MABRY VENTURE, INC. has sponsored the creation of one or more 401k plans.
Additional information about MABRY VENTURE, INC.
Measure | Date | Value |
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2022: MABRY VENTURE RETIREMENT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MABRY VENTURE RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MABRY VENTURE RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MABRY VENTURE RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 3 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MABRY VENTURE RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MABRY VENTURE RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MABRY VENTURE RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MABRY VENTURE RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MABRY VENTURE RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MABRY VENTURE RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 3 |
Number of participants with account balances | 2013-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MABRY VENTURE RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MABRY VENTURE RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-05-18 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-18 | 1 |
Number of retired or separated participants receiving benefits | 2011-05-18 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-05-18 | 0 |
Total of all active and inactive participants | 2011-05-18 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-18 | 0 |
Total participants | 2011-05-18 | 1 |
Number of participants with account balances | 2011-05-18 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-05-18 | 0 |
Measure | Date | Value |
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2022 : MABRY VENTURE RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-27,227 |
Expenses. Total of all expenses incurred | 2022-12-31 | $1,081 |
Total plan assets at end of year | 2022-12-31 | $393,194 |
Total plan assets at beginning of year | 2022-12-31 | $421,502 |
Value of fidelity bond covering the plan | 2022-12-31 | $50,000 |
Total contributions received or receivable from participants | 2022-12-31 | $2,322 |
Other income received | 2022-12-31 | $-31,407 |
Net income (gross income less expenses) | 2022-12-31 | $-28,308 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $393,194 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $421,502 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $89 |
Assets. Value of employer securities | 2022-12-31 | $281,451 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $1,858 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,081 |
2021 : MABRY VENTURE RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $-721 |
Expenses. Total of all expenses incurred | 2021-12-31 | $938 |
Total plan assets at end of year | 2021-12-31 | $421,502 |
Total plan assets at beginning of year | 2021-12-31 | $423,161 |
Value of fidelity bond covering the plan | 2021-12-31 | $50,000 |
Total contributions received or receivable from participants | 2021-12-31 | $2,472 |
Other income received | 2021-12-31 | $-5,170 |
Net income (gross income less expenses) | 2021-12-31 | $-1,659 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $421,502 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $423,161 |
Assets. Value of employer securities | 2021-12-31 | $291,417 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $1,977 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $938 |
2020 : MABRY VENTURE RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $74,698 |
Expenses. Total of all expenses incurred | 2020-12-31 | $758 |
Total plan assets at end of year | 2020-12-31 | $423,161 |
Total plan assets at beginning of year | 2020-12-31 | $349,221 |
Value of fidelity bond covering the plan | 2020-12-31 | $50,000 |
Total contributions received or receivable from participants | 2020-12-31 | $2,301 |
Other income received | 2020-12-31 | $70,459 |
Net income (gross income less expenses) | 2020-12-31 | $73,940 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $423,161 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $349,221 |
Assets. Value of employer securities | 2020-12-31 | $310,061 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $1,938 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $758 |
2019 : MABRY VENTURE RETIREMENT PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $-14,257 |
Expenses. Total of all expenses incurred | 2019-12-31 | $882 |
Total plan assets at end of year | 2019-12-31 | $349,221 |
Total plan assets at beginning of year | 2019-12-31 | $364,360 |
Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
Total contributions received or receivable from participants | 2019-12-31 | $2,339 |
Other income received | 2019-12-31 | $-18,490 |
Net income (gross income less expenses) | 2019-12-31 | $-15,139 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $349,221 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $364,360 |
Assets. Value of employer securities | 2019-12-31 | $253,888 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $1,894 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $882 |
2018 : MABRY VENTURE RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-6,637 |
Expenses. Total of all expenses incurred | 2018-12-31 | $811 |
Total plan assets at end of year | 2018-12-31 | $364,360 |
Total plan assets at beginning of year | 2018-12-31 | $371,808 |
Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
Total contributions received or receivable from participants | 2018-12-31 | $2,198 |
Other income received | 2018-12-31 | $-10,683 |
Net income (gross income less expenses) | 2018-12-31 | $-7,448 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $364,360 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $371,808 |
Assets. Value of employer securities | 2018-12-31 | $288,584 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $1,848 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $811 |
2017 : MABRY VENTURE RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $17,412 |
Expenses. Total of all expenses incurred | 2017-12-31 | $590 |
Total plan assets at end of year | 2017-12-31 | $371,808 |
Total plan assets at beginning of year | 2017-12-31 | $354,986 |
Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
Total contributions received or receivable from participants | 2017-12-31 | $2,331 |
Other income received | 2017-12-31 | $13,217 |
Net income (gross income less expenses) | 2017-12-31 | $16,822 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $371,808 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $354,986 |
Assets. Value of employer securities | 2017-12-31 | $294,317 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $1,864 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $590 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : MABRY VENTURE RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $-14,967 |
Expenses. Total of all expenses incurred | 2016-12-31 | $503 |
Total plan assets at end of year | 2016-12-31 | $354,986 |
Total plan assets at beginning of year | 2016-12-31 | $370,456 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Total contributions received or receivable from participants | 2016-12-31 | $2,067 |
Other income received | 2016-12-31 | $-18,688 |
Net income (gross income less expenses) | 2016-12-31 | $-15,470 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $354,986 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $370,456 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2016-12-31 | $239 |
Assets. Value of employer securities | 2016-12-31 | $292,288 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $1,654 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $503 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : MABRY VENTURE RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $2,586 |
Expenses. Total of all expenses incurred | 2015-12-31 | $474 |
Total plan assets at end of year | 2015-12-31 | $370,456 |
Total plan assets at beginning of year | 2015-12-31 | $368,344 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Total contributions received or receivable from participants | 2015-12-31 | $2,085 |
