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FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 401k Plan overview

Plan NameFAMILY DYNAMICS, INC. PENSION PLAN AND TRUST
Plan identification number 001

FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

FAMILY DYNAMICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY DYNAMICS, INC.
Employer identification number (EIN):593658652
NAIC Classification:111300
NAIC Description:Fruit and Tree Nut Farming

Additional information about FAMILY DYNAMICS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-07-18
Company Identification Number: P00000068595
Legal Registered Office Address: 1023 W DIXIE AVE

LEESBURG

34748

More information about FAMILY DYNAMICS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01ROBERT WATSON2021-10-14 ROBERT WATSON2021-10-14
0012019-01-01ROBERT WATSON2020-10-14 ROBERT WATSON2020-10-14
0012018-01-01ROBERT WATSON2019-10-14 ROBERT WATSON2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROBERT WATSON
0012013-01-01ROBERT WATSON
0012012-01-01ROBERT WATSON
0012011-01-01BOB WATSON
0012009-01-01BOB WATSON
0012009-01-01BOB WATSON

Plan Statistics for FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST

401k plan membership statisitcs for FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST

Measure Date Value
2020: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-3139,005,453
Acturial value of plan assets2020-12-3137,136,789
Funding target for retired participants and beneficiaries receiving payment2020-12-3127,829,726
Number of terminated vested participants2020-12-3186
Fundng target for terminated vested participants2020-12-316,007,076
Active participant vested funding target2020-12-31411,328
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-31411,328
Total participant count2020-12-31468
Total funding target for all participants2020-12-3134,248,130
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-315,384,591
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,763,598
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-313,620,993
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-314,319,482
Total employer contributions2020-12-313,017,425
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,876,548
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31203,699
Net shortfall amortization installment of oustanding balance2020-12-311,430,823
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31379,733
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31861,662
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-312,876,548
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01468
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-3135,414,619
Acturial value of plan assets2019-12-3136,721,602
Funding target for retired participants and beneficiaries receiving payment2019-12-3128,310,167
Number of terminated vested participants2019-12-3189
Fundng target for terminated vested participants2019-12-316,162,396
Active participant vested funding target2019-12-31377,018
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-31377,018
Total participant count2019-12-31480
Total funding target for all participants2019-12-3134,849,581
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3134
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3134
Present value of excess contributions2019-12-315,099,498
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-315,384,559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-315,384,559
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-315,384,591
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31336,244
Net shortfall amortization installment of oustanding balance2019-12-313,512,570
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,763,598
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,763,598
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01480
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-01309
Number of other retired or separated participants entitled to future benefits2019-01-0177
Total of all active and inactive participants2019-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0175
Total participants2019-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-3133,266,521
Acturial value of plan assets2018-12-3131,260,059
Funding target for retired participants and beneficiaries receiving payment2018-12-3128,248,457
Number of terminated vested participants2018-12-3199
Fundng target for terminated vested participants2018-12-316,469,175
Active participant vested funding target2018-12-31452,752
Number of active participants2018-12-318
Total funding liabilities for active participants2018-12-31452,752
Total participant count2018-12-31491
Total funding target for all participants2018-12-3135,170,384
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31611,964
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31611,964
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3130
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3134
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3134
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3134
Total employer contributions2018-12-316,690,572
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-316,290,048
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31381,473
Net shortfall amortization installment of oustanding balance2018-12-313,910,359
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,190,550
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-311,190,550
Contributions allocatedtoward minimum required contributions for current year2018-12-316,290,048
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01491
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-01319
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0174
Total participants2018-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-3132,907,780
Acturial value of plan assets2017-12-3133,002,224
Funding target for retired participants and beneficiaries receiving payment2017-12-3127,304,637
Number of terminated vested participants2017-12-31136
Fundng target for terminated vested participants2017-12-318,109,756
Active participant vested funding target2017-12-31400,924
Number of active participants2017-12-318
Total funding liabilities for active participants2017-12-31400,924
Total participant count2017-12-31533
Total funding target for all participants2017-12-3135,815,317
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,866,804
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-311,302,010
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31564,794
Present value of excess contributions2017-12-31167
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31180
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31180
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31611,964
Total employer contributions2017-12-31923,412
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31878,638
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31485,254
Net shortfall amortization installment of oustanding balance2017-12-313,425,057
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,490,572
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31611,964
Additional cash requirement2017-12-31878,608
Contributions allocatedtoward minimum required contributions for current year2017-12-31878,638
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01533
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-01319
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0175
Total participants2017-01-01491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-3136,130,115
Acturial value of plan assets2016-12-3137,209,035
Funding target for retired participants and beneficiaries receiving payment2016-12-3126,499,008
Number of terminated vested participants2016-12-31301
Fundng target for terminated vested participants2016-12-3112,263,737
Active participant vested funding target2016-12-31265,513
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-31267,312
Total participant count2016-12-31694
Total funding target for all participants2016-12-3139,030,057
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,035
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,035
Present value of excess contributions2016-12-311,756,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,865,781
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,865,781
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,866,804
Total employer contributions2016-12-31575,627
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31521,106
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31511,772
Net shortfall amortization installment of oustanding balance2016-12-313,687,826
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,811,868
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-311,290,929
Additional cash requirement2016-12-31520,939
Contributions allocatedtoward minimum required contributions for current year2016-12-31521,106
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01694
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-01329
Number of other retired or separated participants entitled to future benefits2016-01-01128
Total of all active and inactive participants2016-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0168
Total participants2016-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01696
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-01327
Number of other retired or separated participants entitled to future benefits2015-01-01293
Total of all active and inactive participants2015-01-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0169
Total participants2015-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01711
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-01306
Number of other retired or separated participants entitled to future benefits2014-01-01324
Total of all active and inactive participants2014-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0160
Total participants2014-01-01696
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01719
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-01307
Number of other retired or separated participants entitled to future benefits2013-01-01347
Total of all active and inactive participants2013-01-01660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0151
Total participants2013-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01739
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-01299
Number of other retired or separated participants entitled to future benefits2012-01-01364
Total of all active and inactive participants2012-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0149
Total participants2012-01-01719
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01749
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-01284
Number of other retired or separated participants entitled to future benefits2011-01-01388
Total of all active and inactive participants2011-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0160
Total participants2011-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01759
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-01285
Number of other retired or separated participants entitled to future benefits2009-01-01429
Total of all active and inactive participants2009-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0140
Total participants2009-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST

Measure Date Value
2020 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,027,709
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$45,033,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$44,823,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,017,425
Value of total assets at end of year2020-12-31$0
Value of total assets at beginning of year2020-12-31$39,005,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$210,000
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$9,525
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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
Administrative expenses (other) incurred2020-12-31$164,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-39,005,453
Value of net assets at end of year (total assets less liabilities)2020-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,005,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$19,302
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$39,005,453
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$35,088,326
Net investment gain/loss from pooled separate accounts2020-12-31$3,010,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$3,017,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,734,836
Contract administrator fees2020-12-31$17,163
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31COLLIER, JERNIGAN, EASTMAN AND ZUBL
Accountancy firm EIN2020-12-31593612220
2019 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,408,733
Total income from all sources (including contributions)2019-12-31$6,408,733
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,945,183
Total of all expenses incurred2019-12-31$2,945,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,741,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,741,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$39,005,453
Value of total assets at end of year2019-12-31$39,005,453
Value of total assets at beginning of year2019-12-31$35,541,903
Value of total assets at beginning of year2019-12-31$35,541,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$203,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$203,699
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$16,381
Administrative expenses professional fees incurred2019-12-31$16,381
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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
Other income not declared elsewhere2019-12-31$5,071
Other income not declared elsewhere2019-12-31$5,071
Administrative expenses (other) incurred2019-12-31$166,859
Administrative expenses (other) incurred2019-12-31$166,859
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$3,463,550
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,005,453
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,005,453
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,541,903
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$35,541,903
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 pooled separate accounts at end of year2019-12-31$39,005,453
Value of interest in pooled separate accounts at end of year2019-12-31$39,005,453
Value of interest in pooled separate accounts at beginning of year2019-12-31$31,541,903
Value of interest in pooled separate accounts at beginning of year2019-12-31$31,541,903
Net investment gain/loss from pooled separate accounts2019-12-31$6,403,662
Net investment gain/loss from pooled separate accounts2019-12-31$6,403,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$4,000,000
Employer contributions (assets) at beginning of year2019-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,741,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,741,484
Contract administrator fees2019-12-31$20,459
Contract administrator fees2019-12-31$20,459
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 name2019-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm name2019-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2019-12-31593612220
Accountancy firm EIN2019-12-31593612220
2018 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,444,621
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,171,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,834,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,690,572
Value of total assets at end of year2018-12-31$35,541,903
Value of total assets at beginning of year2018-12-31$33,268,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$336,244
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$9,250
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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
Administrative expenses (other) incurred2018-12-31$291,336
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$2,273,384
Value of net assets at end of year (total assets less liabilities)2018-12-31$35,541,903
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,268,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$17,293
Value of interest in pooled separate accounts at end of year2018-12-31$31,541,903
Value of interest in pooled separate accounts at beginning of year2018-12-31$32,726,954
Net investment gain/loss from pooled separate accounts2018-12-31$-1,245,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$6,690,572
Employer contributions (assets) at end of year2018-12-31$4,000,000
Employer contributions (assets) at beginning of year2018-12-31$541,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,834,993
Contract administrator fees2018-12-31$18,365
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 name2018-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2018-12-31593612220
2017 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,664,799
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,327,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,945,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$923,412
Value of total assets at end of year2017-12-31$33,268,519
Value of total assets at beginning of year2017-12-31$32,930,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$381,473
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$9,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Administrative expenses (other) incurred2017-12-31$311,166
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$337,631
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,268,519
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,930,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$17,387
Value of interest in pooled separate accounts at end of year2017-12-31$32,726,954
Value of interest in pooled separate accounts at beginning of year2017-12-31$32,355,261
Net investment gain/loss from pooled separate accounts2017-12-31$4,741,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$923,412
Employer contributions (assets) at end of year2017-12-31$541,565
Employer contributions (assets) at beginning of year2017-12-31$575,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,945,695
Contract administrator fees2017-12-31$43,420
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 name2017-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2017-12-31593612220
2016 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 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$3,412,673
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,611,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,126,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$575,627
Value of total assets at end of year2016-12-31$32,930,888
Value of total assets at beginning of year2016-12-31$36,130,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$485,254
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$9,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Administrative expenses (other) incurred2016-12-31$366,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,199,227
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,930,888
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,130,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,678
Value of interest in pooled separate accounts at end of year2016-12-31$32,355,261
Value of interest in pooled separate accounts at beginning of year2016-12-31$36,130,115
Net investment gain/loss from pooled separate accounts2016-12-31$2,837,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$575,627
Employer contributions (assets) at end of year2016-12-31$575,627
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,126,646
