ABDO CONSULTING GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ABDO GROUP 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: ABDO GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
| Total of all active and inactive participants | 2022-01-01 | 90 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 90 |
| Number of participants with account balances | 2022-01-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: ABDO GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 13 |
| Total of all active and inactive participants | 2021-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 85 |
| Number of participants with account balances | 2021-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
| 2020: ABDO GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 87 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 87 |
| Number of participants with account balances | 2020-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: ABDO GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 89 |
| Number of participants with account balances | 2019-01-01 | 89 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
| 2018: ABDO GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 90 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 90 |
| Number of participants with account balances | 2018-01-01 | 90 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
| 2017: ABDO GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 12 |
| Total of all active and inactive participants | 2017-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 88 |
| Number of participants with account balances | 2017-01-01 | 88 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: ABDO GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 79 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 83 |
| Number of participants with account balances | 2016-01-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: ABDO GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 79 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 84 |
| Number of participants with account balances | 2015-01-01 | 84 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: ABDO GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 73 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 78 |
| Number of participants with account balances | 2014-01-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
| 2013: ABDO GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 78 |
| Number of participants with account balances | 2013-01-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
| 2012: ABDO GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 72 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
| Total of all active and inactive participants | 2012-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 79 |
| Number of participants with account balances | 2012-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: ABDO GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 69 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 16 |
| Total of all active and inactive participants | 2011-01-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 85 |
| Number of participants with account balances | 2011-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
| 2010: ABDO GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 12 |
| Total of all active and inactive participants | 2010-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 79 |
| Number of participants with account balances | 2010-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
| 2009: ABDO GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 64 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
| Total of all active and inactive participants | 2009-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 81 |
| Number of participants with account balances | 2009-01-01 | 81 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-2,513,382 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $866,251 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $740,125 |
| Total plan assets at end of year | 2022-12-31 | $17,892,410 |
| Total plan assets at beginning of year | 2022-12-31 | $21,272,043 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $305,543 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-3,318,925 |
| Net income (gross income less expenses) | 2022-12-31 | $-3,379,633 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $17,892,410 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $21,272,043 |
| Assets. Value of participant loans | 2022-12-31 | $78,161 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $55,723 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $500,000 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $126,126 |
| 2021 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $4,173,588 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $134,126 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $20,335 |
| Total plan assets at end of year | 2021-12-31 | $21,272,043 |
| Total plan assets at beginning of year | 2021-12-31 | $17,232,581 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $279,135 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $22,227 |
| Other income received | 2021-12-31 | $3,557,226 |
| Net income (gross income less expenses) | 2021-12-31 | $4,039,462 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $21,272,043 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $17,232,581 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $55,723 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $315,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $113,791 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $3,062,792 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $412,047 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $411,475 |
| Total plan assets at end of year | 2020-12-31 | $17,232,581 |
| Total plan assets at beginning of year | 2020-12-31 | $14,581,836 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $251,655 |
| Other income received | 2020-12-31 | $2,561,137 |
| Net income (gross income less expenses) | 2020-12-31 | $2,650,745 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $17,232,581 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,581,836 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $55,723 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $250,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $572 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $3,479,354 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $350,422 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $321,421 |
| Total plan assets at end of year | 2019-12-31 | $14,581,836 |
| Total plan assets at beginning of year | 2019-12-31 | $11,452,904 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $260,533 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $12,489 |
| Other income received | 2019-12-31 | $2,906,332 |
| Net income (gross income less expenses) | 2019-12-31 | $3,128,932 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $14,581,836 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,452,904 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $55,723 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $300,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $29,001 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-408,794 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $66,468 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $21,070 |
| Total plan assets at end of year | 2018-12-31 | $11,452,904 |
| Total plan assets at beginning of year | 2018-12-31 | $11,928,166 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $252,175 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-960,969 |
| Net income (gross income less expenses) | 2018-12-31 | $-475,262 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $11,452,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,928,166 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $23,038 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $300,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $45,398 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $2,138,914 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $6,413 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,416 |
| Total plan assets at end of year | 2017-12-31 | $11,928,166 |
| Total plan assets at beginning of year | 2017-12-31 | $9,795,665 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $231,895 |
| Other income received | 2017-12-31 | $1,607,019 |
| Net income (gross income less expenses) | 2017-12-31 | $2,132,501 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,928,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,795,665 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $26,081 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $300,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $997 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,330,465 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $106,934 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $105,915 |
| Total plan assets at end of year | 2016-12-31 | $9,795,665 |
| Total plan assets at beginning of year | 2016-12-31 | $8,572,134 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $211,341 |
| Other income received | 2016-12-31 | $819,124 |
| Net income (gross income less expenses) | 2016-12-31 | $1,223,531 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $9,795,665 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,572,134 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $53,815 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $300,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,019 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $399,238 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $58,959 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $57,939 |
