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OAKLEY GROVES, INC. 401(K) PLAN 401k Plan overview

Plan NameOAKLEY GROVES, INC. 401(K) PLAN
Plan identification number 001

OAKLEY GROVES, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OAKLEY TRANSPORTATION has sponsored the creation of one or more 401k plans.

Company Name:OAKLEY TRANSPORTATION
Employer identification number (EIN):591149759
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Additional information about OAKLEY TRANSPORTATION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1961-12-20
Company Identification Number: 254195
Legal Registered Office Address: 101 ABC ROAD

LAKE WALES

33859

More information about OAKLEY TRANSPORTATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKLEY GROVES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARJORIE FANN
0012016-01-01
0012015-01-01MARJORIE FANN
0012014-01-01MARJORIE FANN
0012013-01-01MARJORIE FANN
0012012-01-01MARJORIE FANN
0012011-01-01MARJORIE FANN
0012009-01-01MARJORIE FANN MARJORIE FANN2010-10-15
0012009-01-01MARJORIE FANN MARJORIE FANN2010-11-17

Plan Statistics for OAKLEY GROVES, INC. 401(K) PLAN

401k plan membership statisitcs for OAKLEY GROVES, INC. 401(K) PLAN

Measure Date Value
2020: OAKLEY GROVES, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01676
Total number of active participants reported on line 7a of the Form 55002020-01-01675
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01735
Number of participants with account balances2020-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: OAKLEY GROVES, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01635
Total number of active participants reported on line 7a of the Form 55002019-01-01603
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01649
Number of participants with account balances2019-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: OAKLEY GROVES, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01671
Total number of active participants reported on line 7a of the Form 55002018-01-01594
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01635
Number of participants with account balances2018-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0137
2017: OAKLEY GROVES, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01481
Total number of active participants reported on line 7a of the Form 55002017-01-01594
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01643
Number of participants with account balances2017-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0155
2016: OAKLEY GROVES, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01636
Total number of active participants reported on line 7a of the Form 55002016-01-01379
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0184
Total of all active and inactive participants2016-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01467
Number of participants with account balances2016-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01190
2015: OAKLEY GROVES, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01600
Total number of active participants reported on line 7a of the Form 55002015-01-01388
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01218
Total of all active and inactive participants2015-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01610
Number of participants with account balances2015-01-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01114
2014: OAKLEY GROVES, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01525
Total number of active participants reported on line 7a of the Form 55002014-01-01359
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01115
Total of all active and inactive participants2014-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01478
Number of participants with account balances2014-01-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0160
2013: OAKLEY GROVES, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01572
Total number of active participants reported on line 7a of the Form 55002013-01-01283
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01335
Number of participants with account balances2013-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: OAKLEY GROVES, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01400
Total number of active participants reported on line 7a of the Form 55002012-01-01521
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01572
Number of participants with account balances2012-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01315
2011: OAKLEY GROVES, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01506
Total number of active participants reported on line 7a of the Form 55002011-01-01502
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01562
Number of participants with account balances2011-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0138
2009: OAKLEY GROVES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01429
Total number of active participants reported on line 7a of the Form 55002009-01-01420
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0152
Total of all active and inactive participants2009-01-01472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01472
Number of participants with account balances2009-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on OAKLEY GROVES, INC. 401(K) PLAN

