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1915 SOUTH CO. 401(K) PLAN 401k Plan overview

Plan Name1915 SOUTH CO. 401(K) PLAN
Plan identification number 001

1915 SOUTH CO. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

1915 SOUTH CO. has sponsored the creation of one or more 401k plans.

Company Name:1915 SOUTH CO.
Employer identification number (EIN):580673620
NAIC Classification:442110
NAIC Description:Furniture Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 1915 SOUTH CO. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHAD FITZGERALD
0012016-01-01CHAD FITZGERALD
0012015-01-01CHAD FITZGERALD
0012014-01-01CHAD FITZGERALD
0012013-01-01CHAD FITZGERALD
0012012-01-01CHAD FITZGERALD
0012011-01-01CHAD FITZGERALD
0012009-01-01CHAD FITZGERALD

Plan Statistics for 1915 SOUTH CO. 401(K) PLAN

401k plan membership statisitcs for 1915 SOUTH CO. 401(K) PLAN

Measure Date Value
2022: 1915 SOUTH CO. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01539
Total number of active participants reported on line 7a of the Form 55002022-01-01362
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0140
Total of all active and inactive participants2022-01-01402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01402
Number of participants with account balances2022-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0119
2021: 1915 SOUTH CO. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01496
Total number of active participants reported on line 7a of the Form 55002021-01-01339
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01369
Number of participants with account balances2021-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: 1915 SOUTH CO. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01366
Total number of active participants reported on line 7a of the Form 55002020-01-01399
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01419
Number of participants with account balances2020-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: 1915 SOUTH CO. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01314
Total number of active participants reported on line 7a of the Form 55002019-01-01303
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01317
Number of participants with account balances2019-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: 1915 SOUTH CO. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01281
Total number of active participants reported on line 7a of the Form 55002018-01-01272
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01288
Number of participants with account balances2018-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: 1915 SOUTH CO. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01267
Total number of active participants reported on line 7a of the Form 55002017-01-01200
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01215
Number of participants with account balances2017-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: 1915 SOUTH CO. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01263
Total number of active participants reported on line 7a of the Form 55002016-01-01238
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01253
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: 1915 SOUTH CO. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01254
Total number of active participants reported on line 7a of the Form 55002015-01-01227
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01243
Number of participants with account balances2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: 1915 SOUTH CO. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01229
Total number of active participants reported on line 7a of the Form 55002014-01-01220
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01234
Number of participants with account balances2014-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 1915 SOUTH CO. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01210
Total number of active participants reported on line 7a of the Form 55002013-01-01189
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01208
Number of participants with account balances2013-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: 1915 SOUTH CO. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01213
Total number of active participants reported on line 7a of the Form 55002012-01-01190
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01210
Number of participants with account balances2012-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: 1915 SOUTH CO. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01217
Total number of active participants reported on line 7a of the Form 55002011-01-01191
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01213
Number of participants with account balances2011-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: 1915 SOUTH CO. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01247
Total number of active participants reported on line 7a of the Form 55002009-01-01201
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01226
Number of participants with account balances2009-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on 1915 SOUTH CO. 401(K) PLAN

