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TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

TIPTON ASSET GROUP, INC./BR DATA INC. has sponsored the creation of one or more 401k plans.

Company Name:TIPTON ASSET GROUP, INC./BR DATA INC.
Employer identification number (EIN):752399876
NAIC Classification:531110
NAIC Description:Lessors of Residential Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01LESLIE LAMKIN2023-10-04
0012021-01-01LESLIE LAMKIN2022-07-24
0012020-01-01TED MANDEL2021-09-21
0012019-01-01TED MANDEL2020-08-27
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01TED MANDEL
0012014-01-01TED MANDEL
0012013-01-01TED MANDEL
0012012-01-01TED MANDEL
0012011-01-01TED MANDEL
0012009-01-01TED MANDEL

Plan Statistics for TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2025: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-15346
Total number of particpants at end of year2025-10-15358
Number of Participants With Account Balances2025-10-1587
2024: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-05273
Total number of particpants at end of year2024-07-05337
Number of Participants With Account Balances2024-07-0587
2022: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01242
Total number of active participants reported on line 7a of the Form 55002022-01-01257
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01270
Number of participants with account balances2022-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01271
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0121
Total of all active and inactive participants2021-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01237
Number of participants with account balances2021-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0111
2020: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01238
Total number of active participants reported on line 7a of the Form 55002020-01-01252
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01268
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01233
Total number of active participants reported on line 7a of the Form 55002019-01-01221
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01232
Number of participants with account balances2019-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2017: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01202
Total number of active participants reported on line 7a of the Form 55002017-01-01178
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01200
Number of participants with account balances2017-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01179
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01193
Number of participants with account balances2016-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01165
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01163
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01241
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01160
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01223
Total number of active participants reported on line 7a of the Form 55002013-01-01219
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01232
Number of participants with account balances2013-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01267
Total number of active participants reported on line 7a of the Form 55002012-01-01194
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01216
Number of participants with account balances2012-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01243
Total number of active participants reported on line 7a of the Form 55002011-01-01211
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01217
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01240
Total number of active participants reported on line 7a of the Form 55002009-01-01218
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01220
Number of participants with account balances2009-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-15421600
Net assets as of the end of the plan year2025-10-156320879
Total assets as of the beginning of the plan year2025-10-155360745
Value of plan covered by a fidelity bond2025-10-151000000
Participant contributions to plan in this plan year2025-10-15439751
Value of participant loans at end of plan year2025-10-1570869
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-15713940
Plan net income in this plan year2025-10-15960134
Net assets as of the end of the plan year2025-10-156320879
Net assets as of the beginning of the plan year2025-10-155360745
Employer contributions to plan in this plan year2025-10-15228043
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1517916
2024 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-05649776
Net assets as of the end of the plan year2024-07-055360745
Total assets as of the beginning of the plan year2024-07-054688693
Value of plan covered by a fidelity bond2024-07-051000000
Participant contributions to plan in this plan year2024-07-05399897
Value of participant loans at end of plan year2024-07-0570444
Other expenses paid from plan in this plan year2024-07-050
Other contributions to plan in this plan year2024-07-050
Other income to plan in this plan year2024-07-05721545
Plan net income in this plan year2024-07-05672052
Net assets as of the end of the plan year2024-07-055360745
Net assets as of the beginning of the plan year2024-07-054688693
Employer contributions to plan in this plan year2024-07-05200386
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-056324
2022 : TIPTON GROUP 401(K) RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-394,522
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$453,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$408,658
Value of total corrective distributions2022-12-31$38,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$400,470
Value of total assets at end of year2022-12-31$4,688,693
Value of total assets at beginning of year2022-12-31$5,536,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,781
Total interest from all sources2022-12-31$35,982
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$1,000,000
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$309,329
Participant contributions at end of year2022-12-31$65,116
Participant contributions at beginning of year2022-12-31$75,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-848,193
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,688,693
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,536,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$3,603,558
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,250,603
Interest on participant loans2022-12-31$2,721
Interest earned on other investments2022-12-31$33,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,020,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,210,880
Net investment gain/loss from pooled separate accounts2022-12-31$-830,974
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$91,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$408,658
Contract administrator fees2022-12-31$6,781
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 name2022-12-31STILL BURTON, LLP
Accountancy firm EIN2022-12-31823247531
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-394,522
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$453,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$408,658
Value of total corrective distributions2022-01-01$38,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$400,470
