JONES & STONE DRILLING CO, INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: JONES & STONE DRILLING CO RET 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 0 |
| Number of participants with account balances | 2022-01-01 | 0 |
| 2021: JONES & STONE DRILLING CO RET 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 9 |
| Total participants | 2021-01-01 | 9 |
| Number of participants with account balances | 2021-01-01 | 8 |
| 2020: JONES & STONE DRILLING CO RET 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 11 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 11 |
| 2019: JONES & STONE DRILLING CO RET 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
| Total of all active and inactive participants | 2019-01-01 | 11 |
| Total participants | 2019-01-01 | 11 |
| Number of participants with account balances | 2019-01-01 | 11 |
| 2018: JONES & STONE DRILLING CO RET 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| Total participants | 2018-01-01 | 11 |
| 2017: JONES & STONE DRILLING CO RET 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
| Total of all active and inactive participants | 2017-01-01 | 10 |
| Total participants | 2017-01-01 | 10 |
| 2016: JONES & STONE DRILLING CO RET 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| Total of all active and inactive participants | 2016-01-01 | 10 |
| Total participants | 2016-01-01 | 10 |
| 2015: JONES & STONE DRILLING CO RET 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Total of all active and inactive participants | 2015-01-01 | 7 |
| Total participants | 2015-01-01 | 7 |
| 2014: JONES & STONE DRILLING CO RET 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 7 |
| Total participants | 2014-01-01 | 7 |
| 2013: JONES & STONE DRILLING CO RET 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7 |
| Total of all active and inactive participants | 2013-01-01 | 7 |
| Total participants | 2013-01-01 | 7 |
| 2012: JONES & STONE DRILLING CO RET 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
| Total of all active and inactive participants | 2012-01-01 | 7 |
| Total participants | 2012-01-01 | 7 |
| 2011: JONES & STONE DRILLING CO RET 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 8 |
| Total participants | 2011-01-01 | 8 |
| 2010: JONES & STONE DRILLING CO RET 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
| Total of all active and inactive participants | 2010-01-01 | 9 |
| Total participants | 2010-01-01 | 9 |
| 2009: JONES & STONE DRILLING CO RET 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Total of all active and inactive participants | 2009-01-01 | 9 |
| Total participants | 2009-01-01 | 9 |
| Measure | Date | Value |
|---|
| 2022 : JONES & STONE DRILLING CO RET 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-03-31 | $0 |
| Total plan liabilities at beginning of year | 2022-03-31 | $0 |
| Total income from all sources | 2022-03-31 | $-11,689 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $432,799 |
| Benefits paid (including direct rollovers) | 2022-03-31 | $429,192 |
| Total plan assets at end of year | 2022-03-31 | $0 |
| Total plan assets at beginning of year | 2022-03-31 | $444,488 |
| Total contributions received or receivable from participants | 2022-03-31 | $10,000 |
| Other income received | 2022-03-31 | $-24,189 |
| Net income (gross income less expenses) | 2022-03-31 | $-444,488 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $444,488 |
| Total contributions received or receivable from employer(s) | 2022-03-31 | $2,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-03-31 | $3,607 |
| 2021 : JONES & STONE DRILLING CO RET 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $72,980 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $220,858 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $219,904 |
| Total plan assets at end of year | 2021-12-31 | $444,488 |
| Total plan assets at beginning of year | 2021-12-31 | $592,366 |
| Total contributions received or receivable from participants | 2021-12-31 | $11,451 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $59,199 |
| Net income (gross income less expenses) | 2021-12-31 | $-147,878 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $444,488 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $592,366 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $2,330 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $954 |
| 2020 : JONES & STONE DRILLING CO RET 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $111,820 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $90,395 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $89,611 |
| Total plan assets at end of year | 2020-12-31 | $592,366 |
| Total plan assets at beginning of year | 2020-12-31 | $570,941 |
| Total contributions received or receivable from participants | 2020-12-31 | $39,522 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $62,430 |
| Net income (gross income less expenses) | 2020-12-31 | $21,425 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $592,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $570,941 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $9,868 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $784 |
| 2019 : JONES & STONE DRILLING CO RET 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $87,854 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $10,783 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $10,783 |
| Total plan assets at end of year | 2019-12-31 | $570,941 |
| Total plan assets at beginning of year | 2019-12-31 | $493,870 |
| Total contributions received or receivable from participants | 2019-12-31 | $16,233 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $68,112 |
| Net income (gross income less expenses) | 2019-12-31 | $77,071 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $570,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $493,870 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $3,509 |
| 2018 : JONES & STONE DRILLING CO RET 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $37,987 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $9,387 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $9,387 |
| Total plan assets at end of year | 2018-12-31 | $493,870 |
| Total plan assets at beginning of year | 2018-12-31 | $465,270 |
| Total contributions received or receivable from participants | 2018-12-31 | $37,096 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $-7,875 |
| Net income (gross income less expenses) | 2018-12-31 | $28,600 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $493,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $465,270 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $8,766 |
| 2017 : JONES & STONE DRILLING CO RET 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $68,333 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $8,601 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $8,601 |
| Total plan assets at end of year | 2017-12-31 | $465,270 |
| Total plan assets at beginning of year | 2017-12-31 | $405,538 |
| Total contributions received or receivable from participants | 2017-12-31 | $19,085 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $44,477 |
| Net income (gross income less expenses) | 2017-12-31 | $59,732 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $465,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $405,538 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $4,771 |
| 2016 : JONES & STONE DRILLING CO RET 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $38,063 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $7,856 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $7,856 |
| Total plan assets at end of year | 2016-12-31 | $405,538 |
| Total plan assets at beginning of year | 2016-12-31 | $375,331 |
| Total contributions received or receivable from participants | 2016-12-31 | $16,368 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $18,008 |
| Net income (gross income less expenses) | 2016-12-31 | $30,207 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $405,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $375,331 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $3,687 |
| 2015 : JONES & STONE DRILLING CO RET 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $22,096 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $7,147 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $7,147 |
| Total plan assets at end of year | 2015-12-31 | $375,331 |
| Total plan assets at beginning of year | 2015-12-31 | $360,382 |