Measure Date Value
2020 : OAKLEY GROVES, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,648,742
Total of all expenses incurred2020-12-31$1,096,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$851,638
Expenses. Certain deemed distributions of participant loans2020-12-31$170,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,400,480
Value of total assets at end of year2020-12-31$10,024,652
Value of total assets at beginning of year2020-12-31$8,472,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,803
Total interest from all sources2020-12-31$33,503
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$325,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$325,501
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$1,273,580
Participant contributions at end of year2020-12-31$644,855
Participant contributions at beginning of year2020-12-31$632,310
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$73,803
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$1,552,560
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,024,652
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,472,092
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,338,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,796,284
Interest on participant loans2020-12-31$33,000
Interest earned on other investments2020-12-31$503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$41,564
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$43,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$889,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$118,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$851,638
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31BUNTING, TRIPP, & INGLEY, LLP
Accountancy firm EIN2020-12-31590673514
2019 : OAKLEY GROVES, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,645,645
Total income from all sources (including contributions)2019-12-31$2,645,645
Total of all expenses incurred2019-12-31$779,814
Total of all expenses incurred2019-12-31$779,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$606,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$606,233
Expenses. Certain deemed distributions of participant loans2019-12-31$103,018
Expenses. Certain deemed distributions of participant loans2019-12-31$103,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,349,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,349,787
Value of total assets at end of year2019-12-31$8,472,092
Value of total assets at end of year2019-12-31$8,472,092
Value of total assets at beginning of year2019-12-31$6,606,261
Value of total assets at beginning of year2019-12-31$6,606,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$70,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$70,563
Total interest from all sources2019-12-31$25,008
Total interest from all sources2019-12-31$25,008
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$301,223
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$301,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$301,223
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$301,223
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,204,991
Contributions received from participants2019-12-31$1,204,991
Participant contributions at end of year2019-12-31$632,310
Participant contributions at end of year2019-12-31$632,310
Participant contributions at beginning of year2019-12-31$446,208
Participant contributions at beginning of year2019-12-31$446,208
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,344
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$70,563
Administrative expenses (other) incurred2019-12-31$70,563
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
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$1,865,831
Value of net income/loss2019-12-31$1,865,831
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,472,092
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,472,092
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,606,261
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,606,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,796,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,115,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,115,819
Interest on participant loans2019-12-31$24,434
Interest on participant loans2019-12-31$24,434
Interest earned on other investments2019-12-31$574
Interest earned on other investments2019-12-31$574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$43,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$44,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$44,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$969,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$969,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$113,452
Contributions received in cash from employer2019-12-31$113,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$606,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$606,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUNTING, TRIPP, & INGLEY, LLP
Accountancy firm name2019-12-31BUNTING, TRIPP, & INGLEY, LLP
Accountancy firm EIN2019-12-31590673514
Accountancy firm EIN2019-12-31590673514
2018 : OAKLEY GROVES, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,161,159
Total of all expenses incurred2018-12-31$1,209,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,056,935
Expenses. Certain deemed distributions of participant loans2018-12-31$83,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,398,018
Value of total assets at end of year2018-12-31$6,606,261
Value of total assets at beginning of year2018-12-31$6,654,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,032
Total interest from all sources2018-12-31$21,845
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$271,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$271,140
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$1,177,143
Participant contributions at end of year2018-12-31$446,208
Participant contributions at beginning of year2018-12-31$452,536
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$102,617
Administrative expenses (other) incurred2018-12-31$69,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-48,614
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,606,261
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,654,875
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$6,115,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,141,166
Interest on participant loans2018-12-31$21,367
Interest earned on other investments2018-12-31$478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$44,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$61,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-529,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$118,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,056,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BUNTING, TRIPP, & INGLEY, LLP
Accountancy firm EIN2018-12-31590673514
2017 : OAKLEY GROVES, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,166,445
Total of all expenses incurred2017-12-31$833,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$709,325
Expenses. Certain deemed distributions of participant loans2017-12-31$61,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,307,109
Value of total assets at end of year2017-12-31$6,654,875
Value of total assets at beginning of year2017-12-31$5,322,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$63,271
Total interest from all sources2017-12-31$16,119
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$164,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$164,304
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$1,158,426
Participant contributions at end of year2017-12-31$452,536
Participant contributions at beginning of year2017-12-31$350,380
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$15,820
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,767
Administrative expenses (other) incurred2017-12-31$63,271
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$1,332,734
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,654,875
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,322,141
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$6,141,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,765,095
Interest on participant loans2017-12-31$15,000
Interest earned on other investments2017-12-31$1,119
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$61,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,128,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$678,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$137,916
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$62,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$709,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BUNTING, TRIPP & INGLEY, LLP
Accountancy firm EIN2017-12-31590673514
2016 : OAKLEY GROVES, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,604,488
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$622,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$572,500
Expenses. Certain deemed distributions of participant loans2016-12-31$43,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,271,266
Value of total assets at end of year2016-12-31$5,322,141
Value of total assets at beginning of year2016-12-31$4,340,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,798
Total interest from all sources2016-12-31$42,969
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$1,000,000
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$1,119,066
Participant contributions at end of year2016-12-31$350,380
Participant contributions at beginning of year2016-12-31$199,797
Participant contributions at end of year2016-12-31$15,820
Participant contributions at beginning of year2016-12-31$11,971
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$89,796
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$981,594
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,322,141
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,340,547
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$3,765,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,985,709
Interest on participant loans2016-12-31$9,848
Interest earned on other investments2016-12-31$33,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,128,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,079,568
Net investment gain/loss from pooled separate accounts2016-12-31$290,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$62,404
Employer contributions (assets) at end of year2016-12-31$62,405
Employer contributions (assets) at beginning of year2016-12-31$63,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$572,500
Contract administrator fees2016-12-31$6,798
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 name2016-12-31BUNTING, TRIPP & INGLEY, LLP
Accountancy firm EIN2016-12-31590673514
2015 : OAKLEY GROVES, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,402,922
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$771,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$740,307
Expenses. Certain deemed distributions of participant loans2015-12-31$27,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,410,461
Value of total assets at end of year2015-12-31$4,340,547
Value of total assets at beginning of year2015-12-31$3,709,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,865
Total interest from all sources2015-12-31$8,404
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$1,000,000
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$1,035,232
Participant contributions at end of year2015-12-31$199,797
Participant contributions at beginning of year2015-12-31$219,147
Participant contributions at end of year2015-12-31$11,971
