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EMPOWER AI 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEMPOWER AI 401(K) PROFIT SHARING PLAN
Plan identification number 001

EMPOWER AI 401(K) PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EMPOWER AI has sponsored the creation of one or more 401k plans.

Company Name:EMPOWER AI
Employer identification number (EIN):541522509
NAIC Classification:541511
NAIC Description:Custom Computer Programming Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPOWER AI 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01JULIE ANNE WING
0012016-01-01JULIE ANNE WING
0012015-01-01JULIE ANNE WING
0012014-01-01JOHN HEIM
0012013-01-01DIANE V BROWN
0012012-01-01STEPHANIE POST STEPHANIE POST2013-10-14
0012011-01-01STEPHANIE POST STEPHANIE POST2012-10-15
0012009-01-01W. NORMAN PIERCE W. NORMAN PIERCE2010-10-14

Plan Statistics for EMPOWER AI 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for EMPOWER AI 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: EMPOWER AI 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,166
Total number of active participants reported on line 7a of the Form 55002022-01-01904
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,213
Total of all active and inactive participants2022-01-012,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-012,127
Number of participants with account balances2022-01-012,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01159
2021: EMPOWER AI 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,030
Total number of active participants reported on line 7a of the Form 55002021-01-01933
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,225
Total of all active and inactive participants2021-01-012,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-012,166
Number of participants with account balances2021-01-012,127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01121
2020: EMPOWER AI 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,322
Total number of active participants reported on line 7a of the Form 55002020-01-01761
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,260
Total of all active and inactive participants2020-01-012,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-012,030
Number of participants with account balances2020-01-011,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01302
2019: EMPOWER AI 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,501
Total number of active participants reported on line 7a of the Form 55002019-01-01937
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,375
Total of all active and inactive participants2019-01-012,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-012,322
Number of participants with account balances2019-01-012,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01430
2018: EMPOWER AI 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,794
Total number of active participants reported on line 7a of the Form 55002018-01-011,409
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,086
Total of all active and inactive participants2018-01-012,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-012,501
Number of participants with account balances2018-01-012,425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01461
2017: EMPOWER AI 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,778
Total number of active participants reported on line 7a of the Form 55002017-01-011,874
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01913
Total of all active and inactive participants2017-01-012,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-012,794
Number of participants with account balances2017-01-012,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01347
2016: EMPOWER AI 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,725
Total number of active participants reported on line 7a of the Form 55002016-01-011,934
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01839
Total of all active and inactive participants2016-01-012,773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-012,778
Number of participants with account balances2016-01-012,473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01288
2015: EMPOWER AI 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,548
Total number of active participants reported on line 7a of the Form 55002015-01-011,866
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01853
Total of all active and inactive participants2015-01-012,719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-012,725
Number of participants with account balances2015-01-012,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01305
2014: EMPOWER AI 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,641
Total number of active participants reported on line 7a of the Form 55002014-01-011,706
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01836
Total of all active and inactive participants2014-01-012,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-012,548
Number of participants with account balances2014-01-011,927
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01153
2013: EMPOWER AI 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,987
Total number of active participants reported on line 7a of the Form 55002013-01-011,855
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01782
Total of all active and inactive participants2013-01-012,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-012,641
Number of participants with account balances2013-01-011,844
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01129
2012: EMPOWER AI 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,404
Total number of active participants reported on line 7a of the Form 55002012-01-012,063
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01923
