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POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 401k Plan overview

Plan NamePOWERS THOMSON, PC PROFIT SHARING & 401K PLAN
Plan identification number 001

POWERS THOMSON, PC PROFIT SHARING & 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

POWERS FARLEY, PC has sponsored the creation of one or more 401k plans.

Company Name:POWERS FARLEY, PC
Employer identification number (EIN):830507642
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POWERS THOMSON, PC PROFIT SHARING & 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01JAMES S. THOMSON, II
0012023-01-01
0012023-01-01JAMES S. THOMSON, II
0012022-01-01
0012022-01-01JAMES S. THOMSON, II
0012021-01-01
0012021-01-01JAMES S. THOMSON, II
0012020-01-01
0012019-01-01
0012018-01-01JAMES S. THOMSON, II
0012017-01-01JAMES S. THOMSON, II
0012016-01-01JAMES S. THOMSON, II
0012015-01-01JAMES S. THOMSON, II
0012014-01-01JAMES S. THOMSON, II
0012013-01-01JAMES S. THOMSON, II
0012012-01-01JAMES S. THOMSON, II
0012011-01-01JAMES S. THOMSON, II
0012010-01-01JAMES S. THOMSON, II
0012009-01-01JAMES S. THOMSON, II JAMES S. THOMSON, II2010-07-26

