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FIRST RESOURCES CORPORATION 403(B) PLAN 401k Plan overview

Plan NameFIRST RESOURCES CORPORATION 403(B) PLAN
Plan identification number 001

FIRST RESOURCES CORPORATION 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRST RESOURCES CORP. has sponsored the creation of one or more 401k plans.

Company Name:FIRST RESOURCES CORP.
Employer identification number (EIN):421279294
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about FIRST RESOURCES CORP.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2026667

More information about FIRST RESOURCES CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST RESOURCES CORPORATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01COLETTE EDMUNDSON COLETTE EDMUNDSON2019-07-24
0012018-01-01
0012017-01-01COLETTE EDMUNDSON COLETTE EDMUNDSON2018-10-09
0012016-01-01COLETTE EDMUNDSON
0012016-01-01
0012015-01-01COLETTE EDMUNDSON
0012014-01-01COLETTE EDMUNDSON
0012013-01-01COLETTE EDMUNDSON
0012012-01-01MELISSA WATSON
0012011-01-01MELISSA WATSON
0012010-01-01MELISSA WATSON
0012009-01-01MELISSA WATSON
0012009-01-01COLETTE EDMUNDSON

Plan Statistics for FIRST RESOURCES CORPORATION 403(B) PLAN

401k plan membership statisitcs for FIRST RESOURCES CORPORATION 403(B) PLAN

Measure Date Value
2021: FIRST RESOURCES CORPORATION 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01180
Total number of active participants reported on line 7a of the Form 55002021-01-01108
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01180
Number of participants with account balances2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: FIRST RESOURCES CORPORATION 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01343
Total number of active participants reported on line 7a of the Form 55002020-01-01140
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0140
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01180
Number of participants with account balances2020-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FIRST RESOURCES CORPORATION 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01353
Total number of active participants reported on line 7a of the Form 55002019-01-01248
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01343
Number of participants with account balances2019-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FIRST RESOURCES CORPORATION 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01252
Total number of active participants reported on line 7a of the Form 55002018-01-01245
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0183
Total of all active and inactive participants2018-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01331
Number of participants with account balances2018-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FIRST RESOURCES CORPORATION 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01246
Total number of active participants reported on line 7a of the Form 55002017-01-01252
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01316
Number of participants with account balances2017-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FIRST RESOURCES CORPORATION 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01293
Total number of active participants reported on line 7a of the Form 55002016-01-01234
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01302
Number of participants with account balances2016-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FIRST RESOURCES CORPORATION 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01169
Total number of active participants reported on line 7a of the Form 55002015-01-01138
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01174
Number of participants with account balances2015-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FIRST RESOURCES CORPORATION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01172
Total number of active participants reported on line 7a of the Form 55002014-01-01138
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0131
Total of all active and inactive participants2014-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01169
Number of participants with account balances2014-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FIRST RESOURCES CORPORATION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01112
Total number of active participants reported on line 7a of the Form 55002013-01-01159
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01172
Number of participants with account balances2013-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FIRST RESOURCES CORPORATION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01111
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Total of all active and inactive participants2012-01-01112
Total participants2012-01-01112
Number of participants with account balances2012-01-01101
2011: FIRST RESOURCES CORPORATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01113
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Total of all active and inactive participants2011-01-01111
Total participants2011-01-01111
Number of participants with account balances2011-01-01111
2010: FIRST RESOURCES CORPORATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01122
Total number of active participants reported on line 7a of the Form 55002010-01-01113
Total of all active and inactive participants2010-01-01113
Total participants2010-01-01113
Number of participants with account balances2010-01-01113
2009: FIRST RESOURCES CORPORATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Total of all active and inactive participants2009-01-01122
Total participants2009-01-01122
Number of participants with account balances2009-01-01122

