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LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 401k Plan overview

Plan NameLANG NELSON & ASSOCIATES 401K RETIREMENT PLAN
Plan identification number 001

LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LANG NELSON & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:LANG NELSON & ASSOCIATES
Employer identification number (EIN):411252989
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01LESLIE LEITH
0012017-01-01LESLIE LEITH LESLIE LEITH2018-07-24
0012016-01-01MICHELE GRANDNER
0012015-01-01MICHELE GRANDNER
0012014-01-01MICHELE GRANDNER
0012013-01-01MICHELE GRANDNER
0012012-01-01MICHELE GRANDNER
0012011-01-01MICHELE GRANDNER MICHELE GRANDNER2012-09-28
0012009-01-01MICHELE GRANDNER MICHELE GRANDNER2010-07-01

Plan Statistics for LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN

401k plan membership statisitcs for LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN

Measure Date Value
2022: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01316
Total number of active participants reported on line 7a of the Form 55002022-01-01206
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0177
Total of all active and inactive participants2022-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01283
Number of participants with account balances2022-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01312
Total number of active participants reported on line 7a of the Form 55002021-01-01245
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01311
Number of participants with account balances2021-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01367
Total number of active participants reported on line 7a of the Form 55002020-01-01252
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01309
Number of participants with account balances2020-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01373
Total number of active participants reported on line 7a of the Form 55002019-01-01325
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01403
Number of participants with account balances2019-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01343
Total number of active participants reported on line 7a of the Form 55002018-01-01315
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01387
Number of participants with account balances2018-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01347
Total number of active participants reported on line 7a of the Form 55002017-01-01274
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 participants2017-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01351
Number of participants with account balances2017-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01306
Total number of active participants reported on line 7a of the Form 55002016-01-01242
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01319
Number of participants with account balances2016-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01276
Total number of active participants reported on line 7a of the Form 55002015-01-01238
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01306
Number of participants with account balances2015-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01251
Total number of active participants reported on line 7a of the Form 55002014-01-01202
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01276
Number of participants with account balances2014-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01289
Total number of active participants reported on line 7a of the Form 55002013-01-01180
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01251
Number of participants with account balances2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01657
Total number of active participants reported on line 7a of the Form 55002012-01-01197
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01110
Total of all active and inactive participants2012-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01307
Number of participants with account balances2012-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01589
Total number of active participants reported on line 7a of the Form 55002011-01-01567
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01603
Number of participants with account balances2011-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2009: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01374
Total number of active participants reported on line 7a of the Form 55002009-01-01364
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01387
Number of participants with account balances2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN

Measure Date Value
2022 : LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-227,346
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$574,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$565,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$406,925
Value of total assets at end of year2022-12-31$2,763,197
Value of total assets at beginning of year2022-12-31$3,564,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,577
Total interest from all sources2022-12-31$545
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$286,166
Participant contributions at end of year2022-12-31$9,682
Participant contributions at beginning of year2022-12-31$8,720
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$73,194
Other income not declared elsewhere2022-12-31$3,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-801,744
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,763,197
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,564,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$2,753,515
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,556,221
Interest on participant loans2022-12-31$545
Net investment gain/loss from pooled separate accounts2022-12-31$-638,449
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$47,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$565,821
Contract administrator fees2022-12-31$8,577
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 name2022-12-31EISNERAMPER LLP
Accountancy firm EIN2022-12-31871363769
2021 : LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$760,925
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$823,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$815,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$272,039
Value of total assets at end of year2021-12-31$3,564,941
Value of total assets at beginning of year2021-12-31$3,627,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,893
Total interest from all sources2021-12-31$1,124
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$241,409
Participant contributions at end of year2021-12-31$8,720
Participant contributions at beginning of year2021-12-31$25,224
Other income not declared elsewhere2021-12-31$3,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-62,870
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,564,941
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,627,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$3,556,221
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,602,587
Interest on participant loans2021-12-31$1,124
Net investment gain/loss from pooled separate accounts2021-12-31$484,129
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$30,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$815,902
Contract administrator fees2021-12-31$7,893
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 name2021-12-31LURIE, LLP
Accountancy firm EIN2021-12-31410721734
2020 : LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$670,285
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$225,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$219,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$285,570
Value of total assets at end of year2020-12-31$3,627,811
Value of total assets at beginning of year2020-12-31$3,183,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,802
Total interest from all sources2020-12-31$1,439
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$249,072
Participant contributions at end of year2020-12-31$25,224
Participant contributions at beginning of year2020-12-31$30,787
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,566
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$444,764
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,627,811
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,183,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$3,602,587
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,152,260
Interest on participant loans2020-12-31$1,439
Net investment gain/loss from pooled separate accounts2020-12-31$383,276
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$28,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$219,719
Contract administrator fees2020-12-31$5,802
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 name2020-12-31LURIE LLP
Accountancy firm EIN2020-12-31410721734
2019 : LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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$849,731
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$143,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$138,816
Expenses. Certain deemed distributions of participant loans2019-12-31$1,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$280,788
Value of total assets at end of year2019-12-31$3,183,047
Value of total assets at beginning of year2019-12-31$2,477,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,555
Total interest from all sources2019-12-31$3,024
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$247,119
Participant contributions at end of year2019-12-31$30,787
Participant contributions at beginning of year2019-12-31$52,348
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,301
Other income not declared elsewhere2019-12-31$0
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$705,863
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,183,047
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,477,184
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 pooled separate accounts at end of year2019-12-31$3,152,260
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,424,836
Interest on participant loans2019-12-31$3,024
Net investment gain/loss from pooled separate accounts2019-12-31$565,919
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$29,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$138,816
Contract administrator fees2019-12-31$3,555
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 name2019-12-31LURIE LLP
Accountancy firm EIN2019-12-31410721734
2018 : LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$204,713
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$233,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$230,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$393,808
Value of total assets at end of year2018-12-31$2,477,184
Value of total assets at beginning of year2018-12-31$2,506,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,534
Total interest from all sources2018-12-31$2,664
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$188,455
Participant contributions at end of year2018-12-31$52,348
Participant contributions at beginning of year2018-12-31$40,139
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$182,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-29,186
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,477,184
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,506,370
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 pooled separate accounts at end of year2018-12-31$2,424,836
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,466,231
Interest on participant loans2018-12-31$2,664
Net investment gain/loss from pooled separate accounts2018-12-31$-191,759
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$22,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$230,365
Contract administrator fees2018-12-31$3,534
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 name2018-12-31LURIE LLP
Accountancy firm EIN2018-12-31410721734
2017 : LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$619,064
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$166,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$164,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$232,594
Value of total assets at end of year2017-12-31$2,506,370
Value of total assets at beginning of year2017-12-31$2,054,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,791
Total interest from all sources2017-12-31$2,133
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
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$148,474
Participant contributions at end of year2017-12-31$40,139
Participant contributions at beginning of year2017-12-31$50,036
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$67,034
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$452,244
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,506,370
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,054,126
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 pooled separate accounts at end of year2017-12-31$2,466,231
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,004,090
Interest on participant loans2017-12-31$2,133
Net investment gain/loss from pooled separate accounts2017-12-31$384,337
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$17,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$164,029
Contract administrator fees2017-12-31$2,791
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 name2017-12-31LURIE LLP
Accountancy firm EIN2017-12-31410721734
2016 : LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$398,083
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$154,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$151,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$259,115
Value of total assets at end of year2016-12-31$2,054,126
Value of total assets at beginning of year2016-12-31$1,810,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,003
Total interest from all sources2016-12-31$2,772
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
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$162,414
Participant contributions at end of year2016-12-31$50,036
Participant contributions at beginning of year2016-12-31$58,861
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$77,329
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$243,396
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,054,126
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,810,730
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 pooled separate accounts at end of year2016-12-31$2,004,090
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,751,869
Interest on participant loans2016-12-31$2,772
Net investment gain/loss from pooled separate accounts2016-12-31$136,196
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$19,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$151,684
Contract administrator fees2016-12-31$3,003
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 name2016-12-31LURIE LLP
Accountancy firm EIN2016-12-31410721734
2015 : LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$132,382
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$207,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$204,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$182,733
Value of total assets at end of year2015-12-31$1,810,730
Value of total assets at beginning of year2015-12-31$1,886,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,459
Total interest from all sources2015-12-31$2,052
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
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$151,409
Participant contributions at end of year2015-12-31$58,861
Participant contributions at beginning of year2015-12-31$37,220