Contract administrator fees2016-12-31$90,130
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 name2016-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2016-12-31593612220
2015 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 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$3,362,838
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,190,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,678,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,746,170
Value of total assets at end of year2015-12-31$36,130,115
Value of total assets at beginning of year2015-12-31$35,957,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$511,772
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$67,897
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Other income not declared elsewhere2015-12-31$11
Administrative expenses (other) incurred2015-12-31$280,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$172,207
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,130,115
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,957,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$18,158
Value of interest in pooled separate accounts at end of year2015-12-31$36,130,115
Value of interest in pooled separate accounts at beginning of year2015-12-31$35,957,908
Net investment gain/loss from pooled separate accounts2015-12-31$-383,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$3,746,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,678,859
Contract administrator fees2015-12-31$144,872
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 name2015-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2015-12-31593612220
2014 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 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$7,494,165
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,962,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,616,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,789,695
Value of total assets at end of year2014-12-31$35,957,908
Value of total assets at beginning of year2014-12-31$31,426,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$346,605
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$49,560
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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
Other income not declared elsewhere2014-12-31$444
Administrative expenses (other) incurred2014-12-31$233,779
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$4,531,376
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,957,908
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$31,426,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$17,336
Value of interest in pooled separate accounts at end of year2014-12-31$35,957,908
Value of interest in pooled separate accounts at beginning of year2014-12-31$31,426,532
Net investment gain/loss from pooled separate accounts2014-12-31$3,704,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$3,789,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,616,184
Contract administrator fees2014-12-31$45,930
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 name2014-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2014-12-31593612220
2013 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 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$7,512,430
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,734,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,420,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,407,485
Value of total assets at end of year2013-12-31$31,426,532
Value of total assets at beginning of year2013-12-31$26,648,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$313,217
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$120,728
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$170,373
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$4,778,230
Value of net assets at end of year (total assets less liabilities)2013-12-31$31,426,532
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,648,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$18,000
Value of interest in pooled separate accounts at end of year2013-12-31$31,426,532
Value of interest in pooled separate accounts at beginning of year2013-12-31$26,648,302
Net investment gain/loss from pooled separate accounts2013-12-31$3,104,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$4,407,485
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,420,983
Contract administrator fees2013-12-31$4,116
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 name2013-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2013-12-31593612220
2012 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$7,831,159
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,752,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,595,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,348,831
Value of total assets at end of year2012-12-31$26,648,302
Value of total assets at beginning of year2012-12-31$21,569,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$157,391
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,619,569
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$182,843
Administrative expenses (other) incurred2012-12-31$156,087
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$5,078,628
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,648,302
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,569,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$26,648,302
Value of interest in pooled separate accounts at beginning of year2012-12-31$21,569,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$2,482,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,729,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,412,297
Contract administrator fees2012-12-31$1,304
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 name2012-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2012-12-31593612220
2011 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$83,640
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,578,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,485,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,069
Value of total assets at end of year2011-12-31$21,569,674
Value of total assets at beginning of year2011-12-31$24,064,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$93,054
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$69
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$133,054
Administrative expenses (other) incurred2011-12-31$92,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,494,889
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,569,674
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,064,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$21,569,674
Value of interest in pooled separate accounts at beginning of year2011-12-31$24,064,563
Net investment gain/loss from pooled separate accounts2011-12-31$73,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,352,421
Contract administrator fees2011-12-31$790
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 name2011-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2011-12-31593612220
2010 : FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST 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$3,900,776
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,414,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,234,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$980,269
Value of total assets at end of year2010-12-31$24,064,563
Value of total assets at beginning of year2010-12-31$22,578,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$179,755
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$269
Administrative expenses (other) incurred2010-12-31$179,555
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$1,486,217
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,064,563
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,578,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$24,064,563
Value of interest in pooled separate accounts at beginning of year2010-12-31$22,578,346
Net investment gain/loss from pooled separate accounts2010-12-31$2,920,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$980,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,234,804
Contract administrator fees2010-12-31$200
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 name2010-12-31COLLIER JERNIGAN AND GOEDERT PA
Accountancy firm EIN2010-12-31593612220