Value of total assets at end of year2022-01-01$4,688,693
Value of total assets at beginning of year2022-01-01$5,536,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$6,781
Total interest from all sources2022-01-01$35,982
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$309,329
Participant contributions at end of year2022-01-01$65,116
Participant contributions at beginning of year2022-01-01$75,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-848,193
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,688,693
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,536,886
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$3,603,558
Value of interest in pooled separate accounts at beginning of year2022-01-01$4,250,603
Interest on participant loans2022-01-01$2,721
Interest earned on other investments2022-01-01$33,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,020,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,210,880
Net investment gain/loss from pooled separate accounts2022-01-01$-830,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$91,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$408,658
Contract administrator fees2022-01-01$6,781
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01STILL BURTON, LLP
Accountancy firm EIN2022-01-01823247531
2021 : TIPTON GROUP 401(K) RETIREMENT SAVINGS 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$1,141,023
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,020,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$975,739
Value of total corrective distributions2021-12-31$38,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$444,497
Value of total assets at end of year2021-12-31$5,536,886
Value of total assets at beginning of year2021-12-31$5,416,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,386
Total interest from all sources2021-12-31$41,115
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$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$318,689
Participant contributions at end of year2021-12-31$75,403
Participant contributions at beginning of year2021-12-31$78,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$120,597
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,536,886
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,416,289
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 pooled separate accounts at end of year2021-12-31$4,250,603
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,084,813
Interest on participant loans2021-12-31$2,911
Interest earned on other investments2021-12-31$38,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,210,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,252,951
Net investment gain/loss from pooled separate accounts2021-12-31$655,411
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$125,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$975,739
Contract administrator fees2021-12-31$6,386
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 name2021-12-31STILL BURTON, LLP
Accountancy firm EIN2021-12-31823247531
2020 : TIPTON GROUP 401(K) RETIREMENT SAVINGS 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$1,092,604
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$457,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$437,162
Value of total corrective distributions2020-12-31$15,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$425,894
Value of total assets at end of year2020-12-31$5,416,289
Value of total assets at beginning of year2020-12-31$4,781,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,697
Total interest from all sources2020-12-31$47,053
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$1,000,000
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$315,390
Participant contributions at end of year2020-12-31$78,525
Participant contributions at beginning of year2020-12-31$62,692
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$25,250
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$634,836
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,416,289
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,781,453
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 pooled separate accounts at end of year2020-12-31$4,084,813
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,208,965
Interest on participant loans2020-12-31$3,529
Interest earned on other investments2020-12-31$43,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,252,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,509,796
Net investment gain/loss from pooled separate accounts2020-12-31$619,657
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$85,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$437,162
Contract administrator fees2020-12-31$4,697
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 name2020-12-31STILL BURTON, LLP
Accountancy firm EIN2020-12-31823247531
2019 : TIPTON GROUP 401(K) RETIREMENT SAVINGS 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$1,081,839
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$420,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$398,696
Value of total corrective distributions2019-12-31$15,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$343,165
Value of total assets at end of year2019-12-31$4,781,453
Value of total assets at beginning of year2019-12-31$4,119,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,545
Total interest from all sources2019-12-31$40,498
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$1,000,000
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$267,230
Participant contributions at end of year2019-12-31$62,692
Participant contributions at beginning of year2019-12-31$73,455
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$661,601
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,781,453
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,119,852
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 pooled separate accounts at end of year2019-12-31$3,208,965
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,841,830
Interest on participant loans2019-12-31$3,234
Interest earned on other investments2019-12-31$37,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,509,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,204,567
Net investment gain/loss from pooled separate accounts2019-12-31$698,176
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$75,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$398,696
Contract administrator fees2019-12-31$5,545
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 name2019-12-31STILL BURTON, LLP
Accountancy firm EIN2019-12-31823247531
2018 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$310,643
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$388,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$360,560
Value of total corrective distributions2018-12-31$20,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$502,500
Value of total assets at end of year2018-12-31$4,119,852
Value of total assets at beginning of year2018-12-31$4,197,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,610
Total interest from all sources2018-12-31$37,450
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$267,300
Participant contributions at end of year2018-12-31$73,455
Participant contributions at beginning of year2018-12-31$43,155
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$159,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-77,495
