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CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 401k Plan overview

Plan NameCAR TOYS & WIRELESS ADVOCATES 401(K) PLAN
Plan identification number 001

CAR TOYS & WIRELESS ADVOCATES 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAR TOYS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAR TOYS, INC.
Employer identification number (EIN):911361695
NAIC Classification:443142
NAIC Description:Electronics Stores

Additional information about CAR TOYS, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1987-02-04
Company Identification Number: 601006494
Legal Registered Office Address: 701 5TH AVE STE 3300

SEATTLE
United States of America (USA)
981047055

More information about CAR TOYS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHAEL KROON2023-10-16
0012021-01-01MCKENNA ELLIOTT2022-10-17
0012020-01-01ISAAC CURTIS2021-10-14
0012019-01-01ISAAC CURTIS2020-10-12
0012018-01-01ISAAC CURTIS2019-10-14
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JORGE PEREZ
0012013-01-01JORGE PEREZ
0012012-01-01JORGE PEREZ
0012011-01-01ROB JENSEN
0012009-01-01ROB JENSEN

Plan Statistics for CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN

401k plan membership statisitcs for CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN

Measure Date Value
2022: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,554
Total number of active participants reported on line 7a of the Form 55002022-01-01750
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,100
Total of all active and inactive participants2022-01-011,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,850
Number of participants with account balances2022-01-011,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,913
Total number of active participants reported on line 7a of the Form 55002021-01-011,803
Number of retired or separated participants receiving benefits2021-01-01751
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,554
Number of participants with account balances2021-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0198
2020: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,862
Total number of active participants reported on line 7a of the Form 55002020-01-012,176
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01737
Total of all active and inactive participants2020-01-012,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,913
Number of participants with account balances2020-01-011,508
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01112
2019: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,894
Total number of active participants reported on line 7a of the Form 55002019-01-012,168
Number of retired or separated participants receiving benefits2019-01-01694
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,862
Number of participants with account balances2019-01-011,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01211
2018: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,337
Total number of active participants reported on line 7a of the Form 55002018-01-012,219
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01617
Total of all active and inactive participants2018-01-012,836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,836
Number of participants with account balances2018-01-011,463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01110
2017: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,502
Total number of active participants reported on line 7a of the Form 55002017-01-012,452
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01784
Total of all active and inactive participants2017-01-013,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013,236
Number of participants with account balances2017-01-011,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0182
2016: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,189
Total number of active participants reported on line 7a of the Form 55002016-01-011,814
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01628
Total of all active and inactive participants2016-01-012,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,442
Number of participants with account balances2016-01-011,552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0192
2015: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,957
Total number of active participants reported on line 7a of the Form 55002015-01-012,462
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01607
Total of all active and inactive participants2015-01-013,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013,069
Number of participants with account balances2015-01-011,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0195
2014: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,147
Total number of active participants reported on line 7a of the Form 55002014-01-012,435
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01414
Total of all active and inactive participants2014-01-012,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-012,850
Number of participants with account balances2014-01-011,218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0153
2013: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,961
Total number of active participants reported on line 7a of the Form 55002013-01-012,452
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01565
Total of all active and inactive participants2013-01-013,017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-013,017
Number of participants with account balances2013-01-011,405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01130
2012: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,894
Total number of active participants reported on line 7a of the Form 55002012-01-012,378
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01490
Total of all active and inactive participants2012-01-012,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012,868
Number of participants with account balances2012-01-011,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01224
2011: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,625
Total number of active participants reported on line 7a of the Form 55002011-01-012,270
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01396
Total of all active and inactive participants2011-01-012,666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,666
Number of participants with account balances2011-01-011,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01211
2009: CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,691
Total number of active participants reported on line 7a of the Form 55002009-01-011,757
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01625
Total of all active and inactive participants2009-01-012,382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,382
Number of participants with account balances2009-01-011,348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01227

