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SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSILVERCREST PROPERTIES 401K PROFIT SHARING PLAN
Plan identification number 001

SILVERCREST PROPERTIES 401K PROFIT SHARING 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SILVERCREST PROPERTIES, LLC has sponsored the creation of one or more 401k plans.

Company Name:SILVERCREST PROPERTIES, LLC
Employer identification number (EIN):411911238
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about SILVERCREST PROPERTIES, LLC

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2003-02-18
Company Identification Number: 20031024464
Legal Registered Office Address: 1820 E WARM SPRINGS RD STE 120

LAS VEGAS
United States of America (USA)
89119

More information about SILVERCREST PROPERTIES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARAH FITTERER2024-10-14
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JACK COLLINS
0012016-01-01JACK COLLINS
0012015-01-01KMATSON
0012014-01-01KRISTINE MATSON
0012013-01-01KRISTINE MATSON
0012012-01-01KRISTINE A. MATSON KRISTINE A. MATSON2013-10-15
0012011-01-01KRISTINE MATSON
0012009-01-01KRISTINE MATSON
0012009-01-01KRISTINE MATSON

Plan Statistics for SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN

401k plan membership statisitcs for SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN

Measure Date Value
2023: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01470
Total number of active participants reported on line 7a of the Form 55002023-01-01382
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0146
Total of all active and inactive participants2023-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01428
Number of participants with account balances2023-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0113
2022: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01367
Total number of active participants reported on line 7a of the Form 55002022-01-01401
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01445
Number of participants with account balances2022-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01332
Total number of active participants reported on line 7a of the Form 55002021-01-01297
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01339
Number of participants with account balances2021-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01291
Total number of active participants reported on line 7a of the Form 55002020-01-01242
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01280
Number of participants with account balances2020-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01329
Total number of active participants reported on line 7a of the Form 55002019-01-01236
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01274
Number of participants with account balances2019-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01326
Total number of active participants reported on line 7a of the Form 55002018-01-01271
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01308
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01304
Total number of active participants reported on line 7a of the Form 55002017-01-01258
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01313
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01259
Total number of active participants reported on line 7a of the Form 55002016-01-01226
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01278
Number of participants with account balances2016-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01256
Total number of active participants reported on line 7a of the Form 55002015-01-01185
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01249
Number of participants with account balances2015-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01296
Total number of active participants reported on line 7a of the Form 55002014-01-01205
Number of other retired or separated participants entitled to future benefits2014-01-0151
Total of all active and inactive participants2014-01-01256
Total participants2014-01-01256
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01265
Total number of active participants reported on line 7a of the Form 55002013-01-01217
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01262
Number of participants with account balances2013-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01221
Total number of active participants reported on line 7a of the Form 55002012-01-01171
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01210
Number of participants with account balances2012-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01202
Total number of active participants reported on line 7a of the Form 55002011-01-01166
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01207
Number of participants with account balances2011-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01158
Total number of active participants reported on line 7a of the Form 55002009-01-01130
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01163
Number of participants with account balances2009-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN