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$14,030
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-75,588
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,810,730
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,886,318
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 pooled separate accounts at end of year2015-12-31$1,751,869
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,849,098
Interest on participant loans2015-12-31$2,052
Net investment gain/loss from pooled separate accounts2015-12-31$-52,403
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$17,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$204,511
Contract administrator fees2015-12-31$3,459
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 name2015-12-31LURIE LLP
Accountancy firm EIN2015-12-31410721734
2014 : LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$248,990
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$208,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$202,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$169,508
Value of total assets at end of year2014-12-31$1,886,318
Value of total assets at beginning of year2014-12-31$1,846,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,423
Total interest from all sources2014-12-31$1,512
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$112,498
Participant contributions at end of year2014-12-31$37,220
Participant contributions at beginning of year2014-12-31$26,042
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$43,785
Other income not declared elsewhere2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$39,999
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,886,318
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,846,319
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 pooled separate accounts at end of year2014-12-31$1,849,098
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,820,277
Interest on participant loans2014-12-31$1,512
Net investment gain/loss from pooled separate accounts2014-12-31$74,445
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$13,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$202,568
Contract administrator fees2014-12-31$6,423
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 name2014-12-31LURIE BESIKOF LAPIDUS LLP
Accountancy firm EIN2014-12-31410721734
2013 : LANG NELSON & ASSOCIATES 401K RETIREMENT 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$457,882
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$655,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$652,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$112,954
Value of total assets at end of year2013-12-31$1,846,319
Value of total assets at beginning of year2013-12-31$2,044,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,638
Total interest from all sources2013-12-31$1,498
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
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$88,807
Participant contributions at end of year2013-12-31$26,042
Participant contributions at beginning of year2013-12-31$39,636
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$12,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-198,037
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,846,319
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,044,356
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 pooled separate accounts at end of year2013-12-31$1,820,277
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,004,720
Interest on participant loans2013-12-31$1,498
Net investment gain/loss from pooled separate accounts2013-12-31$343,430
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$652,281
Contract administrator fees2013-12-31$3,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31LURIE BESIKOF LAPIDUS LLP
Accountancy firm EIN2013-12-31410721734
2012 : LANG NELSON & ASSOCIATES 401K RETIREMENT 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$598,657
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$564,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$561,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$352,335
Value of total assets at end of year2012-12-31$2,044,356
Value of total assets at beginning of year2012-12-31$2,010,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,107
Total interest from all sources2012-12-31$2,809
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
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$248,948
Participant contributions at end of year2012-12-31$39,636
Participant contributions at beginning of year2012-12-31$50,540
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$76,574
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$33,750
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,044,356
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,010,606
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 pooled separate accounts at end of year2012-12-31$2,004,720
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,960,066
Interest on participant loans2012-12-31$2,809
Net investment gain/loss from pooled separate accounts2012-12-31$243,513
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$26,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$561,800
Contract administrator fees2012-12-31$3,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31LURIE BESIKOF LAPIDUS LLP
Accountancy firm EIN2012-12-31410721734
2011 : LANG NELSON & ASSOCIATES 401K RETIREMENT 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$235,880
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$415,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$411,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$297,685
Value of total assets at end of year2011-12-31$2,010,606
Value of total assets at beginning of year2011-12-31$2,190,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,007
Total interest from all sources2011-12-31$2,380
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
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$264,630
Participant contributions at end of year2011-12-31$50,540
Participant contributions at beginning of year2011-12-31$38,190
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-179,861
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,010,606
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,190,467
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 pooled separate accounts at end of year2011-12-31$1,960,066
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,152,277
Interest on participant loans2011-12-31$2,380
Net investment gain/loss from pooled separate accounts2011-12-31$-64,185
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$18,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$411,734
Contract administrator fees2011-12-31$4,007
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31LURIE BESIKOF LAPIDUS LLP
Accountancy firm EIN2011-12-31410721734
2010 : LANG NELSON & ASSOCIATES 401K RETIREMENT 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$548,014
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$109,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$104,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$328,059
Value of total assets at end of year2010-12-31$2,190,467
Value of total assets at beginning of year2010-12-31$1,752,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,912
Total interest from all sources2010-12-31$2,406
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$250,000
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$266,149
Participant contributions at end of year2010-12-31$38,190
Participant contributions at beginning of year2010-12-31$37,993
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$26,903
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$438,290
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,190,467
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,752,177
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$2,152,277
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,714,184
Interest on participant loans2010-12-31$2,406
Net investment gain/loss from pooled separate accounts2010-12-31$217,549
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$35,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$104,812
Contract administrator fees2010-12-31$4,912
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 name2010-12-31LURIE BESIKOF LAPIDUS LLP
Accountancy firm EIN2010-12-31410721734
2009 : LANG NELSON & ASSOCIATES 401K RETIREMENT 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 LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN

2022: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LANG NELSON & ASSOCIATES 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered283
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,516
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,516
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered311
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,335
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,335
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered309
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,761
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,761
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered403
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,152
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,152
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered387
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,308
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,308
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered351
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,534
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,534
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered306
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,604
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,604
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered276
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,486
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,486
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered251
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,292
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,292
Insurance broker organization code?3
Insurance broker namePARK AVENUE SECURITIES
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered307
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,300
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,300
Insurance broker organization code?3
Insurance broker nameJEAN M HEGARTY
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered603
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,096
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 number67085
Policy instance 1
Insurance contract or identification number67085
Number of Individuals Covered585
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,778
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
Commission paid to Insurance BrokerUSD $4,778
Insurance broker organization code?3
Insurance broker nameJEAN M HEGARTY

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