Logo

MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 401k Plan overview

Plan NameMONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN
Plan identification number 002

MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION
Employer identification number (EIN):630813275
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KAY R. BENNETT
0022016-01-01KAY R. BENNETT
0022015-01-01KAY R. BENNETT
0022014-01-01KAY R. BENNETT
0022013-01-01KAY R. BENNETT
0022012-01-01KAY R. BENNETT
0022011-01-01KAY R. BENNETT
0022009-01-01KAY R BENNETT KAY R BENNETT2010-10-08
0022008-01-01KAY R. BENNETT KAY R BENNETT2010-10-08
0022008-01-01KAY R. BENNETT KAY R BENNETT2010-10-08
0022007-01-01KAY R. BENNETT KAY R. BENNETT2010-10-08
0022006-01-01KAY R. BENNETT KAY R BENNETT2010-10-08

Plan Statistics for MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN

401k plan membership statisitcs for MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN

Measure Date Value
2023: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01825
Total number of active participants reported on line 7a of the Form 55002023-01-01370
Number of retired or separated participants receiving benefits2023-01-0118
Number of other retired or separated participants entitled to future benefits2023-01-01394
Total of all active and inactive participants2023-01-01782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0110
Total participants2023-01-01792
Number of participants with account balances2023-01-01792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01895
Total number of active participants reported on line 7a of the Form 55002022-01-01395
Number of retired or separated participants receiving benefits2022-01-0121
Number of other retired or separated participants entitled to future benefits2022-01-01399
Total of all active and inactive participants2022-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01825
Number of participants with account balances2022-01-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01960
Total number of active participants reported on line 7a of the Form 55002021-01-01689
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01181
Total of all active and inactive participants2021-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-01895
Number of participants with account balances2021-01-01895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,093
Total number of active participants reported on line 7a of the Form 55002020-01-01699
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01239
Total of all active and inactive participants2020-01-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-01960
Number of participants with account balances2020-01-01960
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,128
Total number of active participants reported on line 7a of the Form 55002019-01-01778
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01287
Total of all active and inactive participants2019-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-011,093
Number of participants with account balances2019-01-011,093
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,090
Total number of active participants reported on line 7a of the Form 55002018-01-01813
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01290
Total of all active and inactive participants2018-01-011,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0111
Total participants2018-01-011,128
Number of participants with account balances2018-01-011,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,236
Total number of active participants reported on line 7a of the Form 55002017-01-01760
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01307
Total of all active and inactive participants2017-01-011,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-011,090
Number of participants with account balances2017-01-011,090
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,307
Total number of active participants reported on line 7a of the Form 55002016-01-01879
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01339
Total of all active and inactive participants2016-01-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,236
Number of participants with account balances2016-01-011,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,408
Total number of active participants reported on line 7a of the Form 55002015-01-01723
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-01565
Total of all active and inactive participants2015-01-011,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-011,307
Number of participants with account balances2015-01-011,307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,588
Total number of active participants reported on line 7a of the Form 55002014-01-01753
Number of retired or separated participants receiving benefits2014-01-0110
Number of other retired or separated participants entitled to future benefits2014-01-01637
Total of all active and inactive participants2014-01-011,400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-011,408
Number of participants with account balances2014-01-011,408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,782
Total number of active participants reported on line 7a of the Form 55002013-01-01907
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01669
Total of all active and inactive participants2013-01-011,585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,588
Number of participants with account balances2013-01-011,588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,390
Total number of active participants reported on line 7a of the Form 55002012-01-011,295
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-01477
Total of all active and inactive participants2012-01-011,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-011,782
Number of participants with account balances2012-01-011,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,906
Total number of active participants reported on line 7a of the Form 55002011-01-01849
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01536
Total of all active and inactive participants2011-01-011,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,390
Number of participants with account balances2011-01-011,390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,037
Total number of active participants reported on line 7a of the Form 55002009-01-011,150
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01841
Total of all active and inactive participants2009-01-011,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,991
Number of participants with account balances2009-01-011,871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010
2006: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2006 401k membership
Total of all active and inactive participants2006-01-010
Total participants2006-01-010