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$311,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$631,481
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,340,547
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,709,066
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$2,985,709
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,287,585
Interest on participant loans2015-12-31$8,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,079,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,157,399
Net investment gain/loss from pooled separate accounts2015-12-31$-15,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$63,502
Employer contributions (assets) at end of year2015-12-31$63,502
Employer contributions (assets) at beginning of year2015-12-31$44,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$740,307
Contract administrator fees2015-12-31$3,865
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 name2015-12-31BUNTING, TRIPP & INGLEY, LLP
Accountancy firm EIN2015-12-31590673514
2014 : OAKLEY GROVES, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$959,449
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$464,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$416,931
Expenses. Certain deemed distributions of participant loans2014-12-31$28,518
Value of total corrective distributions2014-12-31$13,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$838,675
Value of total assets at end of year2014-12-31$3,709,066
Value of total assets at beginning of year2014-12-31$3,213,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,095
Total interest from all sources2014-12-31$42,475
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$1,000,000
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$789,794
Participant contributions at end of year2014-12-31$219,147
Participant contributions at beginning of year2014-12-31$213,666
Participant contributions at beginning of year2014-12-31$13,283
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,946
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,555
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$495,206
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,709,066
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,213,860
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$2,287,585
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,828,156
Interest on participant loans2014-12-31$8,889
Interest earned on other investments2014-12-31$33,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,157,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,114,457
Net investment gain/loss from pooled separate accounts2014-12-31$78,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$44,935
Employer contributions (assets) at end of year2014-12-31$44,935
Employer contributions (assets) at beginning of year2014-12-31$41,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$416,931
Contract administrator fees2014-12-31$5,095
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 name2014-12-31BUNTING, TRIPP & INGLEY, LLP
Accountancy firm EIN2014-12-31590673514
2013 : OAKLEY GROVES, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$981,849
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$502,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$436,392
Expenses. Certain deemed distributions of participant loans2013-12-31$62,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$735,711
Value of total assets at end of year2013-12-31$3,213,860
Value of total assets at beginning of year2013-12-31$2,734,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,581
Total interest from all sources2013-12-31$39,165
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$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$657,306
Participant contributions at end of year2013-12-31$213,666
Participant contributions at beginning of year2013-12-31$222,222
Participant contributions at end of year2013-12-31$13,283
Participant contributions at beginning of year2013-12-31$12,602
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$36,511
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,472
Administrative expenses (other) incurred2013-12-31$3,581
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$479,576
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,213,860
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,734,284
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$1,828,156
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,486,800
Interest on participant loans2013-12-31$8,370
Interest earned on other investments2013-12-31$30,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,114,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$974,873
Net investment gain/loss from pooled separate accounts2013-12-31$206,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$41,894
Employer contributions (assets) at end of year2013-12-31$41,743
Employer contributions (assets) at beginning of year2013-12-31$35,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$436,392
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 name2013-12-31BUNTING, TRIPP & INGLEY, LLP
Accountancy firm EIN2013-12-31590673514
2012 : OAKLEY GROVES, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$838,783
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$307,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$290,460
Expenses. Certain deemed distributions of participant loans2012-12-31$14,075
Value of total corrective distributions2012-12-31$17
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$639,681
Value of total assets at end of year2012-12-31$2,734,284
Value of total assets at beginning of year2012-12-31$2,202,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,588
Total interest from all sources2012-12-31$29,760
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$566,812
Participant contributions at end of year2012-12-31$222,222
Participant contributions at beginning of year2012-12-31$211,448
Participant contributions at end of year2012-12-31$12,602
Participant contributions at beginning of year2012-12-31$12,279
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$37,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,472
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,588
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$531,643
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,734,284
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,202,641
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$1,486,800
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,323,912
Interest on participant loans2012-12-31$8,256
Interest earned on other investments2012-12-31$21,504
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$974,873
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$640,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$169,342
Net investment gain or loss from common/collective trusts2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$35,315
Employer contributions (assets) at end of year2012-12-31$35,315
Employer contributions (assets) at beginning of year2012-12-31$14,328
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$290,460
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
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 name2012-12-31BUNTING,TRIPP & INGLEY, LLP
Accountancy firm EIN2012-12-31590673514
2011 : OAKLEY GROVES, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$486,679
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$643,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$580,774
Expenses. Certain deemed distributions of participant loans2011-12-31$36,933
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$483,358
Value of total assets at end of year2011-12-31$2,202,641
Value of total assets at beginning of year2011-12-31$2,359,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,620
Total interest from all sources2011-12-31$19,880
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$3,370
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$462,206
Participant contributions at end of year2011-12-31$211,448
Participant contributions at beginning of year2011-12-31$214,814
Participant contributions at end of year2011-12-31$12,279
Participant contributions at beginning of year2011-12-31$12,936
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,824
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$25,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-156,648
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,202,641
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,359,289
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,510,335
Value of interest in pooled separate accounts at end of year2011-12-31$1,323,912
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$6,565
Interest earned on other investments2011-12-31$13,315
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$605,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$640,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$61,615
Net investment gain/loss from pooled separate accounts2011-12-31$-85,529
Net investment gain or loss from common/collective trusts2011-12-31$3,985
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$14,328
Employer contributions (assets) at end of year2011-12-31$14,328
Employer contributions (assets) at beginning of year2011-12-31$12,063
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$580,774
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
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 name2011-12-31BUNTING, TRIPP & INGLEY, LLP
Accountancy firm EIN2011-12-31590673514
2010 : OAKLEY GROVES, INC. 401(K) 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$645,806
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$455,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$365,273
Expenses. Certain deemed distributions of participant loans2010-12-31$45,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$432,512
Value of total assets at end of year2010-12-31$2,359,289
Value of total assets at beginning of year2010-12-31$2,169,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,356
Total interest from all sources2010-12-31$9,535
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$60,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$60,906
Administrative expenses professional fees incurred2010-12-31$7,486
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$419,842
Participant contributions at end of year2010-12-31$214,814
Participant contributions at beginning of year2010-12-31$207,348
Participant contributions at end of year2010-12-31$12,936
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$607
Total non interest bearing cash at beginning of year2010-12-31$5,633
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$190,061
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,359,289
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,169,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,510,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,217,419
Interest on participant loans2010-12-31$9,535
Value of interest in common/collective trusts at end of year2010-12-31$605,107
Value of interest in common/collective trusts at beginning of year2010-12-31$725,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$126,300
Net investment gain or loss from common/collective trusts2010-12-31$16,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,063
Employer contributions (assets) at end of year2010-12-31$12,063
Employer contributions (assets) at beginning of year2010-12-31$13,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$365,273
Contract administrator fees2010-12-31$35,095
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 name2010-12-31BUNTING, TRIPP AND INGLEY, LLP
Accountancy firm EIN2010-12-31590673514