Total of all active and inactive participants2012-01-012,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-012,987
Number of participants with account balances2012-01-012,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01133
2011: EMPOWER AI 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,364
Total number of active participants reported on line 7a of the Form 55002011-01-012,506
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01893
Total of all active and inactive participants2011-01-013,399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-013,404
Number of participants with account balances2011-01-012,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01690
2009: EMPOWER AI 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,205
Total number of active participants reported on line 7a of the Form 55002009-01-012,622
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01632
Total of all active and inactive participants2009-01-013,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-013,255
Number of participants with account balances2009-01-012,058
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01476

Financial Data on EMPOWER AI 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : EMPOWER AI 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-17,510,173
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$18,022,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$17,614,123
Value of total corrective distributions2022-12-31$222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,463,253
Value of total assets at end of year2022-12-31$141,277,292
Value of total assets at beginning of year2022-12-31$176,809,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$408,031
Total interest from all sources2022-12-31$54,069
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$5,000,000
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$8,367,342
Participant contributions at end of year2022-12-31$1,185,780
Participant contributions at beginning of year2022-12-31$1,197,168
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,947,283
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,283,219
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$604,828
Other income not declared elsewhere2022-12-31$-2,264,400
Administrative expenses (other) incurred2022-12-31$213,402
Total non interest bearing cash at end of year2022-12-31$1,448
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,532,549
Value of net assets at end of year (total assets less liabilities)2022-12-31$141,277,292
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$176,809,841
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
Assets. partnership/joint venture interests at end of year2022-12-31$12
Assets. partnership/joint venture interests at beginning of year2022-12-31$144
Investment advisory and management fees2022-12-31$194,629
Interest on participant loans2022-12-31$54,069
Value of interest in common/collective trusts at end of year2022-12-31$134,050,905
Value of interest in common/collective trusts at beginning of year2022-12-31$165,243,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1
Net investment gain or loss from common/collective trusts2022-12-31$-26,763,094
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$2,491,083
Employer contributions (assets) at end of year2022-12-31$91,864
Employer contributions (assets) at beginning of year2022-12-31$86,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$17,614,123
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 name2022-12-31RYAN & WETMORE,P.C.
Accountancy firm EIN2022-12-31521743645
2021 : EMPOWER AI 401(K) PROFIT SHARING 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$37,530,667
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$15,729,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,398,086
Value of total corrective distributions2021-12-31$388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,380,158
Value of total assets at end of year2021-12-31$176,809,841
Value of total assets at beginning of year2021-12-31$155,008,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$330,631
Total interest from all sources2021-12-31$51,854
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$5,000,000
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$7,764,689
Participant contributions at end of year2021-12-31$1,197,168
Participant contributions at beginning of year2021-12-31$1,053,057
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,283,219
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$8,180,574
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,364,991
Other income not declared elsewhere2021-12-31$7,786
Administrative expenses (other) incurred2021-12-31$213,779
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$21,801,562
Value of net assets at end of year (total assets less liabilities)2021-12-31$176,809,841
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$155,008,279
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
Assets. partnership/joint venture interests at end of year2021-12-31$144
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$116,852
Interest on participant loans2021-12-31$51,854
Value of interest in common/collective trusts at end of year2021-12-31$165,243,126
Value of interest in common/collective trusts at beginning of year2021-12-31$145,708,611
Net investment gain or loss from common/collective trusts2021-12-31$25,090,869
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$2,250,478
Employer contributions (assets) at end of year2021-12-31$86,184
Employer contributions (assets) at beginning of year2021-12-31$66,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,398,086
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 name2021-12-31RYAN & WETMORE,P.C.