Measure Date Value
2023 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,348,020
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$960,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$931,719
Expenses. Certain deemed distributions of participant loans2023-12-31$4,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$657,933
Value of total assets at end of year2023-12-31$4,895,575
Value of total assets at beginning of year2023-12-31$4,508,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$24,441
Total interest from all sources2023-12-31$1,673
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$494,604
Participant contributions at end of year2023-12-31$23,555
Participant contributions at beginning of year2023-12-31$38,115
Participant contributions at end of year2023-12-31$4,228
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$57,728
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$387,156
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,895,575
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,508,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$18,482
Value of interest in pooled separate accounts at end of year2023-12-31$4,867,154
Value of interest in pooled separate accounts at beginning of year2023-12-31$4,470,304
Interest on participant loans2023-12-31$1,673
Net investment gain/loss from pooled separate accounts2023-12-31$688,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$105,601
Employer contributions (assets) at end of year2023-12-31$638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$931,719
Contract administrator fees2023-12-31$5,959
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MAHONEY ULBRICH CHRISTIANSEN & RUSS
Accountancy firm EIN2023-12-31411647057
2022 : SILVERCREST PROPERTIES 401K PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-482,345
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$676,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$629,494
Expenses. Certain deemed distributions of participant loans2022-12-31$5,214
Value of total corrective distributions2022-12-31$15,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$567,175
Value of total assets at end of year2022-12-31$4,508,419
Value of total assets at beginning of year2022-12-31$5,667,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$26,984
Total interest from all sources2022-12-31$2,520
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
Administrative expenses professional fees incurred2022-12-31$26,984
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$410,008
Participant contributions at end of year2022-12-31$38,115
Participant contributions at beginning of year2022-12-31$59,294
Participant contributions at beginning of year2022-12-31$943
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,159,237
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,508,419
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,667,656
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$4,470,304
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,607,054
Interest on participant loans2022-12-31$2,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-1,052,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$100,998
Employer contributions (assets) at beginning of year2022-12-31$365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$629,494
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 name2022-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2022-12-31411647057
2021 : SILVERCREST PROPERTIES 401K PROFIT SHARING 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$1,570,373
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,226,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,186,672
Expenses. Certain deemed distributions of participant loans2021-12-31$1,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$776,767
Value of total assets at end of year2021-12-31$5,667,656
Value of total assets at beginning of year2021-12-31$5,323,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,342
Total interest from all sources2021-12-31$5,200
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
Administrative expenses professional fees incurred2021-12-31$6,998
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$476,990
Participant contributions at end of year2021-12-31$59,294
Participant contributions at beginning of year2021-12-31$38,004
Participant contributions at end of year2021-12-31$943
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$194,699
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$343,855
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,667,656
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,323,801
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$5,607,054
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,132,897
Interest on participant loans2021-12-31$3,134
Interest earned on other investments2021-12-31$2,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$152,900
Net investment gain/loss from pooled separate accounts2021-12-31$788,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$105,078
Employer contributions (assets) at end of year2021-12-31$365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,186,672
Contract administrator fees2021-12-31$31,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2021-12-31411647057
2020 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,300,904
Total of all expenses incurred2020-12-31$583,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$543,154
Value of total corrective distributions2020-12-31$10,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$485,486
Value of total assets at end of year2020-12-31$5,323,801
Value of total assets at beginning of year2020-12-31$4,606,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$29,503
Total interest from all sources2020-12-31$3,349
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$460,592
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$400,968
Participant contributions at end of year2020-12-31$38,004
Participant contributions at beginning of year2020-12-31$33,423
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$12
Administrative expenses (other) incurred2020-12-31$7,431
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$717,745
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,323,801
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,606,056
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
Investment advisory and management fees2020-12-31$22,072
Value of interest in pooled separate accounts at end of year2020-12-31$5,132,897
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,416,472
Interest on participant loans2020-12-31$2,092
Interest earned on other investments2020-12-31$1,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$152,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$156,029
Net investment gain/loss from pooled separate accounts2020-12-31$812,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$83,890
Employer contributions (assets) at beginning of year2020-12-31$120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$543,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2020-12-31411647057
2019 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,326,409
Total of all expenses incurred2019-12-31$264,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$230,531
Value of total corrective distributions2019-12-31$6,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$443,058
Value of total assets at end of year2019-12-31$4,606,056
Value of total assets at beginning of year2019-12-31$3,544,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,579
Total interest from all sources2019-12-31$3,010
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$400,000
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$353,028
Participant contributions at end of year2019-12-31$33,423
Participant contributions at beginning of year2019-12-31$44,751
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,804
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$12
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$44
Administrative expenses (other) incurred2019-12-31$7,758
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$1,061,790
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,606,056
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,544,266
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
Investment advisory and management fees2019-12-31$19,821
Value of interest in pooled separate accounts at end of year2019-12-31$4,416,472
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,339,467
Interest on participant loans2019-12-31$1,594
Interest earned on other investments2019-12-31$1,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$156,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$160,004
Net investment gain/loss from pooled separate accounts2019-12-31$880,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$87,226
Employer contributions (assets) at end of year2019-12-31$120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$230,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2019-12-31411647057
2018 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$165,675
Total of all expenses incurred2018-12-31$381,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$351,404
Value of total corrective distributions2018-12-31$3,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$439,770
Value of total assets at end of year2018-12-31$3,544,266
Value of total assets at beginning of year2018-12-31$3,760,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,464
Total interest from all sources2018-12-31$3,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$19,030
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
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$349,262
Participant contributions at end of year2018-12-31$44,751
Participant contributions at beginning of year2018-12-31$48,735
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$44
Administrative expenses (other) incurred2018-12-31$7,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-215,886
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,544,266
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,760,152
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$3,339,467
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,554,601
Interest on participant loans2018-12-31$2,348
Interest earned on other investments2018-12-31$1,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$160,004
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$156,816
Net investment gain/loss from pooled separate accounts2018-12-31$-277,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$90,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$351,404
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2018-12-31411647057
2017 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$942,190
Total of all expenses incurred2017-12-31$396,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$373,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$345,980
Value of total assets at end of year2017-12-31$3,760,152
Value of total assets at beginning of year2017-12-31$3,214,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,055
Total interest from all sources2017-12-31$2,789
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$400,000
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$272,715
Participant contributions at end of year2017-12-31$48,735
Participant contributions at beginning of year2017-12-31$34,917
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$851
Administrative expenses (other) incurred2017-12-31$14,856
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$545,258
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,760,152
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,214,894
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
Investment advisory and management fees2017-12-31$8,199
Value of interest in pooled separate accounts at end of year2017-12-31$3,554,601
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,027,620
Interest on participant loans2017-12-31$1,726
Interest earned on other investments2017-12-31$1,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$156,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$152,357