Financial Data on CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN

Measure Date Value
2022 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,615,051
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,310,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,139,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,784,330
Value of total assets at end of year2022-12-31$23,814,583
Value of total assets at beginning of year2022-12-31$29,740,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$171,321
Total interest from all sources2022-12-31$20,719
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,006,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,773,145
Participant contributions at end of year2022-12-31$626,827
Participant contributions at beginning of year2022-12-31$456,662
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$11,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,925,705
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,814,583
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,740,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$171,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,495,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,495,437
Value of interest in pooled separate accounts at end of year2022-12-31$691,796
Value of interest in pooled separate accounts at beginning of year2022-12-31$606,207
Interest on participant loans2022-12-31$20,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,426,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$181,982
Income. Dividends from preferred stock2022-12-31$2,006,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,139,333
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2022-12-31911275259
2021 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,661,439
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,420,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,263,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,071,995
Value of total assets at end of year2021-12-31$29,740,288
Value of total assets at beginning of year2021-12-31$26,499,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$157,586
Total interest from all sources2021-12-31$20,751
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,319,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,319,935
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,854,275
Participant contributions at end of year2021-12-31$456,662
Participant contributions at beginning of year2021-12-31$464,503
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,240,822
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,740,288
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,499,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,495,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,292,976
Value of interest in pooled separate accounts at end of year2021-12-31$606,207
Value of interest in pooled separate accounts at beginning of year2021-12-31$582,189
Income. Interest from loans (other than to participants)2021-12-31$20,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,248,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$181,982
Employer contributions (assets) at end of year2021-12-31$181,982
Employer contributions (assets) at beginning of year2021-12-31$159,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,263,031
Contract administrator fees2021-12-31$157,586
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2021-12-31911275259
2020 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,592,759
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,247,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,086,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,599,466
Value of total assets at end of year2020-12-31$26,499,466
Value of total assets at beginning of year2020-12-31$24,153,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$160,560
Total interest from all sources2020-12-31$23,981
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,777,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,777,927
Administrative expenses professional fees incurred2020-12-31$160,560
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,365,497
Participant contributions at end of year2020-12-31$464,503
Participant contributions at beginning of year2020-12-31$528,575
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$69,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,345,586
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,499,466
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,153,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,292,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,909,269
Value of interest in pooled separate accounts at end of year2020-12-31$582,189
Value of interest in pooled separate accounts at beginning of year2020-12-31$539,653
Interest on participant loans2020-12-31$23,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,191,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$164,471
Employer contributions (assets) at end of year2020-12-31$159,798
Employer contributions (assets) at beginning of year2020-12-31$176,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,086,613
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2020-12-31911275259
2019 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,391,905
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,735,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,596,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,912,571
Value of total assets at end of year2019-12-31$24,153,880
Value of total assets at beginning of year2019-12-31$19,497,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$138,250
Total interest from all sources2019-12-31$23,925
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,522,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,522,539
Administrative expenses professional fees incurred2019-12-31$138,250
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,694,749
Participant contributions at end of year2019-12-31$528,575
Participant contributions at beginning of year2019-12-31$387,790
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$38,918
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$40,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,656,714
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,153,880
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,497,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,909,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,363,493
Value of interest in pooled separate accounts at end of year2019-12-31$539,653
Value of interest in pooled separate accounts at beginning of year2019-12-31$527,229
Interest on participant loans2019-12-31$23,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$177,383
Employer contributions (assets) at end of year2019-12-31$176,383
Employer contributions (assets) at beginning of year2019-12-31$179,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,596,941
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2019-12-31911275259
2018 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,390,412
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,615,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,454,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,897,924
Value of total assets at end of year2018-12-31$19,497,166
Value of total assets at beginning of year2018-12-31$21,721,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$160,349
Total interest from all sources2018-12-31$19,270
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,365,307
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,365,307
Administrative expenses professional fees incurred2018-12-31$118,281
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,662,792
Participant contributions at end of year2018-12-31$387,790
Participant contributions at beginning of year2018-12-31$391,182
Participant contributions at end of year2018-12-31$38,918
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,224,811
