HAMMERMAN & HULTGREN, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 17 |
| 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 | 4 |
| Total of all active and inactive participants | 2022-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 21 |
| Number of participants with account balances | 2022-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 18 |
| 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 | 8 |
| Total of all active and inactive participants | 2021-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 26 |
| Number of participants with account balances | 2021-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 20 |
| 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 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 27 |
| Number of participants with account balances | 2020-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
| 2019: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 19 |
| 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 | 7 |
| Total of all active and inactive participants | 2019-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 26 |
| Number of participants with account balances | 2019-01-01 | 26 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 22 |
| 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 | 9 |
| Total of all active and inactive participants | 2018-01-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 31 |
| Number of participants with account balances | 2018-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 24 |
| 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 | 9 |
| Total of all active and inactive participants | 2017-01-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 33 |
| Number of participants with account balances | 2017-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 23 |
| 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 | 9 |
| Total of all active and inactive participants | 2016-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 32 |
| Number of participants with account balances | 2016-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 23 |
| 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 | 20 |
| Total of all active and inactive participants | 2015-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 43 |
| Number of participants with account balances | 2015-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 3 |
| 2014: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 46 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 28 |
| 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 | 19 |
| Total of all active and inactive participants | 2014-01-01 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 47 |
| Number of participants with account balances | 2014-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
| 2013: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 30 |
| 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 | 14 |
| Total of all active and inactive participants | 2013-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 44 |
| Number of participants with account balances | 2013-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
| 2012: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 55 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 38 |
| 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 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 42 |
| Number of participants with account balances | 2012-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
| 2011: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 35 |
| 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 | 16 |
| Total of all active and inactive participants | 2011-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 51 |
| Number of participants with account balances | 2011-01-01 | 51 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
| 2009: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 29 |
| 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 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 36 |
| Number of participants with account balances | 2009-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2022 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-804,087 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $169,788 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $117,143 |
| Total plan assets at end of year | 2022-12-31 | $4,069,601 |
| Total plan assets at beginning of year | 2022-12-31 | $5,043,476 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $47,838 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $9,330 |
| Other income received | 2022-12-31 | $-861,255 |
| Net income (gross income less expenses) | 2022-12-31 | $-973,875 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,069,601 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,043,476 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $66,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $52,645 |
| 2021 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $824,867 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $210,462 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $155,088 |
| Total plan assets at end of year | 2021-12-31 | $5,043,476 |
| Total plan assets at beginning of year | 2021-12-31 | $4,429,071 |
| Value of fidelity bond covering the plan | 2021-12-31 | $442,908 |
| Total contributions received or receivable from participants | 2021-12-31 | $48,354 |
| Other income received | 2021-12-31 | $756,513 |
| Net income (gross income less expenses) | 2021-12-31 | $614,405 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,043,476 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,429,071 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $70,000 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $20,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $55,374 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $600 |
| Total income from all sources | 2020-12-31 | $723,984 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $57,268 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $12,119 |
| Total plan assets at end of year | 2020-12-31 | $4,429,071 |
| Total plan assets at beginning of year | 2020-12-31 | $3,762,955 |
| Value of fidelity bond covering the plan | 2020-12-31 | $377,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $49,828 |
| Other income received | 2020-12-31 | $674,156 |
| Net income (gross income less expenses) | 2020-12-31 | $666,716 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,429,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,762,355 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $75,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $45,149 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $600 |
| Total plan liabilities at beginning of year | 2019-12-31 | $3,394 |
| Total income from all sources | 2019-12-31 | $826,812 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $173,482 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $132,099 |
| Total plan assets at end of year | 2019-12-31 | $3,762,955 |
| Total plan assets at beginning of year | 2019-12-31 | $3,112,419 |
| Value of fidelity bond covering the plan | 2019-12-31 | $311,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $47,470 |
| Other income received | 2019-12-31 | $756,137 |
