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CMBS PROFIT SHARING 401K PLAN 401k Plan overview

Plan NameCMBS PROFIT SHARING 401K PLAN
Plan identification number 001

CMBS PROFIT SHARING 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CALIFORNIA MEDICAL BUSINESS SERVICES LLC has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA MEDICAL BUSINESS SERVICES LLC
Employer identification number (EIN):454468735
NAIC Classification:561490

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAURA TIERNEY
0012016-01-01ALICIA VASQUEZ
0012015-01-01ALICIA VASQUEZ
0012014-01-01ALICIA VASQUEZ ALICIA VASQUEZ2015-10-15

Plan Statistics for CMBS PROFIT SHARING 401K PLAN

401k plan membership statisitcs for CMBS PROFIT SHARING 401K PLAN

Measure Date Value
2022: CMBS PROFIT SHARING 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01342
Total number of active participants reported on line 7a of the Form 55002022-01-01295
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01388
Number of participants with account balances2022-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: CMBS PROFIT SHARING 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01349
Total number of active participants reported on line 7a of the Form 55002021-01-01257
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01342
Number of participants with account balances2021-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: CMBS PROFIT SHARING 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01384
Total number of active participants reported on line 7a of the Form 55002020-01-01274
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01349
Number of participants with account balances2020-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0159
2019: CMBS PROFIT SHARING 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01414
Total number of active participants reported on line 7a of the Form 55002019-01-01319
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01384
Number of participants with account balances2019-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: CMBS PROFIT SHARING 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01390
Total number of active participants reported on line 7a of the Form 55002018-01-01286
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01106
Total of all active and inactive participants2018-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01393
Number of participants with account balances2018-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0131
2017: CMBS PROFIT SHARING 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01334
Total number of active participants reported on line 7a of the Form 55002017-01-01323
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0166
Total of all active and inactive participants2017-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01390
Number of participants with account balances2017-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: CMBS PROFIT SHARING 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01321
Total number of active participants reported on line 7a of the Form 55002016-01-01268
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0166
Total of all active and inactive participants2016-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01334
Number of participants with account balances2016-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: CMBS PROFIT SHARING 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01297
Total number of active participants reported on line 7a of the Form 55002015-01-01263
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01323
Number of participants with account balances2015-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: CMBS PROFIT SHARING 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01237
Total number of active participants reported on line 7a of the Form 55002014-01-01235
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01297
Number of participants with account balances2014-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119

