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PATTISON SIGN RETIREMENT & VESTING PLAN 401k Plan overview

Plan NamePATTISON SIGN RETIREMENT & VESTING PLAN
Plan identification number 001

PATTISON SIGN RETIREMENT & VESTING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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

PATTISON SIGN GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:PATTISON SIGN GROUP, INC.
Employer identification number (EIN):510381712
NAIC Classification:339900

Additional information about PATTISON SIGN GROUP, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2904118

More information about PATTISON SIGN GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATTISON SIGN RETIREMENT & VESTING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES TASSO2023-10-04
0012021-01-01JAMES TASSO2022-10-11
0012020-01-01JAMES TASSO2021-10-11
0012019-01-01JAMES TASSO2020-10-06
0012018-01-01
0012017-01-01JAMES TASSO JAMES TASSO2018-09-27
0012016-01-01JAMES TASSO
0012015-01-01RON SLONE
0012014-01-01RON SLONE
0012013-01-01RON SLONE
0012012-01-01DAVID ZIMMERMAN
0012011-01-01JACQUES MORIN
0012010-01-01JACQUES MORIN
0012009-01-01JACQUE MORIN

Plan Statistics for PATTISON SIGN RETIREMENT & VESTING PLAN

401k plan membership statisitcs for PATTISON SIGN RETIREMENT & VESTING PLAN

Measure Date Value
2022: PATTISON SIGN RETIREMENT & VESTING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01247
Total number of active participants reported on line 7a of the Form 55002022-01-01262
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01300
Number of participants with account balances2022-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: PATTISON SIGN RETIREMENT & VESTING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01247
Total number of active participants reported on line 7a of the Form 55002021-01-01199
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01238
Number of participants with account balances2021-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: PATTISON SIGN RETIREMENT & VESTING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01260
Total number of active participants reported on line 7a of the Form 55002020-01-01203
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0144
Total of all active and inactive participants2020-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01247
Number of participants with account balances2020-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: PATTISON SIGN RETIREMENT & VESTING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01245
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0147
Total of all active and inactive participants2019-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01256
Number of participants with account balances2019-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117
2018: PATTISON SIGN RETIREMENT & VESTING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01238
Total number of active participants reported on line 7a of the Form 55002018-01-01198
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01241
Number of participants with account balances2018-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: PATTISON SIGN RETIREMENT & VESTING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01223
Total number of active participants reported on line 7a of the Form 55002017-01-01195
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01236
Number of participants with account balances2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0125
2016: PATTISON SIGN RETIREMENT & VESTING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01210
Total number of active participants reported on line 7a of the Form 55002016-01-01201
Total of all active and inactive participants2016-01-01201
Total participants2016-01-01201
Number of participants with account balances2016-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: PATTISON SIGN RETIREMENT & VESTING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01179
Total number of active participants reported on line 7a of the Form 55002015-01-01210
Total of all active and inactive participants2015-01-01210
Total participants2015-01-01210
Number of participants with account balances2015-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: PATTISON SIGN RETIREMENT & VESTING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01189
Total number of active participants reported on line 7a of the Form 55002014-01-01179
Total of all active and inactive participants2014-01-01179
Total participants2014-01-01179
Number of participants with account balances2014-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0123
2013: PATTISON SIGN RETIREMENT & VESTING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01181
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Total of all active and inactive participants2013-01-01189
Total participants2013-01-01189
Number of participants with account balances2013-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: PATTISON SIGN RETIREMENT & VESTING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0143
Total number of active participants reported on line 7a of the Form 55002012-01-01181
Total of all active and inactive participants2012-01-01181
Total participants2012-01-01181
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: PATTISON SIGN RETIREMENT & VESTING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0136
Total number of active participants reported on line 7a of the Form 55002011-01-0142
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0142
Number of participants with account balances2011-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: PATTISON SIGN RETIREMENT & VESTING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0134
Total number of active participants reported on line 7a of the Form 55002010-01-0135
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0135
Number of participants with account balances2010-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: PATTISON SIGN RETIREMENT & VESTING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0134
Number of participants with account balances2009-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PATTISON SIGN RETIREMENT & VESTING PLAN

