Logo

FDHP RETIREMENT PLAN 401k Plan overview

Plan NameFDHP RETIREMENT PLAN
Plan identification number 001

FDHP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

FUNDACION PARA EL DESARROLLO DEL HOGAR PROPIO has sponsored the creation of one or more 401k plans.

Company Name:FUNDACION PARA EL DESARROLLO DEL HOGAR PROPIO
Employer identification number (EIN):660484507
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FDHP RETIREMENT 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
0012017-01-01JUDITH CABRERA
0012016-01-01JUDITH CABRERA
0012015-01-01JUDITH CABRERA
0012014-01-01JUDITH CABRERA
0012013-01-01JUDITH CABRERA
0012012-01-01JUDITH CABRERA
0012011-01-01JUDITH CABRERA
0012009-01-01JUDITH CABRERA
0012008-01-01JUDITH CABRERA
0012007-01-01JUDITH CABRERA

Plan Statistics for FDHP RETIREMENT PLAN

401k plan membership statisitcs for FDHP RETIREMENT PLAN

Measure Date Value
2022: FDHP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01521
Total number of active participants reported on line 7a of the Form 55002022-01-01451
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01479
Number of participants with account balances2022-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: FDHP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01501
Total number of active participants reported on line 7a of the Form 55002021-01-01501
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0117
Total of all active and inactive participants2021-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01519
Number of participants with account balances2021-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FDHP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01466
Total number of active participants reported on line 7a of the Form 55002020-01-01483
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01497
Number of participants with account balances2020-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: FDHP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01417
Total number of active participants reported on line 7a of the Form 55002019-01-01447
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01464
Number of participants with account balances2019-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: FDHP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01415
Total number of active participants reported on line 7a of the Form 55002018-01-01404
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01414
Number of participants with account balances2018-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FDHP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01438
Total number of active participants reported on line 7a of the Form 55002017-01-01401
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01414
Number of participants with account balances2017-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FDHP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01423
Total number of active participants reported on line 7a of the Form 55002016-01-01422
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0113
Total of all active and inactive participants2016-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01436
Number of participants with account balances2016-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: FDHP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01403
Total number of active participants reported on line 7a of the Form 55002015-01-01401
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01418
Number of participants with account balances2015-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: FDHP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01418
Total number of active participants reported on line 7a of the Form 55002014-01-01384
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01401
Number of participants with account balances2014-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FDHP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01347
Total number of active participants reported on line 7a of the Form 55002013-01-01395
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01414
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: FDHP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01327
Total number of active participants reported on line 7a of the Form 55002012-01-01322
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01344
Number of participants with account balances2012-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: FDHP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01345
Total number of active participants reported on line 7a of the Form 55002011-01-01303
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01327
Number of participants with account balances2011-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: FDHP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01320
Total number of active participants reported on line 7a of the Form 55002009-01-01336
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01336
Number of participants with account balances2009-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012
2008: FDHP RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-01217
Total number of active participants reported on line 7a of the Form 55002008-01-01198
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0110
Total of all active and inactive participants2008-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01208
Number of participants with account balances2008-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-013
2007: FDHP RETIREMENT PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01192
Total number of active participants reported on line 7a of the Form 55002007-01-01177
Number of retired or separated participants receiving benefits2007-01-018
Number of other retired or separated participants entitled to future benefits2007-01-015
Total of all active and inactive participants2007-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-01190
Number of participants with account balances2007-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-012