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,119,852
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,197,347
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 pooled separate accounts at end of year2018-12-31$2,841,830
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,049,352
Interest on participant loans2018-12-31$2,723
Interest earned on other investments2018-12-31$34,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,204,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,104,840
Net investment gain/loss from pooled separate accounts2018-12-31$-229,307
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$75,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$360,560
Contract administrator fees2018-12-31$6,610
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 name2018-12-31STILL BURTON, LLP
Accountancy firm EIN2018-12-31823247531
2017 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$905,097
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$426,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$421,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$327,434
Value of total assets at end of year2017-12-31$4,197,347
Value of total assets at beginning of year2017-12-31$3,719,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,751
Total interest from all sources2017-12-31$34,614
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$255,842
Participant contributions at end of year2017-12-31$43,155
Participant contributions at beginning of year2017-12-31$53,225
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$478,111
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,197,347
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,719,236
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 pooled separate accounts at end of year2017-12-31$3,049,352
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,684,858
Interest on participant loans2017-12-31$1,763
Interest earned on other investments2017-12-31$32,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,104,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$981,153
Net investment gain/loss from pooled separate accounts2017-12-31$543,049
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$71,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$421,235
Contract administrator fees2017-12-31$5,751
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 name2017-12-31STILL BURTON, LLP
Accountancy firm EIN2017-12-31823247531
2016 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$587,188
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$156,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$148,112
Value of total corrective distributions2016-12-31$2,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$414,083
Value of total assets at end of year2016-12-31$3,719,236
Value of total assets at beginning of year2016-12-31$3,288,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,612
Total interest from all sources2016-12-31$28,721
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$234,420
Participant contributions at end of year2016-12-31$53,225
Participant contributions at beginning of year2016-12-31$56,223
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$116,354
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$430,501
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,719,236
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,288,735
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 pooled separate accounts at end of year2016-12-31$2,684,858
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,465,565
Interest on participant loans2016-12-31$1,817
Interest earned on other investments2016-12-31$26,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$981,153
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$766,947
Net investment gain/loss from pooled separate accounts2016-12-31$144,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$63,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$148,112
Contract administrator fees2016-12-31$5,612
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 name2016-12-31PMB HELIN DONOVAN
Accountancy firm EIN2016-12-31743001153
2015 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$291,692
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$178,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$171,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$251,788
Value of total assets at end of year2015-12-31$3,288,735
Value of total assets at beginning of year2015-12-31$3,176,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,775
Total interest from all sources2015-12-31$25,756
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$191,837
Participant contributions at end of year2015-12-31$56,223
Participant contributions at beginning of year2015-12-31$46,728
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$112,705
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,288,735
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,176,030
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 pooled separate accounts at end of year2015-12-31$2,465,565
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,375,852
Interest on participant loans2015-12-31$1,648
Interest earned on other investments2015-12-31$24,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$766,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$753,450
Net investment gain/loss from pooled separate accounts2015-12-31$14,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$59,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$171,212
Contract administrator fees2015-12-31$7,775
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 name2015-12-31PMB HELIN DONOVAN
Accountancy firm EIN2015-12-31743001153
2014 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$492,163
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$192,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$186,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$314,919
Value of total assets at end of year2014-12-31$3,176,030
Value of total assets at beginning of year2014-12-31$2,876,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,214
Total interest from all sources2014-12-31$23,296
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$237,251
Participant contributions at end of year2014-12-31$46,728
Participant contributions at beginning of year2014-12-31$52,060
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$299,883
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,176,030
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,876,147
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 pooled separate accounts at end of year2014-12-31$2,375,852
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,201,919
Interest on participant loans2014-12-31$1,541
Interest earned on other investments2014-12-31$21,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$753,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$622,168
Net investment gain/loss from pooled separate accounts2014-12-31$153,948
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$77,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$186,066
Contract administrator fees2014-12-31$6,214
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 name2014-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2014-12-31743001153