Measure Date Value
2022 : PATTISON SIGN RETIREMENT & VESTING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$499,414
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$604,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$538,444
Value of total corrective distributions2022-12-31$1,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,827,347
Value of total assets at end of year2022-12-31$8,608,736
Value of total assets at beginning of year2022-12-31$8,713,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,716
Total interest from all sources2022-12-31$25,420
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$194,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$194,011
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$821,622
Participant contributions at end of year2022-12-31$321,323
Participant contributions at beginning of year2022-12-31$351,268
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$721,743
Total non interest bearing cash at end of year2022-12-31$1
Total non interest bearing cash at beginning of year2022-12-31$25,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-104,776
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,608,736
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,713,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,379,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,431,402
Interest on participant loans2022-12-31$15,070
Interest earned on other investments2022-12-31$10,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$907,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$905,098
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,547,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$283,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$538,444
Contract administrator fees2022-12-31$64,716
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VANCE CPA LLC
Accountancy firm EIN2022-12-31631284602
2021 : PATTISON SIGN RETIREMENT & VESTING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,191,720
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,082,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$993,326
Value of total corrective distributions2021-12-31$28,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,148,795
Value of total assets at end of year2021-12-31$8,713,512
Value of total assets at beginning of year2021-12-31$7,604,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,260
Total interest from all sources2021-12-31$25,477
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$338,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$338,145
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$678,546
Participant contributions at end of year2021-12-31$351,268
Participant contributions at beginning of year2021-12-31$257,572
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$272,934
Total non interest bearing cash at end of year2021-12-31$25,744
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,108,956
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,713,512
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,604,556
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$7,431,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,604,030
Interest on participant loans2021-12-31$14,788
Interest earned on other investments2021-12-31$10,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$905,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$742,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$679,303
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$197,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$993,326
Contract administrator fees2021-12-31$61,260
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 name2021-12-31VANCE CPA LLC
Accountancy firm EIN2021-12-31631284602
2020 : PATTISON SIGN RETIREMENT & VESTING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,133,076
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$488,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$442,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,062,724
Value of total assets at end of year2020-12-31$7,604,556
Value of total assets at beginning of year2020-12-31$5,960,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$46,556
Total interest from all sources2020-12-31$23,288
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$131,802
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$131,802
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$573,336
Participant contributions at end of year2020-12-31$257,572
Participant contributions at beginning of year2020-12-31$239,285
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$420,587
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$1,644,324
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,604,556
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,960,232
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$6,604,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,176,085
Interest on participant loans2020-12-31$14,444
Interest earned on other investments2020-12-31$8,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$742,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$544,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$915,262
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$68,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$442,196
Contract administrator fees2020-12-31$46,556
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROBERT A. BROWN, CPA
Accountancy firm EIN2020-12-31621613402
2019 : PATTISON SIGN RETIREMENT & VESTING PLAN 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$1,807,657
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$758,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$671,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$815,300
Value of total assets at end of year2019-12-31$5,960,232
Value of total assets at beginning of year2019-12-31$4,911,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$86,751
Total interest from all sources2019-12-31$15,346
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$113,209
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$113,209
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$603,165
Participant contributions at end of year2019-12-31$239,285
Participant contributions at beginning of year2019-12-31$270,629
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$16,455
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$1,048,922
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,960,232
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,911,310
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 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$5,176,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,577,513
Interest on participant loans2019-12-31$13,774
Interest earned on other investments2019-12-31$1,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$544,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$63,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$863,802
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$195,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$671,984
Contract administrator fees2019-12-31$86,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan 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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROBERT A. BROWN, CPA
Accountancy firm EIN2019-12-31621613402
2018 : PATTISON SIGN RETIREMENT & VESTING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$462,384
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,576,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,492,594
Expenses. Certain deemed distributions of participant loans2018-12-31$8,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$789,780
