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AVE MARIA HOME RETIREMENT PLAN 401k Plan overview

Plan NameAVE MARIA HOME RETIREMENT PLAN
Plan identification number 001

AVE MARIA HOME RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AVE MARIA HOME has sponsored the creation of one or more 401k plans.

Company Name:AVE MARIA HOME
Employer identification number (EIN):620561701
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVE MARIA HOME RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01REBECCA LEWIS2020-10-14 REBECCA LEWIS2020-10-14
0012018-01-01
0012017-01-01HUNTER NOLEN
0012016-01-01FRANK GATTUSO, JR.
0012015-01-012016-10-10
0012015-01-01FRANK J. GATTUSO, JR.
0012014-01-01FRANK J. GATTUSO, JR.
0012013-01-01FRANK J. GATTUSO, JR.
0012012-01-01FRANK GATTUSO
0012011-01-01FRANK GATTUSO
0012010-01-01FRANK GATTUSO
0012009-01-01FRANK GATTUSO
0012009-01-01FRANK GATTUSO
0012009-01-01FRANK GATTUSO

Plan Statistics for AVE MARIA HOME RETIREMENT PLAN

401k plan membership statisitcs for AVE MARIA HOME RETIREMENT PLAN

Measure Date Value
2022: AVE MARIA HOME RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01220
Total number of active participants reported on line 7a of the Form 55002022-01-01172
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01208
Number of participants with account balances2022-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AVE MARIA HOME RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01218
Total number of active participants reported on line 7a of the Form 55002021-01-01167
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01212
Number of participants with account balances2021-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AVE MARIA HOME RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01219
Total number of active participants reported on line 7a of the Form 55002020-01-01177
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01208
Number of participants with account balances2020-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AVE MARIA HOME RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01201
Total number of active participants reported on line 7a of the Form 55002019-01-01179
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01204
Number of participants with account balances2019-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AVE MARIA HOME RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01243
Total number of active participants reported on line 7a of the Form 55002018-01-01159
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0124
Total of all active and inactive participants2018-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01186
Number of participants with account balances2018-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AVE MARIA HOME RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01228
Total number of active participants reported on line 7a of the Form 55002017-01-01224
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01233
Number of participants with account balances2017-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AVE MARIA HOME RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01256
Total number of active participants reported on line 7a of the Form 55002016-01-01209
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01218
Number of participants with account balances2016-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AVE MARIA HOME RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01254
Total number of active participants reported on line 7a of the Form 55002015-01-01226
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01237
Number of participants with account balances2015-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AVE MARIA HOME RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01246
Total number of active participants reported on line 7a of the Form 55002014-01-01226
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01246
Number of participants with account balances2014-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AVE MARIA HOME RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01151
Total number of active participants reported on line 7a of the Form 55002013-01-01210
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01233
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AVE MARIA HOME RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01171
Total number of active participants reported on line 7a of the Form 55002012-01-01140
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01148
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AVE MARIA HOME RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01154
Total number of active participants reported on line 7a of the Form 55002011-01-01160
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01171
Number of participants with account balances2011-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AVE MARIA HOME RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01167
Total number of active participants reported on line 7a of the Form 55002010-01-01144
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01154
Number of participants with account balances2010-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AVE MARIA HOME RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0197
Total number of active participants reported on line 7a of the Form 55002009-01-01158
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01167
Number of participants with account balances2009-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AVE MARIA HOME RETIREMENT PLAN

