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AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 401k Plan overview

Plan NameAUSTIN COUNTRY CLUB, INC. 401(K) PLAN
Plan identification number 001

AUSTIN COUNTRY CLUB, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

AUSTIN COUNTRY CLUB has sponsored the creation of one or more 401k plans.

Company Name:AUSTIN COUNTRY CLUB
Employer identification number (EIN):740575117
NAIC Classification:713900

Additional information about AUSTIN COUNTRY CLUB

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1939-03-11
Company Identification Number: 0007482601
Legal Registered Office Address: 4408 LONG CHAMP DR

AUSTIN
United States of America (USA)
78746

More information about AUSTIN COUNTRY CLUB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUSTIN COUNTRY CLUB, INC. 401(K) 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
0012017-01-01DAVID MANGLOS DAVID MANGLOS2018-08-24
0012016-01-01DAVID MANGLOS DAVID MANGLOS2017-08-25
0012015-01-01DAVID MANGLOS DAVID MANGLOS2016-09-12
0012014-01-01DAVID MANGLOS DAVID MANGLOS2015-09-14
0012013-01-01DAVID MANGLOS DAVID MANGLOS2014-09-02
0012012-01-01DAVID MANGLOS DAVID MANGLOS2013-09-11
0012011-01-01DAVID MANGLOS DAVID MANGLOS2012-10-12
0012009-01-01DAVID MANGLOS

Plan Statistics for AUSTIN COUNTRY CLUB, INC. 401(K) PLAN

401k plan membership statisitcs for AUSTIN COUNTRY CLUB, INC. 401(K) PLAN

Measure Date Value
2022: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-01129
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01153
Number of participants with account balances2022-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-01119
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01139
Number of participants with account balances2021-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01173
Total number of active participants reported on line 7a of the Form 55002020-01-01117
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01146
Number of participants with account balances2020-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01160
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01162
Number of participants with account balances2019-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01151
Total number of active participants reported on line 7a of the Form 55002018-01-01137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01149
Number of participants with account balances2018-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01148
Total number of active participants reported on line 7a of the Form 55002017-01-01131
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01139
Number of participants with account balances2017-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01143
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0115
Total of all active and inactive participants2016-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01134
Number of participants with account balances2016-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01137
Number of participants with account balances2015-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01141
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01144
Number of participants with account balances2014-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01160
Total number of active participants reported on line 7a of the Form 55002013-01-01117
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01132
Total participants2013-01-01132
Number of participants with account balances2013-01-0183
2012: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01149
Number of participants with account balances2012-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01119
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01145
Total participants2011-01-01145
Number of participants with account balances2011-01-0183
2009: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-01108
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0127
Total of all active and inactive participants2009-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01135
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AUSTIN COUNTRY CLUB, INC. 401(K) PLAN