Other income received | 2015-12-31 | $-1,167 |
Net income (gross income less expenses) | 2015-12-31 | $2,112 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $370,456 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $368,344 |
Assets. Value of employer securities | 2015-12-31 | $315,049 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $1,668 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $474 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MABRY VENTURE RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $12,812 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,299 |
Benefits paid (including direct rollovers) | 2014-12-31 | $728 |
Total plan assets at end of year | 2014-12-31 | $368,344 |
Total plan assets at beginning of year | 2014-12-31 | $356,831 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Total contributions received or receivable from participants | 2014-12-31 | $2,025 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $522 |
Other income received | 2014-12-31 | $9,156 |
Net income (gross income less expenses) | 2014-12-31 | $11,513 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $368,344 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $356,831 |
Assets. Value of employer securities | 2014-12-31 | $315,811 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $1,631 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $49 |
2013 : MABRY VENTURE RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $146,702 |
Expenses. Total of all expenses incurred | 2013-12-31 | $314 |
Benefits paid (including direct rollovers) | 2013-12-31 | $33 |
Total plan assets at end of year | 2013-12-31 | $356,831 |
Total plan assets at beginning of year | 2013-12-31 | $210,443 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Total contributions received or receivable from participants | 2013-12-31 | $1,080 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $72 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $43,143 |
Other income received | 2013-12-31 | $101,528 |
Net income (gross income less expenses) | 2013-12-31 | $146,388 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $356,831 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $210,443 |
Assets. Value of employer securities | 2013-12-31 | $309,239 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $951 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $209 |
2012 : MABRY VENTURE RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $77,465 |
Expenses. Total of all expenses incurred | 2012-12-31 | $72 |
Total plan assets at end of year | 2012-12-31 | $210,443 |
Total plan assets at beginning of year | 2012-12-31 | $133,050 |
Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $72 |
Other income received | 2012-12-31 | $77,465 |
Net income (gross income less expenses) | 2012-12-31 | $77,393 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $210,443 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $133,050 |
Assets. Value of employer securities | 2012-12-31 | $210,345 |
2011 : MABRY VENTURE RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $133,086 |
Expenses. Total of all expenses incurred | 2011-12-31 | $36 |
Total plan assets at end of year | 2011-12-31 | $133,050 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $36 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $105,000 |
Other income received | 2011-12-31 | $28,086 |
Net income (gross income less expenses) | 2011-12-31 | $133,050 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $133,050 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
Assets. Value of employer securities | 2011-12-31 | $132,880 |
2022: MABRY VENTURE RETIREMENT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: MABRY VENTURE RETIREMENT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: MABRY VENTURE RETIREMENT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: MABRY VENTURE RETIREMENT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MABRY VENTURE RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MABRY VENTURE RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MABRY VENTURE RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MABRY VENTURE RETIREMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MABRY VENTURE RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MABRY VENTURE RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MABRY VENTURE RETIREMENT PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MABRY VENTURE RETIREMENT PLAN 2011 form 5500 responses |
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2011-05-18 | Type of plan entity | Single employer plan |
2011-05-18 | First time form 5500 has been submitted | Yes |
2011-05-18 | Submission has been amended | No |
2011-05-18 | This submission is the final filing | No |
2011-05-18 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2011-05-18 | Plan is a collectively bargained plan | No |
2011-05-18 | Plan funding arrangement – Trust | Yes |
2011-05-18 | Plan benefit arrangement - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690594 |
Policy instance | 1 |
Insurance contract or identification number | 690594 | Number of Individuals Covered | 2 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $202 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $101 | Insurance broker organization code? | 3 |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690594 |
Policy instance | 1 |
Insurance contract or identification number | 690594 | Number of Individuals Covered | 2 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $216 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $108 | Insurance broker organization code? | 3 |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690594 |
Policy instance | 1 |
Insurance contract or identification number | 690594 | Number of Individuals Covered | 2 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $200 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $100 | Insurance broker organization code? | 3 |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690594 |
Policy instance | 1 |
Insurance contract or identification number | 690594 | Number of Individuals Covered | 2 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $180 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $90 | Insurance broker organization code? | 3 |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690594 |
Policy instance | 1 |
Insurance contract or identification number | 690594 | Number of Individuals Covered | 2 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $166 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $83 | Insurance broker organization code? | 3 |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690594 |
Policy instance | 1 |
Insurance contract or identification number | 690594 | Number of Individuals Covered | 2 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $146 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $108 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | WARREN, PETER M |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690594 |
Policy instance | 1 |
Insurance contract or identification number | 690594 | Number of Individuals Covered | 2 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $115 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $115 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | BALDWIN, CFP SUSAN |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690594 |
Policy instance | 1 |
Insurance contract or identification number | 690594 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $49 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $49 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | BALDWIN, DFP SUSAN |
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AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
Policy contract number | 690594 |
Policy instance | 1 |
Insurance contract or identification number | 690594 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $248 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $248 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | BALDWIN, DFP SUSAN |
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