MAYER-HELMINIAK, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MAYER-HELMINIAK 401(K) SAVINGS PLAN
Measure | Date | Value |
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2019: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 8 |
Number of participants with account balances | 2017-01-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 6 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 3 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Measure | Date | Value |
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2019 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $230,797 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,826,796 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,823,012 |
Total plan assets at end of year | 2019-12-31 | $0 |
Total plan assets at beginning of year | 2019-12-31 | $1,595,999 |
Value of fidelity bond covering the plan | 2019-12-31 | $170,000 |
Total contributions received or receivable from participants | 2019-12-31 | $2,412 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $228,374 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-1,595,999 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,595,999 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $11 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,784 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-78,290 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4,083 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,819 |
Total plan assets at end of year | 2018-12-31 | $1,595,999 |
Total plan assets at beginning of year | 2018-12-31 | $1,678,372 |
Value of fidelity bond covering the plan | 2018-12-31 | $170,000 |
Total contributions received or receivable from participants | 2018-12-31 | $9,566 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-87,856 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-82,373 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,595,999 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,678,372 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,264 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $202,293 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,678,372 |
Total plan assets at beginning of year | 2017-12-31 | $1,476,079 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Total contributions received or receivable from participants | 2017-12-31 | $9,979 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $178,945 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $202,293 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,678,372 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,476,079 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $13,369 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $110,979 |
Expenses. Total of all expenses incurred | 2016-12-31 | $538 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $1,476,079 |
Total plan assets at beginning of year | 2016-12-31 | $1,365,638 |
Value of fidelity bond covering the plan | 2016-12-31 | $140,000 |
Total contributions received or receivable from participants | 2016-12-31 | $5,890 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $2,337 |
Other income received | 2016-12-31 | $101,121 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $110,441 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,476,079 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,365,638 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $1,631 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $538 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-4,376 |
Expenses. Total of all expenses incurred | 2015-12-31 | $26,715 |
Benefits paid (including direct rollovers) | 2015-12-31 | $26,574 |
Total plan assets at end of year | 2015-12-31 | $1,365,638 |
Total plan assets at beginning of year | 2015-12-31 | $1,396,729 |
Value of fidelity bond covering the plan | 2015-12-31 | $140,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-19,376 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-31,091 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,365,638 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,396,729 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $15,000 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $141 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $82,687 |
Expenses. Total of all expenses incurred | 2014-12-31 | $83,993 |
Benefits paid (including direct rollovers) | 2014-12-31 | $83,843 |
Total plan assets at end of year | 2014-12-31 | $1,396,729 |
Total plan assets at beginning of year | 2014-12-31 | $1,398,035 |
Value of fidelity bond covering the plan | 2014-12-31 | $140,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $82,687 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-1,306 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,396,729 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,398,035 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $150 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $228,450 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,384 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $1,414,535 |
Total plan assets at beginning of year | 2013-12-31 | $1,187,469 |
Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
Total contributions received or receivable from participants | 2013-12-31 | $16,500 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $193,460 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $227,066 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,414,535 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,187,469 |
Assets. Value of participant loans | 2013-12-31 | $9,023 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $18,490 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,384 |
2012 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $158,093 |
Expenses. Total of all expenses incurred | 2012-12-31 | $84 |
Total plan assets at end of year | 2012-12-31 | $1,187,469 |
Total plan assets at beginning of year | 2012-12-31 | $1,029,460 |
Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
Other income received | 2012-12-31 | $158,093 |
Net income (gross income less expenses) | 2012-12-31 | $158,009 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,187,469 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,029,460 |
Assets. Value of participant loans | 2012-12-31 | $13,340 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $84 |
2011 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-24,916 |
Expenses. Total of all expenses incurred | 2011-12-31 | $358 |
Total plan assets at end of year | 2011-12-31 | $1,029,460 |
Total plan assets at beginning of year | 2011-12-31 | $1,054,734 |
Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
Total contributions received or receivable from participants | 2011-12-31 | $13,650 |
Other income received | 2011-12-31 | $-38,566 |
Net income (gross income less expenses) | 2011-12-31 | $-25,274 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,029,460 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,054,734 |
Assets. Value of participant loans | 2011-12-31 | $7,868 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $358 |
2010 : MAYER-HELMINIAK 401(K) SAVINGS PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $116,986 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,180 |
Total plan assets at end of year | 2010-12-31 | $1,054,734 |
Total plan assets at beginning of year | 2010-12-31 | $940,928 |
Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
Total contributions received or receivable from participants | 2010-12-31 | $15,292 |
Other income received | 2010-12-31 | $101,694 |
Net income (gross income less expenses) | 2010-12-31 | $113,806 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,054,734 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $940,928 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,180 |
2019: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | Yes |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | Yes |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: MAYER-HELMINIAK 401(K) SAVINGS PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | R01037 |
Policy instance | 1 |
Insurance contract or identification number | R01037 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | R01037 |
Policy instance | 1 |
Insurance contract or identification number | R01037 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $112 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $112 | Insurance broker organization code? | 3 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | JP5552712 |
Policy instance | 1 |
Insurance contract or identification number | JP5552712 | Number of Individuals Covered | 8 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $67 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $67 | Insurance broker organization code? | 3 | Insurance broker name | JSW INSURANCE AGENCY |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | JP5552712 |
Policy instance | 1 |
Insurance contract or identification number | JP5552712 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $67 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $67 | Insurance broker organization code? | 3 | Insurance broker name | JSW INSURANCE AGENCY |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | JP5552712 |
Policy instance | 1 |
Insurance contract or identification number | JP5552712 | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $67 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $67 | Insurance broker organization code? | 3 | Insurance broker name | JSW INSURANCE AGENCY |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | JP5552712 |
Policy instance | 1 |
Insurance contract or identification number | JP5552712 | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $67 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $67 | Insurance broker organization code? | 3 | Insurance broker name | JSW INSURANCE AGENCY |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 30789 |
Policy instance | 1 |
Insurance contract or identification number | 30789 | Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-07-16 | Total amount of commissions paid to insurance broker | USD $1,565 | Total amount of fees paid to insurance company | USD $70 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,351 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | INVESTMENT TRADING | Insurance broker organization code? | 7 | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | JP5552712 |
Policy instance | 2 |
Insurance contract or identification number | JP5552712 | Number of Individuals Covered | 1 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $67 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 30789 |
Policy instance | 1 |
Insurance contract or identification number | 30789 | Number of Individuals Covered | 6 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,702 | Total amount of fees paid to insurance company | USD $522 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
Policy contract number | 30789 |
Policy instance | 1 |
Insurance contract or identification number | 30789 | Number of Individuals Covered | 6 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,467 | Total amount of fees paid to insurance company | USD $537 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,467 | Insurance broker organization code? | 7 | Amount paid for insurance broker fees | 537 | Additional information about fees paid to insurance broker | TPA | Insurance broker name | PPG RETIREMENT PLAN SERVICES, LTD |
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