Measure Date Value
2022 : 1915 SOUTH CO. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,511
Total income from all sources (including contributions)2022-12-31$149,146
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$203,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$143,378
Value of total corrective distributions2022-12-31$30,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$745,480
Value of total assets at end of year2022-12-31$3,860,135
Value of total assets at beginning of year2022-12-31$3,917,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,912
Total interest from all sources2022-12-31$1,106
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,350
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$559,557
Participant contributions at end of year2022-12-31$22,339
Participant contributions at beginning of year2022-12-31$13,632
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$83,394
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$3,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-54,351
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,860,135
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,914,486
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$14,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,731,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,814,225
Interest on participant loans2022-12-31$912
Interest earned on other investments2022-12-31$194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$101,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$88,552
Net investment gain/loss from pooled separate accounts2022-12-31$-597,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$102,529
Employer contributions (assets) at end of year2022-12-31$4,721
Employer contributions (assets) at beginning of year2022-12-31$1,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$143,378
Contract administrator fees2022-12-31$13,875
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 name2022-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2022-12-31581414947
2021 : 1915 SOUTH CO. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,511
Total income from all sources (including contributions)2021-12-31$868,501
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$195,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$132,710
Value of total corrective distributions2021-12-31$44,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$489,403
Value of total assets at end of year2021-12-31$3,917,997
Value of total assets at beginning of year2021-12-31$3,244,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,329
Total interest from all sources2021-12-31$600
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$300
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$330,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$413,609
Participant contributions at end of year2021-12-31$13,632
Participant contributions at beginning of year2021-12-31$4,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,511
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$673,345
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,914,486
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,241,141
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$14,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,814,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,148,923
Interest on participant loans2021-12-31$419
Interest earned on other investments2021-12-31$181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$88,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$85,843
Net investment gain/loss from pooled separate accounts2021-12-31$378,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$75,794
Employer contributions (assets) at end of year2021-12-31$1,588
Employer contributions (assets) at beginning of year2021-12-31$5,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$132,710
Contract administrator fees2021-12-31$3,635
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2021-12-31581414947
2020 : 1915 SOUTH CO. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,511
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$749,411
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$136,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$90,854
Value of total corrective distributions2020-12-31$34,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$353,561
Value of total assets at end of year2020-12-31$3,244,652
Value of total assets at beginning of year2020-12-31$2,628,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,137
Total interest from all sources2020-12-31$384
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$150
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$270,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$295,465
Participant contributions at end of year2020-12-31$4,207
Participant contributions at beginning of year2020-12-31$8,961
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$2,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,511
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$612,444
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,241,141
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,628,697
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$10,939
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,148,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,611,974
Interest on participant loans2020-12-31$288
Interest earned on other investments2020-12-31$96
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$85,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,690
Net investment gain/loss from pooled separate accounts2020-12-31$395,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$58,096
Employer contributions (assets) at end of year2020-12-31$5,679
Employer contributions (assets) at beginning of year2020-12-31$2,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$90,854
Contract administrator fees2020-12-31$48
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 name2020-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2020-12-31581414947
2019 : 1915 SOUTH CO. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$654,549
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$132,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$89,735
Value of total corrective distributions2019-12-31$33,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$248,679
Value of total assets at end of year2019-12-31$2,628,697
Value of total assets at beginning of year2019-12-31$2,106,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,789
Total interest from all sources2019-12-31$638
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$150
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$270,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$208,136
Participant contributions at end of year2019-12-31$8,961
Participant contributions at beginning of year2019-12-31$12,736
Participant contributions at end of year2019-12-31$2,751
Participant contributions at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$521,822
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,628,697
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,106,875
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$9,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,611,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,089,766
Interest on participant loans2019-12-31$621
Interest earned on other investments2019-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,151
Net investment gain/loss from pooled separate accounts2019-12-31$405,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$40,543
Employer contributions (assets) at end of year2019-12-31$2,321
Employer contributions (assets) at beginning of year2019-12-31$3,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$89,735
Contract administrator fees2019-12-31$86
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 name2019-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2019-12-31581414947
2018 : 1915 SOUTH CO. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$36,483
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$194,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$144,544
Value of total corrective distributions2018-12-31$40,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$179,081
Value of total assets at end of year2018-12-31$2,106,875
Value of total assets at beginning of year2018-12-31$2,265,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,368
Total interest from all sources2018-12-31$529
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$450
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$230,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$149,718
Participant contributions at end of year2018-12-31$12,736
Participant contributions at beginning of year2018-12-31$10,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-158,227
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,106,875
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,265,102
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$8,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,089,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,251,675
Interest on participant loans2018-12-31$521
Interest earned on other investments2018-12-31$8
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$973
Net investment gain/loss from pooled separate accounts2018-12-31$-143,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$29,363
Employer contributions (assets) at end of year2018-12-31$3,222
Employer contributions (assets) at beginning of year2018-12-31$1,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$144,544
Contract administrator fees2018-12-31$52
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 name2018-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2018-12-31581414947
2017 : 1915 SOUTH CO. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$472,706
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$113,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$84,800
Value of total corrective distributions2017-12-31$20,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$210,389
Value of total assets at end of year2017-12-31$2,265,102
Value of total assets at beginning of year2017-12-31$1,906,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,653
Total interest from all sources2017-12-31$592
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$150
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$230,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$141,656
Participant contributions at end of year2017-12-31$10,590
Participant contributions at beginning of year2017-12-31$14,647
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,820
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$358,984
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,265,102
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,906,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,441
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,251,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,889,403
Interest on participant loans2017-12-31$589
Interest earned on other investments2017-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,068
Net investment gain/loss from pooled separate accounts2017-12-31$261,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$24,913
Employer contributions (assets) at end of year2017-12-31$1,864
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$84,800
Contract administrator fees2017-12-31$62
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 name2017-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2017-12-31581414947
2016 : 1915 SOUTH CO. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$255,099
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$54,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$31,494
Value of total corrective distributions2016-12-31$10,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$139,417
Value of total assets at end of year2016-12-31$1,906,118
