ELARBEE THOMPSON SAPP & WILSON, LLP has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021: ETSW RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 52 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 21 |
Total of all active and inactive participants | 2021-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 49 |
Number of participants with account balances | 2021-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
2020: ETSW RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
Total of all active and inactive participants | 2020-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 50 |
Number of participants with account balances | 2020-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ETSW RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 16 |
Total of all active and inactive participants | 2019-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 41 |
Number of participants with account balances | 2019-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 2 |
2018: ETSW RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 41 |
Number of participants with account balances | 2018-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: ETSW RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 12 |
Total of all active and inactive participants | 2017-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 39 |
Number of participants with account balances | 2017-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ETSW RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 14 |
Total of all active and inactive participants | 2016-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 36 |
Number of participants with account balances | 2016-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ETSW RETIREMENT PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 19 |
Total of all active and inactive participants | 2015-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 40 |
Number of participants with account balances | 2015-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: ETSW RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 18 |
Total of all active and inactive participants | 2014-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 45 |
Number of participants with account balances | 2014-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
2013: ETSW RETIREMENT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
Total of all active and inactive participants | 2013-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 48 |
Number of participants with account balances | 2013-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: ETSW RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 49 |
Number of participants with account balances | 2012-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 6 |
2010: ETSW RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 39 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 42 |
Total participants | 2010-01-01 | 42 |
Number of participants with account balances | 2010-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: ETSW RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 45 |
Number of participants with account balances | 2009-01-01 | 45 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|
2021 : ETSW RETIREMENT PLAN 2021 401k financial data |
---|
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $4,032,963 |
Expenses. Total of all expenses incurred | 2021-12-31 | $864,735 |
Benefits paid (including direct rollovers) | 2021-12-31 | $667,048 |
Total plan assets at end of year | 2021-12-31 | $23,148,365 |
Total plan assets at beginning of year | 2021-12-31 | $19,980,137 |
Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $260,560 |
Other income received | 2021-12-31 | $3,408,334 |
Net income (gross income less expenses) | 2021-12-31 | $3,168,228 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $23,148,365 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,980,137 |
Assets. Value of participant loans | 2021-12-31 | $83,918 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $130,595 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $364,069 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $197,687 |
2020 : ETSW RETIREMENT PLAN 2020 401k financial data |
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Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,750,511 |
Expenses. Total of all expenses incurred | 2020-12-31 | $154,835 |
Total plan assets at end of year | 2020-12-31 | $19,980,137 |
Total plan assets at beginning of year | 2020-12-31 | $17,384,461 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2020-12-31 | $272,963 |
Other income received | 2020-12-31 | $2,116,853 |
Net income (gross income less expenses) | 2020-12-31 | $2,595,676 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $19,980,137 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,384,461 |
Assets. Value of participant loans | 2020-12-31 | $113,206 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $265,894 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $360,695 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $154,835 |
2019 : ETSW RETIREMENT PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $3,657,079 |
Expenses. Total of all expenses incurred | 2019-12-31 | $494,292 |
Benefits paid (including direct rollovers) | 2019-12-31 | $347,005 |
Total plan assets at end of year | 2019-12-31 | $17,384,461 |
Total plan assets at beginning of year | 2019-12-31 | $14,221,674 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $257,800 |
Other income received | 2019-12-31 | $3,103,935 |
Net income (gross income less expenses) | 2019-12-31 | $3,162,787 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $17,384,461 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,221,674 |
Assets. Value of participant loans | 2019-12-31 | $131,199 |
Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $272,562 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $295,344 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $147,287 |
2018 : ETSW RETIREMENT PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-211,255 |
Expenses. Total of all expenses incurred | 2018-12-31 | $225,387 |
Benefits paid (including direct rollovers) | 2018-12-31 | $84,053 |
Total plan assets at end of year | 2018-12-31 | $14,221,674 |
Total plan assets at beginning of year | 2018-12-31 | $14,658,316 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,010,000 |
Total contributions received or receivable from participants | 2018-12-31 | $270,007 |
Other income received | 2018-12-31 | $-779,331 |
Net income (gross income less expenses) | 2018-12-31 | $-436,642 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,221,674 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,658,316 |