Measure Date Value
2022 : AUSTIN COUNTRY CLUB, INC. 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-868,803
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,280,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,232,395
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$566,989
Value of total assets at end of year2022-12-31$7,075,254
Value of total assets at beginning of year2022-12-31$9,224,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$48,515
Total interest from all sources2022-12-31$5,893
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$347,958
Participant contributions at end of year2022-12-31$128,339
Participant contributions at beginning of year2022-12-31$147,421
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,336
Other income not declared elsewhere2022-12-31$970
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,149,713
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,075,254
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,224,967
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$710,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$419,360
Interest on participant loans2022-12-31$5,893
Value of interest in common/collective trusts at end of year2022-12-31$6,169,683
Value of interest in common/collective trusts at beginning of year2022-12-31$8,562,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$66,846
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$95,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-87,781
Net investment gain or loss from common/collective trusts2022-12-31$-1,354,874
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$203,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,232,395
Contract administrator fees2022-12-31$48,515
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 name2022-12-31PANNELL KERR FORSTER OF TEXAS, P.C.
Accountancy firm EIN2022-12-31760356844
2021 : AUSTIN COUNTRY CLUB, INC. 401(K) 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$1,598,907
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$486,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$423,966
Expenses. Certain deemed distributions of participant loans2021-12-31$6,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$506,274
Value of total assets at end of year2021-12-31$9,224,967
Value of total assets at beginning of year2021-12-31$8,112,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$55,840
Total interest from all sources2021-12-31$5,429
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$314,748
Participant contributions at end of year2021-12-31$147,421
Participant contributions at beginning of year2021-12-31$125,001
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,186
Other income not declared elsewhere2021-12-31$1,397
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,112,504
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,224,967
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,112,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$419,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$334,216
Interest on participant loans2021-12-31$5,429
Value of interest in common/collective trusts at end of year2021-12-31$8,562,727
Value of interest in common/collective trusts at beginning of year2021-12-31$7,568,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$95,459
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$85,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$63,739
Net investment gain or loss from common/collective trusts2021-12-31$1,022,068
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$189,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$423,966
Contract administrator fees2021-12-31$55,840
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31PANNELL KERR FORSTER OF TEXAS, P.C.
Accountancy firm EIN2021-12-31760356844
2020 : AUSTIN COUNTRY CLUB, INC. 401(K) 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$1,532,943
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$149,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$104,342
Expenses. Certain deemed distributions of participant loans2020-12-31$1,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$528,134
Value of total assets at end of year2020-12-31$8,112,463
Value of total assets at beginning of year2020-12-31$6,729,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,644
Total interest from all sources2020-12-31$7,429
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$332,573
Participant contributions at end of year2020-12-31$125,001
Participant contributions at beginning of year2020-12-31$135,528
Other income not declared elsewhere2020-12-31$1,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,383,235
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,112,463
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,729,228
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$334,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$256,726
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$89,569
Interest on participant loans2020-12-31$7,429
Value of interest in common/collective trusts at end of year2020-12-31$7,568,031
Value of interest in common/collective trusts at beginning of year2020-12-31$6,181,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$85,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$65,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$47,964
Net investment gain or loss from common/collective trusts2020-12-31$948,209
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$195,561
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$104,342
Contract administrator fees2020-12-31$43,644
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 name2020-12-31PANNELL KERR FORSTER OF TEXAS, P.C.
Accountancy firm EIN2020-12-31760356844
2019 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,662,580
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$149,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$105,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$593,946
Value of total assets at end of year2019-12-31$6,729,228
Value of total assets at beginning of year2019-12-31$5,216,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$44,403
Total interest from all sources2019-12-31$8,086
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$370,944
Participant contributions at end of year2019-12-31$135,528
Participant contributions at beginning of year2019-12-31$158,276
Other income not declared elsewhere2019-12-31$1,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,513,108
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,729,228
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,216,120
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$256,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$60,087
Value of interest in pooled separate accounts at end of year2019-12-31$89,569
Value of interest in pooled separate accounts at beginning of year2019-12-31$66,178
Interest on participant loans2019-12-31$8,086
Value of interest in common/collective trusts at end of year2019-12-31$6,181,466
Value of interest in common/collective trusts at beginning of year2019-12-31$4,851,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$65,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$79,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,837
Net investment gain/loss from pooled separate accounts2019-12-31$21,055
Net investment gain or loss from common/collective trusts2019-12-31$1,001,425
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$223,002
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$105,069
Contract administrator fees2019-12-31$44,403
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 name2019-12-31PANNELL KERR FORSTER OF TEXAS, P.C.
Accountancy firm EIN2019-12-31760356844
2018 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$163,888
Total of all expenses incurred2018-12-31$154,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$107,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$520,625
Value of total assets at end of year2018-12-31$5,216,120
Value of total assets at beginning of year2018-12-31$5,207,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,729