Financial Data on CMBS PROFIT SHARING 401K PLAN

Measure Date Value
2022 : CMBS PROFIT SHARING 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,762,160
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,583,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,434,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,927,030
Value of total assets at end of year2022-12-31$37,825,329
Value of total assets at beginning of year2022-12-31$45,171,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$148,882
Total interest from all sources2022-12-31$24,350
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$314,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$314,900
Administrative expenses professional fees incurred2022-12-31$148,882
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,320,692
Participant contributions at end of year2022-12-31$503,691
Participant contributions at beginning of year2022-12-31$544,626
Participant contributions at end of year2022-12-31$41,245
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$14,065,301
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$17,215,548
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,704
Other income not declared elsewhere2022-12-31$-3,915,914
Total non interest bearing cash at end of year2022-12-31$10,917
Total non interest bearing cash at beginning of year2022-12-31$769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,345,879
Value of net assets at end of year (total assets less liabilities)2022-12-31$37,825,329
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$45,171,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,680,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,447,215
Interest on participant loans2022-12-31$24,350
Value of interest in common/collective trusts at end of year2022-12-31$13,921,907
Value of interest in common/collective trusts at beginning of year2022-12-31$4,507,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,280,456
Net investment gain or loss from common/collective trusts2022-12-31$-1,832,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,601,634
Employer contributions (assets) at end of year2022-12-31$1,601,634
Employer contributions (assets) at beginning of year2022-12-31$1,455,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,434,837
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2022-12-31410746749
2021 : CMBS PROFIT SHARING 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,345,740
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,787,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,633,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,741,829
Value of total assets at end of year2021-12-31$45,171,208
Value of total assets at beginning of year2021-12-31$38,612,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$153,906
Total interest from all sources2021-12-31$38,433
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,225,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,225,892
Administrative expenses professional fees incurred2021-12-31$153,906
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,124,211
Participant contributions at end of year2021-12-31$544,626
Participant contributions at beginning of year2021-12-31$644,281
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$43,235
Assets. Other investments not covered elsewhere at end of year2021-12-31$17,215,548
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,470,307
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$161,961
Other income not declared elsewhere2021-12-31$2,198,966
Total non interest bearing cash at end of year2021-12-31$769
Total non interest bearing cash at beginning of year2021-12-31$129,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,558,726
Value of net assets at end of year (total assets less liabilities)2021-12-31$45,171,208
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$38,612,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,447,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,884,613
Interest on participant loans2021-12-31$38,433
Value of interest in common/collective trusts at end of year2021-12-31$4,507,393
Value of interest in common/collective trusts at beginning of year2021-12-31$1,108,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,022,430
Net investment gain or loss from common/collective trusts2021-12-31$118,190
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,455,657
Employer contributions (assets) at end of year2021-12-31$1,455,657
Employer contributions (assets) at beginning of year2021-12-31$1,331,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,633,108
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2021-12-31410746749
2020 : CMBS PROFIT SHARING 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,054,953
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,709,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,561,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,407,751
Value of total assets at end of year2020-12-31$38,612,482
Value of total assets at beginning of year2020-12-31$35,266,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$147,592
Total interest from all sources2020-12-31$27,009
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,028,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,028,689
Administrative expenses professional fees incurred2020-12-31$147,592
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,038,658
Participant contributions at end of year2020-12-31$644,281
Participant contributions at beginning of year2020-12-31$584,351
Participant contributions at end of year2020-12-31$43,235
Participant contributions at beginning of year2020-12-31$8,064
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,470,307
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$12,091,958
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,507
Other income not declared elsewhere2020-12-31$2,241,675
Total non interest bearing cash at end of year2020-12-31$129,516
Total non interest bearing cash at beginning of year2020-12-31$1,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,345,806
Value of net assets at end of year (total assets less liabilities)2020-12-31$38,612,482
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,266,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,884,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,268,641
Interest on participant loans2020-12-31$27,009
Value of interest in common/collective trusts at end of year2020-12-31$1,108,944
Value of interest in common/collective trusts at beginning of year2020-12-31$869,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,329,401
Net investment gain or loss from common/collective trusts2020-12-31$20,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,331,586
Employer contributions (assets) at end of year2020-12-31$1,331,586
Employer contributions (assets) at beginning of year2020-12-31$1,442,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,561,555
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2020-12-31410746749
2019 : CMBS PROFIT SHARING 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$5,315,877
Total transfer of assets from this plan2019-12-31$5,315,877
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,901,537
Total income from all sources (including contributions)2019-12-31$9,901,537
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,674,835
Total of all expenses incurred2019-12-31$4,674,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,606,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,606,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,663,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,663,081
Value of total assets at end of year2019-12-31$35,266,676
Value of total assets at end of year2019-12-31$35,266,676
Value of total assets at beginning of year2019-12-31$35,355,851
Value of total assets at beginning of year2019-12-31$35,355,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,741
Total interest from all sources2019-12-31$29,181
Total interest from all sources2019-12-31$29,181
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$939,434
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$939,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$939,434
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$939,434
Administrative expenses professional fees incurred2019-12-31$68,741
Administrative expenses professional fees incurred2019-12-31$68,741
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,017,659
Contributions received from participants2019-12-31$1,017,659
Participant contributions at end of year2019-12-31$584,351
Participant contributions at end of year2019-12-31$584,351
Participant contributions at beginning of year2019-12-31$620,916
Participant contributions at beginning of year2019-12-31$620,916
Participant contributions at end of year2019-12-31$8,064
Participant contributions at end of year2019-12-31$8,064
Participant contributions at beginning of year2019-12-31$6,375
Participant contributions at beginning of year2019-12-31$6,375
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,091,958