Measure Date Value
2022 : AVE MARIA HOME RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$54
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$44,677
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$457,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$441,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$287,222
Value of total assets at end of year2022-12-31$1,726,120
Value of total assets at beginning of year2022-12-31$2,138,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,913
Total interest from all sources2022-12-31$2,523
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,560
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,560
Administrative expenses professional fees incurred2022-12-31$15,418
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$220,430
Participant contributions at end of year2022-12-31$54,783
Participant contributions at beginning of year2022-12-31$60,895
Participant contributions at end of year2022-12-31$3,888
Participant contributions at beginning of year2022-12-31$4,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$54
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$2,599
Administrative expenses (other) incurred2022-12-31$351
Total non interest bearing cash at end of year2022-12-31$54
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-412,802
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,726,066
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,138,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,539,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,770,589
Value of interest in pooled separate accounts at end of year2022-12-31$3,357
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,590
Interest on participant loans2022-12-31$2,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$36,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$206,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$206,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$86,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$87,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-256,024
Net investment gain/loss from pooled separate accounts2022-12-31$-2,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$66,792
Employer contributions (assets) at end of year2022-12-31$1,854
Employer contributions (assets) at beginning of year2022-12-31$3,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$441,566
Contract administrator fees2022-12-31$144
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31CANNON WRIGHT BLOUNT, PLLC
Accountancy firm EIN2022-12-31621657946
2021 : AVE MARIA HOME RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,215
Total income from all sources (including contributions)2021-12-31$435,078
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$211,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$194,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$271,816
Value of total assets at end of year2021-12-31$2,138,868
Value of total assets at beginning of year2021-12-31$1,918,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,549
Total interest from all sources2021-12-31$2,836
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,946
Administrative expenses professional fees incurred2021-12-31$16,030
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$198,330
Participant contributions at end of year2021-12-31$60,895
Participant contributions at beginning of year2021-12-31$71,651
Participant contributions at end of year2021-12-31$4,856
Participant contributions at beginning of year2021-12-31$3,599
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$3,215
Other income not declared elsewhere2021-12-31$2,858
Administrative expenses (other) incurred2021-12-31$348
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$3,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$223,843
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,138,868
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,915,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,770,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,536,600
Value of interest in pooled separate accounts at end of year2021-12-31$5,590
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,008
Interest on participant loans2021-12-31$2,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$206,048
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$200,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$200,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$22
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$87,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$96,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$150,009
Net investment gain/loss from pooled separate accounts2021-12-31$613
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$73,486
Employer contributions (assets) at end of year2021-12-31$3,854
Employer contributions (assets) at beginning of year2021-12-31$1,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$194,686
Contract administrator fees2021-12-31$171
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CANNON WRIGHT BLOUNT, PLLC
Accountancy firm EIN2021-12-31621657946
2020 : AVE MARIA HOME RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,215
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$359,547
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$202,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$186,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$204,190
Value of total assets at end of year2020-12-31$1,918,240
Value of total assets at beginning of year2020-12-31$1,757,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,659
Total interest from all sources2020-12-31$5,203
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,972
Administrative expenses professional fees incurred2020-12-31$15,141
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$173,383
Participant contributions at end of year2020-12-31$71,651
Participant contributions at beginning of year2020-12-31$85,270
Participant contributions at end of year2020-12-31$3,599
Participant contributions at beginning of year2020-12-31$360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$3,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$2,814
Administrative expenses (other) incurred2020-12-31$330
Total non interest bearing cash at end of year2020-12-31$3,215
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$157,182
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,915,025
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,757,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,536,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,372,154
Value of interest in pooled separate accounts at end of year2020-12-31$5,008
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,091
Interest on participant loans2020-12-31$4,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$200,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$202,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$202,064
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$96,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$93,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$142,002
Net investment gain/loss from pooled separate accounts2020-12-31$1,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$30,807
Employer contributions (assets) at end of year2020-12-31$1,561
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$186,706
Contract administrator fees2020-12-31$188
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CANNON WRIGHT BLOUNT, PLLC
Accountancy firm EIN2020-12-31621657946
2019 : AVE MARIA HOME RETIREMENT PLAN 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$133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$133
Total income from all sources (including contributions)2019-12-31$349,029
Total income from all sources (including contributions)2019-12-31$349,029
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$187,998
Total of all expenses incurred2019-12-31$187,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$172,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$172,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$140,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$140,184
Value of total assets at end of year2019-12-31$1,757,843
Value of total assets at end of year2019-12-31$1,757,843
Value of total assets at beginning of year2019-12-31$1,596,945
Value of total assets at beginning of year2019-12-31$1,596,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,382
Total interest from all sources2019-12-31$9,156
Total interest from all sources2019-12-31$9,156
