SECURIAN LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN
401k plan membership statisitcs for WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN
Measure | Date | Value |
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2022: WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2,510 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,561 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 668 |
Total of all active and inactive participants | 2022-01-01 | 3,230 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 3,232 |
Number of participants with account balances | 2022-01-01 | 2,529 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 18 |
2021: WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 76 |
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 | 55 |
Total of all active and inactive participants | 2021-01-01 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 131 |
Number of participants with account balances | 2021-01-01 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
Measure | Date | Value |
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2022 : WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $83,578,205 |
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 | $306,389 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,862,561 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $6,573,713 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $61,059 |
Value of total corrective distributions | 2022-12-31 | $28,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,038,098 |
Value of total assets at end of year | 2022-12-31 | $79,297,815 |
Value of total assets at beginning of year | 2022-12-31 | $2,275,782 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $198,834 |
Total interest from all sources | 2022-12-31 | $46,397 |
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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | No |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,997,591 |
Participant contributions at end of year | 2022-12-31 | $927,239 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $757,715 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,556,172 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $79,297,815 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,275,782 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $139,851 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $78,370,576 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,275,782 |
Interest on participant loans | 2022-12-31 | $46,397 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-9,778,106 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,282,792 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,573,713 |
Contract administrator fees | 2022-12-31 | $58,983 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $2,213,457 |
Total income from all sources | 2021-12-31 | $62,797 |
Expenses. Total of all expenses incurred | 2021-12-31 | $472 |
Benefits paid (including direct rollovers) | 2021-12-31 | $412 |
Total plan assets at end of year | 2021-12-31 | $2,275,782 |
Total plan assets at beginning of year | 2021-12-31 | $0 |
Value of fidelity bond covering the plan | 2021-12-31 | $250,000 |
Total contributions received or receivable from participants | 2021-12-31 | $13,015 |
Other income received | 2021-12-31 | $38,843 |
Net income (gross income less expenses) | 2021-12-31 | $62,325 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,275,782 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $10,939 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $60 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2022: WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Mulitple employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – 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: WA/DF CONGLOMERATE 401(K)/PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Mulitple employer plan |
2021-01-01 | First time form 5500 has been submitted | Yes |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – 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 |