Form 5500 Responses for OAKLEY GROVES, INC. 401(K) PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517216
Policy instance 1
Insurance contract or identification number517216
Number of Individuals Covered316
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $127
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $127
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517216
Policy instance 1
Insurance contract or identification number517216
Number of Individuals Covered318
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $138
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $138
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517216
Policy instance 1
Insurance contract or identification number517216
Number of Individuals Covered333
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $147
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $147
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517216
Policy instance 2
Insurance contract or identification number517216
Number of Individuals Covered353
Total amount of commissions paid to insurance brokerUSD $91
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91
Insurance broker organization code?3
Insurance broker nameKESTRA INVESTMENT SERVICES LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825408
Policy instance 1
Insurance contract or identification numberGA-825408
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-01-31
Total amount of commissions paid to insurance brokerUSD $5,365
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,769
Insurance broker organization code?3
Insurance broker nameSTARBRIDGE BENEFITS SOLUTIONS LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825408
Policy instance 1
Insurance contract or identification numberGA-825408
Number of Individuals Covered475
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,212
Total amount of fees paid to insurance companyUSD $1,777
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 $14,212
Insurance broker organization code?3
Amount paid for insurance broker fees1777
Additional information about fees paid to insurance brokerTPA
Insurance broker nameSTARBRIDGE BENEFITS SOLUTIONS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825408
Policy instance 1
Insurance contract or identification numberGA-825408
Number of Individuals Covered425
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,382
Total amount of fees paid to insurance companyUSD $418
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 $12,382
Insurance broker organization code?3
Amount paid for insurance broker fees418
Additional information about fees paid to insurance brokerTPA
Insurance broker nameSTARBRIDGE BENEFITS SOLUTIONS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825408
Policy instance 1
Insurance contract or identification numberGA-825408
Number of Individuals Covered326
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,256
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 $10,256
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SVCS INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825408
Policy instance 1
Insurance contract or identification numberGA-825408
Number of Individuals Covered524
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,581
Total amount of fees paid to insurance companyUSD $91
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 $8,581
Insurance broker organization code?3
Amount paid for insurance broker fees66
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-825408
Policy instance 1
Insurance contract or identification numberGA-825408
Number of Individuals Covered277
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,757
Total amount of fees paid to insurance companyUSD $51
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

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