| Net income (gross income less expenses) | 2019-12-31 | $653,330 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,762,355 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,109,025 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-12-31 | $75,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $23,205 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $41,383 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $3,394 |
| Total plan liabilities at beginning of year | 2018-12-31 | $1,029 |
| Total income from all sources | 2018-12-31 | $-119,549 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $75,337 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $34,459 |
| Total plan assets at end of year | 2018-12-31 | $3,112,419 |
| Total plan assets at beginning of year | 2018-12-31 | $3,304,940 |
| Value of fidelity bond covering the plan | 2018-12-31 | $331,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $37,547 |
| Other income received | 2018-12-31 | $-157,096 |
| Net income (gross income less expenses) | 2018-12-31 | $-194,886 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,109,025 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,303,911 |
| Assets. Value of participant loans | 2018-12-31 | $3,638 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-12-31 | $75,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $40,878 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $1,029 |
| Total plan liabilities at beginning of year | 2017-12-31 | $1,930 |
| Total income from all sources | 2017-12-31 | $507,246 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $97,607 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $60,259 |
| Total plan assets at end of year | 2017-12-31 | $3,304,940 |
| Total plan assets at beginning of year | 2017-12-31 | $2,896,202 |
| Value of fidelity bond covering the plan | 2017-12-31 | $290,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $36,891 |
| Other income received | 2017-12-31 | $470,355 |
| Net income (gross income less expenses) | 2017-12-31 | $409,639 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,303,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,894,272 |
| Assets. Value of participant loans | 2017-12-31 | $4,310 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $75,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $3,049 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $37,348 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $1,930 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $148,289 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $57,944 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $22,699 |
| Total plan assets at end of year | 2016-12-31 | $2,896,202 |
| Total plan assets at beginning of year | 2016-12-31 | $2,803,927 |
| Value of fidelity bond covering the plan | 2016-12-31 | $281,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $35,252 |
| Other income received | 2016-12-31 | $113,037 |
| Net income (gross income less expenses) | 2016-12-31 | $90,345 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,894,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,803,927 |
| Assets. Value of participant loans | 2016-12-31 | $2,200 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $75,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $35,245 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $102,090 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $41,856 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $7,474 |
| Total plan assets at end of year | 2015-12-31 | $2,803,927 |
| Total plan assets at beginning of year | 2015-12-31 | $2,743,693 |
| Value of fidelity bond covering the plan | 2015-12-31 | $275,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $31,817 |
| Other income received | 2015-12-31 | $70,273 |
| Net income (gross income less expenses) | 2015-12-31 | $60,234 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,803,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,743,693 |
| Assets. Value of participant loans | 2015-12-31 | $2,200 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $107,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $34,382 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $181,244 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $198,496 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $164,418 |
| Total plan assets at end of year | 2014-12-31 | $2,743,693 |
| Total plan assets at beginning of year | 2014-12-31 | $2,760,945 |
| Value of fidelity bond covering the plan | 2014-12-31 | $277,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $35,173 |
| Other income received | 2014-12-31 | $146,071 |
| Net income (gross income less expenses) | 2014-12-31 | $-17,252 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,743,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,760,945 |
| Assets. Value of participant loans | 2014-12-31 | $2,200 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $102,500 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $34,078 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $617,769 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $289,513 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $258,501 |
| Total plan assets at end of year | 2013-12-31 | $2,760,945 |
| Total plan assets at beginning of year | 2013-12-31 | $2,432,689 |
| Value of fidelity bond covering the plan | 2013-12-31 | $244,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $44,000 |
| Other income received | 2013-12-31 | $536,769 |
| Net income (gross income less expenses) | 2013-12-31 | $328,256 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,760,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,432,689 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $140,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $37,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $31,012 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $193 |
| Total income from all sources | 2012-12-31 | $220,999 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $55,523 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $27,236 |
| Total plan assets at end of year | 2012-12-31 | $2,432,689 |
| Total plan assets at beginning of year | 2012-12-31 | $2,267,406 |
| Value of fidelity bond covering the plan | 2012-12-31 | $227,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $24,187 |
| Other income received | 2012-12-31 | $166,812 |
| Net income (gross income less expenses) | 2012-12-31 | $165,476 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,432,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,267,213 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $77,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $4,395 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $28,287 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $193 |
| Total plan liabilities at beginning of year | 2011-12-31 | $193 |
| Total income from all sources | 2011-12-31 | $51,753 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $45,914 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $19,155 |
| Total plan assets at end of year | 2011-12-31 | $2,267,406 |
| Total plan assets at beginning of year | 2011-12-31 | $2,261,567 |
| Value of fidelity bond covering the plan | 2011-12-31 | $227,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $21,619 |
| Other income received | 2011-12-31 | $-9,866 |
