V.C. SOFFE & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN
401k plan membership statisitcs for V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2022: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-12-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-12-01 | 3 |
| Total of all active and inactive participants | 2022-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-12-01 | 0 |
| Total participants | 2022-12-01 | 4 |
| Number of participants with account balances | 2022-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-12-01 | 0 |
| 2021: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 2 |
| Total of all active and inactive participants | 2021-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-12-01 | 0 |
| Total participants | 2021-12-01 | 4 |
| Number of participants with account balances | 2021-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-12-01 | 0 |
| 2020: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 2 |
| Total of all active and inactive participants | 2020-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-12-01 | 0 |
| Total participants | 2020-12-01 | 4 |
| Number of participants with account balances | 2020-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-12-01 | 0 |
| 2019: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 2 |
| Total of all active and inactive participants | 2019-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-12-01 | 0 |
| Total participants | 2019-12-01 | 4 |
| Number of participants with account balances | 2019-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-12-01 | 0 |
| 2018: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-12-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 0 |
| Total of all active and inactive participants | 2018-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-12-01 | 0 |
| Total participants | 2018-12-01 | 4 |
| Number of participants with account balances | 2018-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-12-01 | 0 |
| 2017: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-12-01 | 2 |
| Total of all active and inactive participants | 2017-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-12-01 | 0 |
| Total participants | 2017-12-01 | 4 |
| Number of participants with account balances | 2017-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-12-01 | 0 |
| 2016: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 2 |
| Total of all active and inactive participants | 2016-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-12-01 | 0 |
| Total participants | 2016-12-01 | 4 |
| Number of participants with account balances | 2016-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-12-01 | 0 |
| 2015: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-12-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-12-01 | 0 |
| Total of all active and inactive participants | 2015-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-12-01 | 0 |
| Total participants | 2015-12-01 | 4 |
| Number of participants with account balances | 2015-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-12-01 | 0 |
| 2014: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-12-01 | 2 |
| Total of all active and inactive participants | 2014-12-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-12-01 | 0 |
| Total participants | 2014-12-01 | 4 |
| Number of participants with account balances | 2014-12-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-12-01 | 0 |
| 2013: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 4 |
| Number of retired or separated participants receiving benefits | 2013-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-12-01 | 2 |
| Total of all active and inactive participants | 2013-12-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-12-01 | 0 |
| Total participants | 2013-12-01 | 6 |
| Number of participants with account balances | 2013-12-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-12-01 | 0 |
| 2012: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 2 |
| Total of all active and inactive participants | 2012-12-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-12-01 | 0 |
| Total participants | 2012-12-01 | 6 |
| Number of participants with account balances | 2012-12-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-12-01 | 0 |
| 2011: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 2 |
| Total of all active and inactive participants | 2011-12-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-12-01 | 0 |
| Total participants | 2011-12-01 | 6 |
| Number of participants with account balances | 2011-12-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-12-01 | 0 |
| 2010: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 4 |
| Number of retired or separated participants receiving benefits | 2010-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-12-01 | 2 |
| Total of all active and inactive participants | 2010-12-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-12-01 | 0 |
| Total participants | 2010-12-01 | 6 |
| Number of participants with account balances | 2010-12-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-12-01 | 0 |
| 2009: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 5 |
| Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 0 |
| Total of all active and inactive participants | 2009-12-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-12-01 | 1 |
| Total participants | 2009-12-01 | 6 |
| Number of participants with account balances | 2009-12-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-12-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-11-30 | $0 |
| Total plan liabilities at end of year | 2023-11-30 | $0 |
| Total plan liabilities at beginning of year | 2023-11-30 | $0 |
