LITTLE-MORRIS, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LITTLE - MORRIS, LLP PROFIT SHARING PLAN
Measure | Date | Value |
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2023: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 6 |
Total of all active and inactive participants | 2023-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 41 |
Number of participants with account balances | 2023-01-01 | 41 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
2022: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
Total of all active and inactive participants | 2022-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 40 |
Number of participants with account balances | 2022-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 5 |
2021: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 40 |
Number of participants with account balances | 2021-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 39 |
Number of participants with account balances | 2020-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 33 |
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 | 3 |
Total of all active and inactive participants | 2019-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 36 |
Number of participants with account balances | 2019-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 31 |
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 | 5 |
Total of all active and inactive participants | 2018-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 36 |
Number of participants with account balances | 2018-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 5 |
2017: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 31 |
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 | 4 |
Total of all active and inactive participants | 2017-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 35 |
Number of participants with account balances | 2017-01-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 28 |
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 | 3 |
Total of all active and inactive participants | 2016-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 31 |
Number of participants with account balances | 2016-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 25 |
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 | 5 |
Total of all active and inactive participants | 2015-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 30 |
Number of participants with account balances | 2015-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
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 | 3 |
Total of all active and inactive participants | 2014-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 22 |
Number of participants with account balances | 2014-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
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 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 22 |
Number of participants with account balances | 2013-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
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 | 4 |
Total of all active and inactive participants | 2012-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
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 | 2 |
Total of all active and inactive participants | 2011-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 21 |
Number of participants with account balances | 2011-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 22 |
Number of participants with account balances | 2010-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 2 |
2009: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 23 |
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 | 8 |
Total of all active and inactive participants | 2009-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 31 |
Number of participants with account balances | 2009-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2023 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $2,643,672 |
Expenses. Total of all expenses incurred | 2023-12-31 | $14,439 |
Benefits paid (including direct rollovers) | 2023-12-31 | $12,041 |
Total plan assets at end of year | 2023-12-31 | $12,487,114 |
Total plan assets at beginning of year | 2023-12-31 | $9,857,881 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Total contributions received or receivable from participants | 2023-12-31 | $374,894 |
Other income received | 2023-12-31 | $1,884,941 |
Net income (gross income less expenses) | 2023-12-31 | $2,629,233 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $12,487,114 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,857,881 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $383,837 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $2,398 |
2022 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-1,224,550 |
Expenses. Total of all expenses incurred | 2022-12-31 | $115,992 |
Benefits paid (including direct rollovers) | 2022-12-31 | $113,090 |
Total plan assets at end of year | 2022-12-31 | $9,857,881 |
Total plan assets at beginning of year | 2022-12-31 | $11,198,423 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $345,983 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $31,244 |
Other income received | 2022-12-31 | $-1,955,470 |
Net income (gross income less expenses) | 2022-12-31 | $-1,340,542 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $9,857,881 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $11,198,423 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $353,693 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,902 |
2021 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $2,348,113 |
Expenses. Total of all expenses incurred | 2021-12-31 | $199,244 |
Benefits paid (including direct rollovers) | 2021-12-31 | $196,720 |
Total plan assets at end of year | 2021-12-31 | $11,198,423 |
Total plan assets at beginning of year | 2021-12-31 | $9,049,554 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $313,509 |
Other income received | 2021-12-31 | $1,677,055 |
Net income (gross income less expenses) | 2021-12-31 | $2,148,869 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $11,198,423 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,049,554 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $357,549 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,524 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $1,863,941 |
Expenses. Total of all expenses incurred | 2020-12-31 | $498,672 |
Benefits paid (including direct rollovers) | 2020-12-31 | $497,673 |
Total plan assets at end of year | 2020-12-31 | $9,049,554 |
Total plan assets at beginning of year | 2020-12-31 | $7,684,285 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $290,553 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $12,803 |
Other income received | 2020-12-31 | $1,229,004 |
Net income (gross income less expenses) | 2020-12-31 | $1,365,269 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,049,554 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,684,285 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $331,581 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $999 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $2,150,308 |
Expenses. Total of all expenses incurred | 2019-12-31 | $173,531 |
Benefits paid (including direct rollovers) | 2019-12-31 | $173,431 |
Total plan assets at end of year | 2019-12-31 | $7,684,285 |