Financial Data on FIRST RESOURCES CORPORATION 403(B) PLAN

Measure Date Value
2021 : FIRST RESOURCES CORPORATION 403(B) 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$638,005
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$93,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$91,882
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$336,270
Value of total assets at end of year2021-12-31$2,389,681
Value of total assets at beginning of year2021-12-31$1,845,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,446
Total interest from all sources2021-12-31$2,027
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$190,562
Participant contributions at end of year2021-12-31$1,367
Participant contributions at beginning of year2021-12-31$1,367
Assets. Other investments not covered elsewhere at end of year2021-12-31$11,752
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,841
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$22,580
Other income not declared elsewhere2021-12-31$1,936
Administrative expenses (other) incurred2021-12-31$1,446
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$544,677
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,389,681
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,845,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,150,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,531,038
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$2,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$225,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$302,758
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$297,772
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$123,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$91,882
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 name2021-12-31ANDERSON, LARKIN & CO. P.C.
Accountancy firm EIN2021-12-31421125570
2020 : FIRST RESOURCES CORPORATION 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$877,421
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$445,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$421,993
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$729,078
Value of total assets at end of year2020-12-31$1,845,004
Value of total assets at beginning of year2020-12-31$1,412,752
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,176
Total interest from all sources2020-12-31$12,884
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$110,619
Participant contributions at end of year2020-12-31$1,367
Participant contributions at beginning of year2020-12-31$3,387
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$545,054
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$23,176
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$432,252
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,845,004
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,412,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,531,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,384,168
Interest on participant loans2020-12-31$820
Interest earned on other investments2020-12-31$12,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$312,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$25,197
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$135,459
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$73,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$421,993
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 name2020-12-31ANDERSON,LARKIN & CO. P.C.
Accountancy firm EIN2020-12-31421125570
2019 : FIRST RESOURCES CORPORATION 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$387,376
Total income from all sources (including contributions)2019-12-31$387,376
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$326,020
Total of all expenses incurred2019-12-31$326,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$305,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$305,198
Expenses. Certain deemed distributions of participant loans2019-12-31$16,629
Expenses. Certain deemed distributions of participant loans2019-12-31$16,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$102,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$102,680
Value of total assets at end of year2019-12-31$1,412,752
Value of total assets at end of year2019-12-31$1,412,752
Value of total assets at beginning of year2019-12-31$1,351,396
Value of total assets at beginning of year2019-12-31$1,351,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,193
Total interest from all sources2019-12-31$589
Total interest from all sources2019-12-31$589
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$66,061
Contributions received from participants2019-12-31$66,061
Participant contributions at end of year2019-12-31$3,387
Participant contributions at end of year2019-12-31$3,387
Participant contributions at beginning of year2019-12-31$19,441
Participant contributions at beginning of year2019-12-31$19,441
Administrative expenses (other) incurred2019-12-31$4,193
Administrative expenses (other) incurred2019-12-31$4,193
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
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$61,356
Value of net income/loss2019-12-31$61,356
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,412,752
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,412,752
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,351,396
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,351,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,309,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,309,918
Value of interest in pooled separate accounts at end of year2019-12-31$1,384,168
Value of interest in pooled separate accounts at end of year2019-12-31$1,384,168
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$589
Interest on participant loans2019-12-31$589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$25,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$22,037
Net investment gain/loss from pooled separate accounts2019-12-31$284,107
Net investment gain/loss from pooled separate accounts2019-12-31$284,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$36,619
Contributions received in cash from employer2019-12-31$36,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$305,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$305,198
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ANDERSON LARKIN & CO., P.C.
Accountancy firm name2019-12-31ANDERSON LARKIN & CO., P.C.
Accountancy firm EIN2019-12-31421125570
Accountancy firm EIN2019-12-31421125570
2018 : FIRST RESOURCES CORPORATION 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$21,517
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$183,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$180,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$129,148
Value of total assets at end of year2018-12-31$1,351,396
Value of total assets at beginning of year2018-12-31$1,513,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,473
Total interest from all sources2018-12-31$661
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
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$85,452
Participant contributions at end of year2018-12-31$19,441
Participant contributions at beginning of year2018-12-31$16,303
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Administrative expenses (other) incurred2018-12-31$3,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-162,413
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,351,396
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,513,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,309,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,474,464
Interest on participant loans2018-12-31$336
