POWER CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan POWER CORPORATION RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2017: POWER CORPORATION RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 13 |
| Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 1 |
| Total of all active and inactive participants | 2017-09-01 | 14 |
| Total participants | 2017-09-01 | 14 |
| Number of participants with account balances | 2017-09-01 | 14 |
| 2016: POWER CORPORATION RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 14 |
| Total of all active and inactive participants | 2016-09-01 | 14 |
| Total participants | 2016-09-01 | 14 |
| Number of participants with account balances | 2016-09-01 | 14 |
| 2015: POWER CORPORATION RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 14 |
| Total of all active and inactive participants | 2015-09-01 | 14 |
| Total participants | 2015-09-01 | 14 |
| Number of participants with account balances | 2015-09-01 | 14 |
| 2014: POWER CORPORATION RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 14 |
| Total of all active and inactive participants | 2014-09-01 | 14 |
| Total participants | 2014-09-01 | 14 |
| Number of participants with account balances | 2014-09-01 | 14 |
| 2013: POWER CORPORATION RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 14 |
| Total of all active and inactive participants | 2013-09-01 | 14 |
| Total participants | 2013-09-01 | 14 |
| Number of participants with account balances | 2013-09-01 | 14 |
| 2012: POWER CORPORATION RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 2 |
| Total of all active and inactive participants | 2012-09-01 | 16 |
| Total participants | 2012-09-01 | 16 |
| Number of participants with account balances | 2012-09-01 | 16 |
| 2011: POWER CORPORATION RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 3 |
| Total of all active and inactive participants | 2011-09-01 | 17 |
| Total participants | 2011-09-01 | 17 |
| Number of participants with account balances | 2011-09-01 | 17 |
| 2010: POWER CORPORATION RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-09-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-09-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2010-09-01 | 3 |
| Total of all active and inactive participants | 2010-09-01 | 17 |
| Total participants | 2010-09-01 | 17 |
| Number of participants with account balances | 2010-09-01 | 17 |
| 2009: POWER CORPORATION RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-09-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 4 |
| Total of all active and inactive participants | 2009-09-01 | 18 |
| Total participants | 2009-09-01 | 18 |
| Number of participants with account balances | 2009-09-01 | 18 |
| Measure | Date | Value |
|---|
| 2018 : POWER CORPORATION RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-08-31 | $418,085 |
| Expenses. Total of all expenses incurred | 2018-08-31 | $51,737 |
| Benefits paid (including direct rollovers) | 2018-08-31 | $51,537 |
| Total plan assets at end of year | 2018-08-31 | $3,059,135 |
| Total plan assets at beginning of year | 2018-08-31 | $2,692,787 |
| Value of fidelity bond covering the plan | 2018-08-31 | $400,000 |
| Total contributions received or receivable from participants | 2018-08-31 | $111,918 |
| Other income received | 2018-08-31 | $223,235 |
| Net income (gross income less expenses) | 2018-08-31 | $366,348 |
| Net plan assets at end of year (total assets less liabilities) | 2018-08-31 | $3,059,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-08-31 | $2,692,787 |
| Total contributions received or receivable from employer(s) | 2018-08-31 | $82,932 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-08-31 | $200 |
| 2017 : POWER CORPORATION RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-08-31 | $449,403 |
| Expenses. Total of all expenses incurred | 2017-08-31 | $52,285 |
| Benefits paid (including direct rollovers) | 2017-08-31 | $52,060 |
| Total plan assets at end of year | 2017-08-31 | $2,692,787 |
| Total plan assets at beginning of year | 2017-08-31 | $2,295,669 |
| Value of fidelity bond covering the plan | 2017-08-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-08-31 | $111,894 |
| Other income received | 2017-08-31 | $254,891 |
| Net income (gross income less expenses) | 2017-08-31 | $397,118 |
| Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $2,692,787 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $2,295,669 |
| Total contributions received or receivable from employer(s) | 2017-08-31 | $82,618 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-08-31 | $225 |
| 2016 : POWER CORPORATION RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-08-31 | $347,350 |
| Expenses. Total of all expenses incurred | 2016-08-31 | $13,988 |
| Benefits paid (including direct rollovers) | 2016-08-31 | $13,776 |
| Total plan assets at end of year | 2016-08-31 | $2,295,669 |
| Total plan assets at beginning of year | 2016-08-31 | $1,962,307 |
| Value of fidelity bond covering the plan | 2016-08-31 | $250,000 |
| Total contributions received or receivable from participants | 2016-08-31 | $80,618 |
| Other income received | 2016-08-31 | $154,417 |
| Net income (gross income less expenses) | 2016-08-31 | $333,362 |
| Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $2,295,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $1,962,307 |
| Total contributions received or receivable from employer(s) | 2016-08-31 | $112,315 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-08-31 | $212 |
| 2015 : POWER CORPORATION RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-08-31 | $67,844 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $11,723 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $11,548 |
| Total plan assets at end of year | 2015-08-31 | $1,962,307 |
| Total plan assets at beginning of year | 2015-08-31 | $1,906,186 |
| Value of fidelity bond covering the plan | 2015-08-31 | $250,000 |
| Total contributions received or receivable from participants | 2015-08-31 | $80,027 |
| Other income received | 2015-08-31 | $-124,505 |
| Net income (gross income less expenses) | 2015-08-31 | $56,121 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $1,962,307 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $1,906,186 |
| Total contributions received or receivable from employer(s) | 2015-08-31 | $112,322 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-08-31 | $175 |
| 2014 : POWER CORPORATION RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-08-31 | $471,206 |
| Expenses. Total of all expenses incurred | 2014-08-31 | $123,103 |
| Benefits paid (including direct rollovers) | 2014-08-31 | $122,978 |
| Total plan assets at end of year | 2014-08-31 | $1,906,186 |
| Total plan assets at beginning of year | 2014-08-31 | $1,558,083 |
| Value of fidelity bond covering the plan | 2014-08-31 | $250,000 |
| Total contributions received or receivable from participants | 2014-08-31 | $79,657 |
| Other income received | 2014-08-31 | $280,921 |
| Net income (gross income less expenses) | 2014-08-31 | $348,103 |
| Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $1,906,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $1,558,083 |