Total plan assets at beginning of year | 2019-12-31 | $5,707,508 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $266,695 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $130,031 |
Other income received | 2019-12-31 | $1,368,962 |
Net income (gross income less expenses) | 2019-12-31 | $1,976,777 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,684,285 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,707,508 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $384,620 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $234,754 |
Expenses. Total of all expenses incurred | 2018-12-31 | $35,715 |
Benefits paid (including direct rollovers) | 2018-12-31 | $35,665 |
Total plan assets at end of year | 2018-12-31 | $5,707,508 |
Total plan assets at beginning of year | 2018-12-31 | $5,508,469 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $249,356 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $55,171 |
Other income received | 2018-12-31 | $-411,056 |
Net income (gross income less expenses) | 2018-12-31 | $199,039 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,707,508 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,508,469 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $341,283 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $1,385,114 |
Expenses. Total of all expenses incurred | 2017-12-31 | $15,080 |
Benefits paid (including direct rollovers) | 2017-12-31 | $15,030 |
Total plan assets at end of year | 2017-12-31 | $5,508,469 |
Total plan assets at beginning of year | 2017-12-31 | $4,138,435 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $206,287 |
Other income received | 2017-12-31 | $800,471 |
Net income (gross income less expenses) | 2017-12-31 | $1,370,034 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,508,469 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,138,435 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $378,356 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $50 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $814,039 |
Expenses. Total of all expenses incurred | 2016-12-31 | $202,929 |
Benefits paid (including direct rollovers) | 2016-12-31 | $202,264 |
Total plan assets at end of year | 2016-12-31 | $4,138,435 |
Total plan assets at beginning of year | 2016-12-31 | $3,527,325 |
Value of fidelity bond covering the plan | 2016-12-31 | $413,844 |
Total contributions received or receivable from participants | 2016-12-31 | $185,144 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $31,077 |
Other income received | 2016-12-31 | $292,127 |
Net income (gross income less expenses) | 2016-12-31 | $611,110 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,138,435 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,527,325 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $305,691 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $665 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $371,391 |
Expenses. Total of all expenses incurred | 2015-12-31 | $21,969 |
Benefits paid (including direct rollovers) | 2015-12-31 | $18,664 |
Total plan assets at end of year | 2015-12-31 | $3,527,325 |
Total plan assets at beginning of year | 2015-12-31 | $3,177,903 |
Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
Total contributions received or receivable from participants | 2015-12-31 | $167,295 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $5,904 |
Other income received | 2015-12-31 | $-102,040 |
Net income (gross income less expenses) | 2015-12-31 | $349,422 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,527,325 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,177,903 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $300,232 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,305 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $512,675 |
Expenses. Total of all expenses incurred | 2014-12-31 | $46,783 |
Benefits paid (including direct rollovers) | 2014-12-31 | $42,790 |
Total plan assets at end of year | 2014-12-31 | $3,177,903 |
Total plan assets at beginning of year | 2014-12-31 | $2,712,011 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $98,956 |
Other income received | 2014-12-31 | $165,221 |
Net income (gross income less expenses) | 2014-12-31 | $465,892 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,177,903 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,712,011 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $248,498 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,993 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $813,451 |
Expenses. Total of all expenses incurred | 2013-12-31 | $67,854 |
Benefits paid (including direct rollovers) | 2013-12-31 | $64,180 |
Total plan assets at end of year | 2013-12-31 | $2,712,011 |
Total plan assets at beginning of year | 2013-12-31 | $1,966,414 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $120,738 |
Other income received | 2013-12-31 | $474,372 |
Net income (gross income less expenses) | 2013-12-31 | $745,597 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,712,011 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,966,414 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $218,341 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,674 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $541,245 |
Expenses. Total of all expenses incurred | 2012-12-31 | $34,508 |
Benefits paid (including direct rollovers) | 2012-12-31 | $30,261 |
Total plan assets at end of year | 2012-12-31 | $1,966,414 |
Total plan assets at beginning of year | 2012-12-31 | $1,459,677 |
Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
Total contributions received or receivable from participants | 2012-12-31 | $106,961 |
Other income received | 2012-12-31 | $228,479 |
Net income (gross income less expenses) | 2012-12-31 | $506,737 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,966,414 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,459,677 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $205,805 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $4,247 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $195,044 |
Expenses. Total of all expenses incurred | 2011-12-31 | $86,100 |
Benefits paid (including direct rollovers) | 2011-12-31 | $82,683 |
Total plan assets at end of year | 2011-12-31 | $1,459,677 |
Total plan assets at beginning of year | 2011-12-31 | $1,350,733 |
Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
Total contributions received or receivable from participants | 2011-12-31 | $64,872 |
Other income received | 2011-12-31 | $-40,205 |
Net income (gross income less expenses) | 2011-12-31 | $108,944 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,459,677 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,350,733 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $170,377 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,417 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $273,875 |
Expenses. Total of all expenses incurred | 2010-12-31 | $370,853 |
Benefits paid (including direct rollovers) | 2010-12-31 | $369,942 |
Total plan assets at end of year | 2010-12-31 | $1,350,733 |
Total plan assets at beginning of year | 2010-12-31 | $1,447,711 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $50,314 |
Other income received | 2010-12-31 | $152,137 |