Interest earned on other investments2018-12-31$325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$22,037
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,042
Net investment gain/loss from pooled separate accounts2018-12-31$-108,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$43,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$180,457
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 name2018-12-31ANDERSON LARKIN & CO., P.C.
Accountancy firm EIN2018-12-31421125570
2017 : FIRST RESOURCES CORPORATION 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$390,930
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$186,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$183,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$149,340
Value of total assets at end of year2017-12-31$1,513,809
Value of total assets at beginning of year2017-12-31$1,309,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,607
Total interest from all sources2017-12-31$968
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$91,528
Participant contributions at end of year2017-12-31$16,303
Participant contributions at beginning of year2017-12-31$25,668
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,202
Administrative expenses (other) incurred2017-12-31$3,607
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$204,108
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,513,809
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,309,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,474,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,241,442
Interest on participant loans2017-12-31$564
Interest earned on other investments2017-12-31$404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$42,591
Net investment gain/loss from pooled separate accounts2017-12-31$240,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$50,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$183,215
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 name2017-12-31ANDERSON LARKIN AND CO. P.C.
Accountancy firm EIN2017-12-31421125570
2016 : FIRST RESOURCES CORPORATION 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$239,862
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$95,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$91,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$151,844
Value of total assets at end of year2016-12-31$1,291,369
Value of total assets at beginning of year2016-12-31$1,146,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,972
Total interest from all sources2016-12-31$1,785
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$96,205
Participant contributions at end of year2016-12-31$25,668
Participant contributions at beginning of year2016-12-31$20,779
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$144,740
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,291,369
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,146,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,235,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,094,622
Interest on participant loans2016-12-31$1,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$30,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$31,228
Net investment gain/loss from pooled separate accounts2016-12-31$86,233
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$55,639
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$91,150
Contract administrator fees2016-12-31$3,972
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 name2016-12-31ANDERSON LARKIN AND CO PC
Accountancy firm EIN2016-12-31421125570
2015 : FIRST RESOURCES CORPORATION 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$141,495
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$142,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$138,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$190,884
Value of total assets at end of year2015-12-31$1,146,629
Value of total assets at beginning of year2015-12-31$1,147,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,783
Total interest from all sources2015-12-31$1,668
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$123,511
Participant contributions at end of year2015-12-31$20,779
Participant contributions at beginning of year2015-12-31$27,020
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,298
Other income not declared elsewhere2015-12-31$-35,299
Administrative expenses (other) incurred2015-12-31$3,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-635
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,146,629
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,147,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,094,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,061,054
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,738
Interest on participant loans2015-12-31$1,155
Interest earned on other investments2015-12-31$513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$31,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$55,452
Net investment gain/loss from pooled separate accounts2015-12-31$-15,758
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$63,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$138,347
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
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
2014 : FIRST RESOURCES CORPORATION 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$302,856
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$139,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$135,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$271,787
Value of total assets at end of year2014-12-31$1,147,264
Value of total assets at beginning of year2014-12-31$984,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,803
Total interest from all sources2014-12-31$2,137
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$152,583
Participant contributions at end of year2014-12-31$27,020
Participant contributions at beginning of year2014-12-31$7,913
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$43,142
Administrative expenses (other) incurred2014-12-31$3,803
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$163,185
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,147,264
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$984,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,061,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$900,978
Value of interest in pooled separate accounts at end of year2014-12-31$3,738
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,330
Interest on participant loans2014-12-31$854
Interest earned on other investments2014-12-31$1,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$55,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$72,858
Net investment gain/loss from pooled separate accounts2014-12-31$28,932
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$76,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$135,868
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
2013 : FIRST RESOURCES CORPORATION 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$330,914
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$216,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$209,979
Expenses. Certain deemed distributions of participant loans2013-12-31$3,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$180,595
Value of total assets at end of year2013-12-31$984,079
Value of total assets at beginning of year2013-12-31$870,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,306
Total interest from all sources2013-12-31$4,885
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31Yes
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$74,688
Participant contributions at end of year2013-12-31$7,913
Participant contributions at beginning of year2013-12-31$10,716
