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SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 401k Plan overview

Plan NameSOCIAL SOLUTIONS INTERNATIONAL 401K PLAN
Plan identification number 001

SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN Benefits

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

401k Sponsoring company profile

SOCIAL SOLUTIONS INTERNATIONAL, INC has sponsored the creation of one or more 401k plans.

Company Name:SOCIAL SOLUTIONS INTERNATIONAL, INC
Employer identification number (EIN):841663710
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRANDY M JONES2023-10-09
0012021-01-01MIR ALI2022-10-13
0012020-01-01MIR ALI2021-10-12
0012019-01-01MIR ALI2020-10-14
0012018-01-01KATHERINE E. WHITE2019-10-08
0012017-01-01
0012016-01-01ZEWUD DEBEBE2017-10-16 ZEWUD DEBEBE2017-10-16
0012015-01-01SUSANNA NEMES2016-04-01 SUSANNA NEMES2016-04-01
0012014-01-01SUSANNA NEMES2015-02-25 SUSANNA NEMES2015-02-25
0012013-01-01AMI LYNCH2014-04-01 AMI LYNCH2014-04-01
0012012-01-01AMI LYNCH2013-07-02 AMI LYNCH2013-07-02
0012011-01-01AMI LYNCH2012-07-03
0012010-01-01YOLANDA CARRERA2011-10-17

Plan Statistics for SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN

401k plan membership statisitcs for SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN

Measure Date Value
2022: SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01358
Total number of active participants reported on line 7a of the Form 55002022-01-0151
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01287
Total of all active and inactive participants2022-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01338
Number of participants with account balances2022-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01365
Total number of active participants reported on line 7a of the Form 55002021-01-01227
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01131
Total of all active and inactive participants2021-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01358
Number of participants with account balances2021-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01316
Total number of active participants reported on line 7a of the Form 55002020-01-01249
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01116
Total of all active and inactive participants2020-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01365
Number of participants with account balances2020-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01291
Total number of active participants reported on line 7a of the Form 55002019-01-01215
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01316
Number of participants with account balances2019-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01259
Total number of active participants reported on line 7a of the Form 55002018-01-01241
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01291
Number of participants with account balances2018-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN

Measure Date Value
2022 : SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-32,484
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,521,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,376,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,087,801
Value of total assets at end of year2022-12-31$21,456,920
Value of total assets at beginning of year2022-12-31$24,011,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$145,093
Total interest from all sources2022-12-31$12,181
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$38,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$38,815
Administrative expenses professional fees incurred2022-12-31$42,527
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,767,774
Participant contributions at end of year2022-12-31$213,343
Participant contributions at beginning of year2022-12-31$245,319
Participant contributions at end of year2022-12-31$55,326
Participant contributions at beginning of year2022-12-31$61,140
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$255,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,554,346
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,456,920
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,011,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$31,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,700,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,037,767
Value of interest in pooled separate accounts at end of year2022-12-31$1,881,071
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,357,942
Interest on participant loans2022-12-31$9,441
Interest earned on other investments2022-12-31$2,740
Value of interest in common/collective trusts at end of year2022-12-31$17,199,654
Value of interest in common/collective trusts at beginning of year2022-12-31$18,998,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$331,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$219,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-334,200
Net investment gain/loss from pooled separate accounts2022-12-31$-442,644
Net investment gain or loss from common/collective trusts2022-12-31$-3,394,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,064,389
Employer contributions (assets) at end of year2022-12-31$76,441
Employer contributions (assets) at beginning of year2022-12-31$90,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,376,769
Contract administrator fees2022-12-31$70,671
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PENAN & SCOTT, P.C.
Accountancy firm EIN2022-12-31521706780
2021 : SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,906,425
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,926,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,770,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,691,864
Value of total assets at end of year2021-12-31$24,011,266
Value of total assets at beginning of year2021-12-31$20,031,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$156,263
Total interest from all sources2021-12-31$15,786
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$35,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$35,164
Administrative expenses professional fees incurred2021-12-31$41,386
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,933,662
Participant contributions at end of year2021-12-31$245,319
Participant contributions at beginning of year2021-12-31$205,915
Participant contributions at end of year2021-12-31$61,140
Participant contributions at beginning of year2021-12-31$74,135
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$458,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,979,530
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,011,266
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,031,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,037,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,458,683
Value of interest in pooled separate accounts at end of year2021-12-31$2,357,942
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,715,736
Interest on participant loans2021-12-31$13,260
Interest earned on other investments2021-12-31$2,526
Value of interest in common/collective trusts at end of year2021-12-31$18,998,917
Value of interest in common/collective trusts at beginning of year2021-12-31$16,332,108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$219,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$147,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$212,479
Net investment gain/loss from pooled separate accounts2021-12-31$420,437
Net investment gain or loss from common/collective trusts2021-12-31$2,530,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,299,725
Employer contributions (assets) at end of year2021-12-31$90,725
Employer contributions (assets) at beginning of year2021-12-31$98,066
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,770,632
Contract administrator fees2021-12-31$83,838
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PENAN & SCOTT, P.C.
Accountancy firm EIN2021-12-31521706780
2020 : SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,702,104
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,731,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,581,764
Expenses. Certain deemed distributions of participant loans2020-12-31$22,498
Value of total corrective distributions2020-12-31$2,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,974,346
Value of total assets at end of year2020-12-31$20,031,736
Value of total assets at beginning of year2020-12-31$14,061,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$124,366
Total interest from all sources2020-12-31$11,970
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$21,678
Administrative expenses professional fees incurred2020-12-31$29,117
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,916,667
Participant contributions at end of year2020-12-31$205,915
Participant contributions at beginning of year2020-12-31$144,390
Participant contributions at end of year2020-12-31$74,135
Participant contributions at beginning of year2020-12-31$58,425
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$682,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,970,600
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,031,736
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,061,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$21,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,458,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,120,036
Value of interest in pooled separate accounts at end of year2020-12-31$1,715,736
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,061,551
Interest on participant loans2020-12-31$9,588
Interest earned on other investments2020-12-31$2,382
Value of interest in common/collective trusts at end of year2020-12-31$16,332,108
Value of interest in common/collective trusts at beginning of year2020-12-31$11,496,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$147,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$100,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$198,613
Net investment gain/loss from pooled separate accounts2020-12-31$276,201
Net investment gain or loss from common/collective trusts2020-12-31$2,219,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,375,289
Employer contributions (assets) at end of year2020-12-31$98,066
Employer contributions (assets) at beginning of year2020-12-31$79,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,581,764
Contract administrator fees2020-12-31$73,411
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PENAN & SCOTT, P.C.
Accountancy firm EIN2020-12-31521706780
2019 : SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,061,107
Total income from all sources (including contributions)2019-12-31$6,061,107
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$669,254
Total of all expenses incurred2019-12-31$669,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$574,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$574,616
Value of total corrective distributions2019-12-31$1,415
Value of total corrective distributions2019-12-31$1,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,896,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,896,752
Value of total assets at end of year2019-12-31$14,061,136
Value of total assets at end of year2019-12-31$14,061,136
Value of total assets at beginning of year2019-12-31$8,669,283
Value of total assets at beginning of year2019-12-31$8,669,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,223
Total interest from all sources2019-12-31$10,492
Total interest from all sources2019-12-31$10,492
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,668
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$18,668
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,668
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$18,668
Administrative expenses professional fees incurred2019-12-31$21,010
