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HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN
Plan identification number 002

HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

HODGES DOUGHTY & CARSON PLLC has sponsored the creation of one or more 401k plans.

Company Name:HODGES DOUGHTY & CARSON PLLC
Employer identification number (EIN):620237242
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WILLIAM D EDWARDS
0022016-01-01ROY AARON
0022015-01-01ROY AARON
0022014-01-01ROY AARON
0022014-01-01ROY AARON
0022013-01-01ROY AARON
0022012-01-01ROY AARON
0022011-01-01ROY AARON
0022010-01-01ROY AARON
0022009-01-01ROY AARON

Plan Statistics for HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0155
Total number of active participants reported on line 7a of the Form 55002022-01-0128
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0152
Number of participants with account balances2022-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0158
Total number of active participants reported on line 7a of the Form 55002021-01-0129
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0154
Number of participants with account balances2021-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0160
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0155
Number of participants with account balances2020-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0159
Total number of active participants reported on line 7a of the Form 55002019-01-0137
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0157
Number of participants with account balances2019-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0161
Total number of active participants reported on line 7a of the Form 55002018-01-0146
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0159
Number of participants with account balances2018-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0161
Total number of active participants reported on line 7a of the Form 55002017-01-0145
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0160
Number of participants with account balances2017-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0160
Total number of active participants reported on line 7a of the Form 55002016-01-0145
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0157
Number of participants with account balances2016-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0161
Total number of active participants reported on line 7a of the Form 55002015-01-0142
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0157
Number of participants with account balances2015-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0160
Total number of active participants reported on line 7a of the Form 55002014-01-0142
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0158
Number of participants with account balances2014-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0161
Total number of active participants reported on line 7a of the Form 55002013-01-0141
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0156
Total participants2013-01-0156
Number of participants with account balances2013-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0169
Total number of active participants reported on line 7a of the Form 55002012-01-0145
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0162
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0170
Total number of active participants reported on line 7a of the Form 55002011-01-0150
Number of retired or separated participants receiving benefits2011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0169
Number of participants with account balances2011-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0169
Total number of active participants reported on line 7a of the Form 55002010-01-0149
Number of retired or separated participants receiving benefits2010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0167
Number of participants with account balances2010-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0168
Total number of active participants reported on line 7a of the Form 55002009-01-0147
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0164
Number of participants with account balances2009-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-2,348,331
Expenses. Total of all expenses incurred2022-12-31$980,807
Benefits paid (including direct rollovers)2022-12-31$923,845
Total plan assets at end of year2022-12-31$16,045,001
Total plan assets at beginning of year2022-12-31$19,374,139
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$307,619
Assets. Value of loans (other than to participants)2022-12-31$25,759
Contributions received from other sources (not participants or employers)2022-12-31$96,691
Other income received2022-12-31$-2,996,202
Net income (gross income less expenses)2022-12-31$-3,329,138
Net plan assets at end of year (total assets less liabilities)2022-12-31$16,045,001
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$19,374,139
Assets. Value of participant loans2022-12-31$41,021
Assets. Value of assets in partnership/joint-venture interests2022-12-31$9,328
Assets. Value of real-estate (other than employer real property)2022-12-31$191,648
Total contributions received or receivable from employer(s)2022-12-31$243,561
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$56,962
2021 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$3,090,666
Expenses. Total of all expenses incurred2021-12-31$1,689,116
Benefits paid (including direct rollovers)2021-12-31$1,629,232
Total plan assets at end of year2021-12-31$19,374,139
Total plan assets at beginning of year2021-12-31$17,972,589
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$276,949
Assets. Value of loans (other than to participants)2021-12-31$33,069
