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PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 401k Plan overview

Plan NamePETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN
Plan identification number 001

PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC.
Employer identification number (EIN):911216229
NAIC Classification:523900

Additional information about PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1983-07-07
Company Identification Number: 600597504
Legal Registered Office Address: 8203 W QUINAULT AVE STE 101

KENNEWICK
United States of America (USA)
993360000

More information about PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BLAINE CARR2023-09-11
0012021-01-01BLAINE CARR2022-10-04
0012020-01-01BLAINE CARR2021-10-08
0012019-01-01BLAINE CARR2020-03-23
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01BLAINE CARR
0012013-01-01BLAINE CARR
0012012-01-01BLAINE CARR
0012011-01-01BLAINE CARR
0012010-01-01BLAINE CARR
0012009-01-01BLAINE CARR
0012007-01-01BLAINE CARR2010-10-18

Plan Statistics for PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN

401k plan membership statisitcs for PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2022: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0133
Total number of active participants reported on line 7a of the Form 55002022-01-0125
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0138
Number of participants with account balances2022-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0133
Total number of active participants reported on line 7a of the Form 55002021-01-0124
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0133
Number of participants with account balances2021-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0135
Total number of active participants reported on line 7a of the Form 55002020-01-0122
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0133
Number of participants with account balances2020-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0133
Total number of active participants reported on line 7a of the Form 55002019-01-0122
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0135
Number of participants with account balances2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0132
Total number of active participants reported on line 7a of the Form 55002018-01-0121
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0133
Number of participants with account balances2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0131
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0132
Number of participants with account balances2017-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0129
Total number of active participants reported on line 7a of the Form 55002016-01-0119
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0131
Number of participants with account balances2016-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-0115
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0129
Number of participants with account balances2015-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0130
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0130
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0127
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0130
Number of participants with account balances2013-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0128
Total number of active participants reported on line 7a of the Form 55002012-01-0115
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0127
Number of participants with account balances2012-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0127
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0128
Number of participants with account balances2011-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0126
Total number of active participants reported on line 7a of the Form 55002010-01-0116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0111
Total of all active and inactive participants2010-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0127
Number of participants with account balances2010-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0126
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0126
Number of participants with account balances2009-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN

Measure Date Value
2022 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-349,965
Expenses. Total of all expenses incurred2022-12-31$41,941
Benefits paid (including direct rollovers)2022-12-31$38,059
Total plan assets at end of year2022-12-31$8,209,097
Total plan assets at beginning of year2022-12-31$8,601,003
Value of fidelity bond covering the plan2022-12-31$1,750,000
Total contributions received or receivable from participants2022-12-31$331,418
Expenses. Other expenses not covered elsewhere2022-12-31$3,882
Other income received2022-12-31$-924,627
Net income (gross income less expenses)2022-12-31$-391,906
Net plan assets at end of year (total assets less liabilities)2022-12-31$8,209,097
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,601,003
Total contributions received or receivable from employer(s)2022-12-31$243,244
2021 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,784,750
Expenses. Total of all expenses incurred2021-12-31$103,177
Benefits paid (including direct rollovers)2021-12-31$99,223
Total plan assets at end of year2021-12-31$8,601,003
Total plan assets at beginning of year2021-12-31$6,919,430
Value of fidelity bond covering the plan2021-12-31$1,750,000
Total contributions received or receivable from participants2021-12-31$299,579
Other income received2021-12-31$1,280,593
Net income (gross income less expenses)2021-12-31$1,681,573
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,601,003
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,919,430
Total contributions received or receivable from employer(s)2021-12-31$204,578
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,954
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$534,894
Expenses. Total of all expenses incurred2020-12-31$4,226,809
Benefits paid (including direct rollovers)2020-12-31$4,219,661
Total plan assets at end of year2020-12-31$6,919,430
Total plan assets at beginning of year2020-12-31$10,611,345
Value of fidelity bond covering the plan2020-12-31$1,750,000
Total contributions received or receivable from participants2020-12-31$272,042
Expenses. Other expenses not covered elsewhere2020-12-31$7,148
Contributions received from other sources (not participants or employers)2020-12-31$103,550
Other income received2020-12-31$-5,658
Net income (gross income less expenses)2020-12-31$-3,691,915
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,919,430
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$10,611,345
Total contributions received or receivable from employer(s)2020-12-31$164,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$935
Total income from all sources2019-12-31$1,968,684
Expenses. Total of all expenses incurred2019-12-31$146,858
Benefits paid (including direct rollovers)2019-12-31$138,413
Total plan assets at end of year2019-12-31$10,611,345
Total plan assets at beginning of year2019-12-31$8,790,454
Value of fidelity bond covering the plan2019-12-31$1,750,000
Total contributions received or receivable from participants2019-12-31$239,412
Expenses. Other expenses not covered elsewhere2019-12-31$8,445
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,567,272
Net income (gross income less expenses)2019-12-31$1,821,826
Net plan assets at end of year (total assets less liabilities)2019-12-31$10,611,345
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,789,519
Total contributions received or receivable from employer(s)2019-12-31$162,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$935
Total plan liabilities at beginning of year2018-12-31$206
Total income from all sources2018-12-31$-368,765
Expenses. Total of all expenses incurred2018-12-31$40,140
Benefits paid (including direct rollovers)2018-12-31$38,667
Total plan assets at end of year2018-12-31$8,790,454
Total plan assets at beginning of year2018-12-31$9,198,630
Value of fidelity bond covering the plan2018-12-31$1,750,000
Total contributions received or receivable from participants2018-12-31$200,076
Expenses. Other expenses not covered elsewhere2018-12-31$1,473
Contributions received from other sources (not participants or employers)2018-12-31$89,008
Other income received2018-12-31$-865,784
Net income (gross income less expenses)2018-12-31$-408,905
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,789,519
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$9,198,424
Total contributions received or receivable from employer(s)2018-12-31$207,935
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$206
Total plan liabilities at beginning of year2017-12-31$4,052
Total income from all sources2017-12-31$1,557,786
Expenses. Total of all expenses incurred2017-12-31$69,169
Benefits paid (including direct rollovers)2017-12-31$65,309
Total plan assets at end of year2017-12-31$9,198,630
Total plan assets at beginning of year2017-12-31$7,713,859
Value of fidelity bond covering the plan2017-12-31$1,750,000
Total contributions received or receivable from participants2017-12-31$175,683
Expenses. Other expenses not covered elsewhere2017-12-31$207
Other income received2017-12-31$1,182,103
Net income (gross income less expenses)2017-12-31$1,488,617
Net plan assets at end of year (total assets less liabilities)2017-12-31$9,198,424
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,709,807
Assets. Value of participant loans2017-12-31$37,352
Total contributions received or receivable from employer(s)2017-12-31$200,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,653
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$4,052
Total plan liabilities at beginning of year2016-12-31$1,779
Total income from all sources2016-12-31$1,217,020
Expenses. Total of all expenses incurred2016-12-31$65,969
Benefits paid (including direct rollovers)2016-12-31$56,270
Total plan assets at end of year2016-12-31$7,713,859
Total plan assets at beginning of year2016-12-31$6,560,535
Value of fidelity bond covering the plan2016-12-31$1,750,000
Total contributions received or receivable from participants2016-12-31$150,460
Expenses. Other expenses not covered elsewhere2016-12-31$4,010
Contributions received from other sources (not participants or employers)2016-12-31$58,628
Other income received2016-12-31$836,092
Net income (gross income less expenses)2016-12-31$1,151,051
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,709,807
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,558,756
Assets. Value of participant loans2016-12-31$46,654
Total contributions received or receivable from employer(s)2016-12-31$171,840
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,689
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$1,779
Total plan liabilities at beginning of year2015-12-31$22