Value of total assets at end of year2018-12-31$4,911,310
Value of total assets at beginning of year2018-12-31$6,025,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$74,982
Total interest from all sources2018-12-31$10,896
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$167,111
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$167,111
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$563,513
Participant contributions at end of year2018-12-31$270,629
Participant contributions at beginning of year2018-12-31$149,122
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$17,884
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,114,039
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,911,310
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,025,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,577,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,798,689
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$10,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$63,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$77,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-505,403
Net investment gain/loss from pooled separate accounts2018-12-31$0
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
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$208,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,492,594
Contract administrator fees2018-12-31$74,982
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
Aggregate proceeds on sale of assets2018-12-31$0
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 name2018-12-31ROBERT A. BROWN, CPA
Accountancy firm EIN2018-12-31621613402
2017 : PATTISON SIGN RETIREMENT & VESTING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,862,914
Total of all expenses incurred2017-12-31$459,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$393,558
Expenses. Certain deemed distributions of participant loans2017-12-31$3,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,059,316
Value of total assets at end of year2017-12-31$6,025,349
Value of total assets at beginning of year2017-12-31$4,622,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,807
Total interest from all sources2017-12-31$5,743
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$155,930
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$155,930
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$678,046
Participant contributions at end of year2017-12-31$149,122
Participant contributions at beginning of year2017-12-31$103,348
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$128,900
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$1,402,958
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,025,349
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,622,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,798,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,355,501
Interest on participant loans2017-12-31$5,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$77,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$163,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$641,925
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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$252,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$393,558
Contract administrator fees2017-12-31$62,807
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 name2017-12-31ROBERT A. BROWN, CPA
Accountancy firm EIN2017-12-31621613402
2016 : PATTISON SIGN RETIREMENT & VESTING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,447,690
Total of all expenses incurred2016-12-31$1,232,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,151,532
Expenses. Certain deemed distributions of participant loans2016-12-31$14,157
Value of total corrective distributions2016-12-31$8,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,038,230
Value of total assets at end of year2016-12-31$4,622,391
Value of total assets at beginning of year2016-12-31$4,407,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,993
Total interest from all sources2016-12-31$4,571
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$119,385
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$119,385
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$698,358
Participant contributions at end of year2016-12-31$103,348
Participant contributions at beginning of year2016-12-31$105,085
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$65,637
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$214,692
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,622,391
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,407,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,355,501
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,168,348
Interest on participant loans2016-12-31$4,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$163,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$134,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$283,675
Net investment gain or loss from common/collective trusts2016-12-31$1,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$274,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,151,532
Contract administrator fees2016-12-31$58,993
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31ROBERT A. BROWN, CPA
Accountancy firm EIN2016-12-31621613402
2015 : PATTISON SIGN RETIREMENT & VESTING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,016,430
Total of all expenses incurred2015-12-31$482,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$446,358
Expenses. Certain deemed distributions of participant loans2015-12-31$5,198
Value of total corrective distributions2015-12-31$3,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,146,179
Value of total assets at end of year2015-12-31$4,407,699
Value of total assets at beginning of year2015-12-31$3,873,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,883
Total interest from all sources2015-12-31$2,733
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$165,988
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$165,988
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$666,419
Participant contributions at end of year2015-12-31$105,085
Participant contributions at beginning of year2015-12-31$48,951
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$229,350
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$534,351
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,407,699
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,873,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,168,348
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,579,018
Interest on participant loans2015-12-31$2,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$134,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$245,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-300,341
Net investment gain or loss from common/collective trusts2015-12-31$1,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$250,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$446,358
Contract administrator fees2015-12-31$26,883
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 name2015-12-31PSHH AUDIT & ASSURANCE SERVICES LLC
Accountancy firm EIN2015-12-31453644670
2014 : PATTISON SIGN RETIREMENT & VESTING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$993,173
Total of all expenses incurred2014-12-31$327,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$312,648
Expenses. Certain deemed distributions of participant loans2014-12-31$4,285
Value of total corrective distributions2014-12-31$10,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$855,092
Value of total assets at end of year2014-12-31$3,873,348
