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INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameINTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

INTOUCH GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:INTOUCH GROUP, LLC
Employer identification number (EIN):481211201
NAIC Classification:518210
NAIC Description:Data Processing, Hosting, and Related Services

Additional information about INTOUCH GROUP, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2012-02-24
Company Identification Number: C3456980
Legal Registered Office Address: 2710 Gateway Oaks Dr Ste 150N

Sacramento
United States of America (USA)
95833

More information about INTOUCH GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01KRISTI VEITCH2022-10-17
0012020-01-01KRISTI VEITCH2021-10-07
0012019-01-01KRISTI VEITCH2020-10-15
0012018-01-01KRISTI VEITCH2019-10-14
0012017-01-01KRISTI VEITCH
0012016-01-01KRISTI VEITCH
0012015-01-01KRISTI VEITCH
0012014-01-01CONNIE MULLINIX
0012013-01-01CONNIE MULLINIX FARUK CAPAN2014-07-28
0012012-01-01CONNIE MULLINIX FARUK CAPAN2013-07-26
0012011-01-01CONNIE MULLINIX FARUK CAPAN2012-10-09
0012010-01-01CONNIE MULLINIX FARUK CAPAN2011-08-18

Plan Statistics for INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,481
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
2020: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,364
Total number of active participants reported on line 7a of the Form 55002020-01-011,125
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-01341
Total of all active and inactive participants2020-01-011,481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,481
Number of participants with account balances2020-01-011,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,035
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
2018: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01915
Total number of active participants reported on line 7a of the Form 55002018-01-01760
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-01259
Total of all active and inactive participants2018-01-011,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,035
Number of participants with account balances2018-01-011,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0136
2017: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01854
Total number of active participants reported on line 7a of the Form 55002017-01-01619
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-01240
Total of all active and inactive participants2017-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01875
Number of participants with account balances2017-01-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0151
2016: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01810
Total number of active participants reported on line 7a of the Form 55002016-01-01628
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-01188
Total of all active and inactive participants2016-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01832
Number of participants with account balances2016-01-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0168
2015: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01770
Total number of active participants reported on line 7a of the Form 55002015-01-01631
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01771
Number of participants with account balances2015-01-01769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0129
2014: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01548
Total number of active participants reported on line 7a of the Form 55002014-01-01532
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01613
Number of participants with account balances2014-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01433
Total number of active participants reported on line 7a of the Form 55002013-01-01444
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01517
Number of participants with account balances2013-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01320
Total number of active participants reported on line 7a of the Form 55002012-01-01364
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01412
Number of participants with account balances2012-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
2011: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01220
Total number of active participants reported on line 7a of the Form 55002011-01-01252
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01278
Number of participants with account balances2011-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01159
Total number of active participants reported on line 7a of the Form 55002010-01-01195
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01204
Number of participants with account balances2010-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013