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,409
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,409
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,409
Administrative expenses professional fees incurred2019-12-31$14,086
Administrative expenses professional fees incurred2019-12-31$14,086
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$200,000
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$140,184
Contributions received from participants2019-12-31$140,184
Participant contributions at end of year2019-12-31$85,270
Participant contributions at end of year2019-12-31$85,270
Participant contributions at beginning of year2019-12-31$75,110
Participant contributions at beginning of year2019-12-31$75,110
Participant contributions at end of year2019-12-31$360
Participant contributions at end of year2019-12-31$360
Participant contributions at beginning of year2019-12-31$2,871
Participant contributions at beginning of year2019-12-31$2,871
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$133
Other income not declared elsewhere2019-12-31$2,949
Other income not declared elsewhere2019-12-31$2,949
Administrative expenses (other) incurred2019-12-31$1,113
Administrative expenses (other) incurred2019-12-31$1,113
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$161,031
Value of net income/loss2019-12-31$161,031
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,757,843
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,757,843
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,596,812
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,596,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,372,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,372,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,213,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,213,590
Value of interest in pooled separate accounts at end of year2019-12-31$4,091
Value of interest in pooled separate accounts at end of year2019-12-31$4,091
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,188
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,188
Interest on participant loans2019-12-31$4,972
Interest on participant loans2019-12-31$4,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$202,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$202,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$207,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$207,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$207,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$207,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$93,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$93,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$94,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$94,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$192,392
Net investment gain/loss from pooled separate accounts2019-12-31$939
Net investment gain/loss from pooled separate accounts2019-12-31$939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$172,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$172,616
Contract administrator fees2019-12-31$183
Contract administrator fees2019-12-31$183
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 name2019-12-31CANNON WRIGHT BLOUNT, PLLC
Accountancy firm name2019-12-31CANNON WRIGHT BLOUNT, PLLC
Accountancy firm EIN2019-12-31621657946
Accountancy firm EIN2019-12-31621657946
2018 : AVE MARIA HOME RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$133
Total income from all sources (including contributions)2018-12-31$117,475
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$245,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$227,506
Value of total corrective distributions2018-12-31$331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$163,899
Value of total assets at end of year2018-12-31$1,596,945
Value of total assets at beginning of year2018-12-31$1,725,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,033
Total interest from all sources2018-12-31$7,137
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,991
Administrative expenses professional fees incurred2018-12-31$16,715
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$163,899
Participant contributions at end of year2018-12-31$75,110
Participant contributions at beginning of year2018-12-31$80,276
Participant contributions at end of year2018-12-31$2,871
Participant contributions at beginning of year2018-12-31$3,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$133
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$133
Other income not declared elsewhere2018-12-31$2,832
Administrative expenses (other) incurred2018-12-31$1,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-128,395
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,596,812
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,725,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,213,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,331,611
Value of interest in pooled separate accounts at end of year2018-12-31$3,188
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,313
Interest on participant loans2018-12-31$3,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$207,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$212,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$212,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,505
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$94,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$94,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-60,296
Net investment gain/loss from pooled separate accounts2018-12-31$-88
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$227,506
Contract administrator fees2018-12-31$182
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 name2018-12-31CANNON WRIGHT BLOUNT, PLLC
Accountancy firm EIN2018-12-31621657946
2017 : AVE MARIA HOME RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$133
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$337,539
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$238,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$221,469
Value of total corrective distributions2017-12-31$503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$196,325
Value of total assets at end of year2017-12-31$1,725,340
Value of total assets at beginning of year2017-12-31$1,626,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,010
Total interest from all sources2017-12-31$3,635
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,314
Administrative expenses professional fees incurred2017-12-31$16,803
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$177,215
Participant contributions at end of year2017-12-31$80,276
Participant contributions at beginning of year2017-12-31$88,565
Participant contributions at end of year2017-12-31$3,311
Participant contributions at beginning of year2017-12-31$3,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$133
Other income not declared elsewhere2017-12-31$2,832
Administrative expenses (other) incurred2017-12-31$15
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$98,557
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,725,207
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,626,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,331,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,223,849
Value of interest in pooled separate accounts at end of year2017-12-31$3,313
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,810
Interest on participant loans2017-12-31$3,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$212,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$211,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$211,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$94,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$94,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$129,565
Net investment gain/loss from pooled separate accounts2017-12-31$868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$19,110
Employer contributions (assets) at beginning of year2017-12-31$1,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$221,469
Contract administrator fees2017-12-31$192
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 name2017-12-31DEWEESE HOWELL & ASSOCIATES, PC
Accountancy firm EIN2017-12-31475349813
2016 : AVE MARIA HOME RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$372,873
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$276,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$256,162
Value of total corrective distributions2016-12-31$934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$280,576
