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THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN
Plan identification number 001

THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE BADDOUR CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE BADDOUR CENTER, INC.
Employer identification number (EIN):640578661
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHARON PERRY2023-10-02 SHARON PERRY2023-10-02
0012021-01-01PARKE PEPPER2022-10-07 PARKE PEPPER2022-10-07
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER BOUCHILLON PARKE PEPPER2018-10-15
0012016-01-01JENNIFER BOUCHILLON PARKE PEPPER2017-10-12
0012015-01-01JENNIFER BOUCHILLON PARKE PEPPER2016-10-13
0012014-01-01JENNIFER BOUCHILLON PARKE PEPPER2015-10-15
0012013-01-01SHARON BORDEN PARKE PEPPER2014-10-15
0012012-01-01SHARON BORDEN PARKE PEPPER2013-10-05
0012011-01-01SHARON BORDEN PARKE PEPPER2012-10-09
0012010-01-01SHARON BORDEN PARKE PEPPER2011-10-06
0012009-01-01SHARON BORDEN PARKE PEPPER2010-10-14

Plan Statistics for THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01183
Total number of active participants reported on line 7a of the Form 55002022-01-01186
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-01196
Total participants2022-01-01196
Number of participants with account balances2022-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01174
Total number of active participants reported on line 7a of the Form 55002021-01-01183
Number of other retired or separated participants entitled to future benefits2021-01-013
Total of all active and inactive participants2021-01-01186
Total participants2021-01-01186
Number of participants with account balances2021-01-0157
2020: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01221
Total number of active participants reported on line 7a of the Form 55002020-01-01200
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01203
Number of participants with account balances2020-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01223
Total number of active participants reported on line 7a of the Form 55002019-01-01214
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01214
Number of participants with account balances2019-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01232
Total number of active participants reported on line 7a of the Form 55002018-01-01214
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01214
Total participants2018-01-01214
Number of participants with account balances2018-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01192
Total number of active participants reported on line 7a of the Form 55002017-01-01191
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01195
Number of participants with account balances2017-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01196
Total number of active participants reported on line 7a of the Form 55002016-01-01184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01190
Number of participants with account balances2016-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01211
Total number of active participants reported on line 7a of the Form 55002015-01-01193
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01199
Number of participants with account balances2015-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01212
Total number of active participants reported on line 7a of the Form 55002014-01-01196
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01214
Total number of active participants reported on line 7a of the Form 55002013-01-01208
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01215
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01219
Total number of active participants reported on line 7a of the Form 55002012-01-01204
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01211
Number of participants with account balances2012-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01210
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01216
Number of participants with account balances2011-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01230
Total number of active participants reported on line 7a of the Form 55002010-01-01201
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01208
Number of participants with account balances2010-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01227
Total number of active participants reported on line 7a of the Form 55002009-01-01211
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01224
Number of participants with account balances2009-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2022 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,101
Total income from all sources (including contributions)2022-12-31$-329,073
Total of all expenses incurred2022-12-31$409,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$396,557
Value of total corrective distributions2022-12-31$1,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$113,764
Value of total assets at end of year2022-12-31$1,747,005
Value of total assets at beginning of year2022-12-31$2,486,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,660
Total interest from all sources2022-12-31$1,359
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$52,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$52,952
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$76,704
Participant contributions at end of year2022-12-31$26,605
Participant contributions at beginning of year2022-12-31$23,542
Participant contributions at end of year2022-12-31$2,934
Participant contributions at beginning of year2022-12-31$6,002
Assets. Other investments not covered elsewhere at end of year2022-12-31$2,648
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-738,567
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,747,005
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,485,572
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
Investment advisory and management fees2022-12-31$6,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,712,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,448,963
Interest on participant loans2022-12-31$1,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-497,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$37,060
Employer contributions (assets) at end of year2022-12-31$1,645
Employer contributions (assets) at beginning of year2022-12-31$2,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$396,557
Contract administrator fees2022-12-31$5,619
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31MATTHEWS, CUTRER AND LINDSAY, P.A.
