BOWEN & KOWALSKI LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 2 |
Number of participants with account balances | 2022-01-01 | 2 |
2021: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 2 |
2020: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
2019: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
2018: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 2 |
2017: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 3 |
2016: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 3 |
Total participants | 2016-01-01 | 3 |
Number of participants with account balances | 2016-01-01 | 3 |
2015: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
2014: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
2013: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
2012: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
2011: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
2010: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2022 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-130,031 |
Expenses. Total of all expenses incurred | 2022-12-31 | $3,407 |
Total plan assets at end of year | 2022-12-31 | $840,645 |
Total plan assets at beginning of year | 2022-12-31 | $974,083 |
Value of fidelity bond covering the plan | 2022-12-31 | $98,000 |
Other income received | 2022-12-31 | $-196,978 |
Net income (gross income less expenses) | 2022-12-31 | $-133,438 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $840,645 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $974,083 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $66,947 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,407 |
2021 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $152,447 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,217 |
Total plan assets at end of year | 2021-12-31 | $974,083 |
Total plan assets at beginning of year | 2021-12-31 | $824,853 |
Value of fidelity bond covering the plan | 2021-12-31 | $83,000 |
Other income received | 2021-12-31 | $106,090 |
Net income (gross income less expenses) | 2021-12-31 | $149,230 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $974,083 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $824,853 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $46,357 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,217 |
2020 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $105,534 |
Expenses. Total of all expenses incurred | 2020-12-31 | $3,019 |
Total plan assets at end of year | 2020-12-31 | $824,853 |
Total plan assets at beginning of year | 2020-12-31 | $722,338 |
Value of fidelity bond covering the plan | 2020-12-31 | $83,000 |
Other income received | 2020-12-31 | $105,534 |
Net income (gross income less expenses) | 2020-12-31 | $102,515 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $824,853 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $722,338 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,019 |
2019 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $112,432 |
Expenses. Total of all expenses incurred | 2019-12-31 | $2,833 |
Total plan assets at end of year | 2019-12-31 | $722,338 |
Total plan assets at beginning of year | 2019-12-31 | $612,739 |
Value of fidelity bond covering the plan | 2019-12-31 | $73,000 |
Other income received | 2019-12-31 | $112,432 |
Net income (gross income less expenses) | 2019-12-31 | $109,599 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $722,338 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $612,739 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,833 |
2018 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-42,648 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,665 |
Total plan assets at end of year | 2018-12-31 | $612,739 |
Total plan assets at beginning of year | 2018-12-31 | $658,052 |
Value of fidelity bond covering the plan | 2018-12-31 | $66,000 |
Other income received | 2018-12-31 | $-42,648 |
Net income (gross income less expenses) | 2018-12-31 | $-45,313 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $612,739 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $658,052 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,665 |
2017 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $86,911 |
Expenses. Total of all expenses incurred | 2017-12-31 | $5,194 |
Total plan assets at end of year | 2017-12-31 | $658,052 |
Total plan assets at beginning of year | 2017-12-31 | $576,335 |
Value of fidelity bond covering the plan | 2017-12-31 | $58,000 |
Other income received | 2017-12-31 | $86,911 |
Net income (gross income less expenses) | 2017-12-31 | $81,717 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $658,052 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $576,335 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,194 |
2016 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $26,927 |
Expenses. Total of all expenses incurred | 2016-12-31 | $4,912 |
Total plan assets at end of year | 2016-12-31 | $576,335 |
Total plan assets at beginning of year | 2016-12-31 | $554,320 |
Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
Other income received | 2016-12-31 | $26,927 |
Net income (gross income less expenses) | 2016-12-31 | $22,015 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $576,335 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $554,320 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,912 |
2015 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-12,084 |
Expenses. Total of all expenses incurred | 2015-12-31 | $4,687 |
Total plan assets at end of year | 2015-12-31 | $554,320 |
Total plan assets at beginning of year | 2015-12-31 | $571,091 |
Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
Other income received | 2015-12-31 | $-12,084 |
Net income (gross income less expenses) | 2015-12-31 | $-16,771 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $554,320 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $571,091 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,687 |
2014 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $18,089 |
Expenses. Total of all expenses incurred | 2014-12-31 | $4,380 |
Total plan assets at end of year | 2014-12-31 | $571,091 |
Total plan assets at beginning of year | 2014-12-31 | $557,382 |
Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
Other income received | 2014-12-31 | $18,089 |
Net income (gross income less expenses) | 2014-12-31 | $13,709 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $571,091 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $557,382 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,380 |