Net investment gain/loss from pooled separate accounts2017-12-31$593,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$72,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$373,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2017-12-31411647057
2016 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$512,633
Total of all expenses incurred2016-12-31$407,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$389,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$273,158
Value of total assets at end of year2016-12-31$3,214,894
Value of total assets at beginning of year2016-12-31$3,110,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,476
Total interest from all sources2016-12-31$3,031
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$400,000
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$209,350
Participant contributions at end of year2016-12-31$34,917
Participant contributions at beginning of year2016-12-31$64,043
Administrative expenses (other) incurred2016-12-31$7,058
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$104,657
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,214,894
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,110,237
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
Investment advisory and management fees2016-12-31$11,418
Value of interest in pooled separate accounts at end of year2016-12-31$3,027,620
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,887,583
Interest on participant loans2016-12-31$1,914
Interest earned on other investments2016-12-31$1,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$152,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$158,611
Net investment gain/loss from pooled separate accounts2016-12-31$236,444
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$63,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$389,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2016-12-31411647057
2015 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$271,586
Total of all expenses incurred2015-12-31$605,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$582,493
Value of total corrective distributions2015-12-31$953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$291,668
Value of total assets at end of year2015-12-31$3,110,237
Value of total assets at beginning of year2015-12-31$3,444,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,361
Total interest from all sources2015-12-31$3,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$18,736
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
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$225,840
Participant contributions at end of year2015-12-31$64,043
Participant contributions at beginning of year2015-12-31$89,057
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,696
Other income not declared elsewhere2015-12-31$1,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-334,221
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,110,237
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,444,458
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
Investment advisory and management fees2015-12-31$3,625
Value of interest in pooled separate accounts at end of year2015-12-31$2,887,583
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,187,312
Interest on participant loans2015-12-31$3,228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$158,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$168,089
Net investment gain/loss from pooled separate accounts2015-12-31$-24,635
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$64,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$582,493
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 name2015-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2015-12-31411647057
2014 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$586,914
Total of all expenses incurred2014-12-31$361,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$329,874
Expenses. Certain deemed distributions of participant loans2014-12-31$8,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$390,526
Value of total assets at end of year2014-12-31$3,444,458
Value of total assets at beginning of year2014-12-31$3,219,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,322
Total interest from all sources2014-12-31$2,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,234
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
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$244,756
Participant contributions at end of year2014-12-31$89,057
Participant contributions at beginning of year2014-12-31$62,025
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$75,284
Other income not declared elsewhere2014-12-31$1,380
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$225,353
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,444,458
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,219,105
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
Investment advisory and management fees2014-12-31$20,088
Value of interest in pooled separate accounts at end of year2014-12-31$3,187,312
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,982,237
Interest on participant loans2014-12-31$2,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$168,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$174,843
Net investment gain/loss from pooled separate accounts2014-12-31$192,373
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$70,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$329,874
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 name2014-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2014-12-31411647057
2013 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$920,580
Total of all expenses incurred2013-12-31$127,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$108,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$370,725
Value of total assets at end of year2013-12-31$3,219,105
Value of total assets at beginning of year2013-12-31$2,425,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,278
Total interest from all sources2013-12-31$1,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,012
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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$233,777
Participant contributions at end of year2013-12-31$62,025
Participant contributions at beginning of year2013-12-31$27,591
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$59,560
Other income not declared elsewhere2013-12-31$1,584
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$793,350
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,219,105
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,425,755
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
Investment advisory and management fees2013-12-31$16,266
Value of interest in pooled separate accounts at end of year2013-12-31$2,982,237
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,189,365
Interest on participant loans2013-12-31$1,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$174,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$208,799
Net investment gain/loss from pooled separate accounts2013-12-31$546,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$77,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$108,952
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 name2013-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2013-12-31411647057
2012 : SILVERCREST PROPERTIES 401K PROFIT SHARING 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$580,143
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$264,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$257,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$312,167
Value of total assets at end of year2012-12-31$2,425,755
Value of total assets at beginning of year2012-12-31$2,109,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,087
Total interest from all sources2012-12-31$826
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
Administrative expenses professional fees incurred2012-12-31$1,915
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$235,687
Participant contributions at end of year2012-12-31$27,591
Participant contributions at beginning of year2012-12-31$20,556
Other income not declared elsewhere2012-12-31$1,096
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$316,058
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,425,755
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,109,697
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
Investment advisory and management fees2012-12-31$4,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,822,838
Value of interest in pooled separate accounts at end of year2012-12-31$2,189,365
Interest on participant loans2012-12-31$826
Value of interest in common/collective trusts at beginning of year2012-12-31$266,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$208,799
Net investment gain/loss from pooled separate accounts2012-12-31$266,054
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$76,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$257,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN2012-12-31411647057
2011 : SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$218,724
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$77,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$69,657
Value of total corrective distributions2011-12-31$8,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$292,375
Value of total assets at end of year2011-12-31$2,109,697
Value of total assets at beginning of year2011-12-31$1,968,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$715
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$200,000
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$222,327
Participant contributions at end of year2011-12-31$20,556
Participant contributions at beginning of year2011-12-31$19,651
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$140,733
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,109,697
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,968,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,822,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,683,661
Interest on participant loans2011-12-31$715
Value of interest in common/collective trusts at end of year2011-12-31$266,303
Value of interest in common/collective trusts at beginning of year2011-12-31$265,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-74,366
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$70,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$69,657
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 name2011-12-31MAHONEY ULBRICH CHRISTIANSEN RUSSPA
Accountancy firm EIN2011-12-31411647057
2010 : SILVERCREST PROPERTIES 401K PROFIT SHARING 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$479,982
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$59,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$47,830
Value of total corrective distributions2010-12-31$3,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$276,181
Value of total assets at end of year2010-12-31$1,968,964
Value of total assets at beginning of year2010-12-31$1,548,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,628
Total interest from all sources2010-12-31$1,670
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$200,000
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$205,181
Participant contributions at end of year2010-12-31$19,651
Participant contributions at beginning of year2010-12-31$30,944
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,191
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$420,276
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,968,964
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,548,688
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$1,683,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,266,055
Interest on participant loans2010-12-31$1,670
Value of interest in common/collective trusts at end of year2010-12-31$265,652
Value of interest in common/collective trusts at beginning of year2010-12-31$251,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$202,131
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$68,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$47,830
Contract administrator fees2010-12-31$8,628
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 name2010-12-31MAHONEY ULBRICH CHRISTIANSEN RUSSPA
Accountancy firm EIN2010-12-31411647057