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,497,166
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,721,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$42,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,363,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,686,175
Value of interest in pooled separate accounts at end of year2018-12-31$527,229
Value of interest in pooled separate accounts at beginning of year2018-12-31$474,226
Interest on participant loans2018-12-31$19,270
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,899,546
Net investment gain/loss from pooled separate accounts2018-12-31$7,457
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$180,444
Employer contributions (assets) at end of year2018-12-31$179,736
Employer contributions (assets) at beginning of year2018-12-31$170,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,454,874
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2018-12-31911275259
2017 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,478,691
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,504,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,365,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,792,662
Value of total assets at end of year2017-12-31$21,721,977
Value of total assets at beginning of year2017-12-31$17,747,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$139,528
Total interest from all sources2017-12-31$16,345
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$139,528
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,464,690
Participant contributions at end of year2017-12-31$391,182
Participant contributions at beginning of year2017-12-31$429,007
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$38,733
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$169,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,974,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,721,977
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,747,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,686,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,614,094
Value of interest in pooled separate accounts at end of year2017-12-31$474,226
Value of interest in pooled separate accounts at beginning of year2017-12-31$461,282
Interest on participant loans2017-12-31$16,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,664,148
Net investment gain/loss from pooled separate accounts2017-12-31$5,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$158,097
Employer contributions (assets) at end of year2017-12-31$170,394
Employer contributions (assets) at beginning of year2017-12-31$204,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,365,123
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2017-12-31911275259
2016 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,409,953
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,045,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,903,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,510,057
Value of total assets at end of year2016-12-31$17,747,937
Value of total assets at beginning of year2016-12-31$16,383,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$142,264
Total interest from all sources2016-12-31$15,880
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$142,264
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,081,929
Participant contributions at end of year2016-12-31$429,007
Participant contributions at beginning of year2016-12-31$476,397
Participant contributions at end of year2016-12-31$38,733
Participant contributions at beginning of year2016-12-31$21,787
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$216,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,364,470
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,747,937
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,383,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,614,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,464,622
Value of interest in pooled separate accounts at end of year2016-12-31$461,282
Value of interest in pooled separate accounts at beginning of year2016-12-31$275,322
Interest on participant loans2016-12-31$15,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$880,374
Net investment gain or loss from common/collective trusts2016-12-31$3,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$211,569
Employer contributions (assets) at end of year2016-12-31$204,821
Employer contributions (assets) at beginning of year2016-12-31$145,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,903,219
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2016-12-31911275259
2015 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,696,832
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,921,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,787,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,136,156
Value of total assets at end of year2015-12-31$16,383,467
Value of total assets at beginning of year2015-12-31$16,608,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$134,205
Total interest from all sources2015-12-31$16,726
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$424,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$424,290
Administrative expenses professional fees incurred2015-12-31$68,963
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,001,009
Participant contributions at end of year2015-12-31$476,397
Participant contributions at beginning of year2015-12-31$554,414
Participant contributions at end of year2015-12-31$21,787
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$59,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-224,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,383,467
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,608,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,464,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,533,993
Value of interest in pooled separate accounts at end of year2015-12-31$275,322
Value of interest in pooled separate accounts at beginning of year2015-12-31$382,716
Interest on participant loans2015-12-31$16,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-883,037
Net investment gain/loss from pooled separate accounts2015-12-31$2,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$75,508
Employer contributions (assets) at end of year2015-12-31$145,339
Employer contributions (assets) at beginning of year2015-12-31$137,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,787,568
Contract administrator fees2015-12-31$65,242
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2015-12-31911275259
2014 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,522,302
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,268,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,160,086
Value of total corrective distributions2014-12-31$31,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,227,081
Value of total assets at end of year2014-12-31$16,608,408
Value of total assets at beginning of year2014-12-31$15,354,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$76,707
Total interest from all sources2014-12-31$21,125
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,157,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,157,472
Administrative expenses professional fees incurred2014-12-31$44,590
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,809,952
Participant contributions at end of year2014-12-31$554,414
Participant contributions at beginning of year2014-12-31$529,382
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$279,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,254,037
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,608,408
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,354,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,533,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$382,716
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,738,344
Interest on participant loans2014-12-31$21,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$81