Accountancy firm EIN2021-12-31521753100
2020 : EMPOWER AI 401(K) PROFIT SHARING 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$33,999,987
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$27,196,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,947,846
Expenses. Certain deemed distributions of participant loans2020-12-31$26,833
Value of total corrective distributions2020-12-31$600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,942,770
Value of total assets at end of year2020-12-31$155,008,279
Value of total assets at beginning of year2020-12-31$148,204,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$221,035
Total interest from all sources2020-12-31$55,918
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,980
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$11,980
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$6,869,032
Participant contributions at end of year2020-12-31$1,053,057
Participant contributions at beginning of year2020-12-31$1,174,357
Assets. Other investments not covered elsewhere at end of year2020-12-31$8,180,574
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$7,404,162
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,059,420
Other income not declared elsewhere2020-12-31$1,978,599
Administrative expenses (other) incurred2020-12-31$183,271
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$6,803,673
Value of net assets at end of year (total assets less liabilities)2020-12-31$155,008,279
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$148,204,606
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
Investment advisory and management fees2020-12-31$37,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$131,872,211
Interest on participant loans2020-12-31$55,918
Value of interest in common/collective trusts at end of year2020-12-31$145,708,611
Value of interest in common/collective trusts at beginning of year2020-12-31$7,753,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-6,288,045
Net investment gain or loss from common/collective trusts2020-12-31$27,298,765
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$2,014,318
Employer contributions (assets) at end of year2020-12-31$66,037
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,947,846
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 name2020-12-31SC&H ATTEST SERVICES PC
Accountancy firm EIN2020-12-31521743645
2019 : EMPOWER AI 401(K) PROFIT SHARING 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$42,581,059
Total income from all sources (including contributions)2019-12-31$42,581,059
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$20,485,323
Total of all expenses incurred2019-12-31$20,485,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,204,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,204,896
Value of total corrective distributions2019-12-31$2,642
Value of total corrective distributions2019-12-31$2,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,758,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,758,196
Value of total assets at end of year2019-12-31$148,204,606
Value of total assets at end of year2019-12-31$148,204,606
Value of total assets at beginning of year2019-12-31$126,108,870
Value of total assets at beginning of year2019-12-31$126,108,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$277,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$277,785
Total interest from all sources2019-12-31$68,319
Total interest from all sources2019-12-31$68,319
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,700,540
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,700,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,700,540
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,700,540
Administrative expenses professional fees incurred2019-12-31$1
Administrative expenses professional fees incurred2019-12-31$1
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,621,072
Contributions received from participants2019-12-31$9,621,072
Participant contributions at end of year2019-12-31$1,174,357
Participant contributions at end of year2019-12-31$1,174,357
Participant contributions at beginning of year2019-12-31$1,313,371
Participant contributions at beginning of year2019-12-31$1,313,371
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,404,162
Assets. Other investments not covered elsewhere at end of year2019-12-31$7,404,162
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,312,230
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,312,230
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,576,103
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,576,103
Other income not declared elsewhere2019-12-31$1,733,844
Other income not declared elsewhere2019-12-31$1,733,844
Administrative expenses (other) incurred2019-12-31$205,284
Administrative expenses (other) incurred2019-12-31$205,284
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$4,662
Total non interest bearing cash at beginning of year2019-12-31$4,662
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$22,095,736
Value of net income/loss2019-12-31$22,095,736
Value of net assets at end of year (total assets less liabilities)2019-12-31$148,204,606
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,108,870
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,108,870
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
Investment advisory and management fees2019-12-31$72,500
Investment advisory and management fees2019-12-31$72,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$131,872,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$131,872,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$111,262,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$111,262,200
Interest on participant loans2019-12-31$68,319
Interest on participant loans2019-12-31$68,319
Value of interest in common/collective trusts at end of year2019-12-31$7,753,876
Value of interest in common/collective trusts at end of year2019-12-31$7,753,876
Value of interest in common/collective trusts at beginning of year2019-12-31$8,216,407
Value of interest in common/collective trusts at beginning of year2019-12-31$8,216,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$24,138,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$24,138,090
Net investment gain or loss from common/collective trusts2019-12-31$182,070
Net investment gain or loss from common/collective trusts2019-12-31$182,070
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$2,561,021
Contributions received in cash from employer2019-12-31$2,561,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,204,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,204,896
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 name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm name2019-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2019-12-31521743645
Accountancy firm EIN2019-12-31521743645
2018 : EMPOWER AI 401(K) PROFIT SHARING 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$10,291,270
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$23,564,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,314,652
Value of total corrective distributions2018-12-31$388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$16,827,962
Value of total assets at end of year2018-12-31$126,108,870
Value of total assets at beginning of year2018-12-31$139,381,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$249,138
Total interest from all sources2018-12-31$63,982
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,766,227
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$4,766,227
Administrative expenses professional fees incurred2018-12-31$2,683
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$12,036,857
Participant contributions at end of year2018-12-31$1,313,371
Participant contributions at beginning of year2018-12-31$1,248,434
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,312,230
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,267,946
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,569,482
Other income not declared elsewhere2018-12-31$-370,849
Administrative expenses (other) incurred2018-12-31$186,955
Total non interest bearing cash at end of year2018-12-31$4,662
Total non interest bearing cash at beginning of year2018-12-31$1,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,272,908
Value of net assets at end of year (total assets less liabilities)2018-12-31$126,108,870
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$139,381,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$59,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$111,262,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$94,207,761
Interest on participant loans2018-12-31$63,982
Value of interest in common/collective trusts at end of year2018-12-31$8,216,407
Value of interest in common/collective trusts at beginning of year2018-12-31$37,655,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,485,838
Net investment gain or loss from common/collective trusts2018-12-31$489,786
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$3,221,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,314,652
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 name2018-12-31SC&H ATTEST SERVICES, P.C.