| Net income (gross income less expenses) | 2011-12-31 | $5,839 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,267,213 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,261,374 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $87,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $4,395 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $40,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $26,759 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $193 |
| Total plan liabilities at beginning of year | 2010-12-31 | $193 |
| Total income from all sources | 2010-12-31 | $463,881 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $23,380 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $729 |
| Total plan assets at end of year | 2010-12-31 | $2,261,567 |
| Total plan assets at beginning of year | 2010-12-31 | $1,821,066 |
| Value of fidelity bond covering the plan | 2010-12-31 | $110,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $17,490 |
| Other income received | 2010-12-31 | $226,391 |
| Net income (gross income less expenses) | 2010-12-31 | $440,501 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,261,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,820,873 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $90,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $7,241 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $220,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $22,651 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2022: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2021: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2020: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2019: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2018: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2017: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2016: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2015: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2014: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2013: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2012: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2011: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 - Trust | Yes |
| 2009: HAMMERMAN & HULTGREN, P.C. PROFIT SHARING PLAN AND TRUST 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E65-3921 |
| Policy instance | 1 |
| Insurance contract or identification number | E65-3921 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,841 | | 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 | | Commission paid to Insurance Broker | USD $3,841 | | Insurance broker organization code? | 4 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E65-3921 |
| Policy instance | 1 |
| Insurance contract or identification number | E65-3921 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $4,043 | | 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 | | Commission paid to Insurance Broker | USD $4,043 | | Insurance broker organization code? | 4 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E65-3921 |
| Policy instance | 1 |
| Insurance contract or identification number | E65-3921 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,092 | | 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 | | Commission paid to Insurance Broker | USD $3,092 | | Insurance broker organization code? | 4 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E65-3921 |
| Policy instance | 1 |
| Insurance contract or identification number | E65-3921 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,709 | | 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 | | Commission paid to Insurance Broker | USD $2,709 | | Insurance broker organization code? | 4 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E65-3921 |
| Policy instance | 2 |
| Insurance contract or identification number | E65-3921 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,302 | | 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 | | Commission paid to Insurance Broker | USD $1,302 | | Insurance broker organization code? | 4 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 631386 |
| Policy instance | 1 |
| Insurance contract or identification number | 631386 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-06-08 | | Total amount of commissions paid to insurance broker | USD $1,158 | | Total amount of fees paid to insurance company | USD $25 | | 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 | | Commission paid to Insurance Broker | USD $1,158 | | Insurance broker organization code? | 4 | | Amount paid for insurance broker fees | 25 | | Additional information about fees paid to insurance broker | ADVISORY SERVICES |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 631386 |
| Policy instance | 1 |
| Insurance contract or identification number | 631386 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,234 | | Total amount of fees paid to insurance company | USD $64 | | 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 | | Commission paid to Insurance Broker | USD $2,234 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 64 | | Additional information about fees paid to insurance broker | ADVISORY SERVICES | | Insurance broker name | SWBC INVESTMENT ADVISORY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 631386 |
| Policy instance | 1 |
| Insurance contract or identification number | 631386 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,522 | | Total amount of fees paid to insurance company | USD $34 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,522 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 34 | | Additional information about fees paid to insurance broker | ADVISORY SERVICES | | Insurance broker name | SWBC INVESTMENT ADVISORY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 631386 |
| Policy instance | 1 |
| Insurance contract or identification number | 631386 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,317 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,317 | | Insurance broker organization code? | 3 | | Insurance broker name | ANTHONY BLAIR |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 ) |
| Policy contract number | 631386 |
| Policy instance | 2 |
| Insurance contract or identification number | 631386 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,012 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,012 | | Insurance broker organization code? | 3 | | Insurance broker name | ANTHONY BLAIR |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-803458 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-803458 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $99 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $87 | | Insurance broker organization code? | 5 | | Insurance broker name | CBIZ FINANCIAL SOLUTIONS, INC |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-803458 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-803458 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $607 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $570 | | Insurance broker organization code? | 5 | | Insurance broker name | CBIZ FINANCIAL SOLUTIONS, INC |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-803458 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-803458 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $560 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-803458 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-803458 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $352 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $352 | | Insurance broker organization code? | 5 | | Insurance broker name | CBIZ ACTUARIAL & BENEFIT CONSULTANT |
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