Expenses. Other expenses not covered elsewhere2021-12-31$6,226
Other income received2021-12-31$2,536,288
Net income (gross income less expenses)2021-12-31$1,401,550
Net plan assets at end of year (total assets less liabilities)2021-12-31$19,374,139
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$17,972,589
Assets. Value of participant loans2021-12-31$42,370
Assets. Value of assets in partnership/joint-venture interests2021-12-31$9,328
Assets. Value of real-estate (other than employer real property)2021-12-31$209,641
Total contributions received or receivable from employer(s)2021-12-31$277,429
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$53,658
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$2,522,011
Expenses. Total of all expenses incurred2020-12-31$4,721,210
Benefits paid (including direct rollovers)2020-12-31$4,661,576
Total plan assets at end of year2020-12-31$17,972,589
Total plan assets at beginning of year2020-12-31$20,171,788
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$321,569
Assets. Value of loans (other than to participants)2020-12-31$41,770
Expenses. Other expenses not covered elsewhere2020-12-31$10,200
Contributions received from other sources (not participants or employers)2020-12-31$17,228
Other income received2020-12-31$1,866,533
Net income (gross income less expenses)2020-12-31$-2,199,199
Net plan assets at end of year (total assets less liabilities)2020-12-31$17,972,589
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$20,171,788
Assets. Value of participant loans2020-12-31$86,126
Assets. Value of assets in partnership/joint-venture interests2020-12-31$9,849
Assets. Value of real-estate (other than employer real property)2020-12-31$209,641
Total contributions received or receivable from employer(s)2020-12-31$316,681
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$49,434
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$4,364,817
Expenses. Total of all expenses incurred2019-12-31$4,023,217
Benefits paid (including direct rollovers)2019-12-31$3,958,160
Total plan assets at end of year2019-12-31$20,171,788
Total plan assets at beginning of year2019-12-31$19,830,188
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$187,935
Assets. Value of loans (other than to participants)2019-12-31$1,325,680
Expenses. Other expenses not covered elsewhere2019-12-31$4,252
Contributions received from other sources (not participants or employers)2019-12-31$490,458
Other income received2019-12-31$3,193,927
Net income (gross income less expenses)2019-12-31$341,600
Net plan assets at end of year (total assets less liabilities)2019-12-31$20,171,788
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$19,830,188
Assets. Value of participant loans2019-12-31$105,786
Assets. Value of assets in partnership/joint-venture interests2019-12-31$9,849
Assets. Value of real-estate (other than employer real property)2019-12-31$209,641
Total contributions received or receivable from employer(s)2019-12-31$492,497
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$60,805
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$480,628
Expenses. Total of all expenses incurred2018-12-31$9,826,475
Benefits paid (including direct rollovers)2018-12-31$9,747,293
Total plan assets at end of year2018-12-31$19,830,188
Total plan assets at beginning of year2018-12-31$29,176,035
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$263,044
Assets. Value of loans (other than to participants)2018-12-31$1,418,089
Expenses. Other expenses not covered elsewhere2018-12-31$32,798
Contributions received from other sources (not participants or employers)2018-12-31$219,640
Other income received2018-12-31$-581,180
Net income (gross income less expenses)2018-12-31$-9,345,847
Net plan assets at end of year (total assets less liabilities)2018-12-31$19,830,188
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$29,176,035
Assets. Value of participant loans2018-12-31$110,336
Assets. Value of assets in partnership/joint-venture interests2018-12-31$9,849
Assets. Value of real-estate (other than employer real property)2018-12-31$209,641
Total contributions received or receivable from employer(s)2018-12-31$579,124
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$46,384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$4,526,947
Expenses. Total of all expenses incurred2017-12-31$760,297
Benefits paid (including direct rollovers)2017-12-31$660,255
Total plan assets at end of year2017-12-31$29,176,035
Total plan assets at beginning of year2017-12-31$25,409,385
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$293,391
Assets. Value of loans (other than to participants)2017-12-31$650,949
Expenses. Other expenses not covered elsewhere2017-12-31$13,415
Contributions received from other sources (not participants or employers)2017-12-31$32,097
Other income received2017-12-31$3,653,546
Net income (gross income less expenses)2017-12-31$3,766,650
Net plan assets at end of year (total assets less liabilities)2017-12-31$29,176,035
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$25,409,385
Assets. Value of participant loans2017-12-31$98,617
Assets. Value of assets in partnership/joint-venture interests2017-12-31$15,000
Assets. Value of real-estate (other than employer real property)2017-12-31$300,478
Total contributions received or receivable from employer(s)2017-12-31$547,913
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$86,627
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,593,120
Expenses. Total of all expenses incurred2016-12-31$552,608
Benefits paid (including direct rollovers)2016-12-31$480,479
Total plan assets at end of year2016-12-31$25,409,385
Total plan assets at beginning of year2016-12-31$23,368,873