Financial Data on INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2021 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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$34,350,284
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,872,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,633,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$19,787,861
Value of total assets at end of year2021-12-31$117,290,010
Value of total assets at beginning of year2021-12-31$89,812,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$239,301
Total interest from all sources2021-12-31$33,016
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$10,284,012
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,230,509
Assets. Loans (other than to participants) at end of year2021-12-31$785,460
Assets. Loans (other than to participants) at beginning of year2021-12-31$593,784
Other income not declared elsewhere2021-12-31$2,921
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$27,477,826
Value of net assets at end of year (total assets less liabilities)2021-12-31$117,290,010
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$89,812,184
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$113,955,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$87,089,020
Interest on participant loans2021-12-31$33,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,549,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,129,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,526,486
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$5,273,340
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,633,157
Contract administrator fees2021-12-31$239,301
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 name2021-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2021-12-31431947695
2020 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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$25,483,826
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,347,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,138,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,378,659
Value of total assets at end of year2020-12-31$89,812,184
Value of total assets at beginning of year2020-12-31$68,675,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$209,119
Total interest from all sources2020-12-31$34,250
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$32,599
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$32,599
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$7,567,060
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$227,271
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$908,134
Assets. Loans (other than to participants) at end of year2020-12-31$593,784
Assets. Loans (other than to participants) at beginning of year2020-12-31$537,745
Other income not declared elsewhere2020-12-31$67,560
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$21,136,506
Value of net assets at end of year (total assets less liabilities)2020-12-31$89,812,184
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$68,675,678
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$87,089,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$66,036,212
Interest on participant loans2020-12-31$34,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,129,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,758,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,970,758
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$3,903,465
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$115,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,138,201
Contract administrator fees2020-12-31$209,119
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2020-12-31431947695
2019 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$24,824,882
Total income from all sources (including contributions)2019-12-31$24,824,882
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,591,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,402,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,402,460
Expenses. Certain deemed distributions of participant loans2019-12-31$17,889
Expenses. Certain deemed distributions of participant loans2019-12-31$17,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,277,376
Value of total assets at end of year2019-12-31$68,675,678
Value of total assets at beginning of year2019-12-31$47,442,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$171,159
Total interest from all sources2019-12-31$27,629
Total interest from all sources2019-12-31$27,629
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$22,988
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$22,988
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$22,988
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$22,988
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,358,418
Participant contributions at end of year2019-12-31$227,271
Participant contributions at beginning of year2019-12-31$738
Participant contributions at beginning of year2019-12-31$738
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,603,172
Assets. Loans (other than to participants) at end of year2019-12-31$537,745
Assets. Loans (other than to participants) at beginning of year2019-12-31$621,200
Assets. Loans (other than to participants) at beginning of year2019-12-31$621,200
Other income not declared elsewhere2019-12-31$17,152
Other income not declared elsewhere2019-12-31$17,152
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$21,233,374
Value of net assets at end of year (total assets less liabilities)2019-12-31$68,675,678
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,442,304
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$66,036,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$66,036,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,283,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,283,603
Interest on participant loans2019-12-31$27,629
Interest on participant loans2019-12-31$27,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,758,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,536,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,536,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,479,737
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
Contributions received in cash from employer2019-12-31$3,315,786
Employer contributions (assets) at end of year2019-12-31$115,466
Employer contributions (assets) at beginning of year2019-12-31$500
Employer contributions (assets) at beginning of year2019-12-31$500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,402,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,402,460
Contract administrator fees2019-12-31$171,159
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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$5,267,195
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,280,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,081,740
Expenses. Certain deemed distributions of participant loans2018-12-31$59,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,380,661
Value of total assets at end of year2018-12-31$47,442,304
Value of total assets at beginning of year2018-12-31$45,455,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$139,022
Total interest from all sources2018-12-31$24,754
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,175
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$14,175
Administrative expenses professional fees incurred2018-12-31$14,870
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$4,840,449
Participant contributions at end of year2018-12-31$738
Participant contributions at beginning of year2018-12-31$135,612
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$923,214
Assets. Loans (other than to participants) at end of year2018-12-31$621,200
Assets. Loans (other than to participants) at beginning of year2018-12-31$496,004
Other income not declared elsewhere2018-12-31$4,542
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$1,986,667
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,442,304
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,455,637
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
Investment advisory and management fees2018-12-31$124,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$45,283,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$43,300,025
Income. Interest from loans (other than to participants)2018-12-31$24,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
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
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,536,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,449,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,156,937
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$2,616,998
Employer contributions (assets) at end of year2018-12-31$500
Employer contributions (assets) at beginning of year2018-12-31$74,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,081,740
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 name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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$14,188,083
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,521,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,392,959
Expenses. Certain deemed distributions of participant loans2017-12-31$19,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,188,973
Value of total assets at end of year2017-12-31$45,455,637
Value of total assets at beginning of year2017-12-31$33,788,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$108,433
Total interest from all sources2017-12-31$21,613
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$664,458
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$664,458
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$4,127,954
Participant contributions at end of year2017-12-31$135,612
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$782,478
Assets. Loans (other than to participants) at end of year2017-12-31$496,004
Assets. Loans (other than to participants) at beginning of year2017-12-31$526,792
Other income not declared elsewhere2017-12-31$31,098
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$11,667,020
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,455,637
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,788,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$108,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$43,300,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$31,718,311
Interest on participant loans2017-12-31$21,613
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$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,449,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,543,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,281,941
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$2,278,541
Employer contributions (assets) at end of year2017-12-31$74,144
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,392,959
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 name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$10,095,112
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,708,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,585,815
Expenses. Certain deemed distributions of participant loans2016-12-31$4,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,109,164
Value of total assets at end of year2016-12-31$33,788,617
Value of total assets at beginning of year2016-12-31$26,401,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$117,642
Total interest from all sources2016-12-31$9,846
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$474,914
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$474,914
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$3,784,699
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$126,345
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,170,501
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$526,792
Assets. Loans (other than to participants) at beginning of year2016-12-31$174,455
Other income not declared elsewhere2016-12-31$21,513
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$7,386,666
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,788,617
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,401,951
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$117,642
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$31,718,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$24,550,273
Interest on participant loans2016-12-31$9,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$553,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$553,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,543,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$928,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,479,675
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$2,153,964
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$69,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,585,815
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$6,294,816
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,072,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,934,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,033,136
Value of total assets at end of year2015-12-31$26,401,951
Value of total assets at beginning of year2015-12-31$22,179,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$138,198
Total interest from all sources2015-12-31$2,578
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$398,280
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$398,280
Administrative expenses professional fees incurred2015-12-31$15,305
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$3,236,383
Participant contributions at end of year2015-12-31$928,033
Participant contributions at end of year2015-12-31$126,345
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$505,267
Assets. Loans (other than to participants) at end of year2015-12-31$174,455
Other income not declared elsewhere2015-12-31$26,879
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$4,222,270
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,401,951
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,179,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$122,893
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$24,550,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,179,681
Interest on participant loans2015-12-31$2,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$553,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-166,057
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$2,291,486
Employer contributions (assets) at end of year2015-12-31$69,427
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,934,348
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,674,927
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,292,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,281,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,423,089
Value of total assets at end of year2014-12-31$22,179,681
Value of total assets at beginning of year2014-12-31$17,797,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,628
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$8,551
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,537,646
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$452,564
Other income not declared elsewhere2014-12-31$1,251,838
Administrative expenses (other) incurred2014-12-31$3,077
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$4,382,255
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,179,681
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,797,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,179,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,053,581
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$1,432,879
Employer contributions (assets) at beginning of year2014-12-31$743,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,281,044
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EQUIPMENT DEALER CONSULTING, LLC
Accountancy firm EIN2014-12-31431446880
2013 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,978,804
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,029,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,014,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,052,054
Value of total assets at end of year2013-12-31$17,797,426
Value of total assets at beginning of year2013-12-31$10,848,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,385
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$13,979
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,291,734
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$680,883
Administrative expenses (other) incurred2013-12-31$1,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,949,025
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,797,426
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,848,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,053,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,322,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,926,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,079,437
Employer contributions (assets) at end of year2013-12-31$743,845
Employer contributions (assets) at beginning of year2013-12-31$525,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,014,394
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SWA FINANCIAL
Accountancy firm EIN2013-12-31431446880
2012 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,046,064
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$201,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$193,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,955,890
Value of total assets at end of year2012-12-31$10,848,401
Value of total assets at beginning of year2012-12-31$7,003,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,863
Total interest from all sources2012-12-31$37,946
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,300
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,399,422
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$217,419
Administrative expenses (other) incurred2012-12-31$52
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,844,636
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,848,401
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,003,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,322,807
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$6,335,032
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$37,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$316,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$152,149
Net investment gain/loss from pooled separate accounts2012-12-31$900,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,339,049
Employer contributions (assets) at end of year2012-12-31$525,594
Employer contributions (assets) at beginning of year2012-12-31$352,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$193,565
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SWA FINANCIAL, P.C.
Accountancy firm EIN2012-12-31431446880
2011 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,890,393
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$342,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$338,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,074,973
Value of total assets at end of year2011-12-31$7,003,765
Value of total assets at beginning of year2011-12-31$5,456,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,039
Total interest from all sources2011-12-31$9,015
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,240
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,031,310
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$78,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,547,732
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,003,765
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,456,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$6,335,032
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,050,297
Interest earned on other investments2011-12-31$9,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$316,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$153,057
Net investment gain/loss from pooled separate accounts2011-12-31$-193,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$965,349
Employer contributions (assets) at end of year2011-12-31$352,122
Employer contributions (assets) at beginning of year2011-12-31$252,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$338,622
Contract administrator fees2011-12-31$1,799
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SWA FINANCIAL CONSULTING, P.C.
Accountancy firm EIN2011-12-31431446880
2010 : INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,235,537
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$129,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$128,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,576,180
Value of total assets at end of year2010-12-31$5,456,033
Value of total assets at beginning of year2010-12-31$3,350,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,499
Total interest from all sources2010-12-31$6,441
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$233
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$800,906
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$87,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,105,969
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,456,033
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,350,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$5,050,297
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,082,670
Interest earned on other investments2010-12-31$6,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$153,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$95,678
Net investment gain/loss from pooled separate accounts2010-12-31$652,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$688,006
Employer contributions (assets) at end of year2010-12-31$252,679
Employer contributions (assets) at beginning of year2010-12-31$171,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$128,069
Contract administrator fees2010-12-31$1,266
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SWA FINANCIAL CONSULTING, P.C.
Accountancy firm EIN2010-12-31431446880