Accountancy firm EIN2018-12-31521743645
2017 : EMPOWER AI 401(K) PROFIT SHARING 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$38,289,753
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,658,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,550,517
Value of total corrective distributions2017-12-31$2,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,126,444
Value of total assets at end of year2017-12-31$139,381,778
Value of total assets at beginning of year2017-12-31$117,750,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$105,503
Total interest from all sources2017-12-31$55,355
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,149,378
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$3,149,378
Administrative expenses professional fees incurred2017-12-31$35,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
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$12,200,282
Participant contributions at end of year2017-12-31$1,248,434
Participant contributions at beginning of year2017-12-31$1,029,117
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,267,946
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,218,189
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,435,317
Other income not declared elsewhere2017-12-31$1,124,862
Administrative expenses (other) incurred2017-12-31$12,253
Total non interest bearing cash at end of year2017-12-31$1,698
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$21,631,091
Value of net assets at end of year (total assets less liabilities)2017-12-31$139,381,778
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$117,750,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$58,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$94,207,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$82,451,845
Interest on participant loans2017-12-31$55,355
Value of interest in common/collective trusts at end of year2017-12-31$37,655,939
Value of interest in common/collective trusts at beginning of year2017-12-31$29,051,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,827,036
Net investment gain or loss from common/collective trusts2017-12-31$4,006,678
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,490,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,550,517
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 name2017-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2017-12-31521743645
2016 : EMPOWER AI 401(K) PROFIT SHARING 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$32,037,632
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,929,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$15,698,336
Value of total corrective distributions2016-12-31$149,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$23,824,096
Value of total assets at end of year2016-12-31$117,750,687
Value of total assets at beginning of year2016-12-31$101,642,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,037
Total interest from all sources2016-12-31$43,736
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,114,605
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$1,114,605
Administrative expenses professional fees incurred2016-12-31$12,600
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,933,211
Participant contributions at end of year2016-12-31$1,029,117
Participant contributions at beginning of year2016-12-31$972,938
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$-121
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,218,189
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,411,320
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$9,635,751
Other income not declared elsewhere2016-12-31$267,276
Administrative expenses (other) incurred2016-12-31$10,437
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$16,108,271
Value of net assets at end of year (total assets less liabilities)2016-12-31$117,750,687
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$101,642,416
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$58,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$82,451,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$75,372,484
Interest on participant loans2016-12-31$43,736
Value of interest in common/collective trusts at end of year2016-12-31$29,051,536
Value of interest in common/collective trusts at beginning of year2016-12-31$19,885,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,137,750
Net investment gain or loss from common/collective trusts2016-12-31$1,650,169
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,255,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$15,698,336
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 name2016-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2016-12-31521743645
2015 : EMPOWER AI 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$13,782,145
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,253,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,126,367
Expenses. Certain deemed distributions of participant loans2015-12-31$1,775
Value of total corrective distributions2015-12-31$59,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$14,158,062
Value of total assets at end of year2015-12-31$101,642,416
Value of total assets at beginning of year2015-12-31$103,113,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,120
Total interest from all sources2015-12-31$43,875
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,581,824
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$3,581,824
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,574,478
Participant contributions at end of year2015-12-31$972,938
Participant contributions at beginning of year2015-12-31$1,048,975
Participant contributions at end of year2015-12-31$-121
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,411,320
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,047,484
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,932,209
Other income not declared elsewhere2015-12-31$-272,568
Administrative expenses (other) incurred2015-12-31$11,120
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,471,386
Value of net assets at end of year (total assets less liabilities)2015-12-31$101,642,416
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$103,113,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$4,108
Investment advisory and management fees2015-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$75,372,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$78,676,445
Interest on participant loans2015-12-31$43,875
Value of interest in common/collective trusts at end of year2015-12-31$19,885,795
Value of interest in common/collective trusts at beginning of year2015-12-31$18,336,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,838,459
