Logo

AGC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameAGC RETIREMENT SAVINGS PLAN
Plan identification number 003

AGC RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC.
Employer identification number (EIN):580144470
NAIC Classification:237210
NAIC Description:Land Subdivision

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AGC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01MICHAEL T. DUNHAM2023-10-12
0032021-01-01MICHAEL T. DUNHAM2022-10-17
0032021-01-01MICHAEL T. DUNHAM2023-07-05
0032020-01-01MICHAEL T. DUNHAM2021-10-15
0032019-01-01MICHAEL T. DUNHAM2020-10-13
0032018-01-01MICHAEL T. DUNHAM2019-10-11
0032017-01-01MIKE DUNHAM
0032016-01-01MIKE DUNHAM
0032015-01-01MIKE DUNHAM
0032014-01-01MIKE DUNHAM
0032013-01-01MICHAEL T DUNHAM
0032012-01-01MICHAEL T. DUNHAM
0032011-01-01MICHAEL T DUNHAM2012-10-11
0032010-01-01MICHAEL DUNHAM2011-05-31

Plan Statistics for AGC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for AGC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: AGC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,111
Total number of active participants reported on line 7a of the Form 55002022-01-014,545
Number of retired or separated participants receiving benefits2022-01-0126
Number of other retired or separated participants entitled to future benefits2022-01-01662
Total of all active and inactive participants2022-01-015,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-015,240
Number of participants with account balances2022-01-013,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01797
2021: AGC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,973
Total number of active participants reported on line 7a of the Form 55002021-01-014,345
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01569
Total of all active and inactive participants2021-01-014,919
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-014,926
Number of participants with account balances2021-01-013,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01623
2020: AGC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,474
Total number of active participants reported on line 7a of the Form 55002020-01-014,031
Number of retired or separated participants receiving benefits2020-01-0151
Number of other retired or separated participants entitled to future benefits2020-01-01566
Total of all active and inactive participants2020-01-014,648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-014,653
Number of participants with account balances2020-01-013,409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01541
2019: AGC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,915
Total number of active participants reported on line 7a of the Form 55002019-01-013,904
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01482
Total of all active and inactive participants2019-01-014,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-014,401
Number of participants with account balances2019-01-013,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01125
2018: AGC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,997
Total number of active participants reported on line 7a of the Form 55002018-01-013,172
Number of retired or separated participants receiving benefits2018-01-0123
Number of other retired or separated participants entitled to future benefits2018-01-01526
Total of all active and inactive participants2018-01-013,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-013,725
Number of participants with account balances2018-01-012,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01161
2017: AGC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,536
Total number of active participants reported on line 7a of the Form 55002017-01-013,474
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-01507
Total of all active and inactive participants2017-01-013,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,997
Number of participants with account balances2017-01-012,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01124
2016: AGC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,195
Total number of active participants reported on line 7a of the Form 55002016-01-012,872
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-01396
Total of all active and inactive participants2016-01-013,285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013,285
Number of participants with account balances2016-01-012,391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01149
2015: AGC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,448
Total number of active participants reported on line 7a of the Form 55002015-01-012,499
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-01450
Total of all active and inactive participants2015-01-012,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,970
Number of participants with account balances2015-01-012,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01464
2014: AGC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,021
Total number of active participants reported on line 7a of the Form 55002014-01-011,939
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01458
Total of all active and inactive participants2014-01-012,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,397
Number of participants with account balances2014-01-011,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01446
2013: AGC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,243
Total number of active participants reported on line 7a of the Form 55002013-01-011,022
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01332
Total of all active and inactive participants2013-01-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,354
Number of participants with account balances2013-01-011,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0159
2012: AGC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-01810
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01372
Total of all active and inactive participants2012-01-011,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,182
Number of participants with account balances2012-01-01782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120

Financial Data on AGC RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : AGC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$157,403
Total transfer of assets from this plan2022-12-31$2,004,547
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$6,183
Total income from all sources (including contributions)2022-12-31$-12,784,275
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$11,707,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,567,840
Value of total corrective distributions2022-12-31$96,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$19,376,583
Value of total assets at end of year2022-12-31$163,211,459
Value of total assets at beginning of year2022-12-31$189,556,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,043,540
Total interest from all sources2022-12-31$8,576
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,477,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$6,477,042