Form 5500 Responses for FAMILY DYNAMICS, INC. PENSION PLAN AND TRUST

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459994
Policy instance 1
Insurance contract or identification number459994
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-15
Total amount of commissions paid to insurance brokerUSD $61,163
Total amount of fees paid to insurance companyUSD $16,990
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,163
Insurance broker organization code?3
Amount paid for insurance broker fees16990
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459994
Policy instance 1
Insurance contract or identification number459994
Number of Individuals Covered468
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $62,583
Total amount of fees paid to insurance companyUSD $17,384
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,583
Insurance broker organization code?3
Amount paid for insurance broker fees17384
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459994
Policy instance 1
Insurance contract or identification number459994
Number of Individuals Covered480
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $59,365
Total amount of fees paid to insurance companyUSD $16,490
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,365
Insurance broker organization code?3
Amount paid for insurance broker fees16490
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459994
Policy instance 1
Insurance contract or identification number459994
Number of Individuals Covered491
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $59,848
Total amount of fees paid to insurance companyUSD $16,625
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,848
Insurance broker organization code?3
Amount paid for insurance broker fees16625
Additional information about fees paid to insurance brokerREFERAL SERVICE FEE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459994
Policy instance 1
Insurance contract or identification number459994
Number of Individuals Covered694
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $63,814
Total amount of fees paid to insurance companyUSD $17,726
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,814
Insurance broker organization code?3
Amount paid for insurance broker fees17726
Additional information about fees paid to insurance brokerREFERAL SERVICE FEE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459994
Policy instance 1
Insurance contract or identification number459994
Number of Individuals Covered714
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $59,586
Total amount of fees paid to insurance companyUSD $16,552
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,586
Insurance broker organization code?3
Amount paid for insurance broker fees16552
Additional information about fees paid to insurance brokerREFERAL SERVICE FEE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number13023
Policy instance 1
Insurance contract or identification number13023
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-07-15
Total amount of commissions paid to insurance brokerUSD $29,299
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 $29,299
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459994
Policy instance 2
Insurance contract or identification number459994
Number of Individuals Covered711
Insurance policy start date2013-07-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,015
Total amount of fees paid to insurance companyUSD $3,615
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,015
Insurance broker organization code?3
Amount paid for insurance broker fees3615
Additional information about fees paid to insurance brokerREFERAL SERVICE FEE
Insurance broker nameTHE ANGELL PENSION GROUP, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number13023
Policy instance 1
Insurance contract or identification number13023
Number of Individuals Covered719
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $42,617
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $42,617
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number13023
Policy instance 1
Insurance contract or identification number13023
Number of Individuals Covered739
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $46,686
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number13023
Policy instance 1
Insurance contract or identification number13023
Number of Individuals Covered749
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $44,958
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

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