Assets. Value of participant loans | 2018-12-31 | $155,981 |
Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $260,543 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $298,069 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $141,334 |
2017 : ETSW RETIREMENT PLAN 2017 401k financial data |
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Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $2,643,242 |
Expenses. Total of all expenses incurred | 2017-12-31 | $330,795 |
Benefits paid (including direct rollovers) | 2017-12-31 | $218,822 |
Total plan assets at end of year | 2017-12-31 | $14,658,316 |
Total plan assets at beginning of year | 2017-12-31 | $12,345,869 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,010,000 |
Total contributions received or receivable from participants | 2017-12-31 | $276,143 |
Other income received | 2017-12-31 | $2,025,532 |
Net income (gross income less expenses) | 2017-12-31 | $2,312,447 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $14,658,316 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $12,345,869 |
Assets. Value of participant loans | 2017-12-31 | $91,675 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $255,832 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $341,567 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $111,973 |
2016 : ETSW RETIREMENT PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,468,316 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,346,169 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,245,908 |
Total plan assets at end of year | 2016-12-31 | $12,345,869 |
Total plan assets at beginning of year | 2016-12-31 | $12,223,722 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,010,000 |
Total contributions received or receivable from participants | 2016-12-31 | $261,250 |
Other income received | 2016-12-31 | $832,684 |
Net income (gross income less expenses) | 2016-12-31 | $122,147 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $12,345,869 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,223,722 |
Assets. Value of participant loans | 2016-12-31 | $57,652 |
Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $242,720 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $374,382 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $100,261 |
2015 : ETSW RETIREMENT PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $281,771 |
Expenses. Total of all expenses incurred | 2015-12-31 | $479,698 |
Benefits paid (including direct rollovers) | 2015-12-31 | $381,037 |
Total plan assets at end of year | 2015-12-31 | $12,223,722 |
Total plan assets at beginning of year | 2015-12-31 | $12,421,649 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,010,000 |
Total contributions received or receivable from participants | 2015-12-31 | $272,425 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $1,110 |
Other income received | 2015-12-31 | $-257,164 |
Net income (gross income less expenses) | 2015-12-31 | $-197,927 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $12,223,722 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,421,649 |
Assets. Value of participant loans | 2015-12-31 | $75,852 |
Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $228,114 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $265,400 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $98,661 |
2014 : ETSW RETIREMENT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $1,344,027 |
Expenses. Total of all expenses incurred | 2014-12-31 | $830,937 |
Benefits paid (including direct rollovers) | 2014-12-31 | $735,573 |
Total plan assets at end of year | 2014-12-31 | $12,421,649 |
Total plan assets at beginning of year | 2014-12-31 | $11,908,559 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,010,000 |
Total contributions received or receivable from participants | 2014-12-31 | $324,183 |
Other income received | 2014-12-31 | $712,096 |
Net income (gross income less expenses) | 2014-12-31 | $513,090 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $12,421,649 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,908,559 |
Assets. Value of participant loans | 2014-12-31 | $92,681 |
Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $128,368 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $307,748 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $95,364 |
2013 : ETSW RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $2,441,665 |
Expenses. Total of all expenses incurred | 2013-12-31 | $539,213 |
Benefits paid (including direct rollovers) | 2013-12-31 | $440,791 |
Total plan assets at end of year | 2013-12-31 | $11,908,559 |
Total plan assets at beginning of year | 2013-12-31 | $10,006,107 |
Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $395,340 |
Other income received | 2013-12-31 | $1,551,738 |
Net income (gross income less expenses) | 2013-12-31 | $1,902,452 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $11,908,559 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,006,107 |
Assets. Value of participant loans | 2013-12-31 | $60,217 |
Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $122,944 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $494,587 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $98,422 |
2012 : ETSW RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $1,726,616 |
Expenses. Total of all expenses incurred | 2012-12-31 | $329,730 |
Benefits paid (including direct rollovers) | 2012-12-31 | $261,824 |
Total plan assets at end of year | 2012-12-31 | $10,006,107 |
Total plan assets at beginning of year | 2012-12-31 | $8,609,221 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $357,962 |
Other income received | 2012-12-31 | $891,283 |
Net income (gross income less expenses) | 2012-12-31 | $1,396,886 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $10,006,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,609,221 |
Assets. Value of participant loans | 2012-12-31 | $77,256 |
Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $171,899 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $477,371 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $67,906 |
2010 : ETSW RETIREMENT PLAN 2010 401k financial data |
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Total plan liabilities at beginning of year | 2010-12-31 | $2,782 |
Total income from all sources | 2010-12-31 | $1,837,568 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,539,292 |
Benefits paid (including direct rollovers) | 2010-12-31 | $2,519,863 |
Total plan assets at end of year | 2010-12-31 | $8,979,885 |