Administrative expenses professional fees incurred2022-12-31$65,358
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$13,329,531
Participant contributions at end of year2022-12-31$134,879
Participant contributions at beginning of year2022-12-31$204,070
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$749,598
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$6,183
Other income not declared elsewhere2022-12-31$3,776
Total non interest bearing cash at end of year2022-12-31$446,209
Total non interest bearing cash at beginning of year2022-12-31$124,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,491,837
Value of net assets at end of year (total assets less liabilities)2022-12-31$163,211,459
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$189,550,440
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
Investment advisory and management fees2022-12-31$429,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$142,591,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$173,266,467
Interest on participant loans2022-12-31$8,576
Value of interest in common/collective trusts at end of year2022-12-31$20,038,445
Value of interest in common/collective trusts at beginning of year2022-12-31$15,962,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-39,328,018
Net investment gain or loss from common/collective trusts2022-12-31$677,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,297,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,567,840
Contract administrator fees2022-12-31$548,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31SMITH & HOWARD, PC
Accountancy firm EIN2022-12-31581250486
2021 : AGC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,406,545
Total transfer of assets from this plan2021-12-31$3,243,308
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,183
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$39,678,306
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,785,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,631,345
Value of total corrective distributions2021-12-31$94,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,804,244
Value of total assets at end of year2021-12-31$189,556,623
Value of total assets at beginning of year2021-12-31$165,494,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,059,501
Total interest from all sources2021-12-31$15,092
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,685,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,685,384
Administrative expenses professional fees incurred2021-12-31$33,709
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$12,532,699
Participant contributions at end of year2021-12-31$204,070
Participant contributions at beginning of year2021-12-31$372,381
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,126,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$6,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$10,964
Total non interest bearing cash at end of year2021-12-31$124,080
Total non interest bearing cash at beginning of year2021-12-31$406,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$25,892,593
Value of net assets at end of year (total assets less liabilities)2021-12-31$189,550,440
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$165,494,610
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
Investment advisory and management fees2021-12-31$451,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$173,266,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$148,336,520
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$15,092
Value of interest in common/collective trusts at end of year2021-12-31$15,962,006
Value of interest in common/collective trusts at beginning of year2021-12-31$16,378,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,698,618
Net investment gain or loss from common/collective trusts2021-12-31$464,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$5,144,701
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,631,345
Contract administrator fees2021-12-31$574,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SMITH & HOWARD, PC
Accountancy firm EIN2021-12-31581250486
2020 : AGC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$3,222,560
Total transfer of assets from this plan2020-12-31$2,770,764
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$85
Total income from all sources (including contributions)2020-12-31$40,899,024
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,715,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,708,367
Value of total corrective distributions2020-12-31$161,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,727,802
Value of total assets at end of year2020-12-31$165,494,610
Value of total assets at beginning of year2020-12-31$133,859,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$845,008
Total interest from all sources2020-12-31$21,122
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,432,765
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$5,432,765
Administrative expenses professional fees incurred2020-12-31$31,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$10,904,923
Participant contributions at end of year2020-12-31$372,381
Participant contributions at beginning of year2020-12-31$428,182
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$591,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$85
Total non interest bearing cash at end of year2020-12-31$406,825
Total non interest bearing cash at beginning of year2020-12-31$421,287
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$31,183,848
Value of net assets at end of year (total assets less liabilities)2020-12-31$165,494,610
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$133,858,966
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$364,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$148,336,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$120,930,141
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$21,122
Value of interest in common/collective trusts at end of year2020-12-31$16,378,884
Value of interest in common/collective trusts at beginning of year2020-12-31$12,079,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$19,433,203
Net investment gain or loss from common/collective trusts2020-12-31$284,132
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$4,231,342
Employer contributions (assets) at end of year2020-12-31$0
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$8,708,367
Contract administrator fees2020-12-31$449,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31SMITH & HOWARD, PC
Accountancy firm EIN2020-12-31581250486
2019 : AGC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$3,967,099
Total transfer of assets from this plan2019-12-31$2,326,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$85
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$645
Total income from all sources (including contributions)2019-12-31$37,915,984
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$10,571,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,703,885