| Total contributions received or receivable from participants | 2015-12-31 | $14,250 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $4,283 |
| Net income (gross income less expenses) | 2015-12-31 | $14,949 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $375,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $360,382 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $3,563 |
| 2014 : JONES & STONE DRILLING CO RET 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $33,775 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,474 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $6,474 |
| Total plan assets at end of year | 2014-12-31 | $360,382 |
| Total plan assets at beginning of year | 2014-12-31 | $333,081 |
| Total contributions received or receivable from participants | 2014-12-31 | $13,914 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $16,382 |
| Net income (gross income less expenses) | 2014-12-31 | $27,301 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $360,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $333,081 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $3,479 |
| 2013 : JONES & STONE DRILLING CO RET 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $55,031 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $5,770 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $5,770 |
| Total plan assets at end of year | 2013-12-31 | $333,081 |
| Total plan assets at beginning of year | 2013-12-31 | $283,820 |
| Total contributions received or receivable from participants | 2013-12-31 | $16,304 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $35,094 |
| Net income (gross income less expenses) | 2013-12-31 | $49,261 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $333,081 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $283,820 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $3,633 |
| 2012 : JONES & STONE DRILLING CO RET 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $40,512 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $5,336 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $5,311 |
| Total plan assets at end of year | 2012-12-31 | $283,820 |
| Total plan assets at beginning of year | 2012-12-31 | $248,644 |
| Total contributions received or receivable from participants | 2012-12-31 | $19,770 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $16,835 |
| Net income (gross income less expenses) | 2012-12-31 | $35,176 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $283,820 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $248,644 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $3,907 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $25 |
| 2011 : JONES & STONE DRILLING CO RET 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $23,271 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $100,924 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $100,874 |
| Total plan assets at end of year | 2011-12-31 | $248,644 |
| Total plan assets at beginning of year | 2011-12-31 | $326,297 |
| Total contributions received or receivable from participants | 2011-12-31 | $19,830 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $-1,581 |
| Net income (gross income less expenses) | 2011-12-31 | $-77,653 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $248,644 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $326,297 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $5,022 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $50 |
| 2010 : JONES & STONE DRILLING CO RET 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $40,338 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,236 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,236 |
| Total plan assets at end of year | 2010-12-31 | $326,297 |
| Total plan assets at beginning of year | 2010-12-31 | $291,195 |
| Total contributions received or receivable from participants | 2010-12-31 | $20,519 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $16,731 |
| Net income (gross income less expenses) | 2010-12-31 | $35,102 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $326,297 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $291,195 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $3,088 |
| 2022: JONES & STONE DRILLING CO RET 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JONES & STONE DRILLING CO RET 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JONES & STONE DRILLING CO RET 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JONES & STONE DRILLING CO RET 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JONES & STONE DRILLING CO RET 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JONES & STONE DRILLING CO RET 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JONES & STONE DRILLING CO RET 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JONES & STONE DRILLING CO RET 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JONES & STONE DRILLING CO RET 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JONES & STONE DRILLING CO RET 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JONES & STONE DRILLING CO RET 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JONES & STONE DRILLING CO RET 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JONES & STONE DRILLING CO RET 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JONES & STONE DRILLING CO RET 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Insurance policy start date | 2022-01-31 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $64 | | Total amount of fees paid to insurance company | USD $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 | | Commission paid to Insurance Broker | USD $31 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $274 | | Total amount of fees paid to insurance company | USD $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 | | Commission paid to Insurance Broker | USD $135 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $740 | | Total amount of fees paid to insurance company | USD $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 | | Commission paid to Insurance Broker | USD $366 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $540 | | Total amount of fees paid to insurance company | USD $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 | | Commission paid to Insurance Broker | USD $268 | | Insurance broker organization code? | 3 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $730 | | Total amount of fees paid to insurance company | USD $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 | | Commission paid to Insurance Broker | USD $361 | | Insurance broker organization code? | 3 |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $407 | | Total amount of fees paid to insurance company | USD $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 | | Commission paid to Insurance Broker | USD $202 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID GORDON |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $228 | | Total amount of fees paid to insurance company | USD $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 | | Commission paid to Insurance Broker | USD $111 | | Insurance broker organization code? | 3 | | Insurance broker name | |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $248 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 | | Commission paid to Insurance Broker | USD $99 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID GORDON |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $284 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 | | Commission paid to Insurance Broker | USD $180 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID GORDON |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $311 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 | | Commission paid to Insurance Broker | USD $197 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID GORDON |
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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $319 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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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| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91612349 |
| Policy instance | 1 |
| Insurance contract or identification number | 91612349 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $321 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 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 | | Commission paid to Insurance Broker | USD $199 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID GORDON |
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