Total interest from all sources2018-12-31$8,016
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$464
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$464
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$322,260
Participant contributions at end of year2018-12-31$158,276
Participant contributions at beginning of year2018-12-31$123,484
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash 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$9,107
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,216,120
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,207,013
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$60,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$57,441
Value of interest in pooled separate accounts at end of year2018-12-31$66,178
Value of interest in pooled separate accounts at beginning of year2018-12-31$68,744
Interest on participant loans2018-12-31$6,776
Interest earned on other investments2018-12-31$1,240
Value of interest in common/collective trusts at end of year2018-12-31$4,851,716
Value of interest in common/collective trusts at beginning of year2018-12-31$4,957,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$79,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,220
Net investment gain/loss from pooled separate accounts2018-12-31$-3,094
Net investment gain or loss from common/collective trusts2018-12-31$-355,903
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$198,365
Employer contributions (assets) at end of year2018-12-31$400
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$107,052
Contract administrator fees2018-12-31$47,729
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 name2018-12-31PANNELL KERR FORSTER OF TEXAS, PC
Accountancy firm EIN2018-12-31760356844
2017 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,176,196
Total of all expenses incurred2017-12-31$388,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$354,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$484,332
Value of total assets at end of year2017-12-31$5,207,013
Value of total assets at beginning of year2017-12-31$4,419,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$33,984
Total interest from all sources2017-12-31$4,817
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$317
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$317
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$302,557
Participant contributions at end of year2017-12-31$123,484
Participant contributions at beginning of year2017-12-31$114,402
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash 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$787,307
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,207,013
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,419,706
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$57,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,668
Value of interest in pooled separate accounts at end of year2017-12-31$68,744
Value of interest in pooled separate accounts at beginning of year2017-12-31$56,808
Interest on participant loans2017-12-31$4,817
Value of interest in common/collective trusts at end of year2017-12-31$4,957,344
Value of interest in common/collective trusts at beginning of year2017-12-31$4,209,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,868
Net investment gain/loss from pooled separate accounts2017-12-31$12,202
Net investment gain or loss from common/collective trusts2017-12-31$664,660
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$181,775
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$354,905
Contract administrator fees2017-12-31$33,984
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 name2017-12-31PANNELL KERR FORSTER OF TEXAS, PC
Accountancy firm EIN2017-12-31760356844
2016 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$781,042
Total of all expenses incurred2016-12-31$20,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$503,555
Value of total assets at end of year2016-12-31$4,419,706
Value of total assets at beginning of year2016-12-31$3,659,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,692
Total interest from all sources2016-12-31$5,149
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$69
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$69
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
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$316,387
Participant contributions at end of year2016-12-31$114,402
Participant contributions at beginning of year2016-12-31$126,192
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash 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$760,288
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,419,706
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,659,418
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$38,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,570
Value of interest in pooled separate accounts at end of year2016-12-31$56,808
Value of interest in pooled separate accounts at beginning of year2016-12-31$51,138
Interest on participant loans2016-12-31$5,149
Value of interest in common/collective trusts at end of year2016-12-31$4,209,828
Value of interest in common/collective trusts at beginning of year2016-12-31$3,454,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,778
Net investment gain/loss from pooled separate accounts2016-12-31$5,699
Net investment gain or loss from common/collective trusts2016-12-31$263,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$187,168
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,062
Contract administrator fees2016-12-31$2,692
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 name2016-12-31PANNELL KERR FORSTER OF TEXAS, PC
Accountancy firm EIN2016-12-31760356844
2015 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$416,263
Total of all expenses incurred2015-12-31$160,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$158,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$466,621
Value of total assets at end of year2015-12-31$3,659,418
Value of total assets at beginning of year2015-12-31$3,404,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,917
Total interest from all sources2015-12-31$4,036
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$77
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$77
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$291,176
Participant contributions at end of year2015-12-31$126,192
Participant contributions at beginning of year2015-12-31$69,568
Administrative expenses (other) incurred2015-12-31$2,917
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$255,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,659,418
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,404,082
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$27,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,167,694
Value of interest in pooled separate accounts at end of year2015-12-31$51,138
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$4,036
Value of interest in common/collective trusts at end of year2015-12-31$3,454,284
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$166,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-800
Net investment gain/loss from pooled separate accounts2015-12-31$48,876
Net investment gain or loss from common/collective trusts2015-12-31$-102,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$175,445
Employer contributions (assets) at end of year2015-12-31$234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$158,010
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PANNELL KERR FORSTER OF TEXAS, PC
Accountancy firm EIN2015-12-31760356844
2014 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$557
Total income from all sources (including contributions)2014-12-31$763,009
Total of all expenses incurred2014-12-31$426,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$425,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$568,790
Value of total assets at end of year2014-12-31$3,404,082
Value of total assets at beginning of year2014-12-31$3,067,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,175
Total interest from all sources2014-12-31$2,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$274,246