Net investment gain or loss from common/collective trusts2015-12-31$109,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,651,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,126,367
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 name2015-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2015-12-31521743645
2014 : EMPOWER AI 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$17,926,563
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$14,612,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,469,344
Value of total corrective distributions2014-12-31$57,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$11,558,446
Value of total assets at end of year2014-12-31$103,113,802
Value of total assets at beginning of year2014-12-31$99,800,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$86,325
Total interest from all sources2014-12-31$43,477
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,951,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,951,299
Administrative expenses professional fees incurred2014-12-31$23,100
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,944,764
Participant contributions at end of year2014-12-31$1,048,975
Participant contributions at beginning of year2014-12-31$922,799
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,047,484
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,924,296
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,700,818
Other income not declared elsewhere2014-12-31$120,650
Administrative expenses (other) incurred2014-12-31$8,225
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$98
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$3,313,677
Value of net assets at end of year (total assets less liabilities)2014-12-31$103,113,802
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$99,800,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$4,108
Assets. partnership/joint venture interests at beginning of year2014-12-31$5,644
Investment advisory and management fees2014-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$78,676,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$76,731,360
Interest on participant loans2014-12-31$43,477
Value of interest in common/collective trusts at end of year2014-12-31$18,336,790
Value of interest in common/collective trusts at beginning of year2014-12-31$17,215,928
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-386,733
Net investment gain or loss from common/collective trusts2014-12-31$639,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,912,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$14,469,344
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 name2014-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2014-12-31521743645
2013 : EMPOWER AI 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$28,417,513
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$18,847,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,668,922
Value of total corrective distributions2013-12-31$914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,793,379
Value of total assets at end of year2013-12-31$99,800,125
Value of total assets at beginning of year2013-12-31$90,230,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$177,575
Total interest from all sources2013-12-31$52,954
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,073,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,073,203
Administrative expenses professional fees incurred2013-12-31$22,050
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,937,218
Participant contributions at end of year2013-12-31$922,799
Participant contributions at beginning of year2013-12-31$1,350,604
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,924,296
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,254,212
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$654,949
Other income not declared elsewhere2013-12-31$558,237
Administrative expenses (other) incurred2013-12-31$7,525
Total non interest bearing cash at end of year2013-12-31$98
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,570,102
Value of net assets at end of year (total assets less liabilities)2013-12-31$99,800,125
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$90,230,023
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
Assets. partnership/joint venture interests at end of year2013-12-31$5,644
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$148,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$76,731,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$67,539,242
Interest on participant loans2013-12-31$52,954
Value of interest in common/collective trusts at end of year2013-12-31$17,215,928
Value of interest in common/collective trusts at beginning of year2013-12-31$17,085,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,688,233
Net investment gain or loss from common/collective trusts2013-12-31$1,251,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,201,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,668,922
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 name2013-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2013-12-31521743645
2012 : EMPOWER AI 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$99,299
Total income from all sources (including contributions)2012-12-31$21,184,506
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$22,957,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,920,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,949,288
Value of total assets at end of year2012-12-31$90,230,023
Value of total assets at beginning of year2012-12-31$92,101,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$36,955
Total interest from all sources2012-12-31$275,694
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,260,492
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$2,260,492
Administrative expenses professional fees incurred2012-12-31$36,955
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 period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,821,100
Participant contributions at end of year2012-12-31$1,350,604
Participant contributions at beginning of year2012-12-31$1,577,620
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,254,212
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$13,795,939
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$701,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$99,299
Other income not declared elsewhere2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,772,590
Value of net assets at end of year (total assets less liabilities)2012-12-31$90,230,023
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$92,002,613
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$67,539,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$72,647,422