Net income (gross income less expenses) | 2010-12-31 | $-96,978 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,350,733 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,447,711 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $71,424 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $911 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2023: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2023 form 5500 responses |
---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Insurance | Yes |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement – Insurance | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2022 form 5500 responses |
---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2019 form 5500 responses |
---|
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 | No |
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: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2018 form 5500 responses |
---|
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: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2017 form 5500 responses |
---|
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: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2016 form 5500 responses |
---|
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: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2015 form 5500 responses |
---|
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: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2014 form 5500 responses |
---|
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: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
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: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2012 form 5500 responses |
---|
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: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2011 form 5500 responses |
---|
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 |
2010: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LITTLE - MORRIS, LLP PROFIT SHARING PLAN 2009 form 5500 responses |
---|
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 |
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 375236-01 |
Policy instance | 1 |
Insurance contract or identification number | 375236-01 | Number of Individuals Covered | 3 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | Total amount of commissions paid to insurance broker | USD $54 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | 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 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 375236-01 |
Policy instance | 1 |
Insurance contract or identification number | 375236-01 | Number of Individuals Covered | 6 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $77 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | 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 $39 | Insurance broker organization code? | 3 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 375236-01 |
Policy instance | 1 |
Insurance contract or identification number | 375236-01 | Number of Individuals Covered | 4 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $65 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | 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 $50 | Insurance broker organization code? | 3 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 375236-01 |
Policy instance | 1 |
Insurance contract or identification number | 375236-01 | Number of Individuals Covered | 6 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $105 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | 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 $103 | Insurance broker organization code? | 3 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 375236-01 |
Policy instance | 1 |
Insurance contract or identification number | 375236-01 | Number of Individuals Covered | 10 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $382 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | 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 $222 | Insurance broker organization code? | 3 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 375236-01 |
Policy instance | 1 |
Insurance contract or identification number | 375236-01 | Number of Individuals Covered | 11 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $764 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | 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 $764 | Insurance broker organization code? | 3 |
|
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
Policy contract number | 375236-01 |
Policy instance | 1 |
Insurance contract or identification number | 375236-01 | Number of Individuals Covered | 35 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $667 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | 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 $483 | Insurance broker organization code? | 3 | Insurance broker name | AARON DYKAS - WELLS FARGO ADVISORS |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 60573 - 1 |
Policy instance | 1 |
Insurance contract or identification number | MR 60573 - 1 | Number of Individuals Covered | 30 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $542 | 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? | Yes | 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 $542 | Insurance broker organization code? | 4 | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 60573 - 1 |
Policy instance | 1 |
Insurance contract or identification number | MR 60573 - 1 | Number of Individuals Covered | 22 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $363 | 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? | Yes | 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 $363 | Insurance broker organization code? | 4 | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 60573 - 1 |
Policy instance | 1 |
Insurance contract or identification number | MR 60573 - 1 | Number of Individuals Covered | 22 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $177 | 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? | Yes | 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 $177 | Insurance broker organization code? | 4 | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 60573 - 1 |
Policy instance | 1 |
Insurance contract or identification number | MR 60573 - 1 | Number of Individuals Covered | 21 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $213 | 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? | Yes | 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 $8 | Insurance broker organization code? | 1 | Insurance broker name | WELLS FARGO ADVISORS INS AGENCY |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 60573 - 1 |
Policy instance | 1 |
Insurance contract or identification number | MR 60573 - 1 | Number of Individuals Covered | 21 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $678 | 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? | Yes | 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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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | MR 60573 - 1 |
Policy instance | 1 |
Insurance contract or identification number | MR 60573 - 1 | Number of Individuals Covered | 22 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,497 | 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? | Yes | 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 $2,497 | Insurance broker organization code? | 4 | Insurance broker name | SBHU LIFE AGENCY INC |
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