Financial Data on POWERS THOMSON, PC PROFIT SHARING & 401K PLAN

Measure Date Value
2023 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2023 401k financial data
Total income from all sources2023-12-31$903,197
Expenses. Total of all expenses incurred2023-12-31$27,098
Benefits paid (including direct rollovers)2023-12-31$13,146
Total plan assets at end of year2023-12-31$4,332,742
Total plan assets at beginning of year2023-12-31$3,456,643
Value of fidelity bond covering the plan2023-12-31$373,000
Total contributions received or receivable from participants2023-12-31$124,289
Other income received2023-12-31$579,007
Net income (gross income less expenses)2023-12-31$876,099
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,332,742
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,456,643
Assets. Value of participant loans2023-12-31$3,926
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$3,037
Total contributions received or receivable from employer(s)2023-12-31$199,901
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$13,952
2022 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2022 401k financial data
Total income from all sources2022-12-31$-215,871
Expenses. Total of all expenses incurred2022-12-31$51,802
Benefits paid (including direct rollovers)2022-12-31$44,149
Total plan assets at end of year2022-12-31$3,456,643
Total plan assets at beginning of year2022-12-31$3,724,316
Value of fidelity bond covering the plan2022-12-31$373,000
Total contributions received or receivable from participants2022-12-31$118,219
Other income received2022-12-31$-535,302
Net income (gross income less expenses)2022-12-31$-267,673
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,456,643
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,724,316
Assets. Value of participant loans2022-12-31$2,478
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$3,037
Total contributions received or receivable from employer(s)2022-12-31$201,212
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,653
2021 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$735,401
Expenses. Total of all expenses incurred2021-12-31$25,835
Benefits paid (including direct rollovers)2021-12-31$18,953
Total plan assets at end of year2021-12-31$3,724,316
Total plan assets at beginning of year2021-12-31$3,014,750
Value of fidelity bond covering the plan2021-12-31$373,000
Total contributions received or receivable from participants2021-12-31$113,020
Contributions received from other sources (not participants or employers)2021-12-31$44,443
Other income received2021-12-31$394,702
Net income (gross income less expenses)2021-12-31$709,566
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,724,316
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,014,750
Assets. Value of participant loans2021-12-31$548
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$3,075
Total contributions received or receivable from employer(s)2021-12-31$183,236
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,882
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$645,529
Expenses. Total of all expenses incurred2020-12-31$16,149
Benefits paid (including direct rollovers)2020-12-31$10,286
Total plan assets at end of year2020-12-31$3,014,750
Total plan assets at beginning of year2020-12-31$2,385,370
Value of fidelity bond covering the plan2020-12-31$240,000
Total contributions received or receivable from participants2020-12-31$81,773
Other income received2020-12-31$404,563
Net income (gross income less expenses)2020-12-31$629,380
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,014,750
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,385,370
Assets. Value of participant loans2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$3,037
Total contributions received or receivable from employer(s)2020-12-31$159,193
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,863
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$528,648
Expenses. Total of all expenses incurred2019-12-31$9,963
Benefits paid (including direct rollovers)2019-12-31$4,912
Total plan assets at end of year2019-12-31$2,385,370
Total plan assets at beginning of year2019-12-31$1,866,685
Value of fidelity bond covering the plan2019-12-31$240,000
Total contributions received or receivable from participants2019-12-31$83,217
Other income received2019-12-31$290,634
Net income (gross income less expenses)2019-12-31$518,685
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,385,370
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,866,685
Assets. Value of participant loans2019-12-31$15,403
Total contributions received or receivable from employer(s)2019-12-31$154,797
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$5,051
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$173,766
Expenses. Total of all expenses incurred2018-12-31$6,617
Benefits paid (including direct rollovers)2018-12-31$1,976
Total plan assets at end of year2018-12-31$1,866,685
Total plan assets at beginning of year2018-12-31$1,699,536
Value of fidelity bond covering the plan2018-12-31$180,000
Total contributions received or receivable from participants2018-12-31$87,464
Other income received2018-12-31$-52,342
Net income (gross income less expenses)2018-12-31$167,149
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,866,685
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,699,536
Assets. Value of participant loans2018-12-31$1,362
Total contributions received or receivable from employer(s)2018-12-31$138,644
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,641
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$3,960
Total income from all sources2017-12-31$361,094
Expenses. Total of all expenses incurred2017-12-31$34,825
Benefits paid (including direct rollovers)2017-12-31$26,331
Total plan assets at end of year2017-12-31$1,699,536
Total plan assets at beginning of year2017-12-31$1,377,227
Value of fidelity bond covering the plan2017-12-31$180,000
Total contributions received or receivable from participants2017-12-31$56,810
Other income received2017-12-31$173,573
Net income (gross income less expenses)2017-12-31$326,269
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,699,536
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,373,267
Assets. Value of participant loans2017-12-31$2,102
Total contributions received or receivable from employer(s)2017-12-31$130,711
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,494
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$3,960
Total plan liabilities at beginning of year2016-12-31$3,960
Total income from all sources2016-12-31$261,018
Expenses. Total of all expenses incurred2016-12-31$610,057
Benefits paid (including direct rollovers)2016-12-31$604,894
Total plan assets at end of year2016-12-31$1,377,227
Total plan assets at beginning of year2016-12-31$1,726,266
Value of fidelity bond covering the plan2016-12-31$180,000
Total contributions received or receivable from participants2016-12-31$41,636
Contributions received from other sources (not participants or employers)2016-12-31$485
Other income received2016-12-31$107,820
Net income (gross income less expenses)2016-12-31$-349,039
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,373,267
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,722,306
Assets. Value of participant loans2016-12-31$2,803
Total contributions received or receivable from employer(s)2016-12-31$111,077
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,163
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$3,960
Total income from all sources2015-12-31$177,459
Expenses. Total of all expenses incurred2015-12-31$17,238
Benefits paid (including direct rollovers)2015-12-31$8,789
Total plan assets at end of year2015-12-31$1,726,266
Total plan assets at beginning of year2015-12-31$1,562,085
Value of fidelity bond covering the plan2015-12-31$180,000
Total contributions received or receivable from participants2015-12-31$55,121
Other income received2015-12-31$-248
Net income (gross income less expenses)2015-12-31$160,221
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,722,306
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,562,085
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$122,586
Value of corrective distributions2015-12-31$1,232
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,217
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$235,539
Expenses. Total of all expenses incurred2014-12-31$45,896
Benefits paid (including direct rollovers)2014-12-31$38,613
Total plan assets at end of year2014-12-31$1,562,085
Total plan assets at beginning of year2014-12-31$1,372,442
Value of fidelity bond covering the plan2014-12-31$160,000
Total contributions received or receivable from participants2014-12-31$59,731
Other income received2014-12-31$59,584
Net income (gross income less expenses)2014-12-31$189,643
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,562,085
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,372,442
Assets. Value of participant loans2014-12-31$10,655
Total contributions received or receivable from employer(s)2014-12-31$116,224
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,283
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$192,906
Expenses. Total of all expenses incurred2013-12-31$8,204
Benefits paid (including direct rollovers)2013-12-31$1,942
Total plan assets at end of year2013-12-31$1,372,442
Total plan assets at beginning of year2013-12-31$1,187,740
Value of fidelity bond covering the plan2013-12-31$130,000
Total contributions received or receivable from participants2013-12-31$30,530
Other income received2013-12-31$72,953
Net income (gross income less expenses)2013-12-31$184,702
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,372,442
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,187,740
Assets. Value of participant loans2013-12-31$15,902
Total contributions received or receivable from employer(s)2013-12-31$89,423
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,262
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$596,389
Expenses. Total of all expenses incurred2012-12-31$39,578
Benefits paid (including direct rollovers)2012-12-31$36,933
Total plan assets at end of year2012-12-31$1,187,740
Total plan assets at beginning of year2012-12-31$630,929
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$45,709
Contributions received from other sources (not participants or employers)2012-12-31$408,608
Other income received2012-12-31$56,645
Net income (gross income less expenses)2012-12-31$556,811
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,187,740
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$630,929
Assets. Value of participant loans2012-12-31$23,815
Total contributions received or receivable from employer(s)2012-12-31$85,427
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,645
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$106,258
Expenses. Total of all expenses incurred2011-12-31$1,458
Benefits paid (including direct rollovers)2011-12-31$845
Total plan assets at end of year2011-12-31$630,929
Total plan assets at beginning of year2011-12-31$526,129
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$39,685
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-16,895
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$104,800
Net plan assets at end of year (total assets less liabilities)2011-12-31$630,929
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$526,129
Assets. Value of participant loans2011-12-31$9,139
Total contributions received or receivable from employer(s)2011-12-31$83,468
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$613
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$172,454
Expenses. Total of all expenses incurred2010-12-31$50
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$526,129
Total plan assets at beginning of year2010-12-31$353,725
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$36,113
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$49,459
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$172,404
Net plan assets at end of year (total assets less liabilities)2010-12-31$526,129
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$353,725
Assets. Value of participant loans2010-12-31$12,659
Total contributions received or receivable from employer(s)2010-12-31$86,882
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50

Form 5500 Responses for POWERS THOMSON, PC PROFIT SHARING & 401K PLAN

2023: POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: POWERS THOMSON, PC PROFIT SHARING & 401K 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: POWERS THOMSON, PC PROFIT SHARING & 401K 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: POWERS THOMSON, PC PROFIT SHARING & 401K 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: POWERS THOMSON, PC PROFIT SHARING & 401K 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: POWERS THOMSON, PC PROFIT SHARING & 401K 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: POWERS THOMSON, PC PROFIT SHARING & 401K 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: POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: POWERS THOMSON, PC PROFIT SHARING & 401K 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: POWERS THOMSON, PC PROFIT SHARING & 401K 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
2010: POWERS THOMSON, PC PROFIT SHARING & 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: POWERS THOMSON, PC PROFIT SHARING & 401K 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

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
Insurance contract or identification numberB9832
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
Insurance contract or identification numberPH9934
Number of Individuals Covered18
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract numberB9832
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPH9934
Policy instance 1

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