ALLDREDGE GARDENS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLDREDGE GARDENS CAFETERIA PLAN
| Measure | Date | Value |
|---|
| 2022: ALLDREDGE GARDENS CAFETERIA PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 59 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 0 |
| Total of all active and inactive participants | 2022-06-01 | 59 |
| 2021: ALLDREDGE GARDENS CAFETERIA PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 49 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
| Total of all active and inactive participants | 2021-06-01 | 49 |
| 2020: ALLDREDGE GARDENS CAFETERIA PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 63 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 0 |
| Total of all active and inactive participants | 2020-06-01 | 63 |
| 2019: ALLDREDGE GARDENS CAFETERIA PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 71 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 71 |
| 2018: ALLDREDGE GARDENS CAFETERIA PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 57 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
| Total of all active and inactive participants | 2018-06-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 0 |
| 2014: ALLDREDGE GARDENS CAFETERIA PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 72 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
| Total of all active and inactive participants | 2014-06-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : ALLDREDGE GARDENS CAFETERIA PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-05-31 | $8,862 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $17,469 |
| Total plan assets at end of year | 2023-05-31 | $10,250 |
| Total plan assets at beginning of year | 2023-05-31 | $18,857 |
| Expenses. Other expenses not covered elsewhere | 2023-05-31 | $1,055 |
| Net income (gross income less expenses) | 2023-05-31 | $-8,607 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $10,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $18,857 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $8,862 |
| Value of corrective distributions | 2023-05-31 | $11,767 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $4,647 |
| 2022 : ALLDREDGE GARDENS CAFETERIA PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-05-31 | $30,870 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $32,047 |
| Total plan assets at end of year | 2022-05-31 | $18,857 |
| Total plan assets at beginning of year | 2022-05-31 | $20,034 |
| Expenses. Other expenses not covered elsewhere | 2022-05-31 | $3,675 |
| Net income (gross income less expenses) | 2022-05-31 | $-1,177 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $18,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $20,034 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $30,870 |
| Value of corrective distributions | 2022-05-31 | $12,257 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $16,115 |
| 2021 : ALLDREDGE GARDENS CAFETERIA PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-05-31 | $35,238 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $34,151 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $1,086 |
| Total plan assets at end of year | 2021-05-31 | $20,034 |
| Total plan assets at beginning of year | 2021-05-31 | $18,947 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $4,195 |
| Net income (gross income less expenses) | 2021-05-31 | $1,087 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $20,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $18,947 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $35,238 |
| Value of corrective distributions | 2021-05-31 | $10,412 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $18,458 |
| 2020 : ALLDREDGE GARDENS CAFETERIA PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-05-31 | $34,944 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $36,536 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $402 |
| Total plan assets at end of year | 2020-05-31 | $18,947 |
| Total plan assets at beginning of year | 2020-05-31 | $20,539 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $4,160 |
| Net income (gross income less expenses) | 2020-05-31 | $-1,592 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $18,947 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $20,539 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $34,944 |
| Value of corrective distributions | 2020-05-31 | $13,670 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $18,304 |
| 2019 : ALLDREDGE GARDENS CAFETERIA PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-05-31 | $18,416 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $18,583 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $61 |
| Total plan assets at end of year | 2019-05-31 | $20,539 |
| Total plan assets at beginning of year | 2019-05-31 | $20,706 |
| Expenses. Other expenses not covered elsewhere | 2019-05-31 | $3,390 |
| Other income received | 2019-05-31 | $-11,356 |
| Net income (gross income less expenses) | 2019-05-31 | $-167 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $20,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $20,706 |
| Total contributions received or receivable from employer(s) | 2019-05-31 | $29,772 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $15,132 |
| 2022: ALLDREDGE GARDENS CAFETERIA PLAN 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Submission has been amended | No |
| 2022-06-01 | This submission is the final filing | No |
| 2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-06-01 | Plan is a collectively bargained plan | No |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ALLDREDGE GARDENS CAFETERIA PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ALLDREDGE GARDENS CAFETERIA PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALLDREDGE GARDENS CAFETERIA PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Submission has been amended | No |
| 2019-06-01 | This submission is the final filing | No |
| 2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-06-01 | Plan is a collectively bargained plan | No |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ALLDREDGE GARDENS CAFETERIA PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Submission has been amended | No |
| 2018-06-01 | This submission is the final filing | No |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-06-01 | Plan is a collectively bargained plan | No |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: ALLDREDGE GARDENS CAFETERIA PLAN 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | First time form 5500 has been submitted | Yes |
| 2014-06-01 | Submission has been amended | No |
| 2014-06-01 | This submission is the final filing | No |
| 2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-06-01 | Plan is a collectively bargained plan | No |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| AMERICAN NATIONAL INSURANCE COMPANY OF TEXAS (National Association of Insurance Commissioners NAIC id number: 71773 ) |
| Policy contract number | DRML10437 |
| Policy instance | 1 |
| Insurance contract or identification number | DRML10437 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $45,229 | | 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 number | 1095159 |
| Policy instance | 2 |
| Insurance contract or identification number | 1095159 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $4,828 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $48,564 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,535 | | Insurance broker organization code? | 3 |
|
| TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 ) |
| Policy contract number | SM83683E |
| Policy instance | 1 |
| Insurance contract or identification number | SM83683E | | Number of Individuals Covered | 25 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $6,045 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $60,446 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,045 | | Insurance broker organization code? | 3 |
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