Value of total assets at beginning of year2014-12-31$3,207,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$475
Total interest from all sources2014-12-31$967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$595,998
Participant contributions at end of year2014-12-31$48,951
Participant contributions at beginning of year2014-12-31$7,268
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$27,817
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$665,619
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,873,348
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,207,729
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 pooled separate accounts at end of year2014-12-31$3,579,018
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,128,916
Interest on participant loans2014-12-31$967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$245,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$71,545
Net investment gain/loss from pooled separate accounts2014-12-31$135,527
Net investment gain or loss from common/collective trusts2014-12-31$1,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$231,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$312,648
Contract administrator fees2014-12-31$475
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31PSHH AUDIT & ASSURANCE SERVICES LLC
Accountancy firm EIN2014-12-31453644670
2013 : PATTISON SIGN RETIREMENT & VESTING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,496,953
Total of all expenses incurred2013-12-31$345,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$283,417
Value of total corrective distributions2013-12-31$60,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,209,664
Value of total assets at end of year2013-12-31$3,207,729
Value of total assets at beginning of year2013-12-31$2,055,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$888
Total interest from all sources2013-12-31$360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$556,233
Participant contributions at end of year2013-12-31$7,268
Participant contributions at beginning of year2013-12-31$9,741
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$427,484
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$1,151,819
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,207,729
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,055,910
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 pooled separate accounts at end of year2013-12-31$3,128,916
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,999,302
Interest on participant loans2013-12-31$360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$71,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$46,867
Net investment gain/loss from pooled separate accounts2013-12-31$286,198
Net investment gain or loss from common/collective trusts2013-12-31$731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$225,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$283,417
Contract administrator fees2013-12-31$888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31PSHH AUDIT & ASSURANCE SERVICES LLC
Accountancy firm EIN2013-12-31453644670
2012 : PATTISON SIGN RETIREMENT & VESTING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$630,266
Total of all expenses incurred2012-12-31$174,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$141,641
Value of total corrective distributions2012-12-31$32,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$432,338
Value of total assets at end of year2012-12-31$2,055,910
Value of total assets at beginning of year2012-12-31$1,600,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$25
Total interest from all sources2012-12-31$236
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$458
Total income from all sources2012-12-31$630,266
Expenses. Total of all expenses incurred2012-12-31$174,424
Benefits paid (including direct rollovers)2012-12-31$141,641
Total plan assets at end of year2012-12-31$2,055,910
Total plan assets at beginning of year2012-12-31$1,600,068
Value of fidelity bond covering the plan2012-12-31$5,000,000
Total contributions received or receivable from participants2012-12-31$255,096
Contributions received from other sources (not participants or employers)2012-12-31$82,350
Other income received2012-12-31$197,928
Net income (gross income less expenses)2012-12-31$455,842
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,055,910
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,600,068
Assets. Value of participant loans2012-12-31$9,741
Total contributions received or receivable from employer(s)2012-12-31$94,892
Value of corrective distributions2012-12-31$32,758
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$458
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$255,096
Participant contributions at end of year2012-12-31$9,741
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$82,350
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$455,842
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,055,910
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,600,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,999,302
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,586,509
Interest on participant loans2012-12-31$236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$46,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$13,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$197,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$94,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$141,641
Contract administrator fees2012-12-31$25
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
2011 : PATTISON SIGN RETIREMENT & VESTING PLAN 2011 401k financial data
Total income from all sources2011-12-31$501,431
Expenses. Total of all expenses incurred2011-12-31$128,382
Benefits paid (including direct rollovers)2011-12-31$128,035
Total plan assets at end of year2011-12-31$1,600,068
Total plan assets at beginning of year2011-12-31$1,227,019
Value of fidelity bond covering the plan2011-12-31$5,000,000
Total contributions received or receivable from participants2011-12-31$225,843
Contributions received from other sources (not participants or employers)2011-12-31$272,901
Other income received2011-12-31$-77,053
Net income (gross income less expenses)2011-12-31$373,049
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,600,068
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,227,019
Total contributions received or receivable from employer(s)2011-12-31$79,740
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$347
2010 : PATTISON SIGN RETIREMENT & VESTING PLAN 2010 401k financial data
Total income from all sources2010-12-31$381,067
Expenses. Total of all expenses incurred2010-12-31$135,308
Benefits paid (including direct rollovers)2010-12-31$133,821
Total plan assets at end of year2010-12-31$1,227,019
Total plan assets at beginning of year2010-12-31$981,260
Value of fidelity bond covering the plan2010-12-31$5,000,000
Total contributions received or receivable from participants2010-12-31$175,850
Expenses. Other expenses not covered elsewhere2010-12-31$2
Contributions received from other sources (not participants or employers)2010-12-31$33,933
Other income received2010-12-31$101,967
Net income (gross income less expenses)2010-12-31$245,759
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,227,019
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$981,260
Total contributions received or receivable from employer(s)2010-12-31$69,317
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,485
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PATTISON SIGN RETIREMENT & VESTING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PATTISON SIGN RETIREMENT & VESTING PLAN