Assets. Other investments not covered elsewhere at end of year2019-12-31$12,091,958
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,435,265
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$11,435,265
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$202,571
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$202,571
Other income not declared elsewhere2019-12-31$3,001,674
Other income not declared elsewhere2019-12-31$3,001,674
Total non interest bearing cash at end of year2019-12-31$1,177
Total non interest bearing cash at end of year2019-12-31$1,177
Total non interest bearing cash at beginning of year2019-12-31$13,417
Total non interest bearing cash at beginning of year2019-12-31$13,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,226,702
Value of net income/loss2019-12-31$5,226,702
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,266,676
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,266,676
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,355,851
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,355,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,268,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,268,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,788,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,788,922
Income. Interest from loans (other than to participants)2019-12-31$29,181
Income. Interest from loans (other than to participants)2019-12-31$29,181
Value of interest in common/collective trusts at end of year2019-12-31$869,634
Value of interest in common/collective trusts at end of year2019-12-31$869,634
Value of interest in common/collective trusts at beginning of year2019-12-31$4,249,484
Value of interest in common/collective trusts at beginning of year2019-12-31$4,249,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,218,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,218,099
Net investment gain or loss from common/collective trusts2019-12-31$50,068
Net investment gain or loss from common/collective trusts2019-12-31$50,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,442,851
Contributions received in cash from employer2019-12-31$1,442,851
Employer contributions (assets) at end of year2019-12-31$1,442,851
Employer contributions (assets) at end of year2019-12-31$1,442,851
Employer contributions (assets) at beginning of year2019-12-31$1,241,472
Employer contributions (assets) at beginning of year2019-12-31$1,241,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,606,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,606,094
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLENLLP
Accountancy firm name2019-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : CMBS PROFIT SHARING 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$512,503
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,349,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,280,788
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,583,399
Value of total assets at end of year2018-12-31$35,355,851
Value of total assets at beginning of year2018-12-31$37,192,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$68,638
Total interest from all sources2018-12-31$29,602
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,277,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,277,213
Administrative expenses professional fees incurred2018-12-31$68,638
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,064,203
Participant contributions at end of year2018-12-31$620,916
Participant contributions at beginning of year2018-12-31$598,539
Participant contributions at end of year2018-12-31$6,375
Participant contributions at beginning of year2018-12-31$32,850
Assets. Other investments not covered elsewhere at end of year2018-12-31$11,435,265
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$13,920,264
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$129,505
Other income not declared elsewhere2018-12-31$-920,586
Total non interest bearing cash at end of year2018-12-31$13,417
Total non interest bearing cash at beginning of year2018-12-31$2,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,836,923
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,355,851
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$37,192,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,788,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,707,076
Interest on participant loans2018-12-31$29,602
Value of interest in common/collective trusts at end of year2018-12-31$4,249,484
Value of interest in common/collective trusts at beginning of year2018-12-31$2,422,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,516,306
Net investment gain or loss from common/collective trusts2018-12-31$59,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,389,691
Employer contributions (assets) at end of year2018-12-31$1,241,472
Employer contributions (assets) at beginning of year2018-12-31$1,508,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,280,788
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2018-12-31410746749
2017 : CMBS PROFIT SHARING 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,880,856
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,147,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,021,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,548,237
Value of total assets at end of year2017-12-31$37,192,774
Value of total assets at beginning of year2017-12-31$30,459,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$126,393
Total interest from all sources2017-12-31$26,279
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$731,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$731,597
Administrative expenses professional fees incurred2017-12-31$126,393
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,036,968
Participant contributions at end of year2017-12-31$598,539
Participant contributions at beginning of year2017-12-31$532,608
Participant contributions at end of year2017-12-31$32,850
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$13,920,264
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$11,439,776
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,275
Other income not declared elsewhere2017-12-31$1,972,294
Total non interest bearing cash at end of year2017-12-31$2,850
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,732,860
Value of net assets at end of year (total assets less liabilities)2017-12-31$37,192,774
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,459,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,707,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,353,137
Interest on participant loans2017-12-31$26,279
Value of interest in common/collective trusts at end of year2017-12-31$2,422,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$15,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$15,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,687,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,572,491
Net investment gain or loss from common/collective trusts2017-12-31$29,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,508,994
Employer contributions (assets) at end of year2017-12-31$1,508,994
Employer contributions (assets) at beginning of year2017-12-31$1,431,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,021,603
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2017-12-31410746749
2016 : CMBS PROFIT SHARING 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$213,325
Total unrealized appreciation/depreciation of assets2016-12-31$213,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,211,372
Total loss/gain on sale of assets2016-12-31$-30,181
Total of all expenses incurred2016-12-31$1,958,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,839,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,353,699
Value of total assets at end of year2016-12-31$30,459,914
Value of total assets at beginning of year2016-12-31$28,206,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$119,088
Total interest from all sources2016-12-31$65,647
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$715,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$631,829
Administrative expenses professional fees incurred2016-12-31$1,007
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$922,098
Participant contributions at end of year2016-12-31$532,608
Participant contributions at beginning of year2016-12-31$593,571
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$4,850
Assets. Other investments not covered elsewhere at end of year2016-12-31$11,439,776
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$116,332
Other income not declared elsewhere2016-12-31$70,855
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,253,062
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,459,914
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,206,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$118,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,353,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,683,558
Interest on participant loans2016-12-31$22,458