Administrative expenses professional fees incurred2019-12-31$21,010
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,714,278
Contributions received from participants2019-12-31$1,714,278
Participant contributions at end of year2019-12-31$144,390
Participant contributions at end of year2019-12-31$144,390
Participant contributions at beginning of year2019-12-31$134,259
Participant contributions at beginning of year2019-12-31$134,259
Participant contributions at end of year2019-12-31$58,425
Participant contributions at end of year2019-12-31$58,425
Participant contributions at beginning of year2019-12-31$56,122
Participant contributions at beginning of year2019-12-31$56,122
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$55,923
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$55,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$7,566
Other income not declared elsewhere2019-12-31$7,566
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,391,853
Value of net income/loss2019-12-31$5,391,853
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,061,136
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,061,136
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,669,283
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,669,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,757
Investment advisory and management fees2019-12-31$15,757
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,120,036
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,120,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$621,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$621,264
Value of interest in pooled separate accounts at end of year2019-12-31$1,061,551
Value of interest in pooled separate accounts at end of year2019-12-31$1,061,551
Value of interest in pooled separate accounts at beginning of year2019-12-31$653,906
Value of interest in pooled separate accounts at beginning of year2019-12-31$653,906
Interest on participant loans2019-12-31$8,859
Interest on participant loans2019-12-31$8,859
Interest earned on other investments2019-12-31$1,633
Interest earned on other investments2019-12-31$1,633
Value of interest in common/collective trusts at end of year2019-12-31$11,496,465
Value of interest in common/collective trusts at end of year2019-12-31$11,496,465
Value of interest in common/collective trusts at beginning of year2019-12-31$7,018,263
Value of interest in common/collective trusts at beginning of year2019-12-31$7,018,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$100,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$100,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$112,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$112,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$154,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$154,747
Net investment gain/loss from pooled separate accounts2019-12-31$208,013
Net investment gain/loss from pooled separate accounts2019-12-31$208,013
Net investment gain or loss from common/collective trusts2019-12-31$1,764,869
Net investment gain or loss from common/collective trusts2019-12-31$1,764,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,126,551
Contributions received in cash from employer2019-12-31$2,126,551
Employer contributions (assets) at end of year2019-12-31$79,364
Employer contributions (assets) at end of year2019-12-31$79,364
Employer contributions (assets) at beginning of year2019-12-31$73,440
Employer contributions (assets) at beginning of year2019-12-31$73,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$574,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$574,616
Contract administrator fees2019-12-31$56,456
Contract administrator fees2019-12-31$56,456
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PENAN & SCOTT, P.C.
Accountancy firm name2019-12-31PENAN & SCOTT, P.C.
Accountancy firm EIN2019-12-31521706780
Accountancy firm EIN2019-12-31521706780
2018 : SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$3,390,054
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$339,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$293,112
Value of total corrective distributions2018-12-31$7,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,071,293
Value of total assets at end of year2018-12-31$8,669,283
Value of total assets at beginning of year2018-12-31$5,619,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,669
Total interest from all sources2018-12-31$6,450
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$11,551
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,376,581
Participant contributions at end of year2018-12-31$134,259
Participant contributions at beginning of year2018-12-31$73,454
Participant contributions at end of year2018-12-31$56,122
Participant contributions at beginning of year2018-12-31$51,564
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$875,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$3,050,113
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,669,283
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,619,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$621,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$386,527
Value of interest in pooled separate accounts at end of year2018-12-31$653,906
Value of interest in pooled separate accounts at beginning of year2018-12-31$461,836
Interest on participant loans2018-12-31$5,321
Interest earned on other investments2018-12-31$1,129
Value of interest in common/collective trusts at end of year2018-12-31$7,018,263
Value of interest in common/collective trusts at beginning of year2018-12-31$4,500,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$112,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$75,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-54,900
Net investment gain/loss from pooled separate accounts2018-12-31$-26,043
Net investment gain or loss from common/collective trusts2018-12-31$-618,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,819,356
Employer contributions (assets) at end of year2018-12-31$73,440
Employer contributions (assets) at beginning of year2018-12-31$69,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$293,112
Contract administrator fees2018-12-31$39,669
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PENAN & SCOTT, P.C.
Accountancy firm EIN2018-12-31521706780

Form 5500 Responses for SOCIAL SOLUTIONS INTERNATIONAL 401K PLAN

2022: SOCIAL SOLUTIONS INTERNATIONAL 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: SOCIAL SOLUTIONS INTERNATIONAL 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: SOCIAL SOLUTIONS INTERNATIONAL 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: SOCIAL SOLUTIONS INTERNATIONAL 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: SOCIAL SOLUTIONS INTERNATIONAL 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered355
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $75
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees75
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered367
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $78
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees78
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered353
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $72
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees72
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered326
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $48
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees48
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number618578
Policy instance 2
Insurance contract or identification number618578
Number of Individuals Covered326
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $410
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?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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees410
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?5
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered309
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $330
Total amount of fees paid to insurance companyUSD $57
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
Commission paid to Insurance BrokerUSD $330
Insurance broker organization code?3
Amount paid for insurance broker fees41
Additional information about fees paid to insurance brokerREFERRAL / SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number618578
Policy instance 2
Insurance contract or identification number618578
Number of Individuals Covered309
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,055
Total amount of fees paid to insurance companyUSD $389
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?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
Commission paid to Insurance BrokerUSD $3,055
Insurance broker organization code?3
Amount paid for insurance broker fees285
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE

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