Financial Data on MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN

Measure Date Value
2023 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-12-31$2,965,045
Total of all expenses incurred2023-12-31$1,553,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,536,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$337,115
Value of total assets at end of year2023-12-31$21,619,566
Value of total assets at beginning of year2023-12-31$20,207,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$16,623
Total interest from all sources2023-12-31$45,928
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$419,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$419,971
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$337,115
Participant contributions at end of year2023-12-31$184,319
Participant contributions at beginning of year2023-12-31$211,476
Participant contributions at end of year2023-12-31$8,198
Participant contributions at beginning of year2023-12-31$8,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,411,767
Value of net assets at end of year (total assets less liabilities)2023-12-31$21,619,566
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$20,207,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,922,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$16,074,658
Interest on participant loans2023-12-31$12,249
Interest earned on other investments2023-12-31$33,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,504,111
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,912,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,162,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,536,655
Contract administrator fees2023-12-31$743
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31JACKSON THORNTON & CO. PC
Accountancy firm EIN2023-12-31631035228
2022 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-3,032,669
Total of all expenses incurred2022-12-31$1,992,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,974,739
Expenses. Certain deemed distributions of participant loans2022-12-31$1,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$328,280
Value of total assets at end of year2022-12-31$20,207,799
Value of total assets at beginning of year2022-12-31$25,232,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,796
Total interest from all sources2022-12-31$43,319
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$337,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$328,280
Participant contributions at end of year2022-12-31$211,476
Participant contributions at beginning of year2022-12-31$169,056
Participant contributions at end of year2022-12-31$8,746
Participant contributions at beginning of year2022-12-31$9,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$512
Administrative expenses (other) incurred2022-12-31$15,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,024,725
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,207,799
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,232,524
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$16,074,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,113,927
Interest on participant loans2022-12-31$8,963
Interest earned on other investments2022-12-31$34,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,912,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,939,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,742,086
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
Income. Dividends from common stock2022-12-31$337,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,974,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 plan2022-12-31Unqualified
Accountancy firm name2022-12-31JACKSON THORNTON & CO. PC
Accountancy firm EIN2022-12-31631035228
2021 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,753,784
Total of all expenses incurred2021-12-31$2,397,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,375,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$332,269
Value of total assets at end of year2021-12-31$25,232,524
Value of total assets at beginning of year2021-12-31$24,876,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,748
Total interest from all sources2021-12-31$110,324
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$322,034
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$322,034
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$332,269
Participant contributions at end of year2021-12-31$169,056
Participant contributions at beginning of year2021-12-31$190,104
Participant contributions at end of year2021-12-31$9,136
Participant contributions at beginning of year2021-12-31$8,395
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$425
Administrative expenses (other) incurred2021-12-31$21,748
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$356,503
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,232,524
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,876,021
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,113,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,363,825
Interest on participant loans2021-12-31$17,112
Interest earned on other investments2021-12-31$93,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,939,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,313,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,989,157
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,375,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31JACKSON THORNTON & CO. PC
Accountancy firm EIN2021-12-31631035228
2020 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,093,990
Total of all expenses incurred2020-12-31$2,206,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,141,105
Expenses. Certain deemed distributions of participant loans2020-12-31$32,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$360,962
Value of total assets at end of year2020-12-31$24,876,021
Value of total assets at beginning of year2020-12-31$23,988,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,169
Total interest from all sources2020-12-31$120,519
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$285,857
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$285,857
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$333,920
Participant contributions at end of year2020-12-31$190,104
Participant contributions at beginning of year2020-12-31$395,421
Participant contributions at end of year2020-12-31$8,395
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$27,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$979
Administrative expenses (other) incurred2020-12-31$33,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$887,253
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,876,021
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,988,768
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$20,363,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,337,298
Value of interest in pooled separate accounts at beginning of year2020-12-31$715,768
Interest on participant loans2020-12-31$16,434
Interest earned on other investments2020-12-31$104,085
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,313,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,539,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,326,652
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,141,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31JACKSON THORNTON & CO. PC
Accountancy firm EIN2020-12-31631035228
2019 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,748,014
Total income from all sources (including contributions)2019-12-31$3,748,014
Total of all expenses incurred2019-12-31$1,495,831
Total of all expenses incurred2019-12-31$1,495,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,451,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,451,938
Expenses. Certain deemed distributions of participant loans2019-12-31$10,980
Expenses. Certain deemed distributions of participant loans2019-12-31$10,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$246,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$246,109
Value of total assets at end of year2019-12-31$23,988,768
Value of total assets at end of year2019-12-31$23,988,768
Value of total assets at beginning of year2019-12-31$21,736,585
Value of total assets at beginning of year2019-12-31$21,736,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,913
Total interest from all sources2019-12-31$60,406
Total interest from all sources2019-12-31$60,406
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$426,802
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$426,802
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$426,802
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$426,802
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
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$241,718
Contributions received from participants2019-12-31$241,718
Participant contributions at end of year2019-12-31$395,421
Participant contributions at beginning of year2019-12-31$457,520
Participant contributions at beginning of year2019-12-31$457,520
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,391
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$979
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$979
Administrative expenses (other) incurred2019-12-31$32,913
Administrative expenses (other) incurred2019-12-31$32,913
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$2,252,183
Value of net income/loss2019-12-31$2,252,183
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,988,768
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,988,768
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,736,585
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,736,585