Financial Data on FDHP RETIREMENT PLAN

Measure Date Value
2022 : FDHP RETIREMENT 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$63,268
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$294,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$267,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$398,721
Value of total assets at end of year2022-12-31$2,096,823
Value of total assets at beginning of year2022-12-31$2,327,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,346
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$40,704
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$40,704
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
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$239,217
Participant contributions at end of year2022-12-31$7,989
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-231,169
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,096,823
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,327,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,193
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,284,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,841,754
Value of interest in common/collective trusts at end of year2022-12-31$798,794
Value of interest in common/collective trusts at beginning of year2022-12-31$486,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-334,795
Net investment gain or loss from common/collective trusts2022-12-31$-41,362
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$159,504
Employer contributions (assets) at end of year2022-12-31$5,990
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$267,091
Contract administrator fees2022-12-31$25,153
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 name2022-12-31AJ HERNANDEZ & CO., CPA, PSC
Accountancy firm EIN2022-12-31660699931
2021 : FDHP RETIREMENT 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$558,198
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$36,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$366,257
Value of total assets at end of year2021-12-31$2,327,992
Value of total assets at beginning of year2021-12-31$1,806,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,179
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$68,880
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$68,880
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$219,239
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$6,889
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$521,716
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,327,992
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,806,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,841,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,409,952
Value of interest in common/collective trusts at end of year2021-12-31$486,238
Value of interest in common/collective trusts at beginning of year2021-12-31$384,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$111,831
Net investment gain or loss from common/collective trusts2021-12-31$11,230
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$147,018
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$5,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,303
Contract administrator fees2021-12-31$19,099
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 name2021-12-31AJ HERNANDEZ & CO., CPA, PSC
Accountancy firm EIN2021-12-31660699931
2020 : FDHP RETIREMENT 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$528,822
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$562,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$541,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$306,281
Value of total assets at end of year2020-12-31$1,806,276
Value of total assets at beginning of year2020-12-31$1,839,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,112
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$32,677
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$32,677
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$181,336
Participant contributions at end of year2020-12-31$6,889
Participant contributions at beginning of year2020-12-31$5,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-33,434
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,806,276
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,839,710
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$1,409,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,575,865
Value of interest in common/collective trusts at end of year2020-12-31$384,277
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$253,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$253,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$158,193
Net investment gain or loss from common/collective trusts2020-12-31$31,671
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$124,945
Employer contributions (assets) at end of year2020-12-31$5,158
Employer contributions (assets) at beginning of year2020-12-31$4,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$541,144
Contract administrator fees2020-12-31$21,112
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 name2020-12-31AJ HERNANDEZ & CO., CPA, PSC
Accountancy firm EIN2020-12-31660699931
2019 : FDHP RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$128,888
Total unrealized appreciation/depreciation of assets2019-12-31$128,888
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$508,214
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$42,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$282,090
Value of total assets at end of year2019-12-31$1,839,710
Value of total assets at beginning of year2019-12-31$1,373,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,023
Total interest from all sources2019-12-31$4,082
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$90,377
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$90,377
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$200,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$168,001
Participant contributions at end of year2019-12-31$5,988
Participant contributions at beginning of year2019-12-31$4,810
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$465,828
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,839,710
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,373,882
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$1,575,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,191,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$253,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$173,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$173,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,082
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,777
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$114,089
Employer contributions (assets) at end of year2019-12-31$4,433
Employer contributions (assets) at beginning of year2019-12-31$3,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,363
Contract administrator fees2019-12-31$5,023
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 name2019-12-31AJ HERNANDEZ & CO., CPA, PSC
Accountancy firm EIN2019-12-31660699931
2018 : FDHP RETIREMENT 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$130,785
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$272,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$269,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$196,235
Value of total assets at end of year2018-12-31$1,373,882
Value of total assets at beginning of year2018-12-31$1,515,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,614
Total interest from all sources2018-12-31$2,510
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$72,662
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$72,662
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$200,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$118,823
Participant contributions at end of year2018-12-31$4,810
Participant contributions at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-142,033
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,373,882
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,515,915
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$1,191,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,337,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$173,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$178,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$178,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-140,622
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$77,412
Employer contributions (assets) at end of year2018-12-31$3,701
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$269,204
Contract administrator fees2018-12-31$3,614
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 name2018-12-31AJ HERNANDEZ & CO., CPA, PSC
Accountancy firm EIN2018-12-31660699931
2017 : FDHP RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$66,742
Total unrealized appreciation/depreciation of assets2017-12-31$66,742
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$422,188
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,211,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,203,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$217,171
Value of total assets at end of year2017-12-31$1,515,915
Value of total assets at beginning of year2017-12-31$2,305,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,229
Total interest from all sources2017-12-31$1,316
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$45,577
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$45,577
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$200,000
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$133,542
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$5,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-789,609
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,515,915
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,305,524
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,337,095
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,946,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$178,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$349,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$349,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$91,382
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$83,629
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$4,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,203,568
Contract administrator fees2017-12-31$8,229
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 name2017-12-31AJ HERNANDEZ & CO., CPA, PSC
Accountancy firm EIN2017-12-31660699931
2016 : FDHP RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$34,288
Total unrealized appreciation/depreciation of assets2016-12-31$34,288
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$371,952
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$147,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$143,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$273,272
Value of total assets at end of year2016-12-31$2,305,524
Value of total assets at beginning of year2016-12-31$2,081,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,306
Total interest from all sources2016-12-31$453
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$59,170
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$59,170
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$200,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$165,724
Participant contributions at end of year2016-12-31$5,450
Participant contributions at beginning of year2016-12-31$6,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$224,102
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,305,524
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,081,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,946,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,785,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$349,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$284,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$284,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,769