2013 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$768,848
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$194,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$189,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$292,494
Value of total assets at end of year2013-12-31$2,876,147
Value of total assets at beginning of year2013-12-31$2,301,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,627
Total interest from all sources2013-12-31$19,574
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$204,442
Participant contributions at end of year2013-12-31$52,060
Participant contributions at beginning of year2013-12-31$73,253
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$22,045
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$574,178
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,876,147
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,301,969
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 pooled separate accounts at end of year2013-12-31$2,201,919
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,679,816
Interest on participant loans2013-12-31$1,796
Interest earned on other investments2013-12-31$17,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$622,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$548,900
Net investment gain/loss from pooled separate accounts2013-12-31$456,780
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$66,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$189,043
Contract administrator fees2013-12-31$5,627
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 name2013-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2013-12-31743001153
2012 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$473,361
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$63,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$56,400
Value of total corrective distributions2012-12-31$1,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$252,223
Value of total assets at end of year2012-12-31$2,301,969
Value of total assets at beginning of year2012-12-31$1,891,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,175
Total interest from all sources2012-12-31$17,402
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$188,984
Participant contributions at end of year2012-12-31$73,253
Participant contributions at beginning of year2012-12-31$53,889
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$410,107
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,301,969
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,891,862
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 pooled separate accounts at end of year2012-12-31$1,679,816
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,353,650
Interest on participant loans2012-12-31$2,070
Interest earned on other investments2012-12-31$15,332
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$548,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$484,323
Net investment gain/loss from pooled separate accounts2012-12-31$203,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$63,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$56,400
Contract administrator fees2012-12-31$5,175
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 name2012-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2012-12-31743001153
2011 : TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$214,580
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$48,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,819
Value of total corrective distributions2011-12-31$7,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$214,981
Value of total assets at end of year2011-12-31$1,891,862
Value of total assets at beginning of year2011-12-31$1,725,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,375
Total interest from all sources2011-12-31$13,643
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$160,765
Participant contributions at end of year2011-12-31$53,889
Participant contributions at beginning of year2011-12-31$33,210
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$165,904
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,891,862
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,725,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,353,650
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,374,867
Interest on participant loans2011-12-31$1,575
Interest earned on other investments2011-12-31$12,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$484,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$317,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$54,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$35,819
Contract administrator fees2011-12-31$5,375
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 name2011-12-31PMB HELIN DONOVAN LLP
Accountancy firm EIN2011-12-31753001153
2010 : TIPTON GROUP 401(K) RETIREMENT SAVINGS 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$414,367
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$106,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$91,125
Value of total corrective distributions2010-12-31$12,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$224,849
Value of total assets at end of year2010-12-31$1,725,958
Value of total assets at beginning of year2010-12-31$1,418,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,454
Total interest from all sources2010-12-31$10,599
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$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$161,991
Participant contributions at end of year2010-12-31$33,210
Participant contributions at beginning of year2010-12-31$51,792
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$7,817
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$307,939
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,725,958
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,418,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,374,867
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,111,582
Interest on participant loans2010-12-31$1,931
Interest earned on other investments2010-12-31$8,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$317,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$254,645
Net investment gain/loss from pooled separate accounts2010-12-31$178,919
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$55,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$91,125
Contract administrator fees2010-12-31$2,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VINK TEAGUE & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31752128947
2009 : TIPTON GROUP 401(K) RETIREMENT SAVINGS 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 TIPTON GROUP 401(K) RETIREMENT SAVINGS PLAN

2022: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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
2017: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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: TIPTON GROUP 401(K) RETIREMENT SAVINGS 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800126
Policy instance 1
Insurance contract or identification number800126
Number of Individuals Covered270
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800126
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800126
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800126
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800126
Policy instance 1

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