Accountancy firm EIN2022-12-31640897081
2021 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,101
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$270
Total income from all sources (including contributions)2021-12-31$505,348
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$199,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$167,810
Value of total corrective distributions2021-12-31$1,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$113,668
Value of total assets at end of year2021-12-31$2,486,673
Value of total assets at beginning of year2021-12-31$2,179,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,776
Total interest from all sources2021-12-31$306
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$123,321
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$123,321
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$76,239
Participant contributions at end of year2021-12-31$23,542
Participant contributions at beginning of year2021-12-31$8,497
Participant contributions at end of year2021-12-31$6,002
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$270
Administrative expenses (other) incurred2021-12-31$0
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$306,266
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,485,572
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,179,306
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
Investment advisory and management fees2021-12-31$11,841
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,452,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,171,079
Interest on participant loans2021-12-31$306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$268,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$37,429
Employer contributions (assets) at end of year2021-12-31$2,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$167,810
Contract administrator fees2021-12-31$17,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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
Aggregate proceeds on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2021-12-31621804252
2020 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$451,831
Total of all expenses incurred2020-12-31$68,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$43,344
Value of total corrective distributions2020-12-31$1,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$129,795
Value of total assets at end of year2020-12-31$2,179,576
Value of total assets at beginning of year2020-12-31$1,795,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,362
Total interest from all sources2020-12-31$800
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$54,457
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$54,457
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$83,680
Participant contributions at end of year2020-12-31$8,497
Participant contributions at beginning of year2020-12-31$23,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$270
Administrative expenses (other) incurred2020-12-31$23,362
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$383,678
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,179,306
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,795,628
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$2,171,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,771,634
Income. Interest from loans (other than to participants)2020-12-31$800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$266,779
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
Contributions received in cash from employer2020-12-31$46,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$43,344
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
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2020-12-31621804252
2019 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,424
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$423,892
Total of all expenses incurred2019-12-31$158,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$136,707
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$135,768
Value of total assets at end of year2019-12-31$1,795,628
Value of total assets at beginning of year2019-12-31$1,531,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,435
Total interest from all sources2019-12-31$1,553
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$27,562
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$27,562
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$79,986
Participant contributions at end of year2019-12-31$23,994
Participant contributions at beginning of year2019-12-31$27,624
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$13,864
Other income not declared elsewhere2019-12-31$0
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$265,750
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,795,628
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,529,878
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,771,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,352,684
Interest on participant loans2019-12-31$1,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$150,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$150,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$259,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$41,918
Income. Dividends from preferred stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$136,707
Contract administrator fees2019-12-31$11,195
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$1,424
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 name2019-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2019-12-31621804252
2018 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,424
Total income from all sources (including contributions)2018-12-31$53,057
Total of all expenses incurred2018-12-31$46,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$24,885
Value of total corrective distributions2018-12-31$1,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$109,332
Value of total assets at end of year2018-12-31$1,531,302
Value of total assets at beginning of year2018-12-31$1,523,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,559
Total interest from all sources2018-12-31$1,656
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$20,125
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$20,125
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$67,536
Participant contributions at end of year2018-12-31$27,624
Participant contributions at beginning of year2018-12-31$19,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,424
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$6,189
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,529,878
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,523,689
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$16,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,352,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,363,784
Interest on participant loans2018-12-31$1,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$150,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$140,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$140,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-78,056
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
Contributions received in cash from employer2018-12-31$41,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$24,885
Contract administrator fees2018-12-31$3,897
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 name2018-12-31WATKINS UIBERALL, PLLC
Accountancy firm EIN2018-12-31621804252
2017 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$239,018
Total of all expenses incurred2017-12-31$234,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$215,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$97,459
Value of total assets at end of year2017-12-31$1,523,689
Value of total assets at beginning of year2017-12-31$1,519,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$19,185
Total interest from all sources2017-12-31$2,033
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$17,420
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$17,420