Total income from all sources2015-12-31$103,852
Expenses. Total of all expenses incurred2015-12-31$213,200
Benefits paid (including direct rollovers)2015-12-31$211,582
Total plan assets at end of year2015-12-31$6,560,535
Total plan assets at beginning of year2015-12-31$6,668,126
Value of fidelity bond covering the plan2015-12-31$1,750,000
Total contributions received or receivable from participants2015-12-31$134,921
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-185,180
Net income (gross income less expenses)2015-12-31$-109,348
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,558,756
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$6,668,104
Assets. Value of participant loans2015-12-31$2,947
Total contributions received or receivable from employer(s)2015-12-31$154,111
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,618
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$22
Total income from all sources2014-12-31$612,139
Expenses. Total of all expenses incurred2014-12-31$115,476
Benefits paid (including direct rollovers)2014-12-31$113,610
Total plan assets at end of year2014-12-31$6,668,126
Total plan assets at beginning of year2014-12-31$6,171,441
Value of fidelity bond covering the plan2014-12-31$1,750,000
Total contributions received or receivable from participants2014-12-31$123,705
Expenses. Other expenses not covered elsewhere2014-12-31$22
Contributions received from other sources (not participants or employers)2014-12-31$112,781
Other income received2014-12-31$188,312
Net income (gross income less expenses)2014-12-31$496,663
Net plan assets at end of year (total assets less liabilities)2014-12-31$6,668,104
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,171,441
Assets. Value of participant loans2014-12-31$45,020
Total contributions received or receivable from employer(s)2014-12-31$187,341
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,844
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,335,198
Expenses. Total of all expenses incurred2013-12-31$48,850
Benefits paid (including direct rollovers)2013-12-31$45,695
Total plan assets at end of year2013-12-31$6,171,441
Total plan assets at beginning of year2013-12-31$4,885,093
Value of fidelity bond covering the plan2013-12-31$2,000,000
Total contributions received or receivable from participants2013-12-31$133,293
Other income received2013-12-31$1,112,024
Net income (gross income less expenses)2013-12-31$1,286,348
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,171,441
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,885,093
Assets. Value of participant loans2013-12-31$78,988
Total contributions received or receivable from employer(s)2013-12-31$89,881
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$3,155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$922,535
Expenses. Total of all expenses incurred2012-12-31$240,073
Benefits paid (including direct rollovers)2012-12-31$236,054
Total plan assets at end of year2012-12-31$4,885,093
Total plan assets at beginning of year2012-12-31$4,202,631
Value of fidelity bond covering the plan2012-12-31$2,000,000
Total contributions received or receivable from participants2012-12-31$138,446
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$726,259
Net income (gross income less expenses)2012-12-31$682,462
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,885,093
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,202,631
Assets. Value of participant loans2012-12-31$72,677
Total contributions received or receivable from employer(s)2012-12-31$57,830
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,019
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$311,521
Expenses. Total of all expenses incurred2011-12-31$35,255
Benefits paid (including direct rollovers)2011-12-31$33,856
Total plan assets at end of year2011-12-31$4,202,631
Total plan assets at beginning of year2011-12-31$3,926,365
Value of fidelity bond covering the plan2011-12-31$2,000,000
Total contributions received or receivable from participants2011-12-31$121,940
Contributions received from other sources (not participants or employers)2011-12-31$256,121
Other income received2011-12-31$-123,946
Net income (gross income less expenses)2011-12-31$276,266
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,202,631
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,926,365
Assets. Value of participant loans2011-12-31$24,190
Total contributions received or receivable from employer(s)2011-12-31$57,406
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$6,016
2010 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$753,839
Expenses. Total of all expenses incurred2010-12-31$32,134
Benefits paid (including direct rollovers)2010-12-31$30,401
Total plan assets at end of year2010-12-31$3,926,365
Total plan assets at beginning of year2010-12-31$3,204,660
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$114,478
Other income received2010-12-31$575,514
Net income (gross income less expenses)2010-12-31$721,705
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,926,365
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,204,660
Assets. Value of participant loans2010-12-31$34,351
Total contributions received or receivable from employer(s)2010-12-31$63,847
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN

2022: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PETERSEN HASTINGS INVESTMENT MANAGEMENT, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
Insurance broker nameJAMES EDWARD SYPHER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $107
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
Insurance broker nameJAMES EDWARD SYPHER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
Insurance broker nameJAMES EDWARD SYPHER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $23
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
Insurance broker nameJAMES EDWARD SYPHER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
Insurance broker nameJAMES EDWARD SYPHER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberU007794205
Policy instance 1
Insurance contract or identification numberU007794205
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $15
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES
Insurance broker organization code?3
Insurance broker namePETER S. SECHLER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7794205
Policy instance 1
Insurance contract or identification number7794205
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number7794205
Policy instance 1
Insurance contract or identification number7794205
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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