Value of total corrective distributions2019-12-31$80,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,080,075
Value of total assets at end of year2019-12-31$133,859,051
Value of total assets at beginning of year2019-12-31$104,875,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$787,307
Total interest from all sources2019-12-31$25,076
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,878,251
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$4,878,251
Administrative expenses professional fees incurred2019-12-31$30,500
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,301,437
Participant contributions at end of year2019-12-31$428,182
Participant contributions at beginning of year2019-12-31$568,901
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,830,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$85
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$645
Other income not declared elsewhere2019-12-31$-857
Administrative expenses (other) incurred2019-12-31$7,046
Total non interest bearing cash at end of year2019-12-31$421,287
Total non interest bearing cash at beginning of year2019-12-31$403,914
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$27,344,023
Value of net assets at end of year (total assets less liabilities)2019-12-31$133,858,966
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$104,874,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$318,523
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$120,930,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$92,232,061
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$25,076
Value of interest in common/collective trusts at end of year2019-12-31$12,079,441
Value of interest in common/collective trusts at beginning of year2019-12-31$11,670,342
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$16,868,155
Net investment gain or loss from common/collective trusts2019-12-31$1,065,284
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,948,546
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,703,885
Contract administrator fees2019-12-31$431,238
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD, PC
Accountancy firm EIN2019-12-31581250486
2018 : AGC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,845,390
Total transfer of assets from this plan2018-12-31$861,110
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,522
Total income from all sources (including contributions)2018-12-31$7,662,238
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,667,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,877,606
Value of total corrective distributions2018-12-31$124,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,090,390
Value of total assets at end of year2018-12-31$104,875,218
Value of total assets at beginning of year2018-12-31$101,922,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$664,609
Total interest from all sources2018-12-31$30,173
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,042,341
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$5,042,341
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$8,171,439
Participant contributions at end of year2018-12-31$568,901
Participant contributions at beginning of year2018-12-31$775,697
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$333,032
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,762,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$27,522
Other income not declared elsewhere2018-12-31$79,483
Administrative expenses (other) incurred2018-12-31$55,473
Total non interest bearing cash at end of year2018-12-31$403,914
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$995,041
Value of net assets at end of year (total assets less liabilities)2018-12-31$104,874,573
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$101,895,252
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$270,530
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$92,232,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$90,251,078
Interest on participant loans2018-12-31$30,173
Value of interest in common/collective trusts at end of year2018-12-31$11,670,342
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,101,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,830,153
Net investment gain or loss from common/collective trusts2018-12-31$250,004
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,156,367
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$458,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,877,606
Contract administrator fees2018-12-31$338,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31SMITH & HOWARD, PC
Accountancy firm EIN2018-12-31581250486
2017 : AGC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$3,101,008
Total transfer of assets from this plan2017-12-31$14,302,955
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$95,610
Total income from all sources (including contributions)2017-12-31$24,618,275
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,029,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,866,388
Value of total corrective distributions2017-12-31$23,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$10,777,932
Value of total assets at end of year2017-12-31$101,922,774
Value of total assets at beginning of year2017-12-31$94,604,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$139,840
Total interest from all sources2017-12-31$33,018
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$25,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,762,139
Participant contributions at end of year2017-12-31$775,697
Participant contributions at beginning of year2017-12-31$987,161
Participant contributions at end of year2017-12-31$333,032
Participant contributions at beginning of year2017-12-31$231,447
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,614,198
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$329,045
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$73,081
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$27,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$95,610
Other income not declared elsewhere2017-12-31$345,418
Administrative expenses (other) incurred2017-12-31$13,690
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$18,588,329
Value of net assets at end of year (total assets less liabilities)2017-12-31$101,895,252
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$94,508,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$90,251,078
Value of interest in pooled separate accounts at beginning of year2017-12-31$81,851,939
Interest on participant loans2017-12-31$33,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,101,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,452,098
Net investment gain/loss from pooled separate accounts2017-12-31$13,461,907
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$2,401,595
Employer contributions (assets) at end of year2017-12-31$458,323
Employer contributions (assets) at beginning of year2017-12-31$1,008,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,537,343