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$107,548
Employer contributions (assets) at end of year2016-12-31$4,043
Employer contributions (assets) at beginning of year2016-12-31$4,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$143,544
Contract administrator fees2016-12-31$4,306
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 name2016-12-31AJ HERNANDEZ & CO., CPA, PSC
Accountancy firm EIN2016-12-31660699931
2015 : FDHP RETIREMENT 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$4,162
Total income from all sources (including contributions)2015-12-31$247,495
Total loss/gain on sale of assets2015-12-31$9,418
Total of all expenses incurred2015-12-31$170,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$156,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$267,853
Value of total assets at end of year2015-12-31$2,081,422
Value of total assets at beginning of year2015-12-31$2,008,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,021
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$97,981
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$97,981
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
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$158,641
Participant contributions at end of year2015-12-31$6,369
Participant contributions at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$4,162
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$76,979
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,081,422
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,004,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,785,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,774,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$284,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$234,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$234,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-127,757
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$109,212
Employer contributions (assets) at end of year2015-12-31$4,332
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$156,495
Contract administrator fees2015-12-31$14,021
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
Aggregate proceeds on sale of assets2015-12-31$9,418
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 name2015-12-31AJ HERNANDEZ & CO., CPA, PSC
Accountancy firm EIN2015-12-31660699931
2014 : FDHP RETIREMENT 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$4,162
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$365,679
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$206,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$189,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$252,441
Value of total assets at end of year2014-12-31$2,008,605
Value of total assets at beginning of year2014-12-31$1,845,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,222
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$72,669
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$72,669
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
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$153,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$4,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$158,707
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,004,443
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,845,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,774,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,641,327
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$234,201
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$204,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$204,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$40,569
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$99,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$189,750
Contract administrator fees2014-12-31$17,222
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 name2014-12-31VEGA PALAU & CO
Accountancy firm EIN2014-12-31660413747
2013 : FDHP RETIREMENT 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$418,546
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$155,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$151,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$252,765
Value of total assets at end of year2013-12-31$1,845,736
Value of total assets at beginning of year2013-12-31$1,582,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,094
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$44,347
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$44,347
Administrative expenses professional fees incurred2013-12-31$1,916
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$170,000
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$151,350
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$7,621
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$263,437
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,845,736
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,582,299
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$2,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,641,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,390,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$204,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$179,392
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$179,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$121,434
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$101,415
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$4,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$151,015
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 name2013-12-31VEGA PALAU & CO
Accountancy firm EIN2013-12-31660413747
2012 : FDHP RETIREMENT 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$17,752
Total income from all sources (including contributions)2012-12-31$398,301
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$219,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$205,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$271,787
Value of total assets at end of year2012-12-31$1,582,299
Value of total assets at beginning of year2012-12-31$1,421,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,802
Total interest from all sources2012-12-31$6,985
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$30,337
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$30,337
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$170,000
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$163,029
Participant contributions at end of year2012-12-31$7,621
Participant contributions at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$17,752
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$178,874
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,582,299
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,403,425
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$3,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,390,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$492,299
Interest earned on other investments2012-12-31$6,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$179,392
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$31,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$31,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$896,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$55,649
Net investment gain/loss from pooled separate accounts2012-12-31$33,543
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$108,758
Employer contributions (assets) at end of year2012-12-31$4,369
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$205,625
Contract administrator fees2012-12-31$10,756
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 name2012-12-31VEGA PALAU & CO
Accountancy firm EIN2012-12-31660413747
2011 : FDHP RETIREMENT 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$17,752
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$254,900
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$117,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$101,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$236,656
Value of total assets at end of year2011-12-31$1,421,177
Value of total assets at beginning of year2011-12-31$1,265,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,061
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$136,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$17,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$137,530
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,403,425
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,265,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$492,299
Value of interest in pooled separate accounts at beginning of year2011-12-31$465,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$31,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$40,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$40,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$896,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$759,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$20,627
Net investment gain/loss from pooled separate accounts2011-12-31$-2,383
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$100,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$101,309
Contract administrator fees2011-12-31$16,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31GUZMAN TORRES & CO.
Accountancy firm EIN2011-12-31660663604
2010 : FDHP RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$324,248
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$121,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$108,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$250,390
Value of total assets at end of year2010-12-31$1,265,895
Value of total assets at beginning of year2010-12-31$1,063,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,457
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$142,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$202,604
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,265,895
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,063,291
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 pooled separate accounts at end of year2010-12-31$465,423
Value of interest in pooled separate accounts at beginning of year2010-12-31$391,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$40,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$19,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$19,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$759,899
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$652,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$54,152
Net investment gain/loss from pooled separate accounts2010-12-31$19,706
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$108,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$108,187
Contract administrator fees2010-12-31$13,457
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GUZMAN TORRES & CO.
Accountancy firm EIN2010-12-31660663604

Form 5500 Responses for FDHP RETIREMENT PLAN

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

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986754
Policy instance 1
Insurance contract or identification number986754
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,160
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 $1,160
Insurance broker organization code?3
Insurance broker nameHUMBERTO TORRES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986754
Policy instance 1
Insurance contract or identification number986754
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,334
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

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

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

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

See full terms and conditions

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