2013 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $66,701 |
Expenses. Total of all expenses incurred | 2013-12-31 | $4,092 |
Total plan assets at end of year | 2013-12-31 | $557,382 |
Total plan assets at beginning of year | 2013-12-31 | $494,773 |
Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
Other income received | 2013-12-31 | $66,701 |
Net income (gross income less expenses) | 2013-12-31 | $62,609 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $557,382 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $494,773 |
Assets. Value of participant loans | 2013-12-31 | $20,981 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $4,092 |
2012 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $43,794 |
Expenses. Total of all expenses incurred | 2012-12-31 | $1,907 |
Total plan assets at end of year | 2012-12-31 | $494,773 |
Total plan assets at beginning of year | 2012-12-31 | $452,886 |
Other income received | 2012-12-31 | $43,794 |
Net income (gross income less expenses) | 2012-12-31 | $41,887 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $494,773 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $452,886 |
Assets. Value of participant loans | 2012-12-31 | $30,911 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,907 |
2011 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $-22,677 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,746 |
Total plan assets at end of year | 2011-12-31 | $452,886 |
Total plan assets at beginning of year | 2011-12-31 | $477,309 |
Value of fidelity bond covering the plan | 2011-12-31 | $46,000 |
Other income received | 2011-12-31 | $-22,677 |
Net income (gross income less expenses) | 2011-12-31 | $-24,423 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $452,886 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $477,309 |
Assets. Value of participant loans | 2011-12-31 | $40,944 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $1,746 |
2010 : BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $43,425 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,765 |
Total plan assets at end of year | 2010-12-31 | $477,309 |
Total plan assets at beginning of year | 2010-12-31 | $435,649 |
Value of fidelity bond covering the plan | 2010-12-31 | $48,000 |
Other income received | 2010-12-31 | $43,425 |
Net income (gross income less expenses) | 2010-12-31 | $41,660 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $477,309 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $435,649 |
Assets. Value of participant loans | 2010-12-31 | $50,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,765 |
2022: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BOWEN & KOWALSKI, LLP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Number of Individuals Covered | 1 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $2,583 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,583 | Insurance broker organization code? | 3 |
|
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Number of Individuals Covered | 1 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $2,522 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,522 | Insurance broker organization code? | 3 |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $2,133 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,133 | Insurance broker organization code? | 3 |
|
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $3,184 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,184 | Insurance broker organization code? | 3 |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,133 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,133 | Insurance broker organization code? | 3 |
|
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $3,184 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,184 | Insurance broker organization code? | 3 |
|
JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $2,100 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,100 | Insurance broker organization code? | 3 |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $2,137 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,137 | Insurance broker organization code? | 3 |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,007 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,007 | Insurance broker organization code? | 3 | Insurance broker name | ROYAL ALLIANCE ASSOCIATES, INC. |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,216 | Total amount of fees paid to insurance company | USD $206 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,216 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 206 | Insurance broker name | ROYAL ALLIANCE ASSOCIATES, INC. |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,850 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,850 | Insurance broker organization code? | 3 | Insurance broker name | ROYAL ALLIANCE ASSOCIATES, INC. |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $997 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $997 | Insurance broker organization code? | 3 | Insurance broker name | ROYAL ALLIANCE ASSOCIATES, INC. |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | ROYAL ALLIANCE ASSOCIATES, INC. |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | ROYAL ALLIANCE ASSOCIATES, INC. |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | ROYAL ALLIANCE ASSOCIATES, INC. |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | ROYAL ALLIANCE ASSOCIATES, INC. |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | ROYAL ALLIANCE ASSOCIATES, INC. |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-06-17 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $6,125 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-06-17 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $3,500 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JACKSON NATIONAL (National Association of Insurance Commissioners NAIC id number: 65056 ) |
Policy contract number | 1007547109 |
Policy instance | 1 |
Insurance contract or identification number | 1007547109 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-06-17 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $6,125 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | E1066696 |
Policy instance | 2 |
Insurance contract or identification number | E1066696 | Number of Individuals Covered | 1 | Insurance policy start date | 2010-06-17 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,500 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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