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$18,337,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,337,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,600,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,600,534
Value of interest in pooled separate accounts at end of year2019-12-31$715,768
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,580,016
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,580,016
Interest on participant loans2019-12-31$22,507
Interest on participant loans2019-12-31$22,507
Interest earned on other investments2019-12-31$37,899
Interest earned on other investments2019-12-31$37,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,539,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,539,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,098,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,098,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,947,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,947,968
Net investment gain/loss from pooled separate accounts2019-12-31$66,729
Net investment gain/loss from pooled separate accounts2019-12-31$66,729
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,451,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,451,938
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JACKSON THORNTON & CO., PC
Accountancy firm name2019-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2019-12-31631035228
Accountancy firm EIN2019-12-31631035228
2018 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-612,583
Total of all expenses incurred2018-12-31$1,770,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,719,529
Expenses. Certain deemed distributions of participant loans2018-12-31$13,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$241,753
Value of total assets at end of year2018-12-31$21,736,585
Value of total assets at beginning of year2018-12-31$24,119,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$37,538
Total interest from all sources2018-12-31$53,313
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$387,267
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$387,267
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$241,753
Participant contributions at end of year2018-12-31$457,520
Participant contributions at beginning of year2018-12-31$427,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,094
Administrative expenses (other) incurred2018-12-31$36,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,383,213
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,736,585
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,119,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$952
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,600,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,871,006
Value of interest in pooled separate accounts at end of year2018-12-31$3,580,016
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,633,841
Interest on participant loans2018-12-31$21,120
Interest earned on other investments2018-12-31$32,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,098,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,186,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,348,507
Net investment gain/loss from pooled separate accounts2018-12-31$53,591
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$1,719,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2018-12-31631035228
2017 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$3,043,602
Total of all expenses incurred2017-12-31$1,883,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,822,749
Expenses. Certain deemed distributions of participant loans2017-12-31$17,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$263,914
Value of total assets at end of year2017-12-31$24,119,798
Value of total assets at beginning of year2017-12-31$22,960,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,036
Total interest from all sources2017-12-31$57,466
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$354,414
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$354,414
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$263,914
Participant contributions at end of year2017-12-31$427,757
Participant contributions at beginning of year2017-12-31$491,934
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$608
Administrative expenses (other) incurred2017-12-31$43,155
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$1,159,687
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,119,798
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,960,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$881
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,871,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,534,709
Value of interest in pooled separate accounts at end of year2017-12-31$4,633,841
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,740,395
Interest on participant loans2017-12-31$20,506
Interest earned on other investments2017-12-31$36,960
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,186,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,192,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,316,292
Net investment gain/loss from pooled separate accounts2017-12-31$51,516
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,822,749
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2017-12-31631035228
2016 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,609,305
Total of all expenses incurred2016-12-31$2,064,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,010,683
Expenses. Certain deemed distributions of participant loans2016-12-31$28,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$225,810
Value of total assets at end of year2016-12-31$22,960,111
Value of total assets at beginning of year2016-12-31$23,415,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,765
Total interest from all sources2016-12-31$61,539
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$319,160
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$319,160
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$212,698
Participant contributions at end of year2016-12-31$491,934
Participant contributions at beginning of year2016-12-31$541,066
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,112
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$608
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$704
Administrative expenses (other) incurred2016-12-31$25,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-455,582
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,960,111
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,415,693
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,534,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,987,323
Value of interest in pooled separate accounts at end of year2016-12-31$4,740,395
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,677,011
Interest on participant loans2016-12-31$24,031
Interest earned on other investments2016-12-31$37,508
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,192,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,209,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$945,221
Net investment gain/loss from pooled separate accounts2016-12-31$57,575
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,010,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31JACKSON THORNTON & CO., PC
Accountancy firm EIN2016-12-31631035228
2015 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$173,598
Total of all expenses incurred2015-12-31$2,271,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,222,639
Expenses. Certain deemed distributions of participant loans2015-12-31$14,495
Value of total corrective distributions2015-12-31$558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$181,570
Value of total assets at end of year2015-12-31$23,415,693
Value of total assets at beginning of year2015-12-31$25,513,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,065
Total interest from all sources2015-12-31$59,468
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$355,845
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$355,845
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$181,570
Participant contributions at end of year2015-12-31$541,066
Participant contributions at beginning of year2015-12-31$553,609
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$540
Administrative expenses (other) incurred2015-12-31$34,065
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,098,159
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,415,693
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,513,852
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$15,987,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,617,039
Value of interest in pooled separate accounts at end of year2015-12-31$5,677,011
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,136,207
Interest on participant loans2015-12-31$21,880
Interest earned on other investments2015-12-31$37,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,209,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,206,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-484,362
Net investment gain/loss from pooled separate accounts2015-12-31$61,077
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,222,639
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2015-12-31631035228
2014 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,618,605
Total of all expenses incurred2014-12-31$2,581,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,516,846
Expenses. Certain deemed distributions of participant loans2014-12-31$59,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$232,294
Value of total assets at end of year2014-12-31$25,513,852
Value of total assets at beginning of year2014-12-31$26,476,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,977
Total interest from all sources2014-12-31$59,891
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$361,670