Interest earned on other investments2016-12-31$42,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$15,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,245,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,245,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,687,716
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,984,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$822,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,431,601
Employer contributions (assets) at end of year2016-12-31$1,431,583
Employer contributions (assets) at beginning of year2016-12-31$1,332,736
Income. Dividends from common stock2016-12-31$84,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,839,222
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,244,433
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,358,890
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,389,071
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : CMBS PROFIT SHARING 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$18,506
Total unrealized appreciation/depreciation of assets2015-12-31$18,506
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,243,530
Total loss/gain on sale of assets2015-12-31$613
Total of all expenses incurred2015-12-31$1,583,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,473,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,232,241
Value of total assets at end of year2015-12-31$28,206,852
Value of total assets at beginning of year2015-12-31$27,547,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$109,911
Total interest from all sources2015-12-31$50,050
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$870,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$788,834
Administrative expenses professional fees incurred2015-12-31$98
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$819,001
Participant contributions at end of year2015-12-31$593,571
Participant contributions at beginning of year2015-12-31$372,686
Participant contributions at end of year2015-12-31$4,850
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$116,332
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$80,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,985,676
Other income not declared elsewhere2015-12-31$-28,240
Total non interest bearing cash at end of year2015-12-31$550
Total non interest bearing cash at beginning of year2015-12-31$1,075
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$659,818
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,206,852
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,547,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$109,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,683,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,996,228
Interest on participant loans2015-12-31$21,800
Interest earned on other investments2015-12-31$26,286
Income. Interest from corporate debt instruments2015-12-31$1,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,245,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$581,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$581,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,984,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,230,672
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-900,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,332,736
Employer contributions (assets) at end of year2015-12-31$1,332,736
Employer contributions (assets) at beginning of year2015-12-31$1,255,598
Income. Dividends from common stock2015-12-31$81,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,473,801
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$25,838
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,244,433
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,098,021
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,499,481
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,498,868
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : CMBS PROFIT SHARING 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$14,855
Total unrealized appreciation/depreciation of assets2014-12-31$14,855
Total transfer of assets to this plan2014-12-31$5,985,676
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,886,570
Total loss/gain on sale of assets2014-12-31$-11,931
Total of all expenses incurred2014-12-31$5,443,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,396,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,911,373
Value of total assets at end of year2014-12-31$27,547,034
Value of total assets at beginning of year2014-12-31$24,118,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$47,068
Total interest from all sources2014-12-31$28,746
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$595,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$568,398
Administrative expenses professional fees incurred2014-12-31$5,258
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$111,226
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$655,775
Participant contributions at end of year2014-12-31$372,686
Participant contributions at beginning of year2014-12-31$461,913
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$2,207
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,985,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$1,075
Total non interest bearing cash at beginning of year2014-12-31$-100,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,557,241
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,547,034
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,118,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$6,166
Investment advisory and management fees2014-12-31$40,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,996,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$18,560,743
Interest on participant loans2014-12-31$18,115
Interest earned on other investments2014-12-31$9,685
Income. Interest from corporate debt instruments2014-12-31$906
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$581,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,048,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,048,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$40
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,230,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$486,358
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$319,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$347,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,255,598
Employer contributions (assets) at end of year2014-12-31$1,255,598
Employer contributions (assets) at beginning of year2014-12-31$672,608
Income. Dividends from common stock2014-12-31$27,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,396,743
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$25,838
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$184,873
Contract administrator fees2014-12-31$856
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,098,021
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,364,537
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$133,925
Aggregate carrying amount (costs) on sale of assets2014-12-31$145,856
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749

Form 5500 Responses for CMBS PROFIT SHARING 401K PLAN

2022: CMBS PROFIT SHARING 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CMBS PROFIT SHARING 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CMBS PROFIT SHARING 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CMBS PROFIT SHARING 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CMBS PROFIT SHARING 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CMBS PROFIT SHARING 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CMBS PROFIT SHARING 401K PLAN 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 - TrustYes
2015: CMBS PROFIT SHARING 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CMBS PROFIT SHARING 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK0018
Policy instance 1
Insurance contract or identification numberK0018
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00118
Policy instance 1
Insurance contract or identification numberK00118
Number of Individuals Covered315
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00118
Policy instance 1
Insurance contract or identification numberK00118
Number of Individuals Covered278
Insurance policy start date2014-06-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number92357302
Policy instance 2
Insurance contract or identification number92357302
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
AURORA NATIONAL LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61182 )
Policy contract numberC11361816L
Policy instance 3
Insurance contract or identification numberC11361816L
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number06460
Policy instance 4
Insurance contract or identification number06460
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
FIRST HEALTH LIFE & HEALTH INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 90328 )
Policy contract number51P0013038
Policy instance 5
Insurance contract or identification number51P0013038
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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

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