Contract administrator fees2017-12-31$101,150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31SMITH & HOWARD, PC
Accountancy firm EIN2017-12-31581250486
2016 : AGC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$7,694,422
Total transfer of assets from this plan2016-12-31$1,924,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$95,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$37,902
Total income from all sources (including contributions)2016-12-31$16,687,115
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,779,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,520,846
Expenses. Certain deemed distributions of participant loans2016-12-31$1,710
Value of total corrective distributions2016-12-31$94,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,511,488
Value of total assets at end of year2016-12-31$94,604,480
Value of total assets at beginning of year2016-12-31$76,868,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$162,139
Total interest from all sources2016-12-31$49,632
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$37,837
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,344,991
Participant contributions at end of year2016-12-31$987,161
Participant contributions at beginning of year2016-12-31$1,320,842
Participant contributions at end of year2016-12-31$231,447
Participant contributions at beginning of year2016-12-31$248,945
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,265,628
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$272,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$73,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$11,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$95,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$37,902
Other income not declared elsewhere2016-12-31$442,479
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$11,907,607
Value of net assets at end of year (total assets less liabilities)2016-12-31$94,508,870
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$76,830,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$81,851,939
Value of interest in pooled separate accounts at beginning of year2016-12-31$65,518,725
Interest on participant loans2016-12-31$49,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,452,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,643,384
Net investment gain/loss from pooled separate accounts2016-12-31$5,683,516
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$2,900,869
Employer contributions (assets) at end of year2016-12-31$1,008,754
Employer contributions (assets) at beginning of year2016-12-31$1,125,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,248,343
Contract administrator fees2016-12-31$124,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31SMITH & HOWARD, PC
Accountancy firm EIN2016-12-31581250486
2015 : AGC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$6,937,128
Total transfer of assets from this plan2015-12-31$1,126,951
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$37,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$46,929
Total income from all sources (including contributions)2015-12-31$8,169,805
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,413,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,159,376
Expenses. Certain deemed distributions of participant loans2015-12-31$40,709
Value of total corrective distributions2015-12-31$36,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,761,228
Value of total assets at end of year2015-12-31$76,868,800
Value of total assets at beginning of year2015-12-31$66,311,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$176,989
Total interest from all sources2015-12-31$51,064
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$14,375
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,323,160
Participant contributions at end of year2015-12-31$1,320,842
Participant contributions at beginning of year2015-12-31$1,144,323
Participant contributions at end of year2015-12-31$248,945
Participant contributions at beginning of year2015-12-31$178,815
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$850,282
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$11,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$11,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$37,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$46,929
Other income not declared elsewhere2015-12-31$25,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,756,436
Value of net assets at end of year (total assets less liabilities)2015-12-31$76,830,898
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$66,264,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$65,518,725
Value of interest in pooled separate accounts at beginning of year2015-12-31$57,493,869
Interest on participant loans2015-12-31$51,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,643,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,759,551
Net investment gain/loss from pooled separate accounts2015-12-31$-668,332
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$2,587,786
Employer contributions (assets) at end of year2015-12-31$1,125,894
Employer contributions (assets) at beginning of year2015-12-31$722,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,157,673
Contract administrator fees2015-12-31$162,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31SMITH & HOWARD, PC
Accountancy firm EIN2015-12-31581250486
2014 : AGC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$3,184,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,929
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$10,868,633
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,017,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,803,496
Expenses. Certain deemed distributions of participant loans2014-12-31$17,603
Value of total corrective distributions2014-12-31$43,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,596,248
Value of total assets at end of year2014-12-31$66,311,214
Value of total assets at beginning of year2014-12-31$55,229,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$153,085
Total interest from all sources2014-12-31$39,902
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$18,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,084,093
Participant contributions at end of year2014-12-31$1,144,323
Participant contributions at beginning of year2014-12-31$810,038
Participant contributions at end of year2014-12-31$178,815
Participant contributions at beginning of year2014-12-31$84,714
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$191,681
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,604,982
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$78,919
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$11,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$46,929
Other income not declared elsewhere2014-12-31$114,210
Total non interest bearing cash at beginning of year2014-12-31$13,036
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$7,850,801
Value of net assets at end of year (total assets less liabilities)2014-12-31$66,264,285