| Total plan assets at end of year | 2015-12-31 | $8,572,134 |
| Total plan assets at beginning of year | 2015-12-31 | $8,231,855 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $180,325 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $3,173 |
| Other income received | 2015-12-31 | $-34,960 |
| Net income (gross income less expenses) | 2015-12-31 | $340,279 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,572,134 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,231,855 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $57,188 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $250,700 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,020 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $924,191 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $304,726 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $303,490 |
| Total plan assets at end of year | 2014-12-31 | $8,231,855 |
| Total plan assets at beginning of year | 2014-12-31 | $7,612,390 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $154,920 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $40,312 |
| Other income received | 2014-12-31 | $428,959 |
| Net income (gross income less expenses) | 2014-12-31 | $619,465 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,231,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,612,390 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $53,451 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $67,091 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $300,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,236 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,678,776 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $54,284 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $53,271 |
| Total plan assets at end of year | 2013-12-31 | $7,612,390 |
| Total plan assets at beginning of year | 2013-12-31 | $5,987,898 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $142,564 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $541 |
| Other income received | 2013-12-31 | $1,235,671 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $1,624,492 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,612,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,987,898 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $50,990 |
| Assets. Value of real-estate (other than employer real property) | 2013-12-31 | $59,786 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $300,000 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $1,013 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $872,163 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $42,363 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $40,910 |
| Total plan assets at end of year | 2012-12-31 | $5,987,898 |
| Total plan assets at beginning of year | 2012-12-31 | $5,158,098 |
| Value of fidelity bond covering the plan | 2012-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $150,814 |
| Other income received | 2012-12-31 | $421,349 |
| Net income (gross income less expenses) | 2012-12-31 | $829,800 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,987,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,158,098 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $64,688 |
| Assets. Value of real-estate (other than employer real property) | 2012-12-31 | $59,786 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $300,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,453 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $131,146 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $18,464 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,426 |
| Total plan assets at end of year | 2011-12-31 | $5,158,098 |
| Total plan assets at beginning of year | 2011-12-31 | $5,045,416 |
| Value of fidelity bond covering the plan | 2011-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $126,549 |
| Other income received | 2011-12-31 | $-195,403 |
| Net income (gross income less expenses) | 2011-12-31 | $112,682 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,158,098 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,045,416 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $70,787 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $58,132 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $200,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $13,038 |
| 2010 : ABDO GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $902,000 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $26,742 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $26,742 |
| Total plan assets at end of year | 2010-12-31 | $5,045,416 |
| Total plan assets at beginning of year | 2010-12-31 | $4,170,158 |
| Value of fidelity bond covering the plan | 2010-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $120,607 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $793 |
| Other income received | 2010-12-31 | $520,600 |
| Net income (gross income less expenses) | 2010-12-31 | $875,258 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,045,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,170,158 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $260,000 |
| 2022: ABDO GROUP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ABDO GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ABDO GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ABDO GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ABDO GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ABDO GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ABDO GROUP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ABDO GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ABDO GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ABDO GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ABDO GROUP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ABDO GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ABDO GROUP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ABDO GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-CP-LG7J |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-CP-LG7J | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $122 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $122 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-CP-LG7J |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-CP-LG7J | | Number of Individuals Covered | 87 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $668 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $668 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B3-XW85 |
| Policy instance | 2 |
| Insurance contract or identification number | GAP-B3-XW85 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $27 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-CP-LG7J |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-CP-LG7J | | Number of Individuals Covered | 89 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $605 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $605 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B3-XW85 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B3-XW85 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $242 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $242 | | Insurance broker organization code? | 3 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B3-XW85 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B3-XW85 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $209 | | Total amount of fees paid to insurance company | USD $2 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $209 | | Amount paid for insurance broker fees | 2 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | CETERA ADVISOR NETWORKS LLC |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B3-XW85 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B3-XW85 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $235 | | Total amount of fees paid to insurance company | USD $59 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $235 | | Amount paid for insurance broker fees | 59 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | CETERA ADVISOR NETWORKS LLC |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B3-XW85 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B3-XW85 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $400 | | Total amount of fees paid to insurance company | USD $100 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $400 | | Amount paid for insurance broker fees | 100 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | CETERA ADVISOR NETWORKS LLC |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B3-XW85 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B3-XW85 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $374 | | Total amount of fees paid to insurance company | USD $93 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $374 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 93 | | Additional information about fees paid to insurance broker | TPA COMPENSATION | | Insurance broker name | BILLINGS AND COMPANY, INC. |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B3-XW85 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B3-XW85 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $331 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $248 | | Insurance broker organization code? | 3 | | Insurance broker name | BILLINGS AND COMPANY, INC. |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B3-XW85 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B3-XW85 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $230 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | GAP-B3-XW85 |
| Policy instance | 1 |
| Insurance contract or identification number | GAP-B3-XW85 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $147 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $147 | | Insurance broker organization code? | 3 | | Insurance broker name | FINANCIAL NETWORK INVESTMENT C |
|