Form 5500 Responses for SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN

2023: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: SILVERCREST PROPERTIES 401K PROFIT SHARING 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 – General assets of the sponsorYes
2021: SILVERCREST PROPERTIES 401K PROFIT SHARING 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 – General assets of the sponsorYes
2020: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SILVERCREST PROPERTIES 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SILVERCREST PROPERTIES 401K PROFIT SHARING 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 number097294
Policy instance 1
Insurance contract or identification number097294
Number of Individuals Covered428
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number097294
Policy instance 1
Insurance contract or identification number097294
Number of Individuals Covered445
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number097294
Policy instance 2
Insurance contract or identification number097294
Number of Individuals Covered339
Insurance policy start date2021-05-15
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803298
Policy instance 1
Insurance contract or identification number803298
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-05-14
Total amount of commissions paid to insurance brokerUSD $0
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803298
Policy instance 1
Insurance contract or identification number803298
Number of Individuals Covered141
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803298
Policy instance 1
Insurance contract or identification number803298
Number of Individuals Covered143
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803298
Policy instance 1
Insurance contract or identification number803298
Number of Individuals Covered140
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803298
Policy instance 1
Insurance contract or identification number803298
Number of Individuals Covered151
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803298-000
Policy instance 1
Insurance contract or identification number803298-000
Number of Individuals Covered152
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803298-000
Policy instance 1
Insurance contract or identification number803298-000
Number of Individuals Covered147
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803298-000
Policy instance 1
Insurance contract or identification number803298-000
Number of Individuals Covered153
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number803298-000
Policy instance 1
Insurance contract or identification number803298-000
Number of Individuals Covered142
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027442
Policy instance 1
Insurance contract or identification numberGA-027442
Number of Individuals Covered144
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,005
Total amount of fees paid to insurance companyUSD $1,001
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027442
Policy instance 1
Insurance contract or identification numberGA-027442
Number of Individuals Covered129
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,843
Total amount of fees paid to insurance companyUSD $785
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 $7,843
Insurance broker organization code?3
Amount paid for insurance broker fees785
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameCORPORATE BENEFIT ADM

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