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$59,704
Administrative expenses (other) incurred2013-12-31$3,306
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$113,932
Value of net assets at end of year (total assets less liabilities)2013-12-31$984,079
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$870,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$900,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$667,358
Value of interest in pooled separate accounts at end of year2013-12-31$2,330
Interest on participant loans2013-12-31$381
Interest earned on other investments2013-12-31$4,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$72,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$192,073
Net investment gain/loss from pooled separate accounts2013-12-31$145,434
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$46,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$209,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31ANDERSON, LARKIN AND CO., P.C.
Accountancy firm EIN2013-12-31421125570
2012 : FIRST RESOURCES CORPORATION 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$204,055
Total of all expenses incurred2012-12-31$48,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$45,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$119,844
Value of total assets at end of year2012-12-31$870,147
Value of total assets at beginning of year2012-12-31$714,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,500
Total interest from all sources2012-12-31$6,380
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$77,026
Participant contributions at end of year2012-12-31$10,716
Participant contributions at beginning of year2012-12-31$5,433
Administrative expenses (other) incurred2012-12-31$2,500
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$155,610
Value of net assets at end of year (total assets less liabilities)2012-12-31$870,147
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$714,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$667,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$525,417
Interest on participant loans2012-12-31$330
Interest earned on other investments2012-12-31$6,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$192,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$183,687
Net investment gain/loss from pooled separate accounts2012-12-31$77,831
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$42,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$45,945
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ANDERSON LARKIN & CO PC
Accountancy firm EIN2012-12-31421125570
2011 : FIRST RESOURCES CORPORATION 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$93,648
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$39,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,852
Expenses. Certain deemed distributions of participant loans2011-12-31$1,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$114,067
Value of total assets at end of year2011-12-31$715,205
Value of total assets at beginning of year2011-12-31$661,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,500
Total interest from all sources2011-12-31$5,751
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$72,530
Participant contributions at end of year2011-12-31$6,100
Participant contributions at beginning of year2011-12-31$8,112
Administrative expenses (other) incurred2011-12-31$2,500
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$54,104
Value of net assets at end of year (total assets less liabilities)2011-12-31$715,205
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$661,101
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$525,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$479,232
Interest on participant loans2011-12-31$27
Interest earned on other investments2011-12-31$5,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$183,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$173,757
Net investment gain/loss from pooled separate accounts2011-12-31$-26,170
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$41,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$35,852
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 name2011-12-31ANDERSON LARKIN AND CO PC
Accountancy firm EIN2011-12-31421125570
2010 : FIRST RESOURCES CORPORATION 403(B) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$160,789
Total of all expenses incurred2010-12-31$53,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$51,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$104,433
Value of total assets at end of year2010-12-31$661,101
Value of total assets at beginning of year2010-12-31$553,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,475
Total interest from all sources2010-12-31$4,870
Was this plan covered by a fidelity bond2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$64,326
Participant contributions at end of year2010-12-31$8,112
Participant contributions at beginning of year2010-12-31$3,829
Administrative expenses (other) incurred2010-12-31$2,475
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$107,283
Value of net assets at end of year (total assets less liabilities)2010-12-31$661,101
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$553,818
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$479,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$436,266
Interest on participant loans2010-12-31$74
Interest earned on other investments2010-12-31$4,796
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$173,757
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$113,723
Net investment gain/loss from pooled separate accounts2010-12-31$51,486
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$40,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$51,031
Did the plan have assets held for investment2010-12-31No
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 name2010-12-31ANDERSON LARKIN AND CO PC
Accountancy firm EIN2010-12-31421125570
2009 : FIRST RESOURCES CORPORATION 403(B) PLAN 2009 401k financial data
Total income from all sources (including contributions)2009-12-31$191,357
Total of all expenses incurred2009-12-31$16,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$14,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$95,113
Value of total assets at end of year2009-12-31$553,818
Value of total assets at beginning of year2009-12-31$379,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$2,275
Total interest from all sources2009-12-31$2,549
Administrative expenses professional fees incurred2009-12-31$2,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Contributions received from participants2009-12-31$57,458
Participant contributions at end of year2009-12-31$3,829
Income. Received or receivable in cash from other sources (including rollovers)2009-12-31$103
Value of net income/loss2009-12-31$174,671
Value of net assets at end of year (total assets less liabilities)2009-12-31$553,818
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$379,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$436,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$270,398
Interest on participant loans2009-12-31$67
Interest earned on other investments2009-12-31$2,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2009-12-31$113,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2009-12-31$108,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$2,482
Net investment gain/loss from pooled separate accounts2009-12-31$91,213
Contributions received in cash from employer2009-12-31$37,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$14,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31ANDERSON LARKIN & CO PC
Accountancy firm EIN2009-12-31421125570