Total plan assets at beginning of year | 2010-12-31 | $9,684,391 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $324,140 |
Other income received | 2010-12-31 | $1,027,490 |
Net income (gross income less expenses) | 2010-12-31 | $-701,724 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,979,885 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,681,609 |
Assets. Value of participant loans | 2010-12-31 | $4,823 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $485,938 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $19,429 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : ETSW RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2021: ETSW RETIREMENT PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ETSW RETIREMENT PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ETSW RETIREMENT PLAN 2019 form 5500 responses |
---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ETSW RETIREMENT PLAN 2018 form 5500 responses |
---|
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ETSW RETIREMENT PLAN 2017 form 5500 responses |
---|
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ETSW RETIREMENT PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ETSW RETIREMENT PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ETSW RETIREMENT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ETSW RETIREMENT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ETSW RETIREMENT PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ETSW RETIREMENT PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ETSW RETIREMENT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 109386 |
Policy instance | 1 |
Insurance contract or identification number | 109386 | Number of Individuals Covered | 0 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $4,248 | Total amount of fees paid to insurance company | USD $378 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,248 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 356 | Additional information about fees paid to insurance broker | TPA COMPENSATION |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 109386 |
Policy instance | 1 |
Insurance contract or identification number | 109386 | Number of Individuals Covered | 18 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $7,244 | Total amount of fees paid to insurance company | USD $697 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,244 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 605 | Additional information about fees paid to insurance broker | TPA COMPENSATION | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 109386 |
Policy instance | 1 |
Insurance contract or identification number | 109386 | Number of Individuals Covered | 14 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $6,960 | Total amount of fees paid to insurance company | USD $602 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,852 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 602 | Additional information about fees paid to insurance broker | TPA COMPENSATION; OTHER ALLOWANCES | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E0977469 |
Policy instance | 1 |
Insurance contract or identification number | E0977469 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-02-28 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $2,582 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 622 | Additional information about fees paid to insurance broker | AUM | Insurance broker organization code? | 3 | Insurance broker name | LPL MUTUAL SERVICES CORPORATION |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 109386 |
Policy instance | 2 |
Insurance contract or identification number | 109386 | Number of Individuals Covered | 15 | Insurance policy start date | 2014-01-24 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $7,206 | Total amount of fees paid to insurance company | USD $835 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,206 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 727 | Additional information about fees paid to insurance broker | TPA COMPENSATION OTHER ALLOWANCES | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 109386 |
Policy instance | 2 |
Insurance contract or identification number | 109386 | Number of Individuals Covered | 17 | Insurance policy start date | 2013-01-24 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $14,434 | Total amount of fees paid to insurance company | USD $6,301 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,434 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | TPA FEES, TPA COMPENSATION | Insurance broker name | MORGAN STANLEY SMITH BARNEY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 710986 |
Policy instance | 1 |
Insurance contract or identification number | 710986 | Number of Individuals Covered | 0 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $134 | Total amount of fees paid to insurance company | USD $17 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $134 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 17 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCES | Insurance broker name | PENSION FINANCIAL SERVICES INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | 710986 |
Policy instance | 1 |
Insurance contract or identification number | 710986 | Number of Individuals Covered | 12 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $410 | Total amount of fees paid to insurance company | USD $60 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $410 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 60 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | PENSION FINANCIAL SERVICES INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-710986 |
Policy instance | 1 |
Insurance contract or identification number | GA-710986 | Number of Individuals Covered | 8 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $251 | Total amount of fees paid to insurance company | USD $34 | Commission paid to Insurance Broker | USD $251 | Insurance broker organization code? | 4 | Amount paid for insurance broker fees | 34 | Additional information about fees paid to insurance broker | ADMINISTRATIVE ALLOWANCE | Insurance broker name | PENSION FINANCIAL SERVICES, INC |
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PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 ) |
Policy contract number | VRO4028458 |
Policy instance | 2 |
Insurance contract or identification number | VRO4028458 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $382 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Commission paid to Insurance Broker | USD $382 | Insurance broker organization code? | 4 | Insurance broker name | SECURITIES AMERICA INC |
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