| Total income from all sources | 2023-11-30 | $427,557 |
| Expenses. Total of all expenses incurred | 2023-11-30 | $299,270 |
| Benefits paid (including direct rollovers) | 2023-11-30 | $241,860 |
| Total plan assets at end of year | 2023-11-30 | $3,391,132 |
| Total plan assets at beginning of year | 2023-11-30 | $3,262,845 |
| Total contributions received or receivable from participants | 2023-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-11-30 | $57,410 |
| Contributions received from other sources (not participants or employers) | 2023-11-30 | $0 |
| Other income received | 2023-11-30 | $427,557 |
| Noncash contributions received | 2023-11-30 | $0 |
| Net income (gross income less expenses) | 2023-11-30 | $128,287 |
| Net plan assets at end of year (total assets less liabilities) | 2023-11-30 | $3,391,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-11-30 | $3,262,845 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-11-30 | $1,510,473 |
| Total contributions received or receivable from employer(s) | 2023-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2023-11-30 | $0 |
| Value of corrective distributions | 2023-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-11-30 | $0 |
| 2022 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-11-30 | $0 |
| Total plan liabilities at end of year | 2022-11-30 | $0 |
| Total plan liabilities at beginning of year | 2022-11-30 | $697,150 |
| Total income from all sources | 2022-11-30 | $-40,431 |
| Expenses. Total of all expenses incurred | 2022-11-30 | $166,720 |
| Benefits paid (including direct rollovers) | 2022-11-30 | $109,310 |
| Total plan assets at end of year | 2022-11-30 | $3,262,845 |
| Total plan assets at beginning of year | 2022-11-30 | $4,167,146 |
| Total contributions received or receivable from participants | 2022-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-11-30 | $57,410 |
| Contributions received from other sources (not participants or employers) | 2022-11-30 | $0 |
| Other income received | 2022-11-30 | $-40,431 |
| Noncash contributions received | 2022-11-30 | $0 |
| Net income (gross income less expenses) | 2022-11-30 | $-207,151 |
| Net plan assets at end of year (total assets less liabilities) | 2022-11-30 | $3,262,845 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-11-30 | $3,469,996 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-11-30 | $1,357,992 |
| Total contributions received or receivable from employer(s) | 2022-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2022-11-30 | $0 |
| Value of corrective distributions | 2022-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-11-30 | $0 |
| 2021 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-11-30 | $0 |
| Total plan liabilities at end of year | 2021-11-30 | $697,150 |
| Total plan liabilities at beginning of year | 2021-11-30 | $792,216 |
| Total income from all sources | 2021-11-30 | $682,744 |
| Expenses. Total of all expenses incurred | 2021-11-30 | $152,171 |
| Benefits paid (including direct rollovers) | 2021-11-30 | $94,761 |
| Total plan assets at end of year | 2021-11-30 | $4,167,146 |
| Total plan assets at beginning of year | 2021-11-30 | $3,731,639 |
| Total contributions received or receivable from participants | 2021-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-11-30 | $57,410 |
| Contributions received from other sources (not participants or employers) | 2021-11-30 | $0 |
| Other income received | 2021-11-30 | $682,744 |
| Noncash contributions received | 2021-11-30 | $0 |
| Net income (gross income less expenses) | 2021-11-30 | $530,573 |
| Net plan assets at end of year (total assets less liabilities) | 2021-11-30 | $3,469,996 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-11-30 | $2,939,423 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-11-30 | $1,528,485 |
| Total contributions received or receivable from employer(s) | 2021-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2021-11-30 | $0 |
| Value of corrective distributions | 2021-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-11-30 | $0 |
| 2020 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-11-30 | $0 |
| Total plan liabilities at end of year | 2020-11-30 | $792,216 |
| Total plan liabilities at beginning of year | 2020-11-30 | $49,986 |
| Total income from all sources | 2020-11-30 | $-24,291 |
| Expenses. Total of all expenses incurred | 2020-11-30 | $147,443 |
| Benefits paid (including direct rollovers) | 2020-11-30 | $90,033 |
| Total plan assets at end of year | 2020-11-30 | $3,731,639 |
| Total plan assets at beginning of year | 2020-11-30 | $3,161,143 |
| Total contributions received or receivable from participants | 2020-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-11-30 | $57,410 |
| Contributions received from other sources (not participants or employers) | 2020-11-30 | $0 |
| Other income received | 2020-11-30 | $-24,291 |
| Noncash contributions received | 2020-11-30 | $0 |
| Net income (gross income less expenses) | 2020-11-30 | $-171,734 |
| Net plan assets at end of year (total assets less liabilities) | 2020-11-30 | $2,939,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-11-30 | $3,111,157 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-11-30 | $1,361,680 |
| Total contributions received or receivable from employer(s) | 2020-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2020-11-30 | $0 |
| Value of corrective distributions | 2020-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-11-30 | $0 |
| 2019 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-11-30 | $0 |
| Total plan liabilities at end of year | 2019-11-30 | $49,986 |
| Total plan liabilities at beginning of year | 2019-11-30 | $201,245 |