Value of total assets at beginning of year2016-12-31$1,705,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$12,221
Total interest from all sources2016-12-31$440
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$150
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$180,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$115,256
Participant contributions at end of year2016-12-31$14,647
Participant contributions at beginning of year2016-12-31$7,375
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$200,965
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,906,118
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,705,153
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
Investment advisory and management fees2016-12-31$1,255
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,889,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,697,238
Interest on participant loans2016-12-31$440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,068
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$477
Net investment gain/loss from pooled separate accounts2016-12-31$115,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$24,161
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$63
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$31,494
Contract administrator fees2016-12-31$10,816
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 name2016-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2016-12-31581414947
2015 : 1915 SOUTH CO. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$155,821
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$41,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,831
Value of total corrective distributions2015-12-31$10,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$188,709
Value of total assets at end of year2015-12-31$1,705,153
Value of total assets at beginning of year2015-12-31$1,590,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,560
Total interest from all sources2015-12-31$448
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$1,285
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$170,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$98,183
Participant contributions at end of year2015-12-31$7,375
Participant contributions at beginning of year2015-12-31$7,296
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$72,121
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$114,252
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,705,153
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,590,901
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
Investment advisory and management fees2015-12-31$8,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,697,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,579,947
Interest on participant loans2015-12-31$448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$477
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,658
Net investment gain/loss from pooled separate accounts2015-12-31$-33,336
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$18,405
Employer contributions (assets) at end of year2015-12-31$63
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,831
Contract administrator fees2015-12-31$2,971
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 name2015-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2015-12-31581414947
2014 : 1915 SOUTH CO. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$154,746
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$75,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$44,296
Value of total corrective distributions2014-12-31$12,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$87,409
Value of total assets at end of year2014-12-31$1,590,901
Value of total assets at beginning of year2014-12-31$1,511,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,950
Total interest from all sources2014-12-31$810
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$909
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$160,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$67,615
Participant contributions at end of year2014-12-31$7,296
Participant contributions at beginning of year2014-12-31$21,190
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,938
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$78,964
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,590,901
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,511,937
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
Investment advisory and management fees2014-12-31$13,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,579,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,490,426
Interest on participant loans2014-12-31$810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$321
Net investment gain/loss from pooled separate accounts2014-12-31$66,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$15,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$44,296
Contract administrator fees2014-12-31$4,798
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 name2014-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2014-12-31581414947
2013 : 1915 SOUTH CO. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$271,867
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$138,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$116,900
Value of total corrective distributions2013-12-31$3,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$63,123
Value of total assets at end of year2013-12-31$1,511,937
Value of total assets at beginning of year2013-12-31$1,378,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,496
Total interest from all sources2013-12-31$781
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$901
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$160,000
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$52,996
Participant contributions at end of year2013-12-31$21,190
Participant contributions at beginning of year2013-12-31$26,247
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,415
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$133,166
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,511,937
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,378,771
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
Investment advisory and management fees2013-12-31$12,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,490,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,350,378
Interest on participant loans2013-12-31$781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$207,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$116,900
Contract administrator fees2013-12-31$5,523
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 name2013-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2013-12-31581414947
2012 : 1915 SOUTH CO. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$219,016
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$205,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$184,529
Value of total corrective distributions2012-12-31$3,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$55,554
Value of total assets at end of year2012-12-31$1,378,771
Value of total assets at beginning of year2012-12-31$1,365,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,043
Total interest from all sources2012-12-31$1,123
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
Administrative expenses professional fees incurred2012-12-31$6,203
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$140,000
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$49,270
Participant contributions at end of year2012-12-31$26,247
Participant contributions at beginning of year2012-12-31$30,248
Total non interest bearing cash at end of year2012-12-31$2,146
Total non interest bearing cash at beginning of year2012-12-31$10,053
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$13,437
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,378,771
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,365,334
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
Investment advisory and management fees2012-12-31$11,840
Value of interest in pooled separate accounts at end of year2012-12-31$1,350,378
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,325,033
Interest on participant loans2012-12-31$1,123
Net investment gain/loss from pooled separate accounts2012-12-31$162,339
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$184,529
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 name2012-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2012-12-31581414947
2011 : 1915 SOUTH CO. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$389
Total income from all sources (including contributions)2011-12-31$49,137
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$119,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$91,449
Value of total corrective distributions2011-12-31$5,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$66,658
Value of total assets at end of year2011-12-31$1,365,334
Value of total assets at beginning of year2011-12-31$1,436,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,460
Total interest from all sources2011-12-31$1,330
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,138
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$140,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$57,754
Participant contributions at end of year2011-12-31$30,248
Participant contributions at beginning of year2011-12-31$27,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$389
Total non interest bearing cash at end of year2011-12-31$10,053
Total non interest bearing cash at beginning of year2011-12-31$16,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-70,655
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,365,334
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,435,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,222
Value of interest in pooled separate accounts at end of year2011-12-31$1,325,033
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,391,004
Interest on participant loans2011-12-31$1,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$91,449
Contract administrator fees2011-12-31$6,100
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2011-12-31581414947
2010 : 1915 SOUTH CO. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$367
Total income from all sources (including contributions)2010-12-31$247,040
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$105,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$68,411
Value of total corrective distributions2010-12-31$8,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$72,497
Value of total assets at end of year2010-12-31$1,436,378
Value of total assets at beginning of year2010-12-31$1,294,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$28,829
Total interest from all sources2010-12-31$1,006
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$975
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$130,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$66,496
Participant contributions at end of year2010-12-31$27,267
Participant contributions at beginning of year2010-12-31$19,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$367
Total non interest bearing cash at end of year2010-12-31$16,235
Total non interest bearing cash at beginning of year2010-12-31$22,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$141,451
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,435,989
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,294,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$10,909
Value of interest in pooled separate accounts at end of year2010-12-31$1,391,004
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,250,756
Interest on participant loans2010-12-31$1,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$173,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$68,411
Contract administrator fees2010-12-31$16,945
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLEMENTS, PURVIS & STEWART, PC
Accountancy firm EIN2010-12-31581414947
2009 : 1915 SOUTH CO. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 1915 SOUTH CO. 401(K) PLAN