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$258,892
Assets. Value of loans (other than to participants)2016-12-31$121,192
Expenses. Other expenses not covered elsewhere2016-12-31$3,287
Contributions received from other sources (not participants or employers)2016-12-31$41,910
Other income received2016-12-31$1,754,333
Net income (gross income less expenses)2016-12-31$2,040,512
Net plan assets at end of year (total assets less liabilities)2016-12-31$25,409,385
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$23,368,873
Assets. Value of participant loans2016-12-31$128,764
Assets. Value of assets in partnership/joint-venture interests2016-12-31$15,030
Assets. Value of real-estate (other than employer real property)2016-12-31$157,200
Total contributions received or receivable from employer(s)2016-12-31$537,985
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$68,842
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$290,767
Expenses. Total of all expenses incurred2015-12-31$805,579
Benefits paid (including direct rollovers)2015-12-31$720,944
Total plan assets at end of year2015-12-31$23,368,873
Total plan assets at beginning of year2015-12-31$23,883,685
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$216,130
Assets. Value of loans (other than to participants)2015-12-31$137,279
Expenses. Other expenses not covered elsewhere2015-12-31$4,510
Other income received2015-12-31$-429,827
Net income (gross income less expenses)2015-12-31$-514,812
Net plan assets at end of year (total assets less liabilities)2015-12-31$23,368,873
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$23,883,685
Assets. Value of participant loans2015-12-31$110,108
Assets. Value of assets in partnership/joint-venture interests2015-12-31$30,384
Assets. Value of real-estate (other than employer real property)2015-12-31$157,200
Total contributions received or receivable from employer(s)2015-12-31$504,464
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$80,125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$2,081,811
Expenses. Total of all expenses incurred2014-12-31$701,727
Benefits paid (including direct rollovers)2014-12-31$628,184
Total plan assets at end of year2014-12-31$23,941,999
Total plan assets at beginning of year2014-12-31$22,561,915
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$187,599
Assets. Value of loans (other than to participants)2014-12-31$137,301
Expenses. Other expenses not covered elsewhere2014-12-31$5,284
Contributions received from other sources (not participants or employers)2014-12-31$103,940
Other income received2014-12-31$1,275,708
Net income (gross income less expenses)2014-12-31$1,380,084
Net plan assets at end of year (total assets less liabilities)2014-12-31$23,941,999
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$22,561,915
Assets. Value of participant loans2014-12-31$204,651
Assets. Value of assets in partnership/joint-venture interests2014-12-31$33,019
Assets. Value of real-estate (other than employer real property)2014-12-31$187,645
Total contributions received or receivable from employer(s)2014-12-31$514,564
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$68,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$4,189,229
Expenses. Total of all expenses incurred2013-12-31$4,594,377
Benefits paid (including direct rollovers)2013-12-31$4,509,651
Total plan assets at end of year2013-12-31$22,561,915
Total plan assets at beginning of year2013-12-31$22,967,063
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$204,270
Assets. Value of loans (other than to participants)2013-12-31$81,862
Other income received2013-12-31$3,522,725
Net income (gross income less expenses)2013-12-31$-405,148
Net plan assets at end of year (total assets less liabilities)2013-12-31$22,561,915
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$22,967,063
Assets. Value of participant loans2013-12-31$237,305
Assets. Value of assets in partnership/joint-venture interests2013-12-31$30,000
Assets. Value of real-estate (other than employer real property)2013-12-31$187,645
Total contributions received or receivable from employer(s)2013-12-31$462,234
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$84,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$3,240,304
Expenses. Total of all expenses incurred2012-12-31$2,907,156
Benefits paid (including direct rollovers)2012-12-31$2,853,597
Total plan assets at end of year2012-12-31$22,967,063
Total plan assets at beginning of year2012-12-31$22,633,915
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$200,232
Assets. Value of loans (other than to participants)2012-12-31$72,013
Expenses. Other expenses not covered elsewhere2012-12-31$1,187
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$2,528,348
Net income (gross income less expenses)2012-12-31$333,148
Net plan assets at end of year (total assets less liabilities)2012-12-31$22,967,063
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$22,633,915
Assets. Value of participant loans2012-12-31$158,190
Assets. Value of assets in partnership/joint-venture interests2012-12-31$90,865
Assets. Value of real-estate (other than employer real property)2012-12-31$108,830
Total contributions received or receivable from employer(s)2012-12-31$511,724
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$52,372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$452,576
Expenses. Total of all expenses incurred2011-12-31$698,344
Benefits paid (including direct rollovers)2011-12-31$667,275
Total plan assets at end of year2011-12-31$22,633,915
Total plan assets at beginning of year2011-12-31$22,879,683
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$176,307
Assets. Value of loans (other than to participants)2011-12-31$77,233
Expenses. Other expenses not covered elsewhere2011-12-31$31,069
