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ABILITYPATH 401(K) PLAN 401k Plan overview

Plan NameABILITYPATH 401(K) PLAN
Plan identification number 001

ABILITYPATH 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ABILITYPATH has sponsored the creation of one or more 401k plans.

Company Name:ABILITYPATH
Employer identification number (EIN):941156502
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ABILITYPATH

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0092132

More information about ABILITYPATH

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABILITYPATH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ERIN MONTGOMERY2023-09-28
0012021-01-01ERIN MONTGOMERY2022-07-26
0012020-01-01ERIN MONTGOMERY2021-07-28
0012019-01-01ERIN MONTGOMERY2020-07-30
0012018-01-01ERIN MONTGOMERY2019-07-28
0012017-01-01ERIN MONTGOMERY
0012016-01-01ERIN MONTGOMERY
0012015-01-01ERIN MONTGOMERY
0012014-01-01ERIN MONTGOMERY
0012013-01-01ERIN MONTGOMERY
0012012-01-01ERIN MONTGOMERY
0012011-01-01ERIN MONTGOMERY
0012009-01-01ANNE JARCHOW

Plan Statistics for ABILITYPATH 401(K) PLAN

401k plan membership statisitcs for ABILITYPATH 401(K) PLAN

Measure Date Value
2022: ABILITYPATH 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01310
Total number of active participants reported on line 7a of the Form 55002022-01-01294
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01366
Number of participants with account balances2022-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: ABILITYPATH 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-01235
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0173
Total of all active and inactive participants2021-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01308
Number of participants with account balances2021-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ABILITYPATH 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01333
Total number of active participants reported on line 7a of the Form 55002020-01-01254
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01310
Number of participants with account balances2020-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: ABILITYPATH 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01296
Total number of active participants reported on line 7a of the Form 55002019-01-01273
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01327
Number of participants with account balances2019-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: ABILITYPATH 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01311
Total number of active participants reported on line 7a of the Form 55002018-01-01236
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0150
Total of all active and inactive participants2018-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01286
Number of participants with account balances2018-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: ABILITYPATH 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01260
Total number of active participants reported on line 7a of the Form 55002017-01-01221
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01269
Number of participants with account balances2017-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: ABILITYPATH 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01252
Total number of active participants reported on line 7a of the Form 55002016-01-01216
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01254
Number of participants with account balances2016-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: ABILITYPATH 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01329
Total number of active participants reported on line 7a of the Form 55002015-01-01214
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01245
Number of participants with account balances2015-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: ABILITYPATH 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01283
Total number of active participants reported on line 7a of the Form 55002014-01-01290
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01320
Number of participants with account balances2014-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: ABILITYPATH 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01169
Total number of active participants reported on line 7a of the Form 55002013-01-01224
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01268
Number of participants with account balances2013-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: ABILITYPATH 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01165
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ABILITYPATH 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01165
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01165
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: ABILITYPATH 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01160
Total number of active participants reported on line 7a of the Form 55002009-01-01128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on ABILITYPATH 401(K) PLAN

