,108 |
| 2019 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $37,222 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $179,791 |
| Total plan assets at beginning of year | 2019-12-31 | $142,569 |
| Other income received | 2019-12-31 | $21,256 |
| Net income (gross income less expenses) | 2019-12-31 | $37,222 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $179,791 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $142,569 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $15,966 |
| 2018 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $8,889 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,376 |
| Total plan assets at end of year | 2018-12-31 | $142,569 |
| Total plan assets at beginning of year | 2018-12-31 | $135,056 |
| Other income received | 2018-12-31 | $-6,804 |
| Net income (gross income less expenses) | 2018-12-31 | $7,513 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $142,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $135,056 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $15,693 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,376 |
| 2017 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $32,192 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $135,056 |
| Total plan assets at beginning of year | 2017-12-31 | $102,864 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $11,958 |
| Net income (gross income less expenses) | 2017-12-31 | $32,192 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $135,056 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $102,864 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $20,234 |
| 2016 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $17,284 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,154 |
| Total plan assets at end of year | 2016-12-31 | $102,864 |
| Total plan assets at beginning of year | 2016-12-31 | $86,734 |
| Other income received | 2016-12-31 | $7,620 |
| Net income (gross income less expenses) | 2016-12-31 | $16,130 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $102,864 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $86,734 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $9,664 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,154 |
| 2015 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $10,916 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,452 |
| Total plan assets at end of year | 2015-12-31 | $86,734 |
| Total plan assets at beginning of year | 2015-12-31 | $77,270 |
| Other income received | 2015-12-31 | $191 |
| Net income (gross income less expenses) | 2015-12-31 | $9,464 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $86,734 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $77,270 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $10,725 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,452 |
| 2014 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $19,048 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,470 |
| Total plan assets at end of year | 2014-12-31 | $77,270 |
| Total plan assets at beginning of year | 2014-12-31 | $59,692 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $32 |
| Other income received | 2014-12-31 | $5,047 |
| Net income (gross income less expenses) | 2014-12-31 | $17,578 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $77,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $59,692 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $14,001 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,438 |
| 2013 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $16,686 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,194 |
| Total plan assets at end of year | 2013-12-31 | $59,692 |
| Total plan assets at beginning of year | 2013-12-31 | $44,200 |
| Other income received | 2013-12-31 | $12,194 |
| Net income (gross income less expenses) | 2013-12-31 | $15,492 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $59,692 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $44,200 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $4,492 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,194 |
| 2012 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $-233,000 |
| Total income from all sources | 2012-12-31 | $39,820 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $913 |
| Total plan assets at end of year | 2012-12-31 | $44,200 |
| Total plan assets at beginning of year | 2012-12-31 | $238,293 |
| Other income received | 2012-12-31 | $29,090 |
| Net income (gross income less expenses) | 2012-12-31 | $38,907 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $44,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $238,293 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $10,730 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $913 |
| 2011 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-3,943 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,923 |
| Total plan assets at end of year | 2011-12-31 | $238,293 |
| Total plan assets at beginning of year | 2011-12-31 | $247,159 |
| Other income received | 2011-12-31 | $-9,091 |
| Net income (gross income less expenses) | 2011-12-31 | $-8,866 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $238,293 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $247,159 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $5,148 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,923 |
| 2010 : JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $43,434 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,250 |
| Total plan assets at end of year | 2010-12-31 | $247,159 |
| Total plan assets at beginning of year | 2010-12-31 | $208,975 |
| Other income received | 2010-12-31 | $43,434 |
| Net income (gross income less expenses) | 2010-12-31 | $38,184 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $247,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $208,975 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,250 |
| 2023: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | Yes |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES E COLLIS JD LTD PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-08-24 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $101 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $101 | | Amount paid for insurance broker fees | 0 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $101 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $101 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $101 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $101 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $111 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $111 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | 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 | | Additional information about fees paid to insurance broker | 3 | | Insurance broker name | RICHARD A COSENTINO |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $64 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $64 | | Additional information about fees paid to insurance broker | 3 | | Insurance broker name | RICHARD A COSENTINO |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $84 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $84 | | Additional information about fees paid to insurance broker | 3 | | Insurance broker name | RICHARD A COSENTINO |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $68 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $64 | | Additional information about fees paid to insurance broker | 3 | | Insurance broker name | K COSENTINO |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $38 | | 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: 62944 ) |
| Policy contract number | 092949473 |
| Policy instance | 1 |
| Insurance contract or identification number | 092949473 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $42 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42 | | Insurance broker organization code? | 3 | | Insurance broker name | RICHARD A COSENTINO |
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