FESSLER NURSERY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FESSLER NURSERY 401(K) PS PLAN
Measure | Date | Value |
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2014: FESSLER NURSERY 401(K) PS PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 28 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 7 |
Total of all active and inactive participants | 2014-04-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-04-01 | 0 |
Total participants | 2014-04-01 | 36 |
Number of participants with account balances | 2014-04-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-04-01 | 0 |
2013: FESSLER NURSERY 401(K) PS PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 30 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 8 |
Total of all active and inactive participants | 2013-04-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-04-01 | 0 |
Total participants | 2013-04-01 | 39 |
Number of participants with account balances | 2013-04-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-04-01 | 8 |
2012: FESSLER NURSERY 401(K) PS PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 40 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
Total of all active and inactive participants | 2012-04-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-04-01 | 0 |
Total participants | 2012-04-01 | 40 |
Number of participants with account balances | 2012-04-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-04-01 | 0 |
2011: FESSLER NURSERY 401(K) PS PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 32 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
Total of all active and inactive participants | 2011-04-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-04-01 | 0 |
Total participants | 2011-04-01 | 32 |
Number of participants with account balances | 2011-04-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-04-01 | 0 |
Measure | Date | Value |
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2015 : FESSLER NURSERY 401(K) PS PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-03-31 | $165 |
Total income from all sources | 2015-03-31 | $109,063 |
Expenses. Total of all expenses incurred | 2015-03-31 | $57,983 |
Benefits paid (including direct rollovers) | 2015-03-31 | $57,757 |
Total plan assets at end of year | 2015-03-31 | $1,485,115 |
Total plan assets at beginning of year | 2015-03-31 | $1,433,870 |
Value of fidelity bond covering the plan | 2015-03-31 | $150,000 |
Total contributions received or receivable from participants | 2015-03-31 | $27,833 |
Expenses. Other expenses not covered elsewhere | 2015-03-31 | $75 |
Contributions received from other sources (not participants or employers) | 2015-03-31 | $0 |
Other income received | 2015-03-31 | $65,705 |
Net income (gross income less expenses) | 2015-03-31 | $51,080 |
Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $1,485,115 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $1,433,870 |
Assets. Value of participant loans | 2015-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-03-31 | $15,525 |
Value of certain deemed distributions of participant loans | 2015-03-31 | $0 |
Value of corrective distributions | 2015-03-31 | $151 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
2014 : FESSLER NURSERY 401(K) PS PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-03-31 | $0 |
Total income from all sources | 2014-03-31 | $171,805 |
Expenses. Total of all expenses incurred | 2014-03-31 | $245,708 |
Benefits paid (including direct rollovers) | 2014-03-31 | $245,683 |
Total plan assets at end of year | 2014-03-31 | $1,433,870 |
Total plan assets at beginning of year | 2014-03-31 | $1,507,773 |
Value of fidelity bond covering the plan | 2014-03-31 | $150,000 |
Total contributions received or receivable from participants | 2014-03-31 | $23,500 |
Expenses. Other expenses not covered elsewhere | 2014-03-31 | $25 |
Contributions received from other sources (not participants or employers) | 2014-03-31 | $0 |
Other income received | 2014-03-31 | $135,917 |
Net income (gross income less expenses) | 2014-03-31 | $-73,903 |
Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $1,433,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $1,507,773 |
Assets. Value of participant loans | 2014-03-31 | $0 |
Total contributions received or receivable from employer(s) | 2014-03-31 | $12,388 |
Value of certain deemed distributions of participant loans | 2014-03-31 | $0 |
Value of corrective distributions | 2014-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-03-31 | $0 |
Minimum employer required contribution for this plan year | 2014-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-03-31 | $0 |
2013 : FESSLER NURSERY 401(K) PS PLAN 2013 401k financial data |
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Total income from all sources | 2013-03-31 | $146,162 |
Expenses. Total of all expenses incurred | 2013-03-31 | $21,086 |
Benefits paid (including direct rollovers) | 2013-03-31 | $21,086 |
Total plan assets at end of year | 2013-03-31 | $1,507,773 |
Total plan assets at beginning of year | 2013-03-31 | $1,382,697 |
Value of fidelity bond covering the plan | 2013-03-31 | $140,000 |
Total contributions received or receivable from participants | 2013-03-31 | $22,121 |
Other income received | 2013-03-31 | $95,479 |
Net income (gross income less expenses) | 2013-03-31 | $125,076 |
Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $1,507,773 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $1,382,697 |
Total contributions received or receivable from employer(s) | 2013-03-31 | $28,562 |
Funding deficiency by the employer to the plan for this plan year | 2013-03-31 | $0 |
Minimum employer required contribution for this plan year | 2013-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-03-31 | $0 |
2012 : FESSLER NURSERY 401(K) PS PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-03-31 | $0 |
Total income from all sources | 2012-03-31 | $66,410 |
Expenses. Total of all expenses incurred | 2012-03-31 | $68,698 |
Benefits paid (including direct rollovers) | 2012-03-31 | $68,673 |
Total plan assets at end of year | 2012-03-31 | $1,382,697 |
Total plan assets at beginning of year | 2012-03-31 | $1,384,985 |
Value of fidelity bond covering the plan | 2012-03-31 | $140,000 |
Total contributions received or receivable from participants | 2012-03-31 | $29,757 |
Expenses. Other expenses not covered elsewhere | 2012-03-31 | $25 |
Other income received | 2012-03-31 | $24,637 |
Net income (gross income less expenses) | 2012-03-31 | $-2,288 |
Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $1,382,697 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $1,384,985 |
Total contributions received or receivable from employer(s) | 2012-03-31 | $12,016 |
Value of certain deemed distributions of participant loans | 2012-03-31 | $0 |
Value of corrective distributions | 2012-03-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-03-31 | $0 |
Minimum employer required contribution for this plan year | 2012-03-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-03-31 | $0 |
2014: FESSLER NURSERY 401(K) PS PLAN 2014 form 5500 responses |
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2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2013: FESSLER NURSERY 401(K) PS PLAN 2013 form 5500 responses |
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2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2012: FESSLER NURSERY 401(K) PS PLAN 2012 form 5500 responses |
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2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2011: FESSLER NURSERY 401(K) PS PLAN 2011 form 5500 responses |
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2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827458 |
Policy instance | 1 |
Insurance contract or identification number | GA-827458 | Number of Individuals Covered | 30 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $2,872 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,872 | Insurance broker organization code? | 3 | Insurance broker name | LPL FINANCIAL CORPORATION |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827458 |
Policy instance | 1 |
Insurance contract or identification number | GA-827458 | Number of Individuals Covered | 29 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $2,803 | Total amount of fees paid to insurance company | USD $37 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,803 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 37 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | LPL FINANCIAL LLC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827458 |
Policy instance | 1 |
Insurance contract or identification number | GA-827458 | Number of Individuals Covered | 40 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $1,460 | Total amount of fees paid to insurance company | USD $74 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $1,460 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 74 | Additional information about fees paid to insurance broker | SALES\MARKETING | Insurance broker name | LPL FINANCIAL LLC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-827458 |
Policy instance | 1 |
Insurance contract or identification number | GA-827458 | Number of Individuals Covered | 32 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $27,725 | Total amount of fees paid to insurance company | USD $26 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
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