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COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 401k Plan overview

Plan NameCOPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN
Plan identification number 001

COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

COPELAND, COOK, TAYLOR AND BUSH, P.A. has sponsored the creation of one or more 401k plans.

Company Name:COPELAND, COOK, TAYLOR AND BUSH, P.A.
Employer identification number (EIN):640854435
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN HUNTER NANCE
0012016-01-01JOHN HUNTER NANCE
0012015-01-01JOHN HUNTER NANCE
0012014-01-01JOHN HUNTER NANCE
0012013-01-01JOHN HUNTER NANCE
0012012-01-01JOHN HUNTER NANCE
0012011-01-01JOHN HUNTER NANCE
0012010-01-01JOHN HUNTER NANCE
0012009-01-01JOHN HUNTER NANCE

Plan Statistics for COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN

401k plan membership statisitcs for COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN

Measure Date Value
2022: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01146
Total number of active participants reported on line 7a of the Form 55002022-01-0168
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0171
Total of all active and inactive participants2022-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01139
Number of participants with account balances2022-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01152
Total number of active participants reported on line 7a of the Form 55002021-01-0169
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01143
Number of participants with account balances2021-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01170
Total number of active participants reported on line 7a of the Form 55002020-01-0173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01148
Number of participants with account balances2020-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01172
Total number of active participants reported on line 7a of the Form 55002019-01-0176
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01164
Number of participants with account balances2019-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01205
Total number of active participants reported on line 7a of the Form 55002018-01-0189
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01170
Number of participants with account balances2018-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-01119
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01200
Number of participants with account balances2017-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01215
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01197
Number of participants with account balances2016-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01212
Total number of active participants reported on line 7a of the Form 55002015-01-01140
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01206
Number of participants with account balances2015-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01223
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01223
Total number of active participants reported on line 7a of the Form 55002013-01-01161
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01212
Number of participants with account balances2013-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01223
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0153
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 balances2012-01-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01229
Total number of active participants reported on line 7a of the Form 55002011-01-01162
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01218
Number of participants with account balances2011-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01221
Total number of active participants reported on line 7a of the Form 55002010-01-01159
Number of retired or separated participants receiving benefits2010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-0147
Total of all active and inactive participants2010-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01216
Number of participants with account balances2010-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01209
Total number of active participants reported on line 7a of the Form 55002009-01-01168
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01213
Number of participants with account balances2009-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN

Measure Date Value
2022 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-2,624,660
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$743,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$664,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$713,676
Value of total assets at end of year2022-12-31$19,074,795
Value of total assets at beginning of year2022-12-31$22,442,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,385
Total interest from all sources2022-12-31$11,415
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$201,347
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$201,347
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$369,244
Participant contributions at end of year2022-12-31$306,971
Participant contributions at beginning of year2022-12-31$303,938
Participant contributions at end of year2022-12-31$44,541
Participant contributions at beginning of year2022-12-31$49,583
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$105,333
Administrative expenses (other) incurred2022-12-31$79,385
Total non interest bearing cash at end of year2022-12-31$7,077
Total non interest bearing cash at beginning of year2022-12-31$10,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,368,059
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,074,795
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,442,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,892,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,230,635
Interest on participant loans2022-12-31$11,415
Value of interest in common/collective trusts at end of year2022-12-31$2,442,685
Value of interest in common/collective trusts at beginning of year2022-12-31$1,452,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$141,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$141,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,596,215
Net investment gain or loss from common/collective trusts2022-12-31$45,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$239,099
Employer contributions (assets) at end of year2022-12-31$239,099
Employer contributions (assets) at beginning of year2022-12-31$253,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$664,014
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 name2022-12-31WATKINS, WARD, & STAFFORD, PLLC
Accountancy firm EIN2022-12-31600394922
2021 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,254,562
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,049,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,951,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$622,303
Value of total assets at end of year2021-12-31$22,442,854
Value of total assets at beginning of year2021-12-31$21,237,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$97,986
Total interest from all sources2021-12-31$10,677
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$259,000
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$259,000
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 period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$368,974
Participant contributions at end of year2021-12-31$303,938
Participant contributions at beginning of year2021-12-31$326,066
Participant contributions at end of year2021-12-31$49,583
Participant contributions at beginning of year2021-12-31$54,781
Administrative expenses (other) incurred2021-12-31$97,986
Total non interest bearing cash at end of year2021-12-31$10,820
Total non interest bearing cash at beginning of year2021-12-31$31,026
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$1,204,871
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,442,854
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,237,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,230,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,426,238
Interest on participant loans2021-12-31$10,677
Value of interest in common/collective trusts at end of year2021-12-31$1,452,933
Value of interest in common/collective trusts at beginning of year2021-12-31$2,997,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$141,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$141,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,323,759
Net investment gain or loss from common/collective trusts2021-12-31$38,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$253,329
Employer contributions (assets) at end of year2021-12-31$253,329
Employer contributions (assets) at beginning of year2021-12-31$261,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,951,705
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WATKINS, WARD & STAFFORD, PLLC, CPA
Accountancy firm EIN2021-12-31600394922
2020 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
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$2,759,673
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,091,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,018,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$858,154
Value of total assets at end of year2020-12-31$21,237,983
Value of total assets at beginning of year2020-12-31$19,570,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,683
Total interest from all sources2020-12-31$13,649
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$110,192
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$110,192
Administrative expenses professional fees incurred2020-12-31$10,230
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$465,287
Participant contributions at end of year2020-12-31$326,066
Participant contributions at beginning of year2020-12-31$321,652
Participant contributions at end of year2020-12-31$54,781
Participant contributions at beginning of year2020-12-31$47,320
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$131,780
Administrative expenses (other) incurred2020-12-31$63,453
Total non interest bearing cash at end of year2020-12-31$31,026
Total non interest bearing cash at beginning of year2020-12-31$9,863
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$1,667,735
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,237,983
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,570,248
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$17,426,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,509,681
Interest on participant loans2020-12-31$13,649
Value of interest in common/collective trusts at end of year2020-12-31$2,997,169
Value of interest in common/collective trusts at beginning of year2020-12-31$308,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$141,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$138,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,727,192
Net investment gain or loss from common/collective trusts2020-12-31$50,486
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$261,087
Employer contributions (assets) at end of year2020-12-31$261,087
Employer contributions (assets) at beginning of year2020-12-31$234,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,018,255
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WATKINS, WARD & STAFFORD, PLLC, CPA
Accountancy firm EIN2020-12-31600394922
2019 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$0
Total income from all sources (including contributions)2019-12-31$4,264,746
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,485,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,400,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$646,961
Value of total assets at end of year2019-12-31$19,570,248
Value of total assets at beginning of year2019-12-31$17,790,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$84,607
Total interest from all sources2019-12-31$11,492
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$166,920
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$166,920
Administrative expenses professional fees incurred2019-12-31$13,320
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$379,555
Participant contributions at end of year2019-12-31$321,652
Participant contributions at beginning of year2019-12-31$338,569
Participant contributions at end of year2019-12-31$47,320
Participant contributions at beginning of year2019-12-31$40,325
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,703
Administrative expenses (other) incurred2019-12-31$71,287
Total non interest bearing cash at end of year2019-12-31$9,863
Total non interest bearing cash at beginning of year2019-12-31$7,122
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$1,779,653
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,570,248
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,790,595
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,509,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,424,635
Interest on participant loans2019-12-31$11,492
Value of interest in common/collective trusts at end of year2019-12-31$308,535
Value of interest in common/collective trusts at beginning of year2019-12-31$450,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$138,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$131,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,426,490
Net investment gain or loss from common/collective trusts2019-12-31$12,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$235,703
Employer contributions (assets) at end of year2019-12-31$234,669
Employer contributions (assets) at beginning of year2019-12-31$397,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,400,486
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
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, WARD & STAFFORD, PLLC, CPA
Accountancy firm EIN2019-12-31600394922
2018 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$322,511
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,902,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,818,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,044,885
Value of total assets at end of year2018-12-31$17,790,595
Value of total assets at beginning of year2018-12-31$23,370,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$84,047
Total interest from all sources2018-12-31$20,171
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$204,035
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$204,035
Administrative expenses professional fees incurred2018-12-31$9,200
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 period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$647,299