Measure Date Value
2022 : ABILITYPATH 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$0
Total income from all sources (including contributions)2022-12-31$-1,255,467
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$544,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$539,943
Value of total corrective distributions2022-12-31$296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$925,851
Value of total assets at end of year2022-12-31$8,280,187
Value of total assets at beginning of year2022-12-31$10,080,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,587
Total interest from all sources2022-12-31$11,747
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$621,608
Participant contributions at end of year2022-12-31$8,948
Participant contributions at beginning of year2022-12-31$2,583
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,800,293
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,280,187
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,080,480
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
Value of interest in pooled separate accounts at end of year2022-12-31$7,321,518
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,549,070
Interest on participant loans2022-12-31$225
Interest earned on other investments2022-12-31$11,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$949,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$528,827
Net investment gain/loss from pooled separate accounts2022-12-31$-2,193,065
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$280,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$539,943
Contract administrator fees2022-12-31$4,587
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 name2022-12-31DH SCOTT & COMPANY
Accountancy firm EIN2022-12-31680397834
2021 : ABILITYPATH 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$2,283,855
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,011,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,002,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$982,516
Value of total assets at end of year2021-12-31$10,080,480
Value of total assets at beginning of year2021-12-31$8,807,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$8,471
Total interest from all sources2021-12-31$6,951
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$634,867
Participant contributions at end of year2021-12-31$2,583
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$87,452
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$1,272,764
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,080,480
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,807,716
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 pooled separate accounts at end of year2021-12-31$9,549,070
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,393,136
Interest on participant loans2021-12-31$178
Interest earned on other investments2021-12-31$6,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$528,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$414,580
Net investment gain/loss from pooled separate accounts2021-12-31$1,294,388
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$260,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,002,620
Contract administrator fees2021-12-31$8,471
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 name2021-12-31DH SCOTT & COMPANY
Accountancy firm EIN2021-12-31680397834
2020 : ABILITYPATH 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$2,467,293
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$284,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$277,802
Value of total corrective distributions2020-12-31$3,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$924,212
Value of total assets at end of year2020-12-31$8,807,716
Value of total assets at beginning of year2020-12-31$6,625,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,146
Total interest from all sources2020-12-31$7,347
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$597,518
Participant contributions at beginning of year2020-12-31$1,795
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$99,162
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$2,182,600
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,807,716
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,625,116
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 pooled separate accounts at end of year2020-12-31$8,393,136
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,401,027
Interest on participant loans2020-12-31$40
Interest earned on other investments2020-12-31$7,307
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$414,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$222,294
Net investment gain/loss from pooled separate accounts2020-12-31$1,535,734
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$227,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$277,802
Contract administrator fees2020-12-31$3,146
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 name2020-12-31DH SCOTT & COMPANY
Accountancy firm EIN2020-12-31680397834
2019 : ABILITYPATH 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$2,003,653
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$605,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$599,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$698,094
Value of total assets at end of year2019-12-31$6,625,116
Value of total assets at beginning of year2019-12-31$5,227,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,555
Total interest from all sources2019-12-31$8,388
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$488,295
Participant contributions at end of year2019-12-31$1,795
Participant contributions at beginning of year2019-12-31$14,750
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,117
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$1,397,904
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,625,116
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,227,212
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 pooled separate accounts at end of year2019-12-31$6,401,027
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,766,536
Interest on participant loans2019-12-31$166
Interest earned on other investments2019-12-31$8,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$222,294
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$445,926
Net investment gain/loss from pooled separate accounts2019-12-31$1,297,171
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$179,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$599,194
Contract administrator fees2019-12-31$6,555
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 name2019-12-31DH SCOTT & COMPANY
Accountancy firm EIN2019-12-31680397834
2018 : ABILITYPATH 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$346,406
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$578,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$573,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$738,326
Value of total assets at end of year2018-12-31$5,227,212
Value of total assets at beginning of year2018-12-31$5,459,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,478
Total interest from all sources2018-12-31$8,818
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$518,453
Participant contributions at end of year2018-12-31$14,750
Participant contributions at beginning of year2018-12-31$8,716
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$60,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-231,936
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,227,212
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,459,148
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
Value of interest in pooled separate accounts at end of year2018-12-31$4,766,536
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,958,015
Interest on participant loans2018-12-31$361
Interest earned on other investments2018-12-31$8,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$445,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$492,417
Net investment gain/loss from pooled separate accounts2018-12-31$-400,738
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$159,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$573,864
Contract administrator fees2018-12-31$4,478
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 name2018-12-31DH SCOTT & COMPANY
Accountancy firm EIN2018-12-31680397834
2017 : ABILITYPATH 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$1,344,564
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$364,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$357,301
Value of total corrective distributions2017-12-31$2,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$454,907
Value of total assets at end of year2017-12-31$5,459,148
Value of total assets at beginning of year2017-12-31$4,479,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,530