| Total income from all sources | 2019-11-30 | $365,747 |
| Expenses. Total of all expenses incurred | 2019-11-30 | $231,373 |
| Benefits paid (including direct rollovers) | 2019-11-30 | $102,765 |
| Total plan assets at end of year | 2019-11-30 | $3,161,143 |
| Total plan assets at beginning of year | 2019-11-30 | $3,178,028 |
| Total contributions received or receivable from participants | 2019-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-11-30 | $128,608 |
| Contributions received from other sources (not participants or employers) | 2019-11-30 | $0 |
| Other income received | 2019-11-30 | $365,747 |
| Noncash contributions received | 2019-11-30 | $0 |
| Net income (gross income less expenses) | 2019-11-30 | $134,374 |
| Net plan assets at end of year (total assets less liabilities) | 2019-11-30 | $3,111,157 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-11-30 | $2,976,783 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-11-30 | $1,008,611 |
| Total contributions received or receivable from employer(s) | 2019-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2019-11-30 | $0 |
| Value of corrective distributions | 2019-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-11-30 | $0 |
| 2017 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-11-30 | $0 |
| Total plan liabilities at end of year | 2017-11-30 | $208,434 |
| Total plan liabilities at beginning of year | 2017-11-30 | $0 |
| Total income from all sources | 2017-11-30 | $105,613 |
| Expenses. Total of all expenses incurred | 2017-11-30 | $182,324 |
| Benefits paid (including direct rollovers) | 2017-11-30 | $67,504 |
| Total plan assets at end of year | 2017-11-30 | $3,131,585 |
| Total plan assets at beginning of year | 2017-11-30 | $2,999,862 |
| Total contributions received or receivable from participants | 2017-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-11-30 | $114,820 |
| Contributions received from other sources (not participants or employers) | 2017-11-30 | $0 |
| Other income received | 2017-11-30 | $105,613 |
| Noncash contributions received | 2017-11-30 | $0 |
| Net income (gross income less expenses) | 2017-11-30 | $-76,711 |
| Net plan assets at end of year (total assets less liabilities) | 2017-11-30 | $2,923,151 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-11-30 | $2,999,862 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-11-30 | $931,368 |
| Total contributions received or receivable from employer(s) | 2017-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2017-11-30 | $0 |
| Value of corrective distributions | 2017-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-11-30 | $0 |
| 2016 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-11-30 | $0 |
| Total plan liabilities at end of year | 2016-11-30 | $0 |
| Total plan liabilities at beginning of year | 2016-11-30 | $0 |
| Total income from all sources | 2016-11-30 | $156,117 |
| Expenses. Total of all expenses incurred | 2016-11-30 | $107,544 |
| Benefits paid (including direct rollovers) | 2016-11-30 | $90,551 |
| Total plan assets at end of year | 2016-11-30 | $2,999,862 |
| Total plan assets at beginning of year | 2016-11-30 | $2,951,289 |
| Total contributions received or receivable from participants | 2016-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-11-30 | $16,993 |
| Contributions received from other sources (not participants or employers) | 2016-11-30 | $0 |
| Other income received | 2016-11-30 | $156,117 |
| Noncash contributions received | 2016-11-30 | $0 |
| Net income (gross income less expenses) | 2016-11-30 | $48,573 |
| Net plan assets at end of year (total assets less liabilities) | 2016-11-30 | $2,999,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-11-30 | $2,951,289 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-11-30 | $968,158 |
| Total contributions received or receivable from employer(s) | 2016-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2016-11-30 | $0 |
| Value of corrective distributions | 2016-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-11-30 | $0 |
| 2015 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-11-30 | $0 |
| Total plan liabilities at end of year | 2015-11-30 | $0 |
| Total plan liabilities at beginning of year | 2015-11-30 | $0 |
| Total income from all sources | 2015-11-30 | $457,087 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $165,792 |
| Benefits paid (including direct rollovers) | 2015-11-30 | $108,382 |
| Total plan assets at end of year | 2015-11-30 | $2,951,289 |
| Total plan assets at beginning of year | 2015-11-30 | $2,659,994 |
| Total contributions received or receivable from participants | 2015-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-11-30 | $57,410 |
| Contributions received from other sources (not participants or employers) | 2015-11-30 | $0 |
| Other income received | 2015-11-30 | $457,087 |
| Noncash contributions received | 2015-11-30 | $0 |
| Net income (gross income less expenses) | 2015-11-30 | $291,295 |
| Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $2,951,289 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $2,659,994 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-11-30 | $929,384 |
| Total contributions received or receivable from employer(s) | 2015-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2015-11-30 | $0 |
| Value of corrective distributions | 2015-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-11-30 | $0 |
| 2014 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-11-30 | $0 |
| Total plan liabilities at end of year | 2014-11-30 | $0 |
| Total plan liabilities at beginning of year | 2014-11-30 | $0 |