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
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$60,738
Participant contributions at end of year2017-12-31$19,019
Participant contributions at beginning of year2017-12-31$33,346
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$4,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,523,689
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,519,457
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$17,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,363,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,352,398
Interest on participant loans2017-12-31$1,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$140,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$133,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$133,713
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$122,106
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
Contributions received in cash from employer2017-12-31$36,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$215,601
Contract administrator fees2017-12-31$2,099
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 name2017-12-31GRANTHAM POOLE PLLC
Accountancy firm EIN2017-12-31640903390
2016 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$162,916
Total of all expenses incurred2016-12-31$449,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$426,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$98,871
Value of total assets at end of year2016-12-31$1,519,457
Value of total assets at beginning of year2016-12-31$1,806,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,644
Total interest from all sources2016-12-31$2,078
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$18,430
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$18,430
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
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$63,185
Participant contributions at end of year2016-12-31$33,346
Participant contributions at beginning of year2016-12-31$49,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-286,662
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,519,457
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,806,119
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
Investment advisory and management fees2016-12-31$19,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,352,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,623,152
Interest on participant loans2016-12-31$2,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$133,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$133,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$133,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$43,537
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
Contributions received in cash from employer2016-12-31$35,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$426,934
Contract administrator fees2016-12-31$3,275
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 name2016-12-31GRANTHAM POOLE PLLC
Accountancy firm EIN2016-12-31640903390
2015 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$53,343
Total of all expenses incurred2015-12-31$183,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$158,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$115,671
Value of total assets at end of year2015-12-31$1,806,119
Value of total assets at beginning of year2015-12-31$1,935,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,209
Total interest from all sources2015-12-31$2,506
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,003
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$22,003
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$76,440
Participant contributions at end of year2015-12-31$49,649
Participant contributions at beginning of year2015-12-31$57,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-129,690
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,806,119
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,935,809
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
Investment advisory and management fees2015-12-31$20,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,623,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,634,186
Interest on participant loans2015-12-31$2,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$133,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$244,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$244,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-86,837
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
Contributions received in cash from employer2015-12-31$39,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$158,824
Contract administrator fees2015-12-31$3,392
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 name2015-12-31GRANTHAM POOLE PLLC
Accountancy firm EIN2015-12-31640903390
2014 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$181,038
Total of all expenses incurred2014-12-31$79,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$54,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$118,199
Value of total assets at end of year2014-12-31$1,935,809
Value of total assets at beginning of year2014-12-31$1,833,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,616
Total interest from all sources2014-12-31$2,264
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$22,263
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$22,263
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$79,789
Participant contributions at end of year2014-12-31$57,250
Participant contributions at beginning of year2014-12-31$41,010
Participant contributions at beginning of year2014-12-31$3,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$892
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$101,891
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,935,809
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,833,918
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
Investment advisory and management fees2014-12-31$21,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,634,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,592,836
Interest on participant loans2014-12-31$2,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$244,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$193,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$193,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$38,312
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
Contributions received in cash from employer2014-12-31$38,410
Employer contributions (assets) at beginning of year2014-12-31$3,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$54,531
Contract administrator fees2014-12-31$3,388
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 name2014-12-31GRANTHAM POOLE PLLC
Accountancy firm EIN2014-12-31640903390
2013 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$308,308
Total of all expenses incurred2013-12-31$107,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$83,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$120,247
Value of total assets at end of year2013-12-31$1,833,918
Value of total assets at beginning of year2013-12-31$1,632,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$23,286
Total interest from all sources2013-12-31$2,073
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,167
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$17,167
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$83,140
Participant contributions at end of year2013-12-31$41,010
Participant contributions at beginning of year2013-12-31$19,048
Participant contributions at end of year2013-12-31$3,108
Participant contributions at beginning of year2013-12-31$3,501
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$594
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$201,051
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,833,918
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,632,867
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