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$86,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-486,723
Net investment gain/loss from pooled separate accounts2014-12-31$603,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$137,285
Employer contributions (assets) at end of year2014-12-31$137,285
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,160,086
Contract administrator fees2014-12-31$32,117
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2014-12-31911275259
2013 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,454,241
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,114,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,879,499
Expenses. Certain deemed distributions of participant loans2013-12-31$50,050
Value of total corrective distributions2013-12-31$40,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,880,433
Value of total assets at end of year2013-12-31$15,354,371
Value of total assets at beginning of year2013-12-31$13,014,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$144,512
Total interest from all sources2013-12-31$24,124
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$70,602
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,856,557
Participant contributions at end of year2013-12-31$529,382
Participant contributions at beginning of year2013-12-31$521,995
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$23,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,339,870
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,354,371
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,014,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$14,738,344
Value of interest in pooled separate accounts at beginning of year2013-12-31$12,278,017
Interest on participant loans2013-12-31$23,118
Interest earned on other investments2013-12-31$1,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$86,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$116,206
Net investment gain/loss from pooled separate accounts2013-12-31$2,549,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at beginning of year2013-12-31$98,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,879,499
Contract administrator fees2013-12-31$73,910
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2013-12-31911275259
2012 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,843,403
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,909,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,731,059
Value of total corrective distributions2012-12-31$46,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,344,085
Value of total assets at end of year2012-12-31$13,014,501
Value of total assets at beginning of year2012-12-31$11,080,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$132,269
Total interest from all sources2012-12-31$21,749
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$68,718
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,857,974
Participant contributions at end of year2012-12-31$521,995
Participant contributions at beginning of year2012-12-31$402,680
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$34,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,933,584
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,014,501
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,080,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$12,278,017
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,443,339
Interest on participant loans2012-12-31$20,443
Interest earned on other investments2012-12-31$1,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$116,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$123,103
Net investment gain/loss from pooled separate accounts2012-12-31$1,477,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$451,401
Employer contributions (assets) at end of year2012-12-31$98,283
Employer contributions (assets) at beginning of year2012-12-31$111,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,731,059
Contract administrator fees2012-12-31$63,551
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2012-12-31911275259
2011 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,037,802
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,501,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,323,194
Value of total corrective distributions2011-12-31$51,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,343,582
Value of total assets at end of year2011-12-31$11,080,917
Value of total assets at beginning of year2011-12-31$10,544,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$126,870
Total interest from all sources2011-12-31$18,041
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$63,115
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,909,459
Participant contributions at end of year2011-12-31$402,680
Participant contributions at beginning of year2011-12-31$357,920
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$51,662
Administrative expenses (other) incurred2011-12-31$11
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$536,183
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,080,917
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,544,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$10,443,339
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,972,590
Interest on participant loans2011-12-31$16,556
Interest earned on other investments2011-12-31$1,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$123,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$114,312
Net investment gain/loss from pooled separate accounts2011-12-31$-323,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$382,461
Employer contributions (assets) at end of year2011-12-31$111,795
Employer contributions (assets) at beginning of year2011-12-31$99,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,323,194
Contract administrator fees2011-12-31$63,744
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2011-12-31911275259
2010 : CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,302,168
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,147,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$976,437
Expenses. Certain deemed distributions of participant loans2010-12-31$32,885
Value of total corrective distributions2010-12-31$11,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,109,221
Value of total assets at end of year2010-12-31$10,544,734
Value of total assets at beginning of year2010-12-31$8,390,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$126,970
Total interest from all sources2010-12-31$17,447
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$58,200
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,641,686
Participant contributions at end of year2010-12-31$357,920
Participant contributions at beginning of year2010-12-31$323,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$147,041
Administrative expenses (other) incurred2010-12-31$146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,154,652
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,544,734
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,390,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,972,590
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,893,225
Interest on participant loans2010-12-31$15,145
Interest earned on other investments2010-12-31$2,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$114,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$88,078
Net investment gain/loss from pooled separate accounts2010-12-31$1,175,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$320,494
Employer contributions (assets) at end of year2010-12-31$99,912
Employer contributions (assets) at beginning of year2010-12-31$85,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$976,437
Contract administrator fees2010-12-31$68,624
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH, BUNDAY, BERMAN & BRITTON
Accountancy firm EIN2010-12-31911275259
2009 : CAR TOYS & WIRELESS ADVOCATES 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 CAR TOYS & WIRELESS ADVOCATES 401(K) PLAN