| Total income from all sources | 2014-11-30 | $428,150 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $92,738 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $35,328 |
| Total plan assets at end of year | 2014-11-30 | $2,659,994 |
| Total plan assets at beginning of year | 2014-11-30 | $2,324,582 |
| Total contributions received or receivable from participants | 2014-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-11-30 | $57,410 |
| Contributions received from other sources (not participants or employers) | 2014-11-30 | $0 |
| Other income received | 2014-11-30 | $428,150 |
| Noncash contributions received | 2014-11-30 | $0 |
| Net income (gross income less expenses) | 2014-11-30 | $335,412 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $2,659,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $2,324,582 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-11-30 | $709,136 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2014-11-30 | $0 |
| Value of corrective distributions | 2014-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $0 |
| 2013 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-11-30 | $0 |
| Total plan liabilities at end of year | 2013-11-30 | $0 |
| Total plan liabilities at beginning of year | 2013-11-30 | $0 |
| Total income from all sources | 2013-11-30 | $342,098 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $127,448 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $70,038 |
| Total plan assets at end of year | 2013-11-30 | $2,324,582 |
| Total plan assets at beginning of year | 2013-11-30 | $2,109,932 |
| Total contributions received or receivable from participants | 2013-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-11-30 | $57,410 |
| Contributions received from other sources (not participants or employers) | 2013-11-30 | $0 |
| Other income received | 2013-11-30 | $342,098 |
| Noncash contributions received | 2013-11-30 | $0 |
| Net income (gross income less expenses) | 2013-11-30 | $214,650 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $2,324,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $2,109,932 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-11-30 | $648,205 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2013-11-30 | $0 |
| Value of corrective distributions | 2013-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $0 |
| 2012 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-11-30 | $0 |
| Total plan liabilities at end of year | 2012-11-30 | $0 |
| Total plan liabilities at beginning of year | 2012-11-30 | $0 |
| Total income from all sources | 2012-11-30 | $143,017 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $35,327 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $35,327 |
| Total plan assets at end of year | 2012-11-30 | $2,122,640 |
| Total plan assets at beginning of year | 2012-11-30 | $2,014,950 |
| Value of fidelity bond covering the plan | 2012-11-30 | $500,000 |
| Total contributions received or receivable from participants | 2012-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-11-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-11-30 | $0 |
| Other income received | 2012-11-30 | $143,017 |
| Noncash contributions received | 2012-11-30 | $0 |
| Net income (gross income less expenses) | 2012-11-30 | $107,690 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $2,122,640 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $2,014,950 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-11-30 | $635,911 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2012-11-30 | $0 |
| Value of corrective distributions | 2012-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $0 |
| 2011 : V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-11-30 | $0 |
| Total plan liabilities at end of year | 2011-11-30 | $0 |
| Total plan liabilities at beginning of year | 2011-11-30 | $0 |
| Total income from all sources | 2011-11-30 | $55,983 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $539,020 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $465,203 |
| Total plan assets at end of year | 2011-11-30 | $2,015,577 |
| Total plan assets at beginning of year | 2011-11-30 | $2,498,614 |
| Value of fidelity bond covering the plan | 2011-11-30 | $600,000 |
| Total contributions received or receivable from participants | 2011-11-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-11-30 | $3,545 |
| Contributions received from other sources (not participants or employers) | 2011-11-30 | $0 |
| Other income received | 2011-11-30 | $55,983 |
| Noncash contributions received | 2011-11-30 | $0 |
| Net income (gross income less expenses) | 2011-11-30 | $-483,037 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $2,015,577 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $2,498,614 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-11-30 | $587,176 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-11-30 | $70,272 |
| Value of corrective distributions | 2011-11-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $0 |
| 2022: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-12-01 | Type of plan entity | Single employer plan |
| 2022-12-01 | Submission has been amended | No |
| 2022-12-01 | This submission is the final filing | No |
| 2022-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-12-01 | Plan is a collectively bargained plan | No |
| 2022-12-01 | Plan funding arrangement – Insurance | Yes |
| 2022-12-01 | Plan funding arrangement – Trust | Yes |
| 2022-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-12-01 | Plan benefit arrangement - Trust | Yes |
| 2021: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-12-01 | Type of plan entity | Single employer plan |
| 2021-12-01 | Submission has been amended | No |
