PARKER RODRIGUEZ, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PARKER RODRIGUEZ 401(K) PS PLAN
| Measure | Date | Value |
|---|
| 2014: PARKER RODRIGUEZ 401(K) PS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 24 |
| Total of all active and inactive participants | 2014-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 48 |
| Number of participants with account balances | 2014-01-01 | 47 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PARKER RODRIGUEZ 401(K) PS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 25 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 22 |
| Total of all active and inactive participants | 2013-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 47 |
| Number of participants with account balances | 2013-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 26 |
| 2012: PARKER RODRIGUEZ 401(K) PS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 23 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
| Total of all active and inactive participants | 2012-01-01 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 39 |
| Number of participants with account balances | 2012-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 17 |
| 2011: PARKER RODRIGUEZ 401(K) PS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 35 |
| Number of participants with account balances | 2011-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : PARKER RODRIGUEZ 401(K) PS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $14 |
| Total income from all sources | 2014-12-31 | $497,503 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $30,099 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $29,437 |
| Total plan assets at end of year | 2014-12-31 | $4,530,374 |
| Total plan assets at beginning of year | 2014-12-31 | $4,062,956 |
| Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $115,908 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $216 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $153,003 |
| Net income (gross income less expenses) | 2014-12-31 | $467,404 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,530,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,062,956 |
| Assets. Value of participant loans | 2014-12-31 | $10,988 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $228,592 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $446 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : PARKER RODRIGUEZ 401(K) PS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $727,179 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,294 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $7,022 |
| Total plan assets at end of year | 2013-12-31 | $4,062,956 |
| Total plan assets at beginning of year | 2013-12-31 | $3,351,071 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $110,411 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $8,106 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $483,054 |
| Net income (gross income less expenses) | 2013-12-31 | $711,885 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,062,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,351,071 |
| Assets. Value of participant loans | 2013-12-31 | $15,373 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $133,714 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $166 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : PARKER RODRIGUEZ 401(K) PS PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $1 |
| Total income from all sources | 2012-12-31 | $535,298 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $79,996 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $70,626 |
| Total plan assets at end of year | 2012-12-31 | $3,351,071 |
| Total plan assets at beginning of year | 2012-12-31 | $2,895,768 |
| Total contributions received or receivable from participants | 2012-12-31 | $100,596 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $9,370 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $9,452 |
| Other income received | 2012-12-31 | $341,738 |
| Net income (gross income less expenses) | 2012-12-31 | $455,302 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,351,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,895,768 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $83,512 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : PARKER RODRIGUEZ 401(K) PS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $800,256 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $34,731 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $32,155 |
| Total plan assets at end of year | 2011-12-31 | $2,895,768 |
| Total plan assets at beginning of year | 2011-12-31 | $2,130,243 |
| Total contributions received or receivable from participants | 2011-12-31 | $88,733 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,576 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $670,901 |
| Other income received | 2011-12-31 | $-100,338 |
| Net income (gross income less expenses) | 2011-12-31 | $765,525 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,895,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,130,243 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $140,960 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2014: PARKER RODRIGUEZ 401(K) PS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: PARKER RODRIGUEZ 401(K) PS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PARKER RODRIGUEZ 401(K) PS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PARKER RODRIGUEZ 401(K) PS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-826890 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-826890 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-826890 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-826890 | | Number of Individuals Covered | 45 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $17,449 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,449 | | Insurance broker organization code? | 3 | | Insurance broker name | SUNTRUST INVESTMENT SVCS |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-826890 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-826890 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,945 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,945 | | Insurance broker organization code? | 3 | | Insurance broker name | SUNTRUST INVESTMENT SVCS |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-826890 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-826890 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $43,172 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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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