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VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameVANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN
Plan identification number 001

VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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

VANGUARD RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:VANGUARD RESOURCES, INC.
Employer identification number (EIN):752643330
NAIC Classification:561210
NAIC Description:Facilities Support Services

Additional information about VANGUARD RESOURCES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1983-12-30
Company Identification Number: C1234868
Legal Registered Office Address: 2010 Jimmy Durante Blvd #206

Del Mar
United States of America (USA)
92014

More information about VANGUARD RESOURCES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DUSTIN POWERS2023-12-01
0012021-01-01LESLIE POWERS2022-10-17
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RICKY POWERS
0012016-01-01RICKY POWERS
0012015-01-01MICHAEL SMITH
0012014-01-01CHARLOTTE GRANGER
0012013-01-01LESLIE POWERS
0012012-01-01RICKY POWERS
0012011-01-01RICKY POWERS RICKY POWERS2012-09-25
0012009-01-01RICKY POWERS

Plan Statistics for VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN

Measure Date Value
2022: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0194
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01425
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0194
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01531
Total number of active participants reported on line 7a of the Form 55002020-01-01425
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01505
Number of participants with account balances2020-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01523
Total number of active participants reported on line 7a of the Form 55002019-01-01441
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0190
Total of all active and inactive participants2019-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01531
Number of participants with account balances2019-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01551
Total number of active participants reported on line 7a of the Form 55002018-01-01483
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01523
Number of participants with account balances2018-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01345
Total number of active participants reported on line 7a of the Form 55002017-01-01500
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01551
Number of participants with account balances2017-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01329
Total number of active participants reported on line 7a of the Form 55002016-01-01343
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01345
Number of participants with account balances2016-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01399
Total number of active participants reported on line 7a of the Form 55002015-01-01296
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01329
Number of participants with account balances2015-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01409
Total number of active participants reported on line 7a of the Form 55002014-01-01339
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01361
Number of participants with account balances2014-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01342
Total number of active participants reported on line 7a of the Form 55002013-01-01345
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01368
Number of participants with account balances2013-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01298
Total number of active participants reported on line 7a of the Form 55002012-01-01253
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01270
Number of participants with account balances2012-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01299
Total number of active participants reported on line 7a of the Form 55002011-01-01246
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01251
Number of participants with account balances2011-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01169
Total number of active participants reported on line 7a of the Form 55002009-01-01158
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 participants2009-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01160
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN

Measure Date Value
2022 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$0
Total income from all sources (including contributions)2022-04-30$5,570
Total loss/gain on sale of assets2022-04-30$0
Total of all expenses incurred2022-04-30$1,882,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$1,879,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$0
Value of total assets at end of year2022-04-30$0
Value of total assets at beginning of year2022-04-30$1,877,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$3,079
Total interest from all sources2022-04-30$5,570
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-04-30$0
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$360,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Participant contributions at end of year2022-04-30$0
Participant contributions at beginning of year2022-04-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-1,877,307
Value of net assets at end of year (total assets less liabilities)2022-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$1,877,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$0
Interest earned on other investments2022-04-30$5,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-04-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-04-30$1,877,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$1,879,798
Contract administrator fees2022-04-30$3,079
Did the plan have assets held for investment2022-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30Yes
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2022-04-30742584861
2021 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$1,679,350
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$374,286
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$779,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$757,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$265,391
Value of total assets at end of year2021-12-31$1,877,307
Value of total assets at beginning of year2021-12-31$3,961,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,574
Total interest from all sources2021-12-31$59,776
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 year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$360,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$114,238
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$13,971
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-405,089
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,877,307
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,961,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,534,005
Interest on participant loans2021-12-31$119
Interest earned on other investments2021-12-31$59,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,877,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,413,770
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$-52,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$49,119
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$82,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$810,145
Contract administrator fees2021-12-31$21,574
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 name2021-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2021-12-31742584861
2020 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,062,769
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$325,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$294,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$733,443
Value of total assets at end of year2020-12-31$3,961,746
Value of total assets at beginning of year2020-12-31$3,224,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,089
Total interest from all sources2020-12-31$1,292
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$78,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$78,986
Administrative expenses professional fees incurred2020-12-31$31,089
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$360,000
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$481,501
Participant contributions at end of year2020-12-31$13,971
Participant contributions at beginning of year2020-12-31$21,231
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$105,129
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$737,306
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,961,746
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,224,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,534,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,081,230
Interest on participant loans2020-12-31$1,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,413,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,121,979
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$249,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$146,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$291,274
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 name2020-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2020-12-31742584861
2019 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT 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$943,975
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$219,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$206,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$704,601
Value of total assets at end of year2019-12-31$3,224,440
Value of total assets at beginning of year2019-12-31$2,499,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,674
Total interest from all sources2019-12-31$292
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$52,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$52,193
Administrative expenses professional fees incurred2019-12-31$12,674
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$360,000
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$427,005
Participant contributions at end of year2019-12-31$21,231
Participant contributions at beginning of year2019-12-31$14,328
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$724,973
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,224,440
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,499,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,081,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$719,581
Interest on participant loans2019-12-31$292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,121,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,765,558
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$9,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$186,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$277,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$196,751
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 name2019-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2019-12-31742584861
2018 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$632,393
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$292,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$282,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$640,602
Value of total assets at end of year2018-12-31$2,499,467
Value of total assets at beginning of year2018-12-31$2,159,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,402
Total interest from all sources2018-12-31$324
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$53,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$53,984
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
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$373,459
Participant contributions at end of year2018-12-31$14,328
Participant contributions at beginning of year2018-12-31$11,965
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$3,579
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,002
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$339,545
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,499,467
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,159,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$719,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$662,903
Interest on participant loans2018-12-31$324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,765,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,479,007
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-62,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$251,141
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$275,186
Contract administrator fees2018-12-31$10,402
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 name2018-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2018-12-31742584861
2017 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT 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$739,555
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$199,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$192,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$600,086
Value of total assets at end of year2017-12-31$2,159,922
Value of total assets at beginning of year2017-12-31$1,619,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,534
Total interest from all sources2017-12-31$541
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$48,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$48,496
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$180,000
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$321,191
Participant contributions at end of year2017-12-31$11,965
Participant contributions at beginning of year2017-12-31$18,332
Participant contributions at end of year2017-12-31$3,579
Participant contributions at beginning of year2017-12-31$8,876
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$56,145
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$539,945
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,159,922
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,619,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$662,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$475,644
Interest on participant loans2017-12-31$541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,479,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,111,403
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$13,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$90,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$222,750
Employer contributions (assets) at end of year2017-12-31$2,468
Employer contributions (assets) at beginning of year2017-12-31$5,722
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$178,798
Contract administrator fees2017-12-31$7,534
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 name2017-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2017-12-31742584861
2016 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT 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$458,215
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$499,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$488,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$354,004
Value of total assets at end of year2016-12-31$1,619,977
Value of total assets at beginning of year2016-12-31$1,660,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,067
Total interest from all sources2016-12-31$61,533
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$8,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$8,604
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$180,000
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$214,678
Participant contributions at end of year2016-12-31$18,332
Participant contributions at beginning of year2016-12-31$18,969
Participant contributions at end of year2016-12-31$8,876
Participant contributions at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-40,788
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,619,977
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,660,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$475,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,641,796
Interest on participant loans2016-12-31$797
Interest earned on other investments2016-12-31$60,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,111,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$120,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,330
Net investment gain/loss from pooled separate accounts2016-12-31$20,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$139,326
Employer contributions (assets) at end of year2016-12-31$5,722
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$368,386
Contract administrator fees2016-12-31$10,067
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 name2016-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2016-12-31742584861
2015 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$331,806
Total of all expenses incurred2015-12-31$277,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$259,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$353,625
Value of total assets at end of year2015-12-31$1,660,765
Value of total assets at beginning of year2015-12-31$1,606,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$18,274
Total interest from all sources2015-12-31$735
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$180,000
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$215,136
Participant contributions at end of year2015-12-31$18,969
Participant contributions at beginning of year2015-12-31$19,440
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,730
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$54,329
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,660,765
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,606,436
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$1,641,796
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,586,996
Interest on participant loans2015-12-31$735
Net investment gain/loss from pooled separate accounts2015-12-31$-22,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$126,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$259,203
Contract administrator fees2015-12-31$18,274
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 name2015-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2015-12-31742584861
2014 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$400,438
Total of all expenses incurred2014-12-31$367,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$350,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$325,551
Value of total assets at end of year2014-12-31$1,606,436
Value of total assets at beginning of year2014-12-31$1,573,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,006
Total interest from all sources2014-12-31$637
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$180,000
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$207,430
Participant contributions at end of year2014-12-31$19,440
Participant contributions at beginning of year2014-12-31$7,327
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$33,423
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,606,436
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,573,013
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$1,586,996
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,565,686
Interest on participant loans2014-12-31$637
Net investment gain/loss from pooled separate accounts2014-12-31$74,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$118,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$350,009
Contract administrator fees2014-12-31$17,006
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 name2014-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2014-12-31742584861
2013 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$610,000
Total of all expenses incurred2013-12-31$129,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$116,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$349,778
Value of total assets at end of year2013-12-31$1,573,013
Value of total assets at beginning of year2013-12-31$1,092,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,624
Total interest from all sources2013-12-31$332
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$160,000
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$192,480
Participant contributions at end of year2013-12-31$7,327
Participant contributions at beginning of year2013-12-31$5,960
Participant contributions at beginning of year2013-12-31$7,795
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$54,257
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$480,082
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,573,013
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,092,931
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$1,565,686
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,074,457
Income. Interest from loans (other than to participants)2013-12-31$332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$259,890
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$103,041
Employer contributions (assets) at beginning of year2013-12-31$4,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$116,294
Contract administrator fees2013-12-31$13,624
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 name2013-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2013-12-31742584861
2012 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$428,957
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$166,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$156,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$314,058
Value of total assets at end of year2012-12-31$1,092,931
Value of total assets at beginning of year2012-12-31$830,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,416
Total interest from all sources2012-12-31$275
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$50,000
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$195,610
Participant contributions at end of year2012-12-31$5,960
Participant contributions at beginning of year2012-12-31$5,505
Participant contributions at end of year2012-12-31$7,795
Participant contributions at beginning of year2012-12-31$6,851
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$262,282
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,092,931
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$830,649
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$1,074,457
Value of interest in pooled separate accounts at beginning of year2012-12-31$813,963
Interest on participant loans2012-12-31$275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$114,624
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$118,448
Employer contributions (assets) at end of year2012-12-31$4,719
Employer contributions (assets) at beginning of year2012-12-31$4,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$156,259
Contract administrator fees2012-12-31$10,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31FISHER, HERBST & KEMBLE, P.C.
Accountancy firm EIN2012-12-31742584861
2011 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$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$278,032
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$171,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$162,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$296,882
Value of total assets at end of year2011-12-31$830,649
Value of total assets at beginning of year2011-12-31$724,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,935
Total interest from all sources2011-12-31$284
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$50,000
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$176,305
Participant contributions at end of year2011-12-31$5,505
Participant contributions at beginning of year2011-12-31$7,578
Participant contributions at end of year2011-12-31$6,851
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,116
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$106,333
Value of net assets at end of year (total assets less liabilities)2011-12-31$830,649
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$724,316
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$813,963
Value of interest in pooled separate accounts at beginning of year2011-12-31$716,738
Interest on participant loans2011-12-31$284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-19,134
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$109,461
Employer contributions (assets) at end of year2011-12-31$4,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$162,764
Contract administrator fees2011-12-31$8,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FISHER, HERBST, AND KEMBLE P.C.
Accountancy firm EIN2011-12-31742584861
2010 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$280,988
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$45,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$38,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$190,778
Value of total assets at end of year2010-12-31$724,316
Value of total assets at beginning of year2010-12-31$488,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,053
Total interest from all sources2010-12-31$164
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$50,000
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
Participant contributions at end of year2010-12-31$7,578
Participant contributions at beginning of year2010-12-31$1,097
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$235,857
Value of net assets at end of year (total assets less liabilities)2010-12-31$724,316
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$488,459
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$716,738
Value of interest in pooled separate accounts at beginning of year2010-12-31$487,362
Interest on participant loans2010-12-31$164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$90,046
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$190,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$38,078
Contract administrator fees2010-12-31$7,053
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 name2010-12-31FISHER, HERBST & KEMBLE
Accountancy firm EIN2010-12-31742584861
2009 : VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT 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 VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN

2022: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: VANGUARD RESOURCES, INC. EMPLOYEES 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number31278GR
Policy instance 1
Insurance contract or identification number31278GR
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-04-30
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number31278GR
Policy instance 1
Insurance contract or identification number31278GR
Number of Individuals Covered94
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number31278GR
Policy instance 1
Insurance contract or identification number31278GR
Number of Individuals Covered269
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21,673
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,714
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker3
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number31278GR
Policy instance 1
Insurance contract or identification number31278GR
Number of Individuals Covered267
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,222
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,039
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker3
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number31278GR
Policy instance 1
Insurance contract or identification number31278GR
Number of Individuals Covered248
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $28,028
Total amount of fees paid to insurance companyUSD $57
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,798
Amount paid for insurance broker fees26
Additional information about fees paid to insurance broker3
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 )
Policy contract number31278GR
Policy instance 1
Insurance contract or identification number31278GR
Number of Individuals Covered197
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $25,802
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,141
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker3
Insurance broker organization code?3
Insurance broker nameK PLAN ADMINISTRATORS
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991823-000
Policy instance 1
Insurance contract or identification number991823-000
Number of Individuals Covered106
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,791
Insurance broker organization code?3
Insurance broker namePROSPERA LIFE & ANNUITY SERVICES IN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991823-000
Policy instance 1
Insurance contract or identification number991823-000
Number of Individuals Covered101
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,392
Insurance broker organization code?3
Insurance broker namePROSPERA LIFE & ANNUITY SERVICES IN
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991823-000
Policy instance 1
Insurance contract or identification number991823-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,081
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
Commission paid to Insurance BrokerUSD $5,081
Insurance broker organization code?3
Insurance broker namePROSPERA LIFE & ANNUITY SERVIC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991823-000
Policy instance 1
Insurance contract or identification number991823-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,992
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,992
Insurance broker organization code?3
Insurance broker namePROSPERA LIFE & ANNUITY SERVIC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991823-000
Policy instance 1
Insurance contract or identification number991823-000
Number of Individuals Covered251
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,348
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number991823-000
Policy instance 1
Insurance contract or identification number991823-000
Number of Individuals Covered258
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,311
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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