Contributions received from other sources (not participants or employers)2011-12-31$11,313
Other income received2011-12-31$-283,492
Net income (gross income less expenses)2011-12-31$-245,768
Net plan assets at end of year (total assets less liabilities)2011-12-31$22,633,915
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$22,879,683
Assets. Value of participant loans2011-12-31$65,856
Assets. Value of assets in partnership/joint-venture interests2011-12-31$30,000
Assets. Value of real-estate (other than employer real property)2011-12-31$90,837
Total contributions received or receivable from employer(s)2011-12-31$548,448
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$3,046,116
Expenses. Total of all expenses incurred2010-12-31$1,669,498
Benefits paid (including direct rollovers)2010-12-31$1,646,720
Total plan assets at end of year2010-12-31$22,879,683
Total plan assets at beginning of year2010-12-31$21,503,065
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$206,876
Assets. Value of loans (other than to participants)2010-12-31$48,032
Expenses. Other expenses not covered elsewhere2010-12-31$22,778
Contributions received from other sources (not participants or employers)2010-12-31$50,570
Other income received2010-12-31$2,221,878
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,376,618
Net plan assets at end of year (total assets less liabilities)2010-12-31$22,879,683
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$21,503,065
Assets. Value of assets in partnership/joint-venture interests2010-12-31$30,000
Assets. Value of real-estate (other than employer real property)2010-12-31$90,837
Total contributions received or receivable from employer(s)2010-12-31$566,792
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HODGES DOUGHTY & CARSON 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number71488280
Policy instance 1
Insurance contract or identification number71488280
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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
Other welfare benefits providedN/A
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?Yes
Insurance broker organization code?3
Insurance broker nameSTEVEN THOMAS DOLINAK
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number71062830
Policy instance 2
Insurance contract or identification number71062830
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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
Other welfare benefits providedN/A
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?Yes
Insurance broker organization code?3
Insurance broker nameSTEVEN THOMAS DOLINAK
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4699535
Policy instance 3
Insurance contract or identification number4699535
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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
Other welfare benefits providedN/A
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?Yes
Insurance broker organization code?3
Insurance broker nameSTEVEN THOMAS DOLINAK
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number4699535
Policy instance 4
Insurance contract or identification number4699535
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $30
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Other welfare benefits providedN/A
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 $30
Insurance broker organization code?3
Insurance broker nameSTEVEN THOMAS DOLINAK
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number71062830
Policy instance 3
Insurance contract or identification number71062830
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Other welfare benefits providedN/A
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 $25
Insurance broker organization code?3
Insurance broker nameSTEVEN THOMAS DOLINAK
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3156778
Policy instance 2
Insurance contract or identification number3156778
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
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
Other welfare benefits providedN/A/
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
Insurance broker organization code?3
Insurance broker nameROBERT TIMOTHY SINKS
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number71488280
Policy instance 1
Insurance contract or identification number71488280
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
Other welfare benefits providedN/A
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13
Insurance broker organization code?3
Insurance broker nameSTEVEN THOMAS DOLINAK
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number71488280
Policy instance 1
Insurance contract or identification number71488280
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3156778
Policy instance 2
Insurance contract or identification number3156778
Number of Individuals Covered3
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $30
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
C.M. LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93432 )
Policy contract number71062830
Policy instance 3
Insurance contract or identification number71062830
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $25
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number3156778
Policy instance 1
Insurance contract or identification number3156778
Number of Individuals Covered3
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $68
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberQA135
Policy instance 2
Insurance contract or identification numberQA135
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
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

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