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AKIN FORD 401K EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan NameAKIN FORD 401K EMPLOYEES SAVINGS PLAN
Plan identification number 001

AKIN FORD 401K EMPLOYEES SAVINGS 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AKIN FORD CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:AKIN FORD CORPORATION
Employer identification number (EIN):580961275
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AKIN FORD 401K EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01CHRIS AKINS2022-10-24
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRIS AKINS
0012016-01-01CHRIS AKINS
0012015-01-01CHRIS AKINS
0012014-01-01CHRIS AKINS
0012013-01-01CHRIS AKINS
0012012-01-01CHRIS AKINS
0012011-01-01CHRIS AKINS
0012010-01-01CHRIS AKINS
0012009-01-01CHRIS AKINS

Plan Statistics for AKIN FORD 401K EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for AKIN FORD 401K EMPLOYEES SAVINGS PLAN

Measure Date Value
2022: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01417
Total number of active participants reported on line 7a of the Form 55002022-01-01300
Number of retired or separated participants receiving benefits2022-01-0145
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01449
Number of participants with account balances2022-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01382
Total number of active participants reported on line 7a of the Form 55002021-01-01279
Number of retired or separated participants receiving benefits2021-01-0130
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01403
Number of participants with account balances2021-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01363
Total number of active participants reported on line 7a of the Form 55002020-01-01270
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-01102
Total of all active and inactive participants2020-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01376
Number of participants with account balances2020-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01327
Total number of active participants reported on line 7a of the Form 55002019-01-01274
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01354
Number of participants with account balances2019-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01282
Total number of active participants reported on line 7a of the Form 55002018-01-01245
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01311
Number of participants with account balances2018-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01267
Total number of active participants reported on line 7a of the Form 55002017-01-01236
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01282
Number of participants with account balances2017-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01244
Total number of active participants reported on line 7a of the Form 55002016-01-01215
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01250
Number of participants with account balances2016-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01218
Total number of active participants reported on line 7a of the Form 55002015-01-01203
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01233
Number of participants with account balances2015-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01215
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01212
Number of participants with account balances2014-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01184
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01201
Number of participants with account balances2013-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01164
Total number of active participants reported on line 7a of the Form 55002012-01-01156
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01178
Number of participants with account balances2012-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01176
Total number of active participants reported on line 7a of the Form 55002011-01-01144
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01164
Number of participants with account balances2011-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01164
Total number of active participants reported on line 7a of the Form 55002010-01-01156
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0120
Total of all active and inactive participants2010-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01176
Number of participants with account balances2010-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-01140
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01160
Number of participants with account balances2009-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on AKIN FORD 401K EMPLOYEES SAVINGS PLAN

