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CALEEL HAYDEN LLC 401K SAVINGS PLAN 401k Plan overview

Plan NameCALEEL HAYDEN LLC 401K SAVINGS PLAN
Plan identification number 001

CALEEL HAYDEN LLC 401K SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

CALEEL HAYDEN LLC has sponsored the creation of one or more 401k plans.

Company Name:CALEEL HAYDEN LLC
Employer identification number (EIN):391878540
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALEEL HAYDEN LLC 401K SAVINGS 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
0012018-01-01
0012017-01-01MICHELLE STOLLSTEIMER
0012016-01-01MICHELLE STOLLSTEIMER
0012015-01-01MICHELLE STOLLSTEIMER
0012014-01-01MICHELLE STOLLSTEIMER
0012013-01-01MICHELLE STOLLSTEIMER
0012012-01-01DEE CARSTEN
0012011-01-01DEE CARSTEN
0012010-01-01DEE CARSTEN
0012009-01-01DEE CARSTEN
0012009-01-01 DEE CARSTEN2010-10-06

Plan Statistics for CALEEL HAYDEN LLC 401K SAVINGS PLAN

401k plan membership statisitcs for CALEEL HAYDEN LLC 401K SAVINGS PLAN

Measure Date Value
2022: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01112
Total number of active participants reported on line 7a of the Form 55002022-01-0170
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01116
Number of participants with account balances2022-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01112
Total number of active participants reported on line 7a of the Form 55002021-01-0163
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01110
Number of participants with account balances2021-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01144
Total number of active participants reported on line 7a of the Form 55002020-01-0161
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01110
Number of participants with account balances2020-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0131
2019: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01156
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01142
Number of participants with account balances2019-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01154
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0129
2017: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01167
Total number of active participants reported on line 7a of the Form 55002017-01-01104
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0177
Total of all active and inactive participants2017-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01181
Number of participants with account balances2017-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0128
2016: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01160
Total number of active participants reported on line 7a of the Form 55002016-01-01113
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0152
Total of all active and inactive participants2016-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01165
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01247
Total number of active participants reported on line 7a of the Form 55002015-01-01127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01102
Total of all active and inactive participants2015-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01229
Number of participants with account balances2015-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01133
Total number of active participants reported on line 7a of the Form 55002014-01-01153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0191
Total of all active and inactive participants2014-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01244
Number of participants with account balances2014-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01217
Total number of active participants reported on line 7a of the Form 55002013-01-01155
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01248
Number of participants with account balances2013-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0127
2012: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01199
Total number of active participants reported on line 7a of the Form 55002012-01-01145
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01212
Number of participants with account balances2012-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01173
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01197
Number of participants with account balances2011-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01201
Total number of active participants reported on line 7a of the Form 55002010-01-01107
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0164
Total of all active and inactive participants2010-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01171
Number of participants with account balances2010-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0115
2009: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01248
Total number of active participants reported on line 7a of the Form 55002009-01-01136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0176
Total of all active and inactive participants2009-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01212
Number of participants with account balances2009-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0141

