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MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan NameMASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST
Plan identification number 004

MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MASTERCRAFT DISTRIBUTION USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:MASTERCRAFT DISTRIBUTION USA, INC.
Employer identification number (EIN):452481948
NAIC Classification:335200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01JERRY STRICKLAND
0042017-01-01JERRY STRICKLAND
0042016-01-01JERRY STRICKLAND
0042015-01-01JERRY STRICKLAND
0042014-01-01JERRY STRICKLAND
0042013-01-01JERRY STRICKLAND
0042012-01-01JERRY STRICKLAND JERRY STRICKLAND2013-07-22

Plan Statistics for MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST

Measure Date Value
2023: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0141
Total number of active participants reported on line 7a of the Form 55002023-01-0121
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0117
Total of all active and inactive participants2023-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0138
Number of participants with account balances2023-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0141
Total number of active participants reported on line 7a of the Form 55002022-01-0124
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0141
Number of participants with account balances2022-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0142
Total number of active participants reported on line 7a of the Form 55002021-01-0126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0114
Total of all active and inactive participants2021-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0140
Number of participants with account balances2021-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0144
Total number of active participants reported on line 7a of the Form 55002020-01-0128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0143
Number of participants with account balances2020-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0142
Total number of active participants reported on line 7a of the Form 55002019-01-0129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0144
Number of participants with account balances2019-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0147
Total number of active participants reported on line 7a of the Form 55002018-01-0128
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0143
Number of participants with account balances2018-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0146
Total number of active participants reported on line 7a of the Form 55002017-01-0132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0148
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0143
Total number of active participants reported on line 7a of the Form 55002016-01-0127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0138
Number of participants with account balances2015-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0141
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0136
Number of participants with account balances2014-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0123
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0138
Number of participants with account balances2013-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0143
Total number of active participants reported on line 7a of the Form 55002012-01-0123
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0138
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST

Measure Date Value
2023 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$241,226
Expenses. Total of all expenses incurred2023-12-31$147,820
Benefits paid (including direct rollovers)2023-12-31$147,820
Total plan assets at end of year2023-12-31$4,371,900
Total plan assets at beginning of year2023-12-31$4,278,494
Value of fidelity bond covering the plan2023-12-31$400,000
Total contributions received or receivable from participants2023-12-31$57,483
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$149,707
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$93,406
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,371,900
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,278,494
Total contributions received or receivable from employer(s)2023-12-31$34,036
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$0
2022 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$238,921
Expenses. Total of all expenses incurred2022-12-31$103,582
Benefits paid (including direct rollovers)2022-12-31$103,582
Total plan assets at end of year2022-12-31$4,278,494
Total plan assets at beginning of year2022-12-31$4,143,155
Total contributions received or receivable from participants2022-12-31$55,245
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$145,383
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$135,339
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,278,494
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,143,155
Total contributions received or receivable from employer(s)2022-12-31$38,293
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$255,564
Expenses. Total of all expenses incurred2021-12-31$8,778
Benefits paid (including direct rollovers)2021-12-31$8,778
Total plan assets at end of year2021-12-31$4,143,155
Total plan assets at beginning of year2021-12-31$3,896,369
Value of fidelity bond covering the plan2021-12-31$400,000
Total contributions received or receivable from participants2021-12-31$70,840
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$137,802
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$246,786
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,143,155
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,896,369
Total contributions received or receivable from employer(s)2021-12-31$46,922
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$249,610
Expenses. Total of all expenses incurred2020-12-31$32,742
Benefits paid (including direct rollovers)2020-12-31$32,742
Total plan assets at end of year2020-12-31$3,896,369
Total plan assets at beginning of year2020-12-31$3,679,501
Value of fidelity bond covering the plan2020-12-31$400,000
Total contributions received or receivable from participants2020-12-31$71,175
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$130,219
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$216,868
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,896,369
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,679,501
Total contributions received or receivable from employer(s)2020-12-31$48,216
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$233,487
Expenses. Total of all expenses incurred2019-12-31$80,105
Benefits paid (including direct rollovers)2019-12-31$80,105
Total plan assets at end of year2019-12-31$3,679,501
Total plan assets at beginning of year2019-12-31$3,526,119
Value of fidelity bond covering the plan2019-12-31$400,000
Total contributions received or receivable from participants2019-12-31$63,196
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$125,892
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$153,382
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,679,501
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,526,119
Total contributions received or receivable from employer(s)2019-12-31$44,399
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$232,796
Expenses. Total of all expenses incurred2018-12-31$60,032
Benefits paid (including direct rollovers)2018-12-31$60,032
Total plan assets at end of year2018-12-31$3,526,119
Total plan assets at beginning of year2018-12-31$3,353,355
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$65,028
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$131,551
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$172,764
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,526,119
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,353,355
Total contributions received or receivable from employer(s)2018-12-31$36,217
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$253,174
Expenses. Total of all expenses incurred2017-12-31$56,324
Benefits paid (including direct rollovers)2017-12-31$56,324
Total plan assets at end of year2017-12-31$3,353,355
Total plan assets at beginning of year2017-12-31$3,156,505
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$76,002
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$127,349
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$196,850
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,353,355
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,156,505
Total contributions received or receivable from employer(s)2017-12-31$49,823
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$232,749
Expenses. Total of all expenses incurred2016-12-31$58,281
Benefits paid (including direct rollovers)2016-12-31$58,281
Total plan assets at end of year2016-12-31$3,156,505
Total plan assets at beginning of year2016-12-31$2,982,037
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$71,893
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$119,885
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$174,468
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,156,505
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,982,037
Total contributions received or receivable from employer(s)2016-12-31$40,971
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$219,094
Expenses. Total of all expenses incurred2015-12-31$127,202
Benefits paid (including direct rollovers)2015-12-31$127,202
Total plan assets at end of year2015-12-31$2,982,037
Total plan assets at beginning of year2015-12-31$2,890,145
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$64,627
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$114,200
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$91,892
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,982,037
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,890,145
Total contributions received or receivable from employer(s)2015-12-31$40,267
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$217,609
Expenses. Total of all expenses incurred2014-12-31$18,729
Benefits paid (including direct rollovers)2014-12-31$18,729
Total plan assets at end of year2014-12-31$2,890,145
Total plan assets at beginning of year2014-12-31$2,691,265
Total contributions received or receivable from participants2014-12-31$67,145
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$109,113
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$198,880
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,890,145
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,691,265
Total contributions received or receivable from employer(s)2014-12-31$41,351
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$212,686
Expenses. Total of all expenses incurred2013-12-31$10,736
Benefits paid (including direct rollovers)2013-12-31$10,736
Total plan assets at end of year2013-12-31$2,691,265
Total plan assets at beginning of year2013-12-31$2,489,315
Total contributions received or receivable from participants2013-12-31$68,200
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$101,267
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$201,950
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,691,265
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,489,315
Total contributions received or receivable from employer(s)2013-12-31$43,219
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$206,940
Expenses. Total of all expenses incurred2012-12-31$70,601
Benefits paid (including direct rollovers)2012-12-31$70,601
Total plan assets at end of year2012-12-31$2,489,315
Total plan assets at beginning of year2012-12-31$2,352,976
Total contributions received or receivable from participants2012-12-31$68,576
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$94,597
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$136,339
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,489,315
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,352,976
Total contributions received or receivable from employer(s)2012-12-31$43,767
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST

2023: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 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: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 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
2018-01-01Plan benefit arrangement - TrustYes
2017: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 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
2017-01-01Plan benefit arrangement - TrustYes
2016: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
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: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 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: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 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: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 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: MASTERCRAFT DISTRIBUTION USA, INC. 401(K) PLAN & TRUST 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

Insurance Providers Used on plan

SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered38
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,662
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
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered41
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,077
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
Commission paid to Insurance BrokerUSD $3,077
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered40
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,446
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
Commission paid to Insurance BrokerUSD $2,446
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered43
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,562
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
Commission paid to Insurance BrokerUSD $1,562
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered44
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,179
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
Commission paid to Insurance BrokerUSD $3,179
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/.A
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered43
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,332
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
Commission paid to Insurance BrokerUSD $3,332
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered48
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,041
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
Commission paid to Insurance BrokerUSD $6,041
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameRICK BAKER
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,137
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 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
Commission paid to Insurance BrokerUSD $3,137
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameRICK BAKER
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered36
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,346
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 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
Commission paid to Insurance BrokerUSD $3,346
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameRICK BAKER
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered38
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,229
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 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
Commission paid to Insurance BrokerUSD $3,229
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameRICK BAKER
SOUTHERN FARM BUREAU LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68896 )
Policy contract number149270F
Policy instance 1
Insurance contract or identification number149270F
Number of Individuals Covered38
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,422
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,422
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameRICK BAKER

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