2022: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2021: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2020: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2019: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2018: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2017: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2016: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2015: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2014: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2013: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2012: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2011: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes
2009: CAR TOYS & WIRELESS ADVOCATES 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 - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512340
Policy instance 1
Insurance contract or identification number512340
Number of Individuals Covered1403
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,923
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9923
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512340
Policy instance 1
Insurance contract or identification number512340
Number of Individuals Covered840
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,487
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4487
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512340
Policy instance 1
Insurance contract or identification number512340
Number of Individuals Covered949
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,568
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5568
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512341
Policy instance 2
Insurance contract or identification number512341
Number of Individuals Covered566
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,716
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Amount paid for insurance broker fees3716
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512340
Policy instance 1
Insurance contract or identification number512340
Number of Individuals Covered2862
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,348
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5348
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512341
Policy instance 2
Insurance contract or identification number512341
Number of Individuals Covered2862
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,224
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Amount paid for insurance broker fees3224
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512341
Policy instance 2
Insurance contract or identification number512341
Number of Individuals Covered544
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,057
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Amount paid for insurance broker fees3057
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512340
Policy instance 1
Insurance contract or identification number512340
Number of Individuals Covered919
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,314
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5314
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512341
Policy instance 2
Insurance contract or identification number512341
Number of Individuals Covered537
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,686
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
Amount paid for insurance broker fees2686
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameBENEFIT ADMINISTRATION COMPANY, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512340
Policy instance 1
Insurance contract or identification number512340
Number of Individuals Covered1107
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,074
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5074
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Insurance broker nameBENEFIT ADMINISTRATION COMPANY, LLC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512341
Policy instance 2
Insurance contract or identification number512341
Number of Individuals Covered384
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512340
Policy instance 1
Insurance contract or identification number512340
Number of Individuals Covered1013
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63232
Policy instance 1
Insurance contract or identification number63232
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,110
Total amount of fees paid to insurance companyUSD $28,606
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?Yes
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
Amount paid for insurance broker fees28606
Additional information about fees paid to insurance brokerTPA SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $15,110
Insurance broker nameBENEFIT ADMINISTRATION COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77169
Policy instance 2
Insurance contract or identification number77169
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,110
Total amount of fees paid to insurance companyUSD $15,985
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?Yes
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
Amount paid for insurance broker fees15985
Additional information about fees paid to insurance brokerTPA SERVICES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $8,110
Insurance broker nameBENEFIT ADMINISTRATION COMPANY
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512341
Policy instance 4
Insurance contract or identification number512341
Number of Individuals Covered373
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number512340
Policy instance 3
Insurance contract or identification number512340
Number of Individuals Covered845
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77169
Policy instance 2
Insurance contract or identification number77169
Number of Individuals Covered511
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,727
Total amount of fees paid to insurance companyUSD $25,236
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?Yes
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
Amount paid for insurance broker fees22153
Additional information about fees paid to insurance brokerTPA SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9,727
Insurance broker nameSMITH BUNDAY BERMAN BRITTON, PS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63232
Policy instance 1
Insurance contract or identification number63232
Number of Individuals Covered956
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,672
Total amount of fees paid to insurance companyUSD $47,625
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?Yes
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
Amount paid for insurance broker fees43888
Additional information about fees paid to insurance brokerTPA SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $18,672
Insurance broker nameSMITH BUNDAY BERMAN BRITTAN, PS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63232
Policy instance 1
Insurance contract or identification number63232
Number of Individuals Covered879
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,047
Total amount of fees paid to insurance companyUSD $39,063
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?Yes
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
Amount paid for insurance broker fees34584
Additional information about fees paid to insurance brokerTPA SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $16,047
Insurance broker nameVANGUARD GROUP, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77169
Policy instance 2
Insurance contract or identification number77169
Number of Individuals Covered517
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,974
Total amount of fees paid to insurance companyUSD $29,100
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?Yes
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
Amount paid for insurance broker fees25415
Additional information about fees paid to insurance brokerTPA SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,974
Insurance broker nameSMITH BUNDAY BERMAN BRITTON, P.S.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77169
Policy instance 2
Insurance contract or identification number77169
Number of Individuals Covered561
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,885
Total amount of fees paid to insurance companyUSD $20,536
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63232
Policy instance 1
Insurance contract or identification number63232
Number of Individuals Covered561
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $16,957
Total amount of fees paid to insurance companyUSD $42,671
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?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number77169
Policy instance 2
Insurance contract or identification number77169
Number of Individuals Covered504
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,816
Total amount of fees paid to insurance companyUSD $16,636
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?Yes
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
Amount paid for insurance broker fees12934
Additional information about fees paid to insurance brokerTPA SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $6,816
Insurance broker nameVANGUARD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number63232
Policy instance 1
Insurance contract or identification number63232
Number of Individuals Covered849
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,301
Total amount of fees paid to insurance companyUSD $41,725
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?Yes
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
Amount paid for insurance broker fees37113
Additional information about fees paid to insurance brokerTPA SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $22,301
Insurance broker nameVANGUARD GROUP, INC

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