ED & CAROL ENTERPRISES, INC DBA WISH UPON A QUILT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ED & CAROL ENTERPRISES, INC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3 |
| 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 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 3 |
| Number of participants with account balances | 2023-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 5 |
| Number of participants with account balances | 2022-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 1 |
| Number of participants with account balances | 2020-01-01 | 1 |
| 2019: ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-08-01 | 0 |
| Total of all active and inactive participants | 2019-08-01 | 1 |
| Total participants | 2019-08-01 | 1 |
| Number of participants with account balances | 2019-08-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-08-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $-190,709 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $17 |
| Total plan assets at end of year | 2023-12-31 | $922,039 |
| Total plan assets at beginning of year | 2023-12-31 | $1,112,765 |
| Value of fidelity bond covering the plan | 2023-12-31 | $660,000 |
| Other income received | 2023-12-31 | $-190,709 |
| Net income (gross income less expenses) | 2023-12-31 | $-190,726 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $922,039 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,112,765 |
| Assets. Value of employer securities | 2023-12-31 | $439,815 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $17 |
| 2022 : ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $73 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $4,289 |
| Total plan assets at end of year | 2022-12-31 | $1,105,050 |
| Total plan assets at beginning of year | 2022-12-31 | $1,109,266 |
| Value of fidelity bond covering the plan | 2022-12-31 | $660,000 |
| Other income received | 2022-12-31 | $73 |
| Net income (gross income less expenses) | 2022-12-31 | $-4,216 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,105,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,109,266 |
| Assets. Value of employer securities | 2022-12-31 | $699,228 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,289 |
| 2021 : ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $265,924 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,502 |
| Total plan assets at end of year | 2021-12-31 | $1,109,266 |
| Total plan assets at beginning of year | 2021-12-31 | $847,844 |
| Value of fidelity bond covering the plan | 2021-12-31 | $450,000 |
| Other income received | 2021-12-31 | $265,924 |
| Net income (gross income less expenses) | 2021-12-31 | $261,422 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,109,266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $847,844 |
| Assets. Value of employer securities | 2021-12-31 | $600,675 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,502 |
| 2020 : ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $-210,170 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,348 |
| Total plan assets at end of year | 2020-12-31 | $847,844 |
| Total plan assets at beginning of year | 2020-12-31 | $1,062,362 |
| Value of fidelity bond covering the plan | 2020-12-31 | $450,000 |
| Other income received | 2020-12-31 | $-210,170 |
| Net income (gross income less expenses) | 2020-12-31 | $-214,518 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $847,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,062,362 |
| Assets. Value of employer securities | 2020-12-31 | $390,887 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $4,348 |
| 2019 : ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,062,362 |
| Total plan assets at end of year | 2019-12-31 | $1,062,362 |
| Total plan assets at beginning of year | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $1,114,461 |
| Other income received | 2019-12-31 | $-52,099 |
| Net income (gross income less expenses) | 2019-12-31 | $1,062,362 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,062,362 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Assets. Value of employer securities | 2019-12-31 | $655,489 |
| 2023: ED & CAROL ENTERPRISES, INC RETIREMENT 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: ED & CAROL ENTERPRISES, INC RETIREMENT 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: ED & CAROL ENTERPRISES, INC RETIREMENT 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: ED & CAROL ENTERPRISES, INC RETIREMENT 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: ED & CAROL ENTERPRISES, INC RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | First time form 5500 has been submitted | Yes |
| 2019-08-01 | Submission has been amended | No |
| 2019-08-01 | This submission is the final filing | No |
| 2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-08-01 | Plan is a collectively bargained plan | No |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – Trust | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement - Trust | Yes |
| SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 ) |
| Policy contract number | 502662 |
| Policy instance | 1 |
| Insurance contract or identification number | 502662 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 ) |
| Policy contract number | 502662 |
| Policy instance | 1 |
| Insurance contract or identification number | 502662 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 ) |
| Policy contract number | 502662 |
| Policy instance | 1 |
| Insurance contract or identification number | 502662 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 ) |
| Policy contract number | 502662 |
| Policy instance | 1 |
| Insurance contract or identification number | 502662 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SECURITY BENEFIT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68675 ) |
| Policy contract number | 502662 |
| Policy instance | 1 |
| Insurance contract or identification number | 502662 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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