Measure Date Value
2022 : AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-689,660
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,179,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,120,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,270,151
Value of total assets at end of year2022-12-31$9,398,448
Value of total assets at beginning of year2022-12-31$12,267,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,545
Total interest from all sources2022-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,251,686
Participant contributions at end of year2022-12-31$3,743
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,465
Other income not declared elsewhere2022-12-31$17,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,869,507
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,398,448
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,267,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest earned on other investments2022-12-31$1
Value of interest in common/collective trusts at end of year2022-12-31$7,858,699
Value of interest in common/collective trusts at beginning of year2022-12-31$10,091,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,714
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,532,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,172,837
Net investment gain or loss from common/collective trusts2022-12-31$-1,977,324
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,120,302
Contract administrator fees2022-12-31$59,545
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31SEYMOUR & PERRY, LLC
Accountancy firm EIN2022-12-31832037002
2021 : AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,850,819
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,284,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,228,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,312,279
Value of total assets at end of year2021-12-31$12,267,955
Value of total assets at beginning of year2021-12-31$10,701,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,830
Total interest from all sources2021-12-31$33
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,148,777
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$163,502
Other income not declared elsewhere2021-12-31$17,530
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$1,566,610
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,267,955
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,701,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,234,065
Value of interest in common/collective trusts at end of year2021-12-31$10,091,404
Value of interest in common/collective trusts at beginning of year2021-12-31$4,528,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,714
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,172,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,935,261
Net investment gain or loss from common/collective trusts2021-12-31$1,520,977
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,228,379
Contract administrator fees2021-12-31$55,830
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SEYMOUR & PERRY, LLC
Accountancy firm EIN2021-12-31832037002
2020 : AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,174,678
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$348,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$312,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$973,485
Value of total assets at end of year2020-12-31$10,701,345
Value of total assets at beginning of year2020-12-31$8,875,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,962
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$942,590
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,895
Other income not declared elsewhere2020-12-31$22,158
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$1,826,113
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,701,345
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,875,232
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$35,962
Value of interest in pooled separate accounts at end of year2020-12-31$4,234,065
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,214,527
Value of interest in common/collective trusts at end of year2020-12-31$4,528,338
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,935,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,660,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$174,686
Net investment gain or loss from common/collective trusts2020-12-31$1,004,349
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$312,603
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 name2020-12-31SEYMOUR & PERRY, LLC
Accountancy firm EIN2020-12-31832037002
2019 : AKIN FORD 401K EMPLOYEES SAVINGS 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$2,312,137
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$848,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$832,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,035,885
Value of total assets at end of year2019-12-31$8,875,232
Value of total assets at beginning of year2019-12-31$7,411,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,646
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$167,040
Other income not declared elsewhere2019-12-31$28,526
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$1,463,831
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,875,232
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,411,401
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
Value of interest in pooled separate accounts at end of year2019-12-31$6,214,527
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,894,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,660,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,516,208
Net investment gain/loss from pooled separate accounts2019-12-31$1,247,726
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$868,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$832,660
Contract administrator fees2019-12-31$15,646
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 name2019-12-31SEYMOUR & PERRY, LLC
Accountancy firm EIN2019-12-31832037002
2018 : AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$416,372
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$672,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$665,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$789,331
Value of total assets at end of year2018-12-31$7,411,401
Value of total assets at beginning of year2018-12-31$7,667,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,430
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$776,067
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,264
Other income not declared elsewhere2018-12-31$26,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-256,251
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,411,401
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,667,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,894,538
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,291,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,516,208
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,375,796
Net investment gain/loss from pooled separate accounts2018-12-31$-399,108
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$665,193
Contract administrator fees2018-12-31$7,430
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 name2018-12-31SEYMOUR & PERRY, LLC
Accountancy firm EIN2018-12-31832037002
2017 : AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,595,073
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$250,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$243,608
Value of total corrective distributions2017-12-31$580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$801,254
Value of total assets at end of year2017-12-31$7,667,652
Value of total assets at beginning of year2017-12-31$6,322,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,994
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$708,195
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$93,059
Other income not declared elsewhere2017-12-31$24,498
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$1,344,891
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,667,652
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,322,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,291,208
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,992,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,375,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,329,335
Net investment gain/loss from pooled separate accounts2017-12-31$769,321
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$243,608
Contract administrator fees2017-12-31$5,994
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 name2017-12-31J. ALLEN SEYMOUR, CPA, PC
Accountancy firm EIN2017-12-31581829296
2016 : AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,009,623
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$85,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$81,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$698,643
Value of total assets at end of year2016-12-31$6,322,761
Value of total assets at beginning of year2016-12-31$5,398,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,785
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$604,455
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$94,188
Other income not declared elsewhere2016-12-31$24,492
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$924,251
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,322,761
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,398,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,992,785
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,329,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$641
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,329,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,067,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$286,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$81,587
Contract administrator fees2016-12-31$3,785
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 name2016-12-31J. ALLEN SEYMOUR, CPA, PC
Accountancy firm EIN2016-12-31581829296
2015 : AKIN FORD 401K EMPLOYEES SAVINGS 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$456,214
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$166,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$161,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$441,918
Value of total assets at end of year2015-12-31$5,398,510
Value of total assets at beginning of year2015-12-31$5,108,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,413
Total interest from all sources2015-12-31$0
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$441,918
Other income not declared elsewhere2015-12-31$23,260
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$289,965
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,398,510
