COOSA VALLEY EQUINE CENTER, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFIT PARTNERS, LLC 401K PLAN
Measure | Date | Value |
---|
2016: BENEFIT PARTNERS, LLC 401K PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 15 |
Number of participants with account balances | 2016-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BENEFIT PARTNERS, LLC 401K PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 16 |
Number of participants with account balances | 2015-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BENEFIT PARTNERS, LLC 401K PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 19 |
Total participants | 2014-01-01 | 19 |
Number of participants with account balances | 2014-01-01 | 13 |
2013: BENEFIT PARTNERS, LLC 401K PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 22 |
Total participants | 2013-01-01 | 22 |
Number of participants with account balances | 2013-01-01 | 12 |
2012: BENEFIT PARTNERS, LLC 401K PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 14 |
Number of participants with account balances | 2012-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BENEFIT PARTNERS, LLC 401K PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 14 |
Number of participants with account balances | 2011-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: BENEFIT PARTNERS, LLC 401K PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 20 |
Number of participants with account balances | 2009-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2016 : BENEFIT PARTNERS, LLC 401K PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $100,282 |
Expenses. Total of all expenses incurred | 2016-12-31 | $669,216 |
Benefits paid (including direct rollovers) | 2016-12-31 | $669,216 |
Total plan assets at end of year | 2016-12-31 | $358,268 |
Total plan assets at beginning of year | 2016-12-31 | $927,202 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $59,351 |
Other income received | 2016-12-31 | $24,102 |
Net income (gross income less expenses) | 2016-12-31 | $-568,934 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $358,268 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $927,202 |
Assets. Value of participant loans | 2016-12-31 | $41,451 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $16,829 |
2015 : BENEFIT PARTNERS, LLC 401K PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $56,484 |
Expenses. Total of all expenses incurred | 2015-12-31 | $30,340 |
Benefits paid (including direct rollovers) | 2015-12-31 | $30,340 |
Total plan assets at end of year | 2015-12-31 | $927,202 |
Total plan assets at beginning of year | 2015-12-31 | $901,058 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $60,132 |
Other income received | 2015-12-31 | $-21,156 |
Net income (gross income less expenses) | 2015-12-31 | $26,144 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $927,202 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $901,058 |
Assets. Value of participant loans | 2015-12-31 | $50,091 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $17,508 |
2014 : BENEFIT PARTNERS, LLC 401K PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $120,188 |
Total plan assets at end of year | 2014-12-31 | $901,058 |
Total plan assets at beginning of year | 2014-12-31 | $780,870 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $73,995 |
Other income received | 2014-12-31 | $27,911 |
Net income (gross income less expenses) | 2014-12-31 | $120,188 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $901,058 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $780,870 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $18,282 |
2013 : BENEFIT PARTNERS, LLC 401K PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $218,121 |
Total plan assets at end of year | 2013-12-31 | $780,870 |
Total plan assets at beginning of year | 2013-12-31 | $562,749 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $73,040 |
Other income received | 2013-12-31 | $128,202 |
Net income (gross income less expenses) | 2013-12-31 | $218,121 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $780,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $562,749 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $16,879 |
2012 : BENEFIT PARTNERS, LLC 401K PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $144,868 |
Expenses. Total of all expenses incurred | 2012-12-31 | $100,000 |
Benefits paid (including direct rollovers) | 2012-12-31 | $100,000 |
Total plan assets at end of year | 2012-12-31 | $562,749 |
Total plan assets at beginning of year | 2012-12-31 | $517,881 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $56,467 |
Other income received | 2012-12-31 | $75,836 |
Net income (gross income less expenses) | 2012-12-31 | $44,868 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $562,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $517,881 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $12,565 |
2011 : BENEFIT PARTNERS, LLC 401K PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $34,781 |
Expenses. Total of all expenses incurred | 2011-12-31 | $10,466 |
Benefits paid (including direct rollovers) | 2011-12-31 | $10,466 |
Total plan assets at end of year | 2011-12-31 | $517,881 |
Total plan assets at beginning of year | 2011-12-31 | $493,566 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $56,869 |
Other income received | 2011-12-31 | $-35,690 |
Net income (gross income less expenses) | 2011-12-31 | $24,315 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $517,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $493,566 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $13,602 |
2010 : BENEFIT PARTNERS, LLC 401K PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $136,523 |
Expenses. Total of all expenses incurred | 2010-12-31 | $8,219 |
Benefits paid (including direct rollovers) | 2010-12-31 | $7,523 |
Total plan assets at end of year | 2010-12-31 | $493,566 |
Total plan assets at beginning of year | 2010-12-31 | $365,262 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $63,215 |
Other income received | 2010-12-31 | $56,313 |
Net income (gross income less expenses) | 2010-12-31 | $128,304 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $493,566 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $365,262 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $16,995 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $696 |
2016: BENEFIT PARTNERS, LLC 401K PLAN 2016 form 5500 responses |
---|
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BENEFIT PARTNERS, LLC 401K PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BENEFIT PARTNERS, LLC 401K PLAN 2014 form 5500 responses |
---|
2014-01-01 | Type of plan entity | Mulitple employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BENEFIT PARTNERS, LLC 401K PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Mulitple employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BENEFIT PARTNERS, LLC 401K PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Mulitple employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BENEFIT PARTNERS, LLC 401K PLAN 2011 form 5500 responses |
---|
2011-01-01 | Type of plan entity | Mulitple employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BENEFIT PARTNERS, LLC 401K PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Mulitple employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 15770 |
Policy instance | 1 |
Insurance contract or identification number | 15770 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 15770 |
Policy instance | 1 |
Insurance contract or identification number | 15770 | Number of Individuals Covered | 13 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 15770 |
Policy instance | 1 |
Insurance contract or identification number | 15770 | Number of Individuals Covered | 12 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 15770 |
Policy instance | 1 |
Insurance contract or identification number | 15770 | Number of Individuals Covered | 8 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 15770 |
Policy instance | 1 |
Insurance contract or identification number | 15770 | Number of Individuals Covered | 7 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 15770 |
Policy instance | 1 |
Insurance contract or identification number | 15770 | Number of Individuals Covered | 10 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|