| 2021-12-01 | This submission is the final filing | No |
| 2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-12-01 | Plan is a collectively bargained plan | No |
| 2021-12-01 | Plan funding arrangement – Insurance | Yes |
| 2021-12-01 | Plan funding arrangement – Trust | Yes |
| 2021-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-12-01 | Plan benefit arrangement - Trust | Yes |
| 2020: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-12-01 | Type of plan entity | Single employer plan |
| 2020-12-01 | Submission has been amended | No |
| 2020-12-01 | This submission is the final filing | No |
| 2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-12-01 | Plan is a collectively bargained plan | No |
| 2020-12-01 | Plan funding arrangement – Insurance | Yes |
| 2020-12-01 | Plan funding arrangement – Trust | Yes |
| 2020-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-12-01 | Plan benefit arrangement - Trust | Yes |
| 2019: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Submission has been amended | No |
| 2019-12-01 | This submission is the final filing | No |
| 2019-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-12-01 | Plan is a collectively bargained plan | No |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan funding arrangement – Trust | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement - Trust | Yes |
| 2018: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | Submission has been amended | No |
| 2018-12-01 | This submission is the final filing | No |
| 2018-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-12-01 | Plan is a collectively bargained plan | No |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan funding arrangement – Trust | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement - Trust | Yes |
| 2017: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-12-01 | Type of plan entity | Single employer plan |
| 2017-12-01 | Submission has been amended | No |
| 2017-12-01 | This submission is the final filing | No |
| 2017-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-12-01 | Plan is a collectively bargained plan | No |
| 2017-12-01 | Plan funding arrangement – Insurance | Yes |
| 2017-12-01 | Plan funding arrangement – Trust | Yes |
| 2017-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-12-01 | Plan benefit arrangement - Trust | Yes |
| 2016: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | Submission has been amended | No |
| 2016-12-01 | This submission is the final filing | No |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-12-01 | Plan is a collectively bargained plan | No |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan funding arrangement – Trust | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-12-01 | Plan benefit arrangement - Trust | Yes |
| 2015: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | Submission has been amended | No |
| 2015-12-01 | This submission is the final filing | No |
| 2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-12-01 | Plan is a collectively bargained plan | No |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan funding arrangement – Trust | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-12-01 | Plan benefit arrangement - Trust | Yes |
| 2014: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Submission has been amended | No |
| 2014-12-01 | This submission is the final filing | No |
| 2014-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-12-01 | Plan is a collectively bargained plan | No |
| 2014-12-01 | Plan funding arrangement – Insurance | Yes |
| 2014-12-01 | Plan funding arrangement – Trust | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-12-01 | Plan benefit arrangement - Trust | Yes |
| 2013: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Submission has been amended | No |
| 2013-12-01 | This submission is the final filing | No |
| 2013-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-12-01 | Plan is a collectively bargained plan | No |
| 2013-12-01 | Plan funding arrangement – Insurance | Yes |
| 2013-12-01 | Plan funding arrangement – Trust | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-12-01 | Plan benefit arrangement - Trust | Yes |
| 2012: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Submission has been amended | No |
| 2012-12-01 | This submission is the final filing | No |
| 2012-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-12-01 | Plan is a collectively bargained plan | No |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Submission has been amended | Yes |
| 2011-12-01 | This submission is the final filing | No |
| 2011-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-12-01 | Plan is a collectively bargained plan | No |
| 2011-12-01 | Plan funding arrangement – Insurance | Yes |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2010: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-12-01 | Type of plan entity | Single employer plan |
| 2010-12-01 | Submission has been amended | No |
| 2010-12-01 | This submission is the final filing | No |
| 2010-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-12-01 | Plan is a collectively bargained plan | No |
| 2010-12-01 | Plan funding arrangement – Insurance | Yes |
| 2010-12-01 | Plan funding arrangement – Trust | Yes |
| 2010-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | Submission has been amended | No |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-12-01 | Plan is a collectively bargained plan | No |
| 2009-12-01 | Plan funding arrangement – Insurance | Yes |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |
| 2008: V.C. SOFFE & SONS, INC. EMPLOYEE PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-12-01 | Type of plan entity | Single employer plan |