Form 5500 Responses for FIRST RESOURCES CORPORATION 403(B) PLAN

2021: FIRST RESOURCES CORPORATION 403(B) 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 benefit arrangement – InsuranceYes
2020: FIRST RESOURCES CORPORATION 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: FIRST RESOURCES CORPORATION 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST RESOURCES CORPORATION 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: FIRST RESOURCES CORPORATION 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: FIRST RESOURCES CORPORATION 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST RESOURCES CORPORATION 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST RESOURCES CORPORATION 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST RESOURCES CORPORATION 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST RESOURCES CORPORATION 403(B) 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: FIRST RESOURCES CORPORATION 403(B) 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
2010: FIRST RESOURCES CORPORATION 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST RESOURCES CORPORATION 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062359C
Policy instance 1
Insurance contract or identification number062359C
Number of Individuals Covered180
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T81
Policy instance 2
Insurance contract or identification number664T81
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number062359C
Policy instance 1
Insurance contract or identification number062359C
Number of Individuals Covered180
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB126
Policy instance 3
Insurance contract or identification numberVFB126
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753412
Policy instance 2
Insurance contract or identification numberGA-753412
Number of Individuals Covered154
Insurance policy start date2019-01-01
Insurance policy end date2019-08-31
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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T81
Policy instance 1
Insurance contract or identification number664T81
Number of Individuals Covered147
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB126
Policy instance 2
Insurance contract or identification numberVFB126
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11
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
Commission paid to Insurance BrokerUSD $11
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753412
Policy instance 1
Insurance contract or identification numberGA-753412
Number of Individuals Covered154
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB126
Policy instance 2
Insurance contract or identification numberVFB126
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4
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
Commission paid to Insurance BrokerUSD $4
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL PARTNERS, INC CAREER
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-753412
Policy instance 1
Insurance contract or identification numberGA-753412
Number of Individuals Covered150
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,585
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,585
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES AND CO L P.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB126
Policy instance 2
Insurance contract or identification numberVFB126
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $124
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
Commission paid to Insurance BrokerUSD $124
Insurance broker organization code?3
Insurance broker nameVOYA FINANCIAL PARTNERS, INC CAREER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number753412
Policy instance 1
Insurance contract or identification number753412
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,186
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
Commission paid to Insurance BrokerUSD $2,186
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB126
Policy instance 2
Insurance contract or identification numberVFB126
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,957
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
Commission paid to Insurance BrokerUSD $1,957
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS, INC CAREER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number753412
Policy instance 1
Insurance contract or identification number753412
Number of Individuals Covered170
Insurance policy start date2013-10-18
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,305
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
Commission paid to Insurance BrokerUSD $8,305
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB126
Policy instance 1
Insurance contract or identification numberVFB126
Number of Individuals Covered112
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,972
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
Commission paid to Insurance BrokerUSD $1,972
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS, INC CAREER
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB126
Policy instance 1
Insurance contract or identification numberVFB126
Number of Individuals Covered111
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,727
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB126
Policy instance 1
Insurance contract or identification numberVFB126
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,451
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB126
Policy instance 1
Insurance contract or identification numberVFB126
Number of Individuals Covered99
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $1,105
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
Commission paid to Insurance BrokerUSD $115
Additional information about fees paid to insurance brokerALLOCATED NON-CASH COMP
Insurance broker organization code?3
Insurance broker nameING FINANCIAL PARTNERS, INC CAREER

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