2022: PATTISON SIGN RETIREMENT & VESTING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PATTISON SIGN RETIREMENT & VESTING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PATTISON SIGN RETIREMENT & VESTING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PATTISON SIGN RETIREMENT & VESTING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PATTISON SIGN RETIREMENT & VESTING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PATTISON SIGN RETIREMENT & VESTING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PATTISON SIGN RETIREMENT & VESTING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: PATTISON SIGN RETIREMENT & VESTING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: PATTISON SIGN RETIREMENT & VESTING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: PATTISON SIGN RETIREMENT & VESTING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: PATTISON SIGN RETIREMENT & VESTING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: PATTISON SIGN RETIREMENT & VESTING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: PATTISON SIGN RETIREMENT & VESTING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: PATTISON SIGN RETIREMENT & VESTING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813615
Policy instance 1
Insurance contract or identification number813615
Number of Individuals Covered300
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 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813615
Policy instance 1
Insurance contract or identification number813615
Number of Individuals Covered238
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 $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813615
Policy instance 1
Insurance contract or identification number813615
Number of Individuals Covered247
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number813615
Policy instance 2
Insurance contract or identification number813615
Number of Individuals Covered256
Insurance policy start date2019-10-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944417-01
Policy instance 1
Insurance contract or identification number944417-01
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-10-24
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944417-01
Policy instance 1
Insurance contract or identification number944417-01
Number of Individuals Covered10
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944417-01
Policy instance 1
Insurance contract or identification number944417-01
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944417-01
Policy instance 1
Insurance contract or identification number944417-01
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $258
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $258
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944417-01
Policy instance 1
Insurance contract or identification number944417-01
Number of Individuals Covered185
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,766
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,070
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944417-01
Policy instance 1
Insurance contract or identification number944417-01
Number of Individuals Covered191
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $11,783
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,783
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944417-01
Policy instance 1
Insurance contract or identification number944417-01
Number of Individuals Covered148
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,881
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,517
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameJAMES IZETT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number944417-01
Policy instance 2
Insurance contract or identification number944417-01
Number of Individuals Covered76
Insurance policy start date2011-04-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,606
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number610533
Policy instance 1
Insurance contract or identification number610533
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,082
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number610533
Policy instance 1
Insurance contract or identification number610533
Number of Individuals Covered34
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,352
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,676
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameROBERT KELLEY, CHFC, CLU

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