Value of total assets at end of year2016-12-31$1,626,650
Value of total assets at beginning of year2016-12-31$1,529,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,918
Total interest from all sources2016-12-31$4,297
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,935
Administrative expenses professional fees incurred2016-12-31$18,108
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$201,399
Participant contributions at end of year2016-12-31$88,565
Participant contributions at beginning of year2016-12-31$85,389
Participant contributions at end of year2016-12-31$3,368
Participant contributions at beginning of year2016-12-31$8,944
Other income not declared elsewhere2016-12-31$2,854
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$96,859
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,626,650
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,529,791
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$579
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,223,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,121,985
Value of interest in pooled separate accounts at end of year2016-12-31$3,810
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,753
Interest on participant loans2016-12-31$3,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$211,068
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$208,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$208,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$94,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$97,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$82,095
Net investment gain/loss from pooled separate accounts2016-12-31$116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$79,177
Employer contributions (assets) at end of year2016-12-31$1,208
Employer contributions (assets) at beginning of year2016-12-31$3,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$256,162
Contract administrator fees2016-12-31$231
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 name2016-12-31DEWEESE HOWELL & ASSOCIATES, PC
Accountancy firm EIN2016-12-31475349813
2015 : AVE MARIA HOME RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$326
Total income from all sources (including contributions)2015-12-31$296,262
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$251,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$234,476
Value of total corrective distributions2015-12-31$1,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$300,689
Value of total assets at end of year2015-12-31$1,529,791
Value of total assets at beginning of year2015-12-31$1,485,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,699
Total interest from all sources2015-12-31$3,380
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,899
Administrative expenses professional fees incurred2015-12-31$15,467
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$216,483
Participant contributions at end of year2015-12-31$85,389
Participant contributions at beginning of year2015-12-31$65,681
Participant contributions at end of year2015-12-31$8,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$326
Other income not declared elsewhere2015-12-31$2,915
Total non interest bearing cash at beginning of year2015-12-31$50
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$44,978
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,529,791
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,484,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,121,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,111,108
Value of interest in pooled separate accounts at end of year2015-12-31$3,753
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,713
Interest on participant loans2015-12-31$3,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$208,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$207,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$207,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$26
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$97,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$97,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,719
Net investment gain/loss from pooled separate accounts2015-12-31$98
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$84,206
Employer contributions (assets) at end of year2015-12-31$3,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$234,476
Contract administrator fees2015-12-31$232
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 name2015-12-31DEWEESE HOWELL & ASSOCIATES, PC
Accountancy firm EIN2015-12-31475349813
2014 : AVE MARIA HOME RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$326
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$327,758
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$69,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$64,299
Value of total corrective distributions2014-12-31$530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$278,000
Value of total assets at end of year2014-12-31$1,485,139
Value of total assets at beginning of year2014-12-31$1,226,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,714
Total interest from all sources2014-12-31$3,315
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,965
Administrative expenses professional fees incurred2014-12-31$4,475
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$202,827
Participant contributions at end of year2014-12-31$65,681
Participant contributions at beginning of year2014-12-31$38,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$326
Other income not declared elsewhere2014-12-31$2,920
Total non interest bearing cash at end of year2014-12-31$50
Total non interest bearing cash at beginning of year2014-12-31$5,500
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$258,215
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,484,813
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,226,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,111,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$861,634
Value of interest in pooled separate accounts at end of year2014-12-31$3,713
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,594
Interest on participant loans2014-12-31$3,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$207,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$219,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$219,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$97,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$98,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$41,381
Net investment gain/loss from pooled separate accounts2014-12-31$177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$75,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$64,299
Contract administrator fees2014-12-31$239
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 name2014-12-31DEWEESE AND ASSOCIATED, CPSS
Accountancy firm EIN2014-12-31621797886
2013 : AVE MARIA HOME RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$302,430
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$87,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$86,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$192,369
Value of total assets at end of year2013-12-31$1,226,598
Value of total assets at beginning of year2013-12-31$1,011,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,211
Total interest from all sources2013-12-31$3,842
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$9,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$9,416
Administrative expenses professional fees incurred2013-12-31$1,211
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$157,000
Participant contributions at end of year2013-12-31$38,006
Participant contributions at beginning of year2013-12-31$37,196
Participant contributions at beginning of year2013-12-31$4,060
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,328
Other income not declared elsewhere2013-12-31$2,957
Total non interest bearing cash at end of year2013-12-31$5,500
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$215,005
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,226,598
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,011,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$861,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$762,462
Value of interest in pooled separate accounts at end of year2013-12-31$3,594
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,826
Interest on participant loans2013-12-31$3,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$219,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$105,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$105,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$98,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$99,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$93,022