Financial Data on CALEEL HAYDEN LLC 401K SAVINGS PLAN

Measure Date Value
2022 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-263,974
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$226,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$207,860
Value of total corrective distributions2022-12-31$5,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$363,124
Value of total assets at end of year2022-12-31$3,033,930
Value of total assets at beginning of year2022-12-31$3,524,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,175
Total interest from all sources2022-12-31$757
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$217,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$217,685
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$353,000
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$260,163
Participant contributions at end of year2022-12-31$17,758
Participant contributions at beginning of year2022-12-31$16,839
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,901
Other income not declared elsewhere2022-12-31$292
Administrative expenses (other) incurred2022-12-31$13,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-490,616
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,033,930
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,524,546
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$2,964,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,443,914
Interest on participant loans2022-12-31$757
Value of interest in common/collective trusts at end of year2022-12-31$51,749
Value of interest in common/collective trusts at beginning of year2022-12-31$63,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-846,711
Net investment gain or loss from common/collective trusts2022-12-31$879
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$87,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$207,860
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$815,511
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$205,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$187,645
Value of total corrective distributions2021-12-31$4,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$295,063
Value of total assets at end of year2021-12-31$3,524,546
Value of total assets at beginning of year2021-12-31$2,914,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,490
Total interest from all sources2021-12-31$883
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$188,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$188,816
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$292,000
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$193,723
Participant contributions at end of year2021-12-31$16,839
Participant contributions at beginning of year2021-12-31$19,762
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,791
Other income not declared elsewhere2021-12-31$986
Administrative expenses (other) incurred2021-12-31$13,490
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$609,616
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,524,546
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,914,930
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$3,443,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,818,614
Interest on participant loans2021-12-31$883
Value of interest in common/collective trusts at end of year2021-12-31$63,793
Value of interest in common/collective trusts at beginning of year2021-12-31$76,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$328,705
Net investment gain or loss from common/collective trusts2021-12-31$1,058
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$77,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$187,645
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$609,168
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$316,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$298,036
Expenses. Certain deemed distributions of participant loans2020-12-31$3,574
Value of total corrective distributions2020-12-31$2,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$197,506
Value of total assets at end of year2020-12-31$2,914,930
Value of total assets at beginning of year2020-12-31$2,622,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,575
Total interest from all sources2020-12-31$1,265
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$97,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$97,275
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$263,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$169,474
Participant contributions at end of year2020-12-31$19,762
Participant contributions at beginning of year2020-12-31$23,487
Other income not declared elsewhere2020-12-31$718
Administrative expenses (other) incurred2020-12-31$12,575
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$292,197
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,914,930
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,622,733
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$2,818,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,544,800
Interest on participant loans2020-12-31$1,265
Value of interest in common/collective trusts at end of year2020-12-31$76,554
Value of interest in common/collective trusts at beginning of year2020-12-31$54,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$311,250
Net investment gain or loss from common/collective trusts2020-12-31$1,154
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$28,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$298,036
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$926,177
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$385,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$352,292
Expenses. Certain deemed distributions of participant loans2019-12-31$2,964
Value of total corrective distributions2019-12-31$17,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$405,736
Value of total assets at end of year2019-12-31$2,622,733
Value of total assets at beginning of year2019-12-31$2,082,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,301
Total interest from all sources2019-12-31$1,740
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$93,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$93,679
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$209,000
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
Contributions received from participants2019-12-31$289,816
Participant contributions at end of year2019-12-31$23,487
Participant contributions at beginning of year2019-12-31$32,207
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,818
Other income not declared elsewhere2019-12-31$695
Administrative expenses (other) incurred2019-12-31$12,301
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$540,711
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,622,733
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,082,022
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,544,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,996,646
Interest on participant loans2019-12-31$1,740
Value of interest in common/collective trusts at end of year2019-12-31$54,446
Value of interest in common/collective trusts at beginning of year2019-12-31$53,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$423,192
Net investment gain or loss from common/collective trusts2019-12-31$1,135
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$103,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$352,292
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$194,403
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$798,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$778,502
Expenses. Certain deemed distributions of participant loans2018-12-31$4
Value of total corrective distributions2018-12-31$10,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$337,604
Value of total assets at end of year2018-12-31$2,082,022
Value of total assets at beginning of year2018-12-31$2,685,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,148
Total interest from all sources2018-12-31$1,830
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$95,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$95,774
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$269,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$258,461
Participant contributions at end of year2018-12-31$32,207
Participant contributions at beginning of year2018-12-31$37,249
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,569
Other income not declared elsewhere2018-12-31$736
Administrative expenses (other) incurred2018-12-31$9,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-603,903
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,082,022
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,685,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,996,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,472,946
Interest on participant loans2018-12-31$1,830
Value of interest in common/collective trusts at end of year2018-12-31$53,169
Value of interest in common/collective trusts at beginning of year2018-12-31$175,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-240,708
Net investment gain or loss from common/collective trusts2018-12-31$-833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$74,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$778,502
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$811,416
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$226,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$222,832
Expenses. Certain deemed distributions of participant loans2017-12-31$70
Value of total corrective distributions2017-12-31$2,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$399,444
Value of total assets at end of year2017-12-31$2,685,925
Value of total assets at beginning of year2017-12-31$2,100,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,050
Total interest from all sources2017-12-31$1,211
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$82,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$82,596
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$211,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$235,243
Participant contributions at end of year2017-12-31$37,249
Participant contributions at beginning of year2017-12-31$13,435
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$85,093
Other income not declared elsewhere2017-12-31$1,343
Administrative expenses (other) incurred2017-12-31$1,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$585,155
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,685,925
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,100,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,472,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,986,517
Interest on participant loans2017-12-31$1,211
Value of interest in common/collective trusts at end of year2017-12-31$175,730
Value of interest in common/collective trusts at beginning of year2017-12-31$100,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$299,998
Net investment gain or loss from common/collective trusts2017-12-31$26,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$79,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$222,832
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$467,012
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$761,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$756,582
Expenses. Certain deemed distributions of participant loans2016-12-31$67
Value of total corrective distributions2016-12-31$1,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$295,666
Value of total assets at end of year2016-12-31$2,100,770
Value of total assets at beginning of year2016-12-31$2,395,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,525
Total interest from all sources2016-12-31$343
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$45,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$45,611
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$240,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$212,772
Participant contributions at end of year2016-12-31$13,435
Participant contributions at beginning of year2016-12-31$10,326
