Logo

CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 401k Plan overview

Plan NameCADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN
Plan identification number 001

CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CADE, CRENSHAW & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.

Company Name:CADE, CRENSHAW & ASSOCIATES, P.C.
Employer identification number (EIN):630936180
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BERT CRENSHAW BERT CRENSHAW2018-06-29
0012016-01-01BERT CRENSHAW BERT CRENSHAW2017-07-11
0012015-01-01BERT CRENSHAW BERT CRENSHAW2016-06-14
0012014-01-01BERT CRENSHAW BERT CRENSHAW2015-08-31
0012013-01-01BERT CRENSHAW BERT CRENSHAW2014-10-08
0012012-01-01BERT CRENSHAW BERT CRENSHAW2013-07-23
0012011-01-01BERT CRENSHAW BERT CRENSHAW2012-07-20
0012010-01-01BERT CRENSHAW BERT CRENSHAW2011-08-18
0012009-01-01BERT CRENSHAW BERT CRENSHAW2010-07-07

Plan Statistics for CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN

401k plan membership statisitcs for CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN

Measure Date Value
2023: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0110
Total number of active participants reported on line 7a of the Form 55002023-01-018
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-019
Total participants2023-01-019
Number of participants with account balances2023-01-019
2022: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-0110
Total participants2022-01-0110
Number of participants with account balances2022-01-0110
2021: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113
Total number of active participants reported on line 7a of the Form 55002021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0111
Total participants2021-01-0111
Number of participants with account balances2021-01-0111
2020: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112
Total number of active participants reported on line 7a of the Form 55002020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0113
Total participants2020-01-0113
Number of participants with account balances2020-01-0113
2019: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0112
Total number of active participants reported on line 7a of the Form 55002019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0112
Total participants2019-01-0112
Number of participants with account balances2019-01-0112
2018: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0112
Total number of active participants reported on line 7a of the Form 55002018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0112
Total participants2018-01-0112
2017: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0111
Total number of active participants reported on line 7a of the Form 55002017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0112
Total participants2017-01-0112
2016: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0111
Total participants2016-01-0111
2015: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0110
Total number of active participants reported on line 7a of the Form 55002015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0111
Total participants2015-01-0111
2014: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-0110
Total participants2014-01-0110
2013: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
2012: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0110
Total participants2012-01-0110
Number of participants with account balances2012-01-018
2011: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0110
Total participants2011-01-0110
Number of participants with account balances2011-01-019
2010: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-018
Total participants2010-01-018
Number of participants with account balances2010-01-018
2009: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN

Measure Date Value
2023 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$342,613
Expenses. Total of all expenses incurred2023-12-31$3,813,971
Benefits paid (including direct rollovers)2023-12-31$3,798,029
Total plan assets at end of year2023-12-31$1,969,483
Total plan assets at beginning of year2023-12-31$5,440,841
Value of fidelity bond covering the plan2023-12-31$600,000
Total contributions received or receivable from participants2023-12-31$99,569
Other income received2023-12-31$122,475
Net income (gross income less expenses)2023-12-31$-3,471,358
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,969,483
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,440,841
Assets. Value of participant loans2023-12-31$48,805
Total contributions received or receivable from employer(s)2023-12-31$120,569
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$15,942
2022 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$612,415
Expenses. Total of all expenses incurred2022-12-31$14,758
Benefits paid (including direct rollovers)2022-12-31$3,910
Total plan assets at end of year2022-12-31$5,440,841
Total plan assets at beginning of year2022-12-31$4,843,184
Value of fidelity bond covering the plan2022-12-31$600,000
Total contributions received or receivable from participants2022-12-31$107,293
Contributions received from other sources (not participants or employers)2022-12-31$108,000
Other income received2022-12-31$255,344
Net income (gross income less expenses)2022-12-31$597,657
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,440,841
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,843,184
Assets. Value of participant loans2022-12-31$68,955
Total contributions received or receivable from employer(s)2022-12-31$141,778
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$10,848
2021 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,089,006
Expenses. Total of all expenses incurred2021-12-31$219,981
Benefits paid (including direct rollovers)2021-12-31$212,676
Total plan assets at end of year2021-12-31$4,843,184
Total plan assets at beginning of year2021-12-31$3,974,159
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$107,390
Other income received2021-12-31$848,357
Net income (gross income less expenses)2021-12-31$869,025
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,843,184
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,974,159
Assets. Value of participant loans2021-12-31$84,296
Total contributions received or receivable from employer(s)2021-12-31$133,259
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$7,305
2020 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$237,532
Expenses. Total of all expenses incurred2020-12-31$8,476
Total plan assets at end of year2020-12-31$3,974,159
Total plan assets at beginning of year2020-12-31$3,745,103
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$95,845
Other income received2020-12-31$27,244
Net income (gross income less expenses)2020-12-31$229,056
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,974,159
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,745,103
Assets. Value of participant loans2020-12-31$133,801
Total contributions received or receivable from employer(s)2020-12-31$114,443
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$8,476
2019 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$911,100
Expenses. Total of all expenses incurred2019-12-31$77,683
Benefits paid (including direct rollovers)2019-12-31$70,000
Total plan assets at end of year2019-12-31$3,745,103
Total plan assets at beginning of year2019-12-31$2,911,686
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$77,518
Other income received2019-12-31$731,230
Net income (gross income less expenses)2019-12-31$833,417
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,745,103
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,911,686
Assets. Value of participant loans2019-12-31$15,709
Total contributions received or receivable from employer(s)2019-12-31$102,352
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$7,683
2018 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-224,068
Expenses. Total of all expenses incurred2018-12-31$87,177
Benefits paid (including direct rollovers)2018-12-31$80,000
Total plan assets at end of year2018-12-31$2,911,686
Total plan assets at beginning of year2018-12-31$3,222,931
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$60,469
Other income received2018-12-31$-368,733
Net income (gross income less expenses)2018-12-31$-311,245
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,911,686
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,222,931
Assets. Value of participant loans2018-12-31$25,099
Total contributions received or receivable from employer(s)2018-12-31$84,196
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,177
2017 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$356,526
Expenses. Total of all expenses incurred2017-12-31$15,253
Benefits paid (including direct rollovers)2017-12-31$8,419
Total plan assets at end of year2017-12-31$3,222,931
Total plan assets at beginning of year2017-12-31$2,881,658
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$60,964
Other income received2017-12-31$209,359
Net income (gross income less expenses)2017-12-31$341,273
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,222,931
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,881,658
Total contributions received or receivable from employer(s)2017-12-31$86,203
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,834
2016 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$571,095
Expenses. Total of all expenses incurred2016-12-31$11,333
Benefits paid (including direct rollovers)2016-12-31$5,400
Total plan assets at end of year2016-12-31$2,881,658
Total plan assets at beginning of year2016-12-31$2,321,896
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$58,806
Other income received2016-12-31$432,067
Net income (gross income less expenses)2016-12-31$559,762
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,881,658
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,321,896
Total contributions received or receivable from employer(s)2016-12-31$80,222
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,933
2015 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$92,288
Expenses. Total of all expenses incurred2015-12-31$9,340
Benefits paid (including direct rollovers)2015-12-31$3,500
Total plan assets at end of year2015-12-31$2,321,896
Total plan assets at beginning of year2015-12-31$2,238,948
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$51,160
Other income received2015-12-31$-27,616
Net income (gross income less expenses)2015-12-31$82,948
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,321,896
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,238,948
Total contributions received or receivable from employer(s)2015-12-31$68,744
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,840
2014 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$145,385
Expenses. Total of all expenses incurred2014-12-31$140,394
Benefits paid (including direct rollovers)2014-12-31$135,000
Total plan assets at end of year2014-12-31$2,238,948
Total plan assets at beginning of year2014-12-31$2,233,957
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$44,281
Contributions received from other sources (not participants or employers)2014-12-31$8,535
Other income received2014-12-31$33,379
Net income (gross income less expenses)2014-12-31$4,991
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,238,948
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,233,957
Total contributions received or receivable from employer(s)2014-12-31$59,190
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,394
2013 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$397,561
Expenses. Total of all expenses incurred2013-12-31$16,452
Benefits paid (including direct rollovers)2013-12-31$11,683
Total plan assets at end of year2013-12-31$2,233,957
Total plan assets at beginning of year2013-12-31$1,852,848
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$47,548
Contributions received from other sources (not participants or employers)2013-12-31$6,170
Other income received2013-12-31$283,531
Net income (gross income less expenses)2013-12-31$381,109
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,233,957
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,852,848
Total contributions received or receivable from employer(s)2013-12-31$60,312
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,769
2012 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$270,809
Expenses. Total of all expenses incurred2012-12-31$43,509
Benefits paid (including direct rollovers)2012-12-31$39,526
Total plan assets at end of year2012-12-31$1,852,848
Total plan assets at beginning of year2012-12-31$1,625,548
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$44,685
Other income received2012-12-31$168,060
Net income (gross income less expenses)2012-12-31$227,300
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,852,848
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,625,548
Total contributions received or receivable from employer(s)2012-12-31$58,064
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,983
2011 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$215,884
Expenses. Total of all expenses incurred2011-12-31$24,887
Benefits paid (including direct rollovers)2011-12-31$21,276
Total plan assets at end of year2011-12-31$1,625,548
Total plan assets at beginning of year2011-12-31$1,434,551
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$44,128
Other income received2011-12-31$111,537
Net income (gross income less expenses)2011-12-31$190,997
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,625,548
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,434,551
Total contributions received or receivable from employer(s)2011-12-31$60,219
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,611
2010 : CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$279,194
Expenses. Total of all expenses incurred2010-12-31$80,627
Benefits paid (including direct rollovers)2010-12-31$77,638
Total plan assets at end of year2010-12-31$1,434,551
Total plan assets at beginning of year2010-12-31$1,235,984
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$44,599
Other income received2010-12-31$173,880
Net income (gross income less expenses)2010-12-31$198,567
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,434,551
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,235,984
Total contributions received or receivable from employer(s)2010-12-31$60,715
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,989

Form 5500 Responses for CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN

2023: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT 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
2010: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CADE, CRENSHAW & ASSOCIATES, P.C. 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,942
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,848
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees10848
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,305
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees7305
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,476
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees8476
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,683
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees7683
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,177
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees7177
Insurance broker organization code?7
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,834
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees6834
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,840
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees5840
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,394
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees5394
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,769
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees4769
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,983
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees3983
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,611
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number69146
Policy instance 1
Insurance contract or identification number69146
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 $2,989
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPENSION PROVIDER
Amount paid for insurance broker fees2989
Additional information about fees paid to insurance brokerCONTRACT ADMIN FEES
Insurance broker organization code?7
Insurance broker nameMORGAN STANLEY

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