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FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan NameFRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN
Plan identification number 001

FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

FRIENDSHIP PLACE has sponsored the creation of one or more 401k plans.

Company Name:FRIENDSHIP PLACE
Employer identification number (EIN):521925494
NAIC Classification:624200

Additional information about FRIENDSHIP PLACE

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2014-06-25
Company Identification Number: F196737
Legal Registered Office Address: 5568 GENERAL WASHINGTON DR STE A214

ALEXANDRIA
United States of America (USA)
22312

More information about FRIENDSHIP PLACE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAN FISHKIN
0012016-01-01DAN FISHKIN
0012015-01-01DAN FISHKIN2016-08-01
0012014-01-01DAN FISHKIN2015-07-22
0012013-01-01DAN FISHKIN2014-07-23
0012012-01-01DAN FISHKIN2013-05-23 DAN FISHKIN2013-05-23
0012011-01-01DANIEL FISHKIN2012-06-28
0012010-01-01DAN FISHKIN2011-09-28

Plan Statistics for FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN

Measure Date Value
2022: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01189
Total number of active participants reported on line 7a of the Form 55002022-01-01137
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0167
Total of all active and inactive participants2022-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01204
Number of participants with account balances2022-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01181
Total number of active participants reported on line 7a of the Form 55002021-01-01147
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01189
Number of participants with account balances2021-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01141
Total number of active participants reported on line 7a of the Form 55002020-01-01132
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01181
Number of participants with account balances2020-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01135
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0152
Total of all active and inactive participants2019-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01141
Number of participants with account balances2019-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01150
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0141
Total of all active and inactive participants2018-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01135
Number of participants with account balances2018-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01150
Number of participants with account balances2017-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01127
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01137
Number of participants with account balances2016-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN

Measure Date Value
2022 : FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-170,429
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$662,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$659,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$453,668
Value of total assets at end of year2022-12-31$3,306,038
Value of total assets at beginning of year2022-12-31$4,138,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,991
Total interest from all sources2022-12-31$13,429
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$289,924
Participant contributions at end of year2022-12-31$39,492
Participant contributions at beginning of year2022-12-31$48,746
Participant contributions at end of year2022-12-31$26,468
Participant contributions at beginning of year2022-12-31$18,752
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-832,815
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,306,038
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,138,853
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$2,794,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,498,559
Income. Interest from loans (other than to participants)2022-12-31$736
Interest earned on other investments2022-12-31$12,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$399,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$529,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-637,526
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$147,887
Employer contributions (assets) at end of year2022-12-31$46,325
Employer contributions (assets) at beginning of year2022-12-31$43,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$659,395
Contract administrator fees2022-12-31$2,991
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 name2022-12-31JM&M, P.A.
Accountancy firm EIN2022-12-31521853933
2021 : FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS 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$1,048,638
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$107,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$104,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$458,234
Value of total assets at end of year2021-12-31$4,138,853
Value of total assets at beginning of year2021-12-31$3,197,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,525
Total interest from all sources2021-12-31$16,192
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$1,000,000
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$272,088
Participant contributions at end of year2021-12-31$48,746
Participant contributions at beginning of year2021-12-31$38,156
Participant contributions at end of year2021-12-31$18,752
Participant contributions at beginning of year2021-12-31$21,952
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,117
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$941,528
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,138,853
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,197,325
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$3,498,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,622,485
Interest earned on other investments2021-12-31$16,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$529,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$473,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$574,212
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$162,029
Employer contributions (assets) at end of year2021-12-31$43,673
Employer contributions (assets) at beginning of year2021-12-31$41,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$104,585
Contract administrator fees2021-12-31$2,525
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JM&M, P.A.
Accountancy firm EIN2021-12-31521853933
2020 : FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS 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$790,127
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$97,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$94,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$397,286
Value of total assets at end of year2020-12-31$3,197,325
Value of total assets at beginning of year2020-12-31$2,504,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,467
Total interest from all sources2020-12-31$13,843
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
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$252,574
Participant contributions at end of year2020-12-31$38,156
Participant contributions at beginning of year2020-12-31$41,587
Participant contributions at end of year2020-12-31$21,952
Participant contributions at beginning of year2020-12-31$18,106
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$692,763
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,197,325
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,504,562
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$2,622,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,093,789
Interest on participant loans2020-12-31$617
Interest earned on other investments2020-12-31$13,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$473,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$346,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$378,998
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$144,712
Employer contributions (assets) at end of year2020-12-31$41,181
Employer contributions (assets) at beginning of year2020-12-31$4,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$94,897
Contract administrator fees2020-12-31$2,467
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 name2020-12-31JONES, MARESCA & MCQUADE P.A.
Accountancy firm EIN2020-12-31521853933
2019 : FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$786,219
Total income from all sources (including contributions)2019-12-31$786,219
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$206,659
Total of all expenses incurred2019-12-31$206,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$204,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$204,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$362,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$362,827
Value of total assets at end of year2019-12-31$2,495,184
Value of total assets at end of year2019-12-31$2,495,184
Value of total assets at beginning of year2019-12-31$1,915,624
Value of total assets at beginning of year2019-12-31$1,915,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,350
Total interest from all sources2019-12-31$11,292
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$200,000
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$212,915
Contributions received from participants2019-12-31$212,915
Participant contributions at end of year2019-12-31$41,587
Participant contributions at end of year2019-12-31$41,587
Participant contributions at beginning of year2019-12-31$31,887
Participant contributions at beginning of year2019-12-31$31,887
Participant contributions at end of year2019-12-31$8,728
Participant contributions at end of year2019-12-31$8,728
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,903
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,903
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$579,560
Value of net income/loss2019-12-31$579,560
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,495,184
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,495,184
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,915,624
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,915,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,093,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,093,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,543,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,543,751
Interest earned on other investments2019-12-31$11,292
Interest earned on other investments2019-12-31$11,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$346,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$346,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$311,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$311,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$412,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$412,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$131,009
Contributions received in cash from employer2019-12-31$131,009
Employer contributions (assets) at end of year2019-12-31$4,616
Employer contributions (assets) at end of year2019-12-31$4,616
Employer contributions (assets) at beginning of year2019-12-31$28,875
Employer contributions (assets) at beginning of year2019-12-31$28,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$204,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$204,309
Contract administrator fees2019-12-31$2,350
Contract administrator fees2019-12-31$2,350
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JONES, MARESCA & MCQUADE P.A.
Accountancy firm name2019-12-31JONES, MARESCA & MCQUADE P.A.
Accountancy firm EIN2019-12-31521853933
Accountancy firm EIN2019-12-31521853933
2018 : FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$251,397
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$217,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$215,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$383,999
Value of total assets at end of year2018-12-31$1,915,624
Value of total assets at beginning of year2018-12-31$1,881,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,245
Total interest from all sources2018-12-31$8,057
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
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$236,892
Participant contributions at end of year2018-12-31$31,887
Participant contributions at beginning of year2018-12-31$43,403
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$8,477
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,266
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$33,996
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,915,624
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,881,628
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$1,543,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,556,853
Interest earned on other investments2018-12-31$8,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$311,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$242,356
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-140,659
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$130,841
Employer contributions (assets) at end of year2018-12-31$28,875
Employer contributions (assets) at beginning of year2018-12-31$30,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$215,156
Contract administrator fees2018-12-31$2,245
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 name2018-12-31JONES, MARESCA & MCQUADE P.A.
Accountancy firm EIN2018-12-31521853933
2017 : FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$706,233
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$157,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$155,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$471,665
Value of total assets at end of year2017-12-31$1,881,628
Value of total assets at beginning of year2017-12-31$1,332,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,075
Total interest from all sources2017-12-31$5,944
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
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$230,724
Participant contributions at end of year2017-12-31$43,403
Participant contributions at beginning of year2017-12-31$28,196
Participant contributions at end of year2017-12-31$8,477
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,084
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$548,806
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,881,628
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,332,822
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$1,556,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,181,883
Interest earned on other investments2017-12-31$5,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$242,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$122,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$228,624
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$233,857
Employer contributions (assets) at end of year2017-12-31$30,539
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$155,352
Contract administrator fees2017-12-31$2,075
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 name2017-12-31JONES, MARESCA & MCQUADE P.A.
Accountancy firm EIN2017-12-31521853933
2016 : FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 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$306,494
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$23,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$210,083
Value of total assets at end of year2016-12-31$1,332,822
Value of total assets at beginning of year2016-12-31$1,049,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,625
Total interest from all sources2016-12-31$3,768
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$199,960
Participant contributions at end of year2016-12-31$28,196
Participant contributions at beginning of year2016-12-31$22,208
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$10,123
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$283,069
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,332,822
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,049,753
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$1,181,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$916,385
Interest earned on other investments2016-12-31$3,768
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$122,743
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$111,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$92,643
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,800
Contract administrator fees2016-12-31$1,625
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 name2016-12-31JONES, MARESCA & MCQUADE P.A.
Accountancy firm EIN2016-12-31521853933

Form 5500 Responses for FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN

2022: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS 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: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS 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: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS 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: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS 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: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS 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: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS 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: FRIENDSHIP PLACE RETIREMENT AND EMPLOYEES SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32054
Policy instance 1
Insurance contract or identification numberCR32054
Number of Individuals Covered109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $15,903
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 $15,903
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32054
Policy instance 1
Insurance contract or identification numberCR32054
Number of Individuals Covered105
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,007
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 $15,007
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32054
Policy instance 1
Insurance contract or identification numberCR32054
Number of Individuals Covered98
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,353
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 $13,353
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32054
Policy instance 1
Insurance contract or identification numberCR32054
Number of Individuals Covered92
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,796
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 $13,796
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32054
Policy instance 1
Insurance contract or identification numberCR32054
Number of Individuals Covered91
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,174
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 $14,174
Insurance broker organization code?4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR32054
Policy instance 1
Insurance contract or identification numberCR32054
Number of Individuals Covered87
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,306
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 $16,306
Insurance broker organization code?4
Insurance broker nameLINCOLN FINANCIAL ADVISOR

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