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$51,666
Other income not declared elsewhere2016-12-31$781
Administrative expenses (other) incurred2016-12-31$3,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-294,379
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,100,770
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,395,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,986,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,384,823
Interest on participant loans2016-12-31$343
Value of interest in common/collective trusts at end of year2016-12-31$100,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$120,656
Net investment gain or loss from common/collective trusts2016-12-31$3,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$31,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$756,582
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$317,659
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$856,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$855,289
Expenses. Certain deemed distributions of participant loans2015-12-31$64
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$344,119
Value of total assets at end of year2015-12-31$2,395,149
Value of total assets at beginning of year2015-12-31$2,934,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,600
Total interest from all sources2015-12-31$762
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$107,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$107,495
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$294,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$284,730
Participant contributions at end of year2015-12-31$10,326
Participant contributions at beginning of year2015-12-31$18,214
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,027
Administrative expenses (other) incurred2015-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-539,294
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,395,149
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,934,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,384,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,916,229
Interest on participant loans2015-12-31$762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-134,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$50,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$855,289
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$456,778
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$462,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$453,182
Expenses. Certain deemed distributions of participant loans2014-12-31$1,509
Value of total corrective distributions2014-12-31$5,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$316,279
Value of total assets at end of year2014-12-31$2,934,443
Value of total assets at beginning of year2014-12-31$2,940,069
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,363
Total interest from all sources2014-12-31$701
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$97,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$97,603
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$295,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$266,927
Participant contributions at end of year2014-12-31$18,214
Participant contributions at beginning of year2014-12-31$15,240
Administrative expenses (other) incurred2014-12-31$2,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-5,626
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,934,443
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,940,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,916,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,828,658
Interest on participant loans2014-12-31$701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$96,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$96,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$42,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$49,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$453,182
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$876,942
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$371,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$345,937
Value of total corrective distributions2013-12-31$23,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$391,563
Value of total assets at end of year2013-12-31$2,940,069
Value of total assets at beginning of year2013-12-31$2,434,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,105
Total interest from all sources2013-12-31$1,410
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$22,949
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$320,879
Participant contributions at end of year2013-12-31$15,240
Participant contributions at beginning of year2013-12-31$32,324
Participant contributions at beginning of year2013-12-31$13,990
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$505,816
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,940,069
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,434,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,828,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,200,447
Interest on participant loans2013-12-31$1,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$96,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$184,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$184,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$461,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$61,028
Employer contributions (assets) at beginning of year2013-12-31$2,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$345,937
Contract administrator fees2013-12-31$2,105
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY, LLP
Accountancy firm EIN2013-12-31420714325
2012 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$668,378
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$346,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$329,985
Value of total corrective distributions2012-12-31$13,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$402,780
Value of total assets at end of year2012-12-31$2,434,253
Value of total assets at beginning of year2012-12-31$2,111,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,865
Total interest from all sources2012-12-31$3,030
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$28,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$28,564
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$340,426
Participant contributions at end of year2012-12-31$32,324
Participant contributions at beginning of year2012-12-31$33,956
Participant contributions at end of year2012-12-31$13,990
Participant contributions at beginning of year2012-12-31$7,788
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$322,278
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,434,253
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,111,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,200,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,912,802
Interest on participant loans2012-12-31$3,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$184,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$155,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$155,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$234,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$61,069
Employer contributions (assets) at end of year2012-12-31$2,890
Employer contributions (assets) at beginning of year2012-12-31$1,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$329,985
Contract administrator fees2012-12-31$2,865
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY, LLP
Accountancy firm EIN2012-12-31420714325
2011 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$284,176
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$253,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$245,430
Value of total corrective distributions2011-12-31$3,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$427,327
Value of total assets at end of year2011-12-31$2,111,975
Value of total assets at beginning of year2011-12-31$2,081,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,637
Total interest from all sources2011-12-31$3,210
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$20,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$20,085
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$317,176
Participant contributions at end of year2011-12-31$33,956
Participant contributions at beginning of year2011-12-31$42,199
Participant contributions at end of year2011-12-31$7,788
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$52,870
Other income not declared elsewhere2011-12-31$7,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$30,367
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,111,975
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,081,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,912,802
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,407,669
Interest on participant loans2011-12-31$3,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$155,686
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$631,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-232,070
Net investment gain/loss from pooled separate accounts2011-12-31$57,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$57,281
Employer contributions (assets) at end of year2011-12-31$1,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$245,430
Contract administrator fees2011-12-31$4,637
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2011-12-31420714325
2010 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$497,687
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$174,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$165,255
Value of total corrective distributions2010-12-31$632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$310,801
Value of total assets at end of year2010-12-31$2,081,608
Value of total assets at beginning of year2010-12-31$1,758,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,437
Total interest from all sources2010-12-31$22,909
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$269,800
Participant contributions at end of year2010-12-31$42,199
Participant contributions at beginning of year2010-12-31$32,797
Other income not declared elsewhere2010-12-31$3,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$323,363
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,081,608
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,758,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,407,669
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,023,275
Interest on participant loans2010-12-31$4,095
Interest earned on other investments2010-12-31$18,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$631,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$702,173
Net investment gain/loss from pooled separate accounts2010-12-31$160,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$41,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$165,255
Contract administrator fees2010-12-31$8,437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : CALEEL HAYDEN LLC 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALEEL HAYDEN LLC 401K SAVINGS PLAN

2022: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CALEEL HAYDEN LLC 401K SAVINGS 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CALEEL HAYDEN LLC 401K SAVINGS 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
2010: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CALEEL HAYDEN LLC 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number66208
Policy instance 1
Insurance contract or identification number66208
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,527
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number66208
Policy instance 1
Insurance contract or identification number66208
Number of Individuals Covered171
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,575
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,575
Insurance broker organization code?3
Insurance broker nameSECURIAN FINANCIAL SERVICES, INC.

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