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,108,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,329,902
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,254,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,067,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,853,650
Net investment gain/loss from pooled separate accounts2015-12-31$-8,964
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$161,836
Contract administrator fees2015-12-31$4,413
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 name2015-12-31J. ALLEN SEYMOUR, CPA, PC
Accountancy firm EIN2015-12-31581829296
2014 : AKIN FORD 401K EMPLOYEES SAVINGS 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$684,859
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$76,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$73,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$458,288
Value of total assets at end of year2014-12-31$5,108,545
Value of total assets at beginning of year2014-12-31$4,499,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,264
Total interest from all sources2014-12-31$0
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$350,651
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$107,637
Other income not declared elsewhere2014-12-31$23,974
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$608,587
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,108,545
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,499,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,254,269
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,478,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$626
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$618
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$618
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,853,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,021,300
Net investment gain/loss from pooled separate accounts2014-12-31$202,597
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$73,008
Contract administrator fees2014-12-31$3,264
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 name2014-12-31J. ALLEN SEYMOUR, CPA, PC
Accountancy firm EIN2014-12-31581829296
2013 : AKIN FORD 401K EMPLOYEES SAVINGS 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$834,867
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$208,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$190,022
Value of total corrective distributions2013-12-31$15,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$318,353
Value of total assets at end of year2013-12-31$4,499,958
Value of total assets at beginning of year2013-12-31$3,873,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,706
Total interest from all sources2013-12-31$0
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$293,060
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$25,293
Other income not declared elsewhere2013-12-31$22,826
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$626,140
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,499,958
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,873,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,478,040
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,140,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$618
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,021,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,732,536
Net investment gain/loss from pooled separate accounts2013-12-31$493,688
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$190,022
Contract administrator fees2013-12-31$2,706
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 name2013-12-31J. ALLEN SEYMOUR, CPA, PC
Accountancy firm EIN2013-12-31581829296
2012 : AKIN FORD 401K EMPLOYEES SAVINGS 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$588,028
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$407,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$405,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$320,431
Value of total assets at end of year2012-12-31$3,873,818
Value of total assets at beginning of year2012-12-31$3,693,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,924
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$231,632
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$88,799
Other income not declared elsewhere2012-12-31$24,389
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$180,781
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,873,818
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,693,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,140,672
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,973,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,732,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,719,806
Net investment gain/loss from pooled separate accounts2012-12-31$243,208
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$405,323
Contract administrator fees2012-12-31$1,924
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 name2012-12-31J. ALLEN SEYMOUR, CPA, PC
Accountancy firm EIN2012-12-31581829296
2011 : AKIN FORD 401K EMPLOYEES SAVINGS 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$0
Total income from all sources (including contributions)2011-12-31$143,338
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$190,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$187,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$219,298
Value of total assets at end of year2011-12-31$3,693,037
Value of total assets at beginning of year2011-12-31$3,739,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,850
Total interest from all sources2011-12-31$0
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$217,588
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,710
Other income not declared elsewhere2011-12-31$29,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-46,854
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,693,037
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,739,891
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
Value of interest in pooled separate accounts at end of year2011-12-31$1,973,231
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,564,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,719,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,175,329
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,779
Net investment gain/loss from pooled separate accounts2011-12-31$-105,411
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$183,563
Contract administrator fees2011-12-31$2,850
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 name2011-12-31J. ALLEN SEYMOUR, CPA, PC
Accountancy firm EIN2011-12-31581829296
2010 : AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$587,407
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$297,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$296,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$223,495
Value of total assets at end of year2010-12-31$3,739,891
Value of total assets at beginning of year2010-12-31$3,450,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,463
Total interest from all sources2010-12-31$0
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$218,586
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,909
Other income not declared elsewhere2010-12-31$27,571
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$289,545
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,739,891
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,450,346
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
Value of interest in pooled separate accounts at end of year2010-12-31$2,564,562
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,287,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,175,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,162,718
Net investment gain/loss from pooled separate accounts2010-12-31$336,341
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$296,399
Contract administrator fees2010-12-31$1,463
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 name2010-12-31J. ALLEN SEYMOUR, CPA, PC
Accountancy firm EIN2010-12-31581829296
2009 : AKIN FORD 401K EMPLOYEES SAVINGS 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 AKIN FORD 401K EMPLOYEES SAVINGS PLAN

2022: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AKIN FORD 401K EMPLOYEES SAVINGS 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 – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AKIN FORD 401K EMPLOYEES SAVINGS 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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AKIN FORD 401K EMPLOYEES SAVINGS 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AKIN FORD 401K EMPLOYEES SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: AKIN FORD 401K EMPLOYEES SAVINGS 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered82
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered82
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered87
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,557
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,557
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered223
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,519
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,519
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered262
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $31,042
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,042
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered209
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $27,542
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,542
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered148
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $21,113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,113
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered212
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,137
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,137
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered133
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,748
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,375
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES FINANCIAL SERVICES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered116
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,884
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,884
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS FINANCIAL
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered107
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,879
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number941993-01
Policy instance 1
Insurance contract or identification number941993-01
Number of Individuals Covered114
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,379
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,379
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS FINANCIAL

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