| Total contributions received or receivable from employer(s) | 2014-08-31 | $110,628 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-08-31 | $125 |
| 2013 : POWER CORPORATION RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-08-31 | $358,003 |
| Expenses. Total of all expenses incurred | 2013-08-31 | $205,646 |
| Benefits paid (including direct rollovers) | 2013-08-31 | $205,546 |
| Total plan assets at end of year | 2013-08-31 | $1,558,083 |
| Total plan assets at beginning of year | 2013-08-31 | $1,405,726 |
| Value of fidelity bond covering the plan | 2013-08-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-08-31 | $76,579 |
| Other income received | 2013-08-31 | $166,312 |
| Net income (gross income less expenses) | 2013-08-31 | $152,357 |
| Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $1,558,083 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $1,405,726 |
| Total contributions received or receivable from employer(s) | 2013-08-31 | $115,112 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-08-31 | $100 |
| 2012 : POWER CORPORATION RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-08-31 | $244,493 |
| Expenses. Total of all expenses incurred | 2012-08-31 | $125,399 |
| Benefits paid (including direct rollovers) | 2012-08-31 | $125,312 |
| Total plan assets at end of year | 2012-08-31 | $1,405,726 |
| Total plan assets at beginning of year | 2012-08-31 | $1,286,632 |
| Value of fidelity bond covering the plan | 2012-08-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-08-31 | $76,884 |
| Other income received | 2012-08-31 | $43,815 |
| Net income (gross income less expenses) | 2012-08-31 | $119,094 |
| Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $1,405,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $1,286,632 |
| Total contributions received or receivable from employer(s) | 2012-08-31 | $123,794 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-08-31 | $87 |
| 2011 : POWER CORPORATION RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-08-31 | $285,870 |
| Expenses. Total of all expenses incurred | 2011-08-31 | $22,960 |
| Benefits paid (including direct rollovers) | 2011-08-31 | $22,910 |
| Total plan assets at end of year | 2011-08-31 | $1,286,632 |
| Total plan assets at beginning of year | 2011-08-31 | $1,023,722 |
| Value of fidelity bond covering the plan | 2011-08-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-08-31 | $84,324 |
| Other income received | 2011-08-31 | $87,222 |
| Net income (gross income less expenses) | 2011-08-31 | $262,910 |
| Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $1,286,632 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $1,023,722 |
| Total contributions received or receivable from employer(s) | 2011-08-31 | $114,324 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-08-31 | $50 |
| 2017: POWER CORPORATION RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan funding arrangement – Trust | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement - Trust | Yes |
| 2016: POWER CORPORATION RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan funding arrangement – Trust | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement - Trust | Yes |
| 2015: POWER CORPORATION RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan funding arrangement – Trust | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement - Trust | Yes |
| 2014: POWER CORPORATION RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan funding arrangement – Trust | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement - Trust | Yes |
| 2013: POWER CORPORATION RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan funding arrangement – Trust | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement - Trust | Yes |
| 2012: POWER CORPORATION RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Plan funding arrangement – Insurance | Yes |
| 2012-09-01 | Plan funding arrangement – Trust | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-09-01 | Plan benefit arrangement - Trust | Yes |
| 2011: POWER CORPORATION RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Plan funding arrangement – Insurance | Yes |
| 2011-09-01 | Plan funding arrangement – Trust | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-09-01 | Plan benefit arrangement - Trust | Yes |
| 2010: POWER CORPORATION RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-09-01 | Type of plan entity | Single employer plan |
| 2010-09-01 | Plan funding arrangement – Insurance | Yes |
| 2010-09-01 | Plan funding arrangement – Trust | Yes |
| 2010-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-09-01 | Plan benefit arrangement - Trust | Yes |
| 2009: POWER CORPORATION RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan funding arrangement – Trust | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 943931-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 943931-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 943931-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 943931-01 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-09-01 | | Insurance policy end date | 2016-08-31 | | Total amount of commissions paid to insurance broker | USD $46 | | 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 $46 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 943931-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 943931-01 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $10,869 | | 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 $10,869 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 943931-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 943931-01 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $9,738 | | 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 | | Amount paid for insurance broker fees | 9738 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 943931-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 943931-01 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Total amount of commissions paid to insurance broker | USD $7,923 | | 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 $7,923 | | Insurance broker organization code? | 3 | | Insurance broker name | JAMES IZETT |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 943931-01 |
| Policy instance | 1 |
| Insurance contract or identification number | 943931-01 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $6,529 | | 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 |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 91674402 |
| Policy instance | 1 |
| Insurance contract or identification number | 91674402 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2010-12-14 | | Total amount of commissions paid to insurance broker | USD $1,815 | | 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 |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 943931-01 |
| Policy instance | 2 |
| Insurance contract or identification number | 943931-01 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $9,346 | | 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 contracts of type 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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