| 2008-12-01 | Submission has been amended | No |
| 2008-12-01 | This submission is the final filing | No |
| 2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-01 | Plan is a collectively bargained plan | No |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 3 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2022-12-01 | | Insurance policy end date | 2023-11-30 | | Total amount of commissions paid to insurance broker | USD $7,577 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,577 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | F0005685AA |
| Policy instance | 2 |
| Insurance contract or identification number | F0005685AA | | Number of Individuals Covered | 4 | | Insurance policy start date | 2022-12-01 | | Insurance policy end date | 2023-11-30 | | Total amount of commissions paid to insurance broker | USD $1,037 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $784 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L20001481A |
| Policy instance | 1 |
| Insurance contract or identification number | L20001481A | | Number of Individuals Covered | 4 | | Insurance policy start date | 2022-12-01 | | Insurance policy end date | 2023-11-30 | | Total amount of commissions paid to insurance broker | USD $2,296 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,296 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 3 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2022-11-30 | | Total amount of commissions paid to insurance broker | USD $8,667 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,667 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | F0005685AA |
| Policy instance | 2 |
| Insurance contract or identification number | F0005685AA | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2022-11-30 | | Total amount of commissions paid to insurance broker | USD $1,043 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $788 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L20001481A |
| Policy instance | 1 |
| Insurance contract or identification number | L20001481A | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2022-11-30 | | Total amount of commissions paid to insurance broker | USD $1,148 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,148 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L2000148A |
| Policy instance | 1 |
| Insurance contract or identification number | L2000148A | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $3,445 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,723 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | F0005685AA |
| Policy instance | 2 |
| Insurance contract or identification number | F0005685AA | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $1,023 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $773 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 3 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-12-01 | | Insurance policy end date | 2021-11-30 | | Total amount of commissions paid to insurance broker | USD $9,857 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,857 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 3 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $8,678 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | F0005685AA |
| Policy instance | 2 |
| Insurance contract or identification number | F0005685AA | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $994 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L2000148A |
| Policy instance | 1 |
| Insurance contract or identification number | L2000148A | | Number of Individuals Covered | 4 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $3,445 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 3 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-12-01 | | Insurance policy end date | 2019-11-30 | | Total amount of commissions paid to insurance broker | USD $9,046 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,046 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L2000148A |
| Policy instance | 1 |
| Insurance contract or identification number | L2000148A | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-12-01 | | Insurance policy end date | 2019-11-30 | | Total amount of commissions paid to insurance broker | USD $3,445 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,723 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | F0005685AA |
| Policy instance | 2 |
| Insurance contract or identification number | F0005685AA | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-12-01 | | Insurance policy end date | 2019-11-30 | | Total amount of commissions paid to insurance broker | USD $903 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $740 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 3 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $9,474 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | F0005685AA |
| Policy instance | 2 |
| Insurance contract or identification number | F0005685AA | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | Total amount of commissions paid to insurance broker | USD $935 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L2000148A |
| Policy instance | 1 |
| Insurance contract or identification number | L2000148A | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-12-01 | | Insurance policy end date | 2018-11-30 | | 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? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L2000148A |
| Policy instance | 1 |
| Insurance contract or identification number | L2000148A | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $6,889 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,445 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | SOVEREIGN FINANCIAL GROUP |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 781490 |