Form 5500 Responses for INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2021: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND 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
2011: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: INTOUCH SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512691-000
Policy instance 1
Insurance contract or identification number512691-000
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512691-000
Policy instance 1
Insurance contract or identification number512691-000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $98,398
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees98398
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512691-000
Policy instance 1
Insurance contract or identification number512691-000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $143,088
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees143088
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512691-000
Policy instance 1
Insurance contract or identification number512691-000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $116,577
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees116577
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512691-000
Policy instance 1
Insurance contract or identification number512691-000
Number of Individuals Covered1035
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $95,677
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees95677
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512691-000
Policy instance 1
Insurance contract or identification number512691-000
Number of Individuals Covered871
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 $83,655
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees83655
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
Insurance broker nameTAX FAVORED BENEFITS, INC.
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE792481
Policy instance 1
Insurance contract or identification numberE792481
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $52,094
Total amount of fees paid to insurance companyUSD $13,023
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 $26,047
Insurance broker organization code?3
Amount paid for insurance broker fees13023
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameTAX FAVORED BENEFITS
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE792481
Policy instance 1
Insurance contract or identification numberE792481
Number of Individuals Covered278
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $59,563
Total amount of fees paid to insurance companyUSD $14,891
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
UNION CENTRAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 80837 )
Policy contract numberE792481
Policy instance 1
Insurance contract or identification numberE792481
Number of Individuals Covered190
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $43,066
Total amount of fees paid to insurance companyUSD $10,767
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 $21,533
Insurance broker organization code?3
Amount paid for insurance broker fees10767
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameTAX FAVORED BENEFITS

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