Participant contributions at end of year2014-12-31$69,568
Participant contributions at beginning of year2014-12-31$53,116
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$135,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$557
Administrative expenses (other) incurred2014-12-31$1,175
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$336,712
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,404,082
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,067,370
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$3,167,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,862,811
Interest on participant loans2014-12-31$2,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$166,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$152,000
Net investment gain/loss from pooled separate accounts2014-12-31$191,276
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$159,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$425,122
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 name2014-12-31PANNELL KERR FORSTER OF TEXAS, PC
Accountancy firm EIN2014-12-31760356844
2013 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$557
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$804,030
Total of all expenses incurred2013-12-31$358,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$357,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$403,507
Value of total assets at end of year2013-12-31$3,067,927
Value of total assets at beginning of year2013-12-31$2,621,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$954
Total interest from all sources2013-12-31$2,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$251,475
Participant contributions at end of year2013-12-31$53,116
Participant contributions at beginning of year2013-12-31$67,435
Participant contributions at beginning of year2013-12-31$49
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$954
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$445,919
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,067,370
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,621,451
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,862,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,420,708
Interest on participant loans2013-12-31$2,900
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$152,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$133,259
Net investment gain/loss from pooled separate accounts2013-12-31$397,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$149,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$357,157
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 name2013-12-31PANNELL KERR FORSTER OF TEXAS, PC
Accountancy firm EIN2013-12-31760356844
2012 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2012 401k financial data
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$67
Total income from all sources (including contributions)2012-12-31$635,816
Total of all expenses incurred2012-12-31$87,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$87,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$386,929
Value of total assets at end of year2012-12-31$2,621,451
Value of total assets at beginning of year2012-12-31$2,073,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$391
Total interest from all sources2012-12-31$4,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$232,597
Participant contributions at end of year2012-12-31$67,435
Participant contributions at beginning of year2012-12-31$84,121
Participant contributions at end of year2012-12-31$49
Participant contributions at beginning of year2012-12-31$4,494
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,721
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$67
Administrative expenses (other) incurred2012-12-31$391
Total non interest bearing cash at beginning of year2012-12-31$1,981,641
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$548,366
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,621,451
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,073,085
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,420,708
Interest on participant loans2012-12-31$3,401
Interest earned on other investments2012-12-31$1,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$133,259
Net investment gain/loss from pooled separate accounts2012-12-31$244,095
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$144,611
Employer contributions (assets) at beginning of year2012-12-31$2,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$87,059
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 name2012-12-31PANNELL KERR FORSTER OF TEXAS, PC
Accountancy firm EIN2012-12-31760356844
2011 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67
Total income from all sources (including contributions)2011-12-31$245,880
Total of all expenses incurred2011-12-31$230,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$229,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$275,815
Value of total assets at end of year2011-12-31$2,073,152
Value of total assets at beginning of year2011-12-31$2,057,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$744
Total interest from all sources2011-12-31$3,050
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$200,000
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$167,006
Participant contributions at end of year2011-12-31$84,121
Participant contributions at beginning of year2011-12-31$62,425
Participant contributions at end of year2011-12-31$4,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$67
Total non interest bearing cash at end of year2011-12-31$1,981,641
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$15,457
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,073,085
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,057,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$744
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,468,853
Interest on participant loans2011-12-31$3,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$526,350
Net investment gain/loss from pooled separate accounts2011-12-31$-32,985
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$108,809
Employer contributions (assets) at end of year2011-12-31$2,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$229,679
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 name2011-12-31PANNELL KERR FORSTER OF TEXAS, PC
Accountancy firm EIN2011-12-31760356844
2010 : AUSTIN COUNTRY CLUB, INC. 401(K) 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$452,543
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$194,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$192,673
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$259,555
Value of total assets at end of year2010-12-31$2,057,628
Value of total assets at beginning of year2010-12-31$1,799,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,547
Total interest from all sources2010-12-31$1,033
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$200,000
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$160,755
Participant contributions at end of year2010-12-31$62,425
Participant contributions at beginning of year2010-12-31$28,318
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Total non interest bearing cash 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$258,323
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,057,628
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,799,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$1,468,853
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,301,767
Interest on participant loans2010-12-31$1,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$526,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$469,220
Net investment gain/loss from pooled separate accounts2010-12-31$191,955
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$98,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$192,673
Contract administrator fees2010-12-31$1,547
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 name2010-12-31PANNELL KERR FORSTER OF TEXAS, PC
Accountancy firm EIN2010-12-31760356844
2009 : AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AUSTIN COUNTRY CLUB, INC. 401(K) PLAN