Participant contributions at end of year2018-12-31$338,569
Participant contributions at beginning of year2018-12-31$529,293
Participant contributions at end of year2018-12-31$40,325
Participant contributions at beginning of year2018-12-31$70,548
Administrative expenses (other) incurred2018-12-31$74,847
Total non interest bearing cash at end of year2018-12-31$7,122
Total non interest bearing cash at beginning of year2018-12-31$7,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,580,257
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,790,595
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,370,852
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,424,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,838,981
Interest on participant loans2018-12-31$20,171
Value of interest in common/collective trusts at end of year2018-12-31$450,440
Value of interest in common/collective trusts at beginning of year2018-12-31$349,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$131,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$125,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-968,550
Net investment gain or loss from common/collective trusts2018-12-31$21,970
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$397,586
Employer contributions (assets) at end of year2018-12-31$397,586
Employer contributions (assets) at beginning of year2018-12-31$449,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,818,721
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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, WARD & STAFFORD, PLLC, CPA
Accountancy firm EIN2018-12-31600394922
2017 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,427,491
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,871,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,741,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,180,759
Value of total assets at end of year2017-12-31$23,370,852
Value of total assets at beginning of year2017-12-31$20,815,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$130,603
Total interest from all sources2017-12-31$22,366
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$173,871
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$173,871
Administrative expenses professional fees incurred2017-12-31$16,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$730,924
Participant contributions at end of year2017-12-31$529,293
Participant contributions at beginning of year2017-12-31$392,380
Participant contributions at end of year2017-12-31$70,548
Participant contributions at beginning of year2017-12-31$34,706
Administrative expenses (other) incurred2017-12-31$3,480
Total non interest bearing cash at end of year2017-12-31$7,805
Total non interest bearing cash at beginning of year2017-12-31$12,694
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$2,555,750
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,370,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,815,102
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$70,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,838,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,179,932
Interest on participant loans2017-12-31$22,366
Value of interest in common/collective trusts at end of year2017-12-31$349,095
Value of interest in common/collective trusts at beginning of year2017-12-31$436,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$125,295
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$118,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,039,986
Net investment gain or loss from common/collective trusts2017-12-31$10,509
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$449,835
Employer contributions (assets) at end of year2017-12-31$449,835
Employer contributions (assets) at beginning of year2017-12-31$640,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,741,138
Contract administrator fees2017-12-31$40,733
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 name2017-12-31WATKINS, WARD & STAFFORD, PLLC, CPA
Accountancy firm EIN2017-12-31600394922
2016 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,760,455
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$840,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$731,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,423,179
Value of total assets at end of year2016-12-31$20,815,102
Value of total assets at beginning of year2016-12-31$18,894,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$109,103
Total interest from all sources2016-12-31$20,985
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$159,521
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$159,521
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$782,702
Participant contributions at end of year2016-12-31$392,380
Participant contributions at beginning of year2016-12-31$526,740
Participant contributions at end of year2016-12-31$34,706
Participant contributions at beginning of year2016-12-31$58,041
Administrative expenses (other) incurred2016-12-31$3,480
Total non interest bearing cash at end of year2016-12-31$12,694
Total non interest bearing cash at beginning of year2016-12-31$2,520
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$1,920,197
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,815,102
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,894,905
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$64,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,179,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,183,908
Interest on participant loans2016-12-31$20,985
Value of interest in common/collective trusts at end of year2016-12-31$436,606
Value of interest in common/collective trusts at beginning of year2016-12-31$385,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$118,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$112,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,147,229
Net investment gain or loss from common/collective trusts2016-12-31$9,541
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$640,477
Employer contributions (assets) at end of year2016-12-31$640,476
Employer contributions (assets) at beginning of year2016-12-31$625,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$731,155
Contract administrator fees2016-12-31$41,587
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 name2016-12-31WATKINS, WARD & STAFFORD
Accountancy firm EIN2016-12-31640394922
2015 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$115,032
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$532,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$408,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$640,978
Value of total assets at end of year2015-12-31$18,211,784
Value of total assets at beginning of year2015-12-31$18,628,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$123,382
Total interest from all sources2015-12-31$22,370
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$161,678
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$161,678
Administrative expenses professional fees incurred2015-12-31$15,680
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$640,978
Participant contributions at end of year2015-12-31$526,740
Participant contributions at beginning of year2015-12-31$535,636
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$69,689
Other income not declared elsewhere2015-12-31$7,787
Administrative expenses (other) incurred2015-12-31$6,840
Total non interest bearing cash at end of year2015-12-31$2,520
Total non interest bearing cash at beginning of year2015-12-31$5,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-417,027
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,211,784
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,628,811
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$60,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,183,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,933,752
Interest on participant loans2015-12-31$22,370
Value of interest in common/collective trusts at end of year2015-12-31$385,884
Value of interest in common/collective trusts at beginning of year2015-12-31$329,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$112,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$160,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-726,337
Net investment gain or loss from common/collective trusts2015-12-31$8,556
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
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$594,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$408,677
Contract administrator fees2015-12-31$39,926
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 name2015-12-31WATKINS, WARD & STAFFORD
Accountancy firm EIN2015-12-31640394922
2014 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,692,837
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,348,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,244,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,294,506
Value of total assets at end of year2014-12-31$18,628,811
Value of total assets at beginning of year2014-12-31$18,284,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$103,667
Total interest from all sources2014-12-31$21,412
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$185,964
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$185,964
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$668,995
Participant contributions at end of year2014-12-31$535,636
Participant contributions at beginning of year2014-12-31$461,015
Participant contributions at end of year2014-12-31$69,689
Participant contributions at beginning of year2014-12-31$124,962
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,969
Other income not declared elsewhere2014-12-31$5,729
Administrative expenses (other) incurred2014-12-31$6,840
Total non interest bearing cash at end of year2014-12-31$5,412
Total non interest bearing cash at beginning of year2014-12-31$2,895
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$344,354
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,628,811
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,284,457
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$57,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,933,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,417,052
Interest on participant loans2014-12-31$21,412
Value of interest in common/collective trusts at end of year2014-12-31$329,484