Interest on participant loans2012-12-31$67,495
Interest earned on other investments2012-12-31$208,199
Value of interest in common/collective trusts at end of year2012-12-31$17,085,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,338,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,338,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,484,890
Net investment gain or loss from common/collective trusts2012-12-31$214,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,427,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$22,920,141
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$1,742,372
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2012-12-31521743645
2011 : EMPOWER AI 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$5,672,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$99,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$16,118,514
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$14,568,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$14,413,069
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$99,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,658,977
Value of total assets at end of year2011-12-31$92,101,912
Value of total assets at beginning of year2011-12-31$84,779,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$55,928
Total interest from all sources2011-12-31$81,304
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,580,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,562,727
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$10,362,442
Participant contributions at end of year2011-12-31$1,577,620
Participant contributions at beginning of year2011-12-31$1,544,109
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,400,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$99,299
Other income not declared elsewhere2011-12-31$112,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,550,218
Value of net assets at end of year (total assets less liabilities)2011-12-31$92,002,613
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$84,779,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$23,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$72,647,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$70,772,112
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,689,041
Interest on participant loans2011-12-31$80,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,338,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$13,795,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,774,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,375,768
Net investment gain/loss from pooled separate accounts2011-12-31$61,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,896,137
Income. Dividends from common stock2011-12-31$17,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$14,413,069
Contract administrator fees2011-12-31$32,547
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$1,742,372
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2011-12-31521743645
2010 : EMPOWER AI 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$22,155,954
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,923,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,859,475
Value of total corrective distributions2010-12-31$20,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,316,133
Value of total assets at end of year2010-12-31$84,779,441
Value of total assets at beginning of year2010-12-31$73,546,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$43,098
Total interest from all sources2010-12-31$87,533
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$988,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$988,800
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$9,613,483
Participant contributions at end of year2010-12-31$1,544,109
Participant contributions at beginning of year2010-12-31$1,648,824
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,087,648
Other income not declared elsewhere2010-12-31$13,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,232,768
Value of net assets at end of year (total assets less liabilities)2010-12-31$84,779,441
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$73,546,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$70,772,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$59,082,393
Value of interest in pooled separate accounts at end of year2010-12-31$9,689,041
Value of interest in pooled separate accounts at beginning of year2010-12-31$12,815,456
Interest on participant loans2010-12-31$87,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,774,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$7,490,702
Net investment gain/loss from pooled separate accounts2010-12-31$259,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,615,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,859,475
Contract administrator fees2010-12-31$41,344
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2010-12-31521743645
2009 : EMPOWER AI 401(K) PROFIT SHARING 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 EMPOWER AI 401(K) PROFIT SHARING PLAN

2022: EMPOWER AI 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPOWER AI 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPOWER AI 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPOWER AI 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPOWER AI 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPOWER AI 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPOWER AI 401(K) PROFIT SHARING 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPOWER AI 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPOWER AI 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPOWER AI 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPOWER AI 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPOWER AI 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPOWER AI 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28058
Policy instance 1
Insurance contract or identification numberGA28058
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30501
Policy instance 1
Insurance contract or identification number30501
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28058
Policy instance 2
Insurance contract or identification numberGA28058
Number of Individuals Covered2322
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30501
Policy instance 1
Insurance contract or identification number30501
Number of Individuals Covered2026
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28058
Policy instance 2
Insurance contract or identification numberGA28058
Number of Individuals Covered2026
Insurance policy start date2010-10-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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

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