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$55,229,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$57,493,869
Value of interest in pooled separate accounts at beginning of year2014-12-31$46,805,817
Interest on participant loans2014-12-31$39,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,759,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,136,432
Net investment gain/loss from pooled separate accounts2014-12-31$3,118,273
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,907,173
Employer contributions (assets) at end of year2014-12-31$722,763
Employer contributions (assets) at beginning of year2014-12-31$187,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,724,577
Contract administrator fees2014-12-31$134,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31SMITH & HOWARD, PC
Accountancy firm EIN2014-12-31581250486
2013 : AGC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$17,019,825
Total income from all sources (including contributions)2013-12-31$11,810,506
Total of all expenses incurred2013-12-31$3,424,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,309,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,785,038
Value of total assets at end of year2013-12-31$55,229,186
Value of total assets at beginning of year2013-12-31$29,823,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$115,205
Total interest from all sources2013-12-31$24,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,880,173
Participant contributions at end of year2013-12-31$810,038
Participant contributions at beginning of year2013-12-31$516,520
Participant contributions at end of year2013-12-31$84,714
Participant contributions at beginning of year2013-12-31$101,785
Assets. Other investments not covered elsewhere at end of year2013-12-31$191,681
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,073,976
Other income not declared elsewhere2013-12-31$104,608
Total non interest bearing cash at end of year2013-12-31$13,036
Total non interest bearing cash at beginning of year2013-12-31$9,254
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$8,385,796
Value of net assets at end of year (total assets less liabilities)2013-12-31$55,229,186
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,823,565
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$46,805,817
Value of interest in pooled separate accounts at beginning of year2013-12-31$26,661,656
Interest on participant loans2013-12-31$24,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,136,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,188,077
Net investment gain/loss from pooled separate accounts2013-12-31$6,895,959
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$830,889
Employer contributions (assets) at end of year2013-12-31$187,468
Employer contributions (assets) at beginning of year2013-12-31$346,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,309,505
Contract administrator fees2013-12-31$115,205
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH & HOWARD
Accountancy firm EIN2013-12-31581250486
2012 : AGC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$23,198,449
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,435,537
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,854,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,782,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,486,543
Value of total assets at end of year2012-12-31$29,823,565
Value of total assets at beginning of year2012-12-31$4,043,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$71,278
Total interest from all sources2012-12-31$17,851
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,661,745
Participant contributions at end of year2012-12-31$516,520
Participant contributions at beginning of year2012-12-31$138,236
Participant contributions at end of year2012-12-31$101,785
Participant contributions at beginning of year2012-12-31$26,087
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$53,804
Other income not declared elsewhere2012-12-31$46,637
Total non interest bearing cash at end of year2012-12-31$9,254
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$2,581,483
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,823,565
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,043,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$26,661,656
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,305,650
Interest on participant loans2012-12-31$17,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,188,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$477,879
Net investment gain/loss from pooled separate accounts2012-12-31$1,884,506
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$770,994
Employer contributions (assets) at end of year2012-12-31$346,273
Employer contributions (assets) at beginning of year2012-12-31$95,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,782,776
Contract administrator fees2012-12-31$71,278
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
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 name2012-12-31SMITH & HOWARD
Accountancy firm EIN2012-12-31581250486

Form 5500 Responses for AGC RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932291-000
Policy instance 1
Insurance contract or identification number932291-000
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $105
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932291-000
Policy instance 1
Insurance contract or identification number932291-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $256,299
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $227,294
Insurance broker organization code?3
Insurance broker nameTBS AGENCY, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932291-000
Policy instance 1
Insurance contract or identification number932291-000
Number of Individuals Covered2368
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $174,193
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $165,192
Insurance broker organization code?3
Insurance broker nameTBS AGENCY, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932291-000
Policy instance 1
Insurance contract or identification number932291-000
Number of Individuals Covered1743
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $141,986
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $141,957
Insurance broker organization code?3
Insurance broker nameTBS AGENCY, INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932291
Policy instance 1
Insurance contract or identification number932291
Number of Individuals Covered1354
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $121,380
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $121,380
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932291
Policy instance 1
Insurance contract or identification number932291
Number of Individuals Covered1182
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $92,792
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $92,792
Insurance broker organization code?3
Insurance broker nameTBS AGENCY INC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1