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$361,670
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$232,294
Participant contributions at end of year2014-12-31$553,609
Participant contributions at beginning of year2014-12-31$639,197
Participant contributions at beginning of year2014-12-31$7,541
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,756
Administrative expenses (other) incurred2014-12-31$4,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-962,798
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,513,852
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,476,650
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$17,617,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,796,090
Value of interest in pooled separate accounts at end of year2014-12-31$6,136,207
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,901,073
Interest on participant loans2014-12-31$27,103
Interest earned on other investments2014-12-31$32,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,206,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,130,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$900,767
Net investment gain/loss from pooled separate accounts2014-12-31$63,983
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,516,846
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2014-12-31631035228
2013 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$3,585,340
Total of all expenses incurred2013-12-31$1,148,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,097,131
Expenses. Certain deemed distributions of participant loans2013-12-31$47,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$538,138
Value of total assets at end of year2013-12-31$26,476,650
Value of total assets at beginning of year2013-12-31$24,039,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,879
Total interest from all sources2013-12-31$63,715
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$322,355
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$322,355
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$503,506
Participant contributions at end of year2013-12-31$639,197
Participant contributions at beginning of year2013-12-31$693,792
Participant contributions at end of year2013-12-31$7,541
Participant contributions at beginning of year2013-12-31$14,610
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$34,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,034
Administrative expenses (other) incurred2013-12-31$3,879
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$2,437,079
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,476,650
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$24,039,571
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$17,796,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,546,719
Value of interest in pooled separate accounts at end of year2013-12-31$6,901,073
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,658,962
Interest on participant loans2013-12-31$30,939
Interest earned on other investments2013-12-31$32,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,130,993
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,122,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,575,329
Net investment gain/loss from pooled separate accounts2013-12-31$85,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,097,131
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 name2013-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2013-12-31631035228
2012 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$2,480,932
Total of all expenses incurred2012-12-31$1,261,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,254,804
Expenses. Certain deemed distributions of participant loans2012-12-31$1,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$380,851
Value of total assets at end of year2012-12-31$24,039,571
Value of total assets at beginning of year2012-12-31$22,819,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,674
Total interest from all sources2012-12-31$151,430
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$340,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$340,446
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$380,851
Participant contributions at end of year2012-12-31$693,792
Participant contributions at beginning of year2012-12-31$630,934
Participant contributions at end of year2012-12-31$14,610
Participant contributions at beginning of year2012-12-31$2,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,648
Administrative expenses (other) incurred2012-12-31$4,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,219,722
Value of net assets at end of year (total assets less liabilities)2012-12-31$24,039,571
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$22,819,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,546,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,327,161
Value of interest in pooled separate accounts at end of year2012-12-31$6,658,962
Value of interest in pooled separate accounts at beginning of year2012-12-31$958,275
Interest on participant loans2012-12-31$35,898
Interest earned on other investments2012-12-31$115,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,122,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,898,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,574,037
Net investment gain/loss from pooled separate accounts2012-12-31$34,168
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,254,804
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
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2012-12-31631035228
2011 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$383,170
Total of all expenses incurred2011-12-31$1,254,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,221,037
Expenses. Certain deemed distributions of participant loans2011-12-31$29,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$454,634
Value of total assets at end of year2011-12-31$22,819,849
Value of total assets at beginning of year2011-12-31$23,691,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,885
Total interest from all sources2011-12-31$243,713
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$309,792
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$309,792
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$351,409
Participant contributions at end of year2011-12-31$630,934
Participant contributions at beginning of year2011-12-31$700,130
Participant contributions at end of year2011-12-31$2,970
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$66,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,648
Administrative expenses (other) incurred2011-12-31$3,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-871,726
Value of net assets at end of year (total assets less liabilities)2011-12-31$22,819,849
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$23,691,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,327,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,174,737
Value of interest in pooled separate accounts at end of year2011-12-31$958,275
Interest on participant loans2011-12-31$32,404
Interest earned on other investments2011-12-31$211,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,898,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,816,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-636,917
Net investment gain/loss from pooled separate accounts2011-12-31$11,948
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$36,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,221,037
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2011-12-31631035228
2010 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,569
Total income from all sources (including contributions)2010-12-31$2,758,681
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,939,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,625,985
Expenses. Certain deemed distributions of participant loans2010-12-31$251,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$532,924
Value of total assets at end of year2010-12-31$23,691,575
Value of total assets at beginning of year2010-12-31$23,890,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,420
Total interest from all sources2010-12-31$347,025
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$224,083
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$224,083
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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$311,063
Participant contributions at end of year2010-12-31$700,130
Participant contributions at beginning of year2010-12-31$1,019,578
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$221,861
Administrative expenses (other) incurred2010-12-31$-25
Liabilities. Value of operating payables at beginning of year2010-12-31$17,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-181,073
Value of net assets at end of year (total assets less liabilities)2010-12-31$23,691,575
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,872,648
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$14,174,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$13,563,759
Interest on participant loans2010-12-31$45,435
Interest earned on other investments2010-12-31$301,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,816,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$9,306,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,654,649
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,625,985
Contract administrator fees2010-12-31$62,445
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 name2010-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2010-12-31631035228
2009 : MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B 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 MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN

2023: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: MONTGOMERY BAPTIST OUTREACH SERVICES CORPORATION 403B PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069411
Policy instance 3
Insurance contract or identification numberTT069411
Number of Individuals Covered577
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered294
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $163
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered577
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069411
Policy instance 3
Insurance contract or identification numberTT069411
Number of Individuals Covered606
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered305
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $174
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
Commission paid to Insurance BrokerUSD $60
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered606
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered666
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered229
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $198
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
Commission paid to Insurance BrokerUSD $77
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069411
Policy instance 3
Insurance contract or identification numberTT069411
Number of Individuals Covered666
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069411
Policy instance 3
Insurance contract or identification numberTT069411
Number of Individuals Covered753
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered329
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $159
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
Commission paid to Insurance BrokerUSD $58
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered753
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberTT069411
Policy instance 3
Insurance contract or identification numberTT069411
Number of Individuals Covered895
Insurance policy start date2019-12-26
Insurance policy end date2019-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered198
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $161
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
Commission paid to Insurance BrokerUSD $60
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered895
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered348
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $169
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $64
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered909
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered360
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $159
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60
Insurance broker organization code?3
Insurance broker nameSETH ADAMS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered1090
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered1083
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered402
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $144
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65
Insurance broker organization code?3
Insurance broker nameSETH ADAMS
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered1192
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44304
Policy instance 2
Insurance contract or identification number44304
Number of Individuals Covered420
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered1257
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44304
Policy instance 2
Insurance contract or identification number44304
Number of Individuals Covered440
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $287
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
Insurance broker nameJAY P SIMPSON
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44304
Policy instance 2
Insurance contract or identification number44304
Number of Individuals Covered453
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $278
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16
Insurance broker organization code?3
Insurance broker nameJAY P SIMPSON
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered1312
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number44304
Policy instance 2
Insurance contract or identification number44304
Number of Individuals Covered473
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $161
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069411
Policy instance 1
Insurance contract or identification numberTT069411
Number of Individuals Covered1390
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 1
Insurance contract or identification number06332
Number of Individuals Covered495
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $135
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number06332
Policy instance 2
Insurance contract or identification number06332
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1