2022: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AUSTIN COUNTRY CLUB, INC. 401(K) 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: AUSTIN COUNTRY CLUB, INC. 401(K) 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: AUSTIN COUNTRY CLUB, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621695
Policy instance 2
Insurance contract or identification number621695
Number of Individuals Covered190
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered190
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $33
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees33
Additional information about fees paid to insurance brokerREFFERAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621695
Policy instance 2
Insurance contract or identification number621695
Number of Individuals Covered155
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered155
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $44
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees44
Additional information about fees paid to insurance brokerREFFERAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621695
Policy instance 2
Insurance contract or identification number621695
Number of Individuals Covered181
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $48
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees37
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered181
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $34
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerREFFERAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621695
Policy instance 2
Insurance contract or identification number621695
Number of Individuals Covered181
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered181
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerREFFERAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered153
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered133
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerREFERRAL/SERVCIE FEE
Insurance broker organization code?5
Insurance broker nameSCHOLZ & FRIENDS ENLIGHTENED
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number621695
Policy instance 2
Insurance contract or identification number621695
Number of Individuals Covered141
Insurance policy start date2015-03-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828365
Policy instance 1
Insurance contract or identification numberGA-828365
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $4,054
Total amount of fees paid to insurance companyUSD $405
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,054
Insurance broker organization code?7
Amount paid for insurance broker fees405
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSCHOLZ & FRIENDS ENLIGHTENED
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828365
Policy instance 1
Insurance contract or identification numberGA-828365
Number of Individuals Covered89
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,449
Total amount of fees paid to insurance companyUSD $1,176
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,449
Insurance broker organization code?7
Amount paid for insurance broker fees1176
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameSCHOLZ KLEIN & FRIENDS ENLIGHTENED
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828365
Policy instance 1
Insurance contract or identification numberGA-828365
Number of Individuals Covered82
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,467
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,467
Insurance broker organization code?5
Insurance broker nameUBS FINANCIAL SVCS INS AGCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-828365
Policy instance 1
Insurance contract or identification numberGA-828365
Number of Individuals Covered94
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,229
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,229
Insurance broker organization code?5
Insurance broker nameUBS FINANCIAL SVCS INS AGCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800318
Policy instance 1
Insurance contract or identification numberGA-800318
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,178
Total amount of fees paid to insurance companyUSD $1,813
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-800318
Policy instance 1
Insurance contract or identification numberGA-800318
Number of Individuals Covered81
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,449
Total amount of fees paid to insurance companyUSD $867
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees867
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameEDWARD D JONES AND CO

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