Investment advisory and management fees2013-12-31$19,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,592,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,408,511
Interest on participant loans2013-12-31$2,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$193,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$197,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$197,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$168,821
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
Contributions received in cash from employer2013-12-31$37,107
Employer contributions (assets) at end of year2013-12-31$3,028
Employer contributions (assets) at beginning of year2013-12-31$3,871
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$83,971
Contract administrator fees2013-12-31$4,083
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 name2013-12-31GRANTHAM POOLE PLLC
Accountancy firm EIN2013-12-31640903390
2012 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$303,531
Total of all expenses incurred2012-12-31$210,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$188,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$146,565
Value of total assets at end of year2012-12-31$1,632,867
Value of total assets at beginning of year2012-12-31$1,539,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,192
Total interest from all sources2012-12-31$1,185
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$17,478
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$17,478
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$99,568
Participant contributions at end of year2012-12-31$19,048
Participant contributions at beginning of year2012-12-31$18,647
Participant contributions at end of year2012-12-31$3,501
Participant contributions at beginning of year2012-12-31$3,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$558
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$93,174
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,632,867
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,539,693
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
Investment advisory and management fees2012-12-31$18,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,408,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,292,739
Interest on participant loans2012-12-31$1,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$197,342
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$218,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$218,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$138,303
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
Contributions received in cash from employer2012-12-31$46,997
Employer contributions (assets) at end of year2012-12-31$3,871
Employer contributions (assets) at beginning of year2012-12-31$5,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$188,165
Contract administrator fees2012-12-31$4,045
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 name2012-12-31GRANTHAM POOLE PLLC
Accountancy firm EIN2012-12-31640903390
2011 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$138,620
Total of all expenses incurred2011-12-31$62,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$41,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$146,555
Value of total assets at end of year2011-12-31$1,539,693
Value of total assets at beginning of year2011-12-31$1,463,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20,900
Total interest from all sources2011-12-31$1,813
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$19,275
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$19,275
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 period2011-12-31No
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$106,261
Participant contributions at end of year2011-12-31$18,647
Participant contributions at beginning of year2011-12-31$25,885
Participant contributions at end of year2011-12-31$3,947
Participant contributions at beginning of year2011-12-31$3,671
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$572
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$75,783
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,539,693
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,463,910
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
Investment advisory and management fees2011-12-31$17,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,292,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,233,779
Interest on participant loans2011-12-31$1,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$218,119
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$197,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$197,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-29,023
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$40,294
Employer contributions (assets) at end of year2011-12-31$5,683
Employer contributions (assets) at beginning of year2011-12-31$2,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$41,937
Contract administrator fees2011-12-31$3,169
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 name2011-12-31GRANTHAM POOLE PLLC
Accountancy firm EIN2011-12-31640903390
2010 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT 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$0
Total income from all sources (including contributions)2010-12-31$248,430
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$136,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$117,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$118,183
Value of total assets at end of year2010-12-31$1,463,910
Value of total assets at beginning of year2010-12-31$1,352,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,344
Total interest from all sources2010-12-31$3,220
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,907
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$17,907
Administrative expenses professional fees incurred2010-12-31$0
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$102,471
Participant contributions at end of year2010-12-31$25,885
Participant contributions at beginning of year2010-12-31$31,792
Participant contributions at end of year2010-12-31$3,671
Participant contributions at beginning of year2010-12-31$3,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$19,344
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$111,721
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,463,910
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,352,189
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
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,233,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,136,589
Interest on participant loans2010-12-31$2,760
Interest earned on other investments2010-12-31$460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$197,153
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$178,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$178,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$109,120
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
Contributions received in cash from employer2010-12-31$15,712
Employer contributions (assets) at end of year2010-12-31$2,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$117,365
Contract administrator fees2010-12-31$0
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 name2010-12-31HORNE LLP
Accountancy firm EIN2010-12-31201941244
2009 : THE BADDOUR CENTER, INC. 403(B) RETIREMENT 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 THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN

2022: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE BADDOUR CENTER, INC. 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
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: THE BADDOUR CENTER, INC. 403(B) RETIREMENT 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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberFA068657
Policy instance 1
Insurance contract or identification numberFA068657
Number of Individuals Covered2
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?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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