2022: 1915 SOUTH CO. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 1915 SOUTH CO. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 1915 SOUTH CO. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 1915 SOUTH CO. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 1915 SOUTH CO. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 1915 SOUTH CO. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 1915 SOUTH CO. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 1915 SOUTH CO. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 1915 SOUTH CO. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 1915 SOUTH CO. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 1915 SOUTH CO. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 1915 SOUTH CO. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 1915 SOUTH CO. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered178
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,202
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1852
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered154
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,078
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1920
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered114
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,346
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1346
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered97
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,329
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1329
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered76
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,122
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1122
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered69
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,042
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1042
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered68
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,304
Total amount of fees paid to insurance companyUSD $1,285
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,304
Insurance broker organization code?3
Amount paid for insurance broker fees1285
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered65
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,243
Total amount of fees paid to insurance companyUSD $909
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,243
Insurance broker organization code?3
Amount paid for insurance broker fees909
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered43
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,072
Total amount of fees paid to insurance companyUSD $907
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,072
Insurance broker organization code?3
Amount paid for insurance broker fees907
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered59
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,840
Total amount of fees paid to insurance companyUSD $6,203
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,840
Insurance broker organization code?3
Amount paid for insurance broker fees6203
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered52
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,222
Total amount of fees paid to insurance companyUSD $5,333
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number26554
Policy instance 1
Insurance contract or identification number26554
Number of Individuals Covered70
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,909
Total amount of fees paid to insurance companyUSD $975
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,909
Insurance broker organization code?3
Amount paid for insurance broker fees975
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameWRIGHT RETIREMENT SERVICES, LLC

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