| Policy instance | 2 |
| Insurance contract or identification number | 781490 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | 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? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | EQUITY SERVICES, INC. |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 3 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $13,150 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,150 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID MCBRIDE |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 3 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-12-01 | | Insurance policy end date | 2014-11-30 | | Total amount of commissions paid to insurance broker | USD $11,672 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,672 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID MCBRIDE |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 781490 |
| Policy instance | 2 |
| Insurance contract or identification number | 781490 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-12-01 | | Insurance policy end date | 2014-11-30 | | 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? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | EQUITY SERVICES, INC. |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L2000148A |
| Policy instance | 1 |
| Insurance contract or identification number | L2000148A | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-12-01 | | Insurance policy end date | 2014-11-30 | | Total amount of commissions paid to insurance broker | USD $3,444 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,722 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | SOVEREIGN FINANCIAL GROUP |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L2000148A |
| Policy instance | 1 |
| Insurance contract or identification number | L2000148A | | Number of Individuals Covered | 6 | | Insurance policy start date | 2012-12-01 | | Insurance policy end date | 2013-11-30 | | Total amount of commissions paid to insurance broker | USD $3,444 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,722 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | SOVEREIGN FINANCIAL GROUP |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0315690 |
| Policy instance | 3 |
| Insurance contract or identification number | 0315690 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-12-01 | | Insurance policy end date | 2013-11-30 | | 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? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | EQUITY SERVICES, INC. |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 4 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2012-12-01 | | Insurance policy end date | 2013-11-30 | | Total amount of commissions paid to insurance broker | USD $10,421 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,421 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID MCBRIDE |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 781490 |
| Policy instance | 2 |
| Insurance contract or identification number | 781490 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2012-12-01 | | Insurance policy end date | 2013-11-30 | | 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 | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | EQUITY SERVICES, INC. |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | E31 6661 |
| Policy instance | 4 |
| Insurance contract or identification number | E31 6661 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2011-12-01 | | Insurance policy end date | 2012-11-30 | | Total amount of commissions paid to insurance broker | USD $23,650 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0315690 |
| Policy instance | 3 |
| Insurance contract or identification number | 0315690 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-12-01 | | Insurance policy end date | 2012-11-30 | | 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? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | L2000148A |
| Policy instance | 2 |
| Insurance contract or identification number | L2000148A | | Number of Individuals Covered | 6 | | Insurance policy start date | 2011-12-01 | | Insurance policy end date | 2012-11-30 | | Total amount of commissions paid to insurance broker | USD $3,444 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 781490 |
| Policy instance | 1 |
| Insurance contract or identification number | 781490 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-12-01 | | Insurance policy end date | 2012-11-30 | | 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 |
|
| LIFE INSURANCE COMPANY OF THE SOUTHWEST (National Association of Insurance Commissioners NAIC id number: 65528 ) |
| Policy contract number | 781490 |
| Policy instance | 1 |
| Insurance contract or identification number | 781490 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-12-01 | | Insurance policy end date | 2011-11-30 | | Total amount of commissions paid to insurance broker | USD $42,364 | | Total amount of fees paid to insurance company | USD $85 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 ) |
| Policy contract number | 0315690 |
| Policy instance | 2 |
| Insurance contract or identification number | 0315690 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2010-12-01 | | Insurance policy end date | 2011-11-30 | | Total amount of commissions paid to insurance broker | USD $4,664 | | Total amount of fees paid to insurance company | USD $979 | | Are there contracts with allocated funds for individual policies? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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