Value of interest in common/collective trusts at beginning of year2014-12-31$1,520,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$160,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$154,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,164,274
Net investment gain or loss from common/collective trusts2014-12-31$20,952
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$594,542
Employer contributions (assets) at end of year2014-12-31$594,542
Employer contributions (assets) at beginning of year2014-12-31$603,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,244,816
Contract administrator fees2014-12-31$39,806
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 name2014-12-31WATKINS, WARD & STAFFORD
Accountancy firm EIN2014-12-31640394922
2013 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,719,357
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$408,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$315,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,301,061
Value of total assets at end of year2013-12-31$18,284,457
Value of total assets at beginning of year2013-12-31$14,973,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$92,574
Total interest from all sources2013-12-31$19,062
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$102,516
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$102,516
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$640,118
Participant contributions at end of year2013-12-31$461,015
Participant contributions at beginning of year2013-12-31$493,183
Participant contributions at end of year2013-12-31$124,962
Participant contributions at beginning of year2013-12-31$49,930
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$57,537
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$3,480
Total non interest bearing cash at end of year2013-12-31$2,895
Total non interest bearing cash at beginning of year2013-12-31$4,242
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$3,311,082
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,284,457
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,973,375
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$51,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,417,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,325,695
Interest on participant loans2013-12-31$19,062
Value of interest in common/collective trusts at end of year2013-12-31$1,520,561
Value of interest in common/collective trusts at beginning of year2013-12-31$278,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$154,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$215,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,280,177
Net investment gain or loss from common/collective trusts2013-12-31$16,541
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$603,406
Employer contributions (assets) at end of year2013-12-31$603,406
Employer contributions (assets) at beginning of year2013-12-31$606,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$315,701
Contract administrator fees2013-12-31$37,834
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 name2013-12-31WATKINS, WARD & STAFFORD
Accountancy firm EIN2013-12-31640394922
2012 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,938,575
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$434,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$317,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,363,657
Value of total assets at end of year2012-12-31$14,973,375
Value of total assets at beginning of year2012-12-31$12,469,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$117,047
Total interest from all sources2012-12-31$16,610
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$152,167
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$152,167
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$660,118
Participant contributions at end of year2012-12-31$493,183
Participant contributions at beginning of year2012-12-31$312,538
Participant contributions at end of year2012-12-31$49,930
Participant contributions at beginning of year2012-12-31$42,880
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$97,413
Other income not declared elsewhere2012-12-31$11,783
Administrative expenses (other) incurred2012-12-31$9,196
Total non interest bearing cash at end of year2012-12-31$4,242
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,503,705
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,973,375
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,469,670
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$78,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,325,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,282,653
Interest on participant loans2012-12-31$16,610
Value of interest in common/collective trusts at end of year2012-12-31$278,809
Value of interest in common/collective trusts at beginning of year2012-12-31$1,064,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$215,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$203,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,371,290
Net investment gain or loss from common/collective trusts2012-12-31$23,068
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$606,126
Employer contributions (assets) at end of year2012-12-31$606,126
Employer contributions (assets) at beginning of year2012-12-31$563,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$317,823
Contract administrator fees2012-12-31$29,798
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 name2012-12-31WATKINS, WARD & STAFFORD
Accountancy firm EIN2012-12-31640394922
2011 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$635,820
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,920,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,798,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,140,119
Value of total assets at end of year2011-12-31$12,469,670
Value of total assets at beginning of year2011-12-31$13,753,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$121,406
Total interest from all sources2011-12-31$11,009
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$304,378
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$304,378
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$576,674
Participant contributions at end of year2011-12-31$312,538
Participant contributions at beginning of year2011-12-31$285,172
Participant contributions at end of year2011-12-31$42,880
Participant contributions at beginning of year2011-12-31$87,546
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10
Administrative expenses (other) incurred2011-12-31$9,434
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,284,226
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,469,670
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,753,896
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$83,902
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,282,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,171,867
Interest on participant loans2011-12-31$11,009
Value of interest in common/collective trusts at end of year2011-12-31$1,064,557
Value of interest in common/collective trusts at beginning of year2011-12-31$388,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$203,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$192,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-855,078
Net investment gain or loss from common/collective trusts2011-12-31$35,392
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$563,435
Employer contributions (assets) at end of year2011-12-31$563,435
Employer contributions (assets) at beginning of year2011-12-31$627,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,798,640
Contract administrator fees2011-12-31$28,070
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 name2011-12-31WHITE & COMPANY
Accountancy firm EIN2011-12-31640681746
2010 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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$2,855,151
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,071,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,961,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,435,811
Value of total assets at end of year2010-12-31$13,753,896
Value of total assets at beginning of year2010-12-31$12,969,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$109,841
Total interest from all sources2010-12-31$17,953
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$345,654
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$345,654
Administrative expenses professional fees incurred2010-12-31$27,531
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$745,528
Participant contributions at end of year2010-12-31$285,172
Participant contributions at beginning of year2010-12-31$353,327
Participant contributions at end of year2010-12-31$87,546
Participant contributions at beginning of year2010-12-31$131,734
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$62,660
Total non interest bearing cash at end of year2010-12-31$208
Total non interest bearing cash at beginning of year2010-12-31$208
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$784,025
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,753,896
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,969,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,171,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,346,808
Interest on participant loans2010-12-31$17,953
Value of interest in common/collective trusts at end of year2010-12-31$388,605
Value of interest in common/collective trusts at beginning of year2010-12-31$357,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$192,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$178,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,043,440
Net investment gain or loss from common/collective trusts2010-12-31$12,293
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$627,623
Employer contributions (assets) at end of year2010-12-31$627,623
Employer contributions (assets) at beginning of year2010-12-31$601,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,961,285
Contract administrator fees2010-12-31$82,310
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 name2010-12-31WHITE & COMPANY
Accountancy firm EIN2010-12-31640681746
2009 : COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN

2022: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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: COPELAND, COOK, TAYLOR AND BUSH, P.A. SALARY REDUCTION 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

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered1
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $3,216
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,216
Insurance broker organization code?3
Insurance broker nameMISSISSIPPI KENG GENERAL AGENCY
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number18757550
Policy instance 2
Insurance contract or identification number18757550
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDONALD BREAZEALE
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered2
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116
Insurance broker organization code?3
Insurance broker nameMISSISSIPPI KENG GENERAL AGENCY
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number18757550
Policy instance 2
Insurance contract or identification number18757550
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameDONALD BREAZEALE
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered2
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116
Insurance broker organization code?3
Insurance broker nameMISSISSIPPI KENG GENERAL AGENCY
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number18757550
Policy instance 2
Insurance contract or identification number18757550
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameDONALD BREAZEALE
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered1
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116
Insurance broker organization code?3
Insurance broker nameMISSISSIPPI KENG GENERAL AGENCY
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered2
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116
Insurance broker organization code?3
Insurance broker nameMISSISSIPPI KENG GENERAL AGENCY
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number18757550
Policy instance 2
Insurance contract or identification number18757550
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameDONALD BREAZEALE
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number18757550
Policy instance 2
Insurance contract or identification number18757550
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered2
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )
Policy contract number007NS
Policy instance 1
Insurance contract or identification number007NS
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $118
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number000002435916
Policy instance 2
Insurance contract or identification number000002435916
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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