Net investment gain/loss from pooled separate accounts2013-12-31$824
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$34,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$86,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31DEWEESE AND ASSOCIATED, CPSS
Accountancy firm EIN2013-12-31621797886
2012 : AVE MARIA HOME RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$236,865
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$88,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$79,045
Expenses. Certain deemed distributions of participant loans2012-12-31$2,680
Value of total corrective distributions2012-12-31$4,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$135,604
Value of total assets at end of year2012-12-31$1,011,593
Value of total assets at beginning of year2012-12-31$863,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,415
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$5,766
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$17,954
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$17,954
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$99,347
Participant contributions at end of year2012-12-31$37,196
Participant contributions at beginning of year2012-12-31$24,701
Participant contributions at end of year2012-12-31$4,060
Participant contributions at beginning of year2012-12-31$5,437
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$2,158
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$148,203
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,011,593
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$863,390
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$54
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$762,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$669,361
Value of interest in pooled separate accounts at end of year2012-12-31$2,826
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,545
Interest on participant loans2012-12-31$2,791
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$2,968
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$105,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$57,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$57,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$99,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$99,402
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$77,208
Net investment gain/loss from pooled separate accounts2012-12-31$333
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$36,257
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$4,661
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$79,045
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$203
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31DEWEESE AND ASSOCIATED, CPSS
Accountancy firm EIN2012-12-31621797886
2011 : AVE MARIA HOME RETIREMENT PLAN 2011 401k financial data
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$132,453
Total of all expenses incurred2011-12-31$47,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$45,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$144,467
Value of total assets at end of year2011-12-31$863,390
Value of total assets at beginning of year2011-12-31$778,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,025
Total interest from all sources2011-12-31$2,314
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$18,558
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$78,168
Participant contributions at end of year2011-12-31$24,701
Participant contributions at beginning of year2011-12-31$22,843
Participant contributions at end of year2011-12-31$5,437
Participant contributions at beginning of year2011-12-31$2,799
Other income not declared elsewhere2011-12-31$2,989
Administrative expenses (other) incurred2011-12-31$1,750
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$85,386
Value of net assets at end of year (total assets less liabilities)2011-12-31$863,390
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$778,004
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
Investment advisory and management fees2011-12-31$49
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$669,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$592,414
Value of interest in pooled separate accounts at end of year2011-12-31$2,545
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,701
Interest on participant loans2011-12-31$2,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$57,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$51,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$51,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$99,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$103,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-35,768
Net investment gain/loss from pooled separate accounts2011-12-31$-107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$66,299
Employer contributions (assets) at end of year2011-12-31$4,661
Employer contributions (assets) at beginning of year2011-12-31$2,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$45,042
Contract administrator fees2011-12-31$226
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31DEWEESE AND ASSOSCIATES CPA
Accountancy firm EIN2011-12-31621797886
2010 : AVE MARIA HOME RETIREMENT PLAN 2010 401k financial data
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$199,895
Total of all expenses incurred2010-12-31$45,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$43,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$120,255
Value of total assets at end of year2010-12-31$778,005
Value of total assets at beginning of year2010-12-31$623,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,414
Total interest from all sources2010-12-31$1,820
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,407
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$63,773
Participant contributions at end of year2010-12-31$22,843
Participant contributions at beginning of year2010-12-31$16,983
Participant contributions at end of year2010-12-31$2,799
Participant contributions at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$3,240
Administrative expenses (other) incurred2010-12-31$1,100
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$154,614
Value of net assets at end of year (total assets less liabilities)2010-12-31$778,005
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$623,391
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$592,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$432,426
Value of interest in pooled separate accounts at end of year2010-12-31$2,701
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,470
Interest on participant loans2010-12-31$1,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$51,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$61,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$61,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$103,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$110,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$63,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$56,482
Employer contributions (assets) at end of year2010-12-31$2,375
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$43,867
Contract administrator fees2010-12-31$314
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31DEWEESE & ASSOCIATES, CPA'S
Accountancy firm EIN2010-12-31621797886
2009 : AVE MARIA HOME RETIREMENT 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 AVE MARIA HOME RETIREMENT PLAN

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

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered10
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered12
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered12
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered13
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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
Insurance broker nameM.MCMANUS,CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered14
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameM. MCMANUS, CLU
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered15
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number079247
Policy instance 1
Insurance contract or identification number079247
Number of Individuals Covered16
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 unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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