Total interest from all sources2017-12-31$7,882
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
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$325,098
Participant contributions at end of year2017-12-31$8,716
Participant contributions at beginning of year2017-12-31$21,517
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$980,134
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,459,148
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,479,014
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 pooled separate accounts at end of year2017-12-31$4,958,015
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,033,496
Interest on participant loans2017-12-31$584
Interest earned on other investments2017-12-31$7,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$492,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$424,001
Net investment gain/loss from pooled separate accounts2017-12-31$881,775
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$129,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$357,301
Contract administrator fees2017-12-31$4,530
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 name2017-12-31DH SCOTT & COMPANY
Accountancy firm EIN2017-12-31680397834
2016 : ABILITYPATH 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$603,753
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$32,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,205
Value of total corrective distributions2016-12-31$15,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$334,483
Value of total assets at end of year2016-12-31$4,479,014
Value of total assets at beginning of year2016-12-31$3,907,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,705
Total interest from all sources2016-12-31$7,375
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$228,275
Participant contributions at end of year2016-12-31$21,517
Participant contributions at beginning of year2016-12-31$43,541
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,078
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$571,672
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,479,014
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,907,342
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 pooled separate accounts at end of year2016-12-31$4,033,496
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,487,703
Interest on participant loans2016-12-31$1,371
Interest earned on other investments2016-12-31$6,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$424,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$376,098
Net investment gain/loss from pooled separate accounts2016-12-31$261,895
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$100,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,205
Contract administrator fees2016-12-31$2,705
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 name2016-12-31DH SCOTT & COMPANY
Accountancy firm EIN2016-12-31680397834
2015 : ABILITYPATH 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$359,795
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$160,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$155,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$333,603
Value of total assets at end of year2015-12-31$3,907,342
Value of total assets at beginning of year2015-12-31$3,708,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,897
Total interest from all sources2015-12-31$7,521
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$235,968
Participant contributions at end of year2015-12-31$43,541
Participant contributions at beginning of year2015-12-31$52,235
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$199,230
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,907,342
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,708,112
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 pooled separate accounts at end of year2015-12-31$3,487,703
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,304,319
Interest on participant loans2015-12-31$2,092
Interest earned on other investments2015-12-31$5,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$376,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$351,558
Net investment gain/loss from pooled separate accounts2015-12-31$18,671
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$97,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$155,668
Contract administrator fees2015-12-31$4,897
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 name2015-12-31DUNHAM ASSOCIATES CPAS
Accountancy firm EIN2015-12-31770445012
2014 : ABILITYPATH 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$531,163
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$373,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$358,371
Value of total corrective distributions2014-12-31$9,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$297,259
Value of total assets at end of year2014-12-31$3,708,112
Value of total assets at beginning of year2014-12-31$3,550,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,544
Total interest from all sources2014-12-31$6,947
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$213,494
Participant contributions at end of year2014-12-31$52,235
Participant contributions at beginning of year2014-12-31$55,003
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$223
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$157,346
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,708,112
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,550,766
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 pooled separate accounts at end of year2014-12-31$3,304,319
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,245,194
Interest on participant loans2014-12-31$1,969
Interest earned on other investments2014-12-31$4,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$351,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$250,569
Net investment gain/loss from pooled separate accounts2014-12-31$226,957
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$83,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$358,371
Contract administrator fees2014-12-31$5,544
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 name2014-12-31DUNHAM ASSOCIATES
Accountancy firm EIN2014-12-31770445012
2013 : ABILITYPATH 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$929,923
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$231,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$226,296
Value of total corrective distributions2013-12-31$2,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$258,148
Value of total assets at end of year2013-12-31$3,550,766
Value of total assets at beginning of year2013-12-31$2,852,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,280
Total interest from all sources2013-12-31$3,856
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$187,833
Participant contributions at end of year2013-12-31$55,003
Participant contributions at beginning of year2013-12-31$97,100
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$698,717
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,550,766
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,852,049
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 registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,545,446
Value of interest in pooled separate accounts at end of year2013-12-31$3,245,194
Interest on participant loans2013-12-31$2,657
Interest earned on other investments2013-12-31$1,199
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$209,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$209,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$250,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$435,056
Net investment gain/loss from pooled separate accounts2013-12-31$232,863
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$70,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$226,296
Contract administrator fees2013-12-31$2,280
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 name2013-12-31DUNHAM ASSOCIATES
Accountancy firm EIN2013-12-31770445012
2012 : ABILITYPATH 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$657,149
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$183,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$182,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$332,728
Value of total assets at end of year2012-12-31$2,852,049
Value of total assets at beginning of year2012-12-31$2,378,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,410
Total interest from all sources2012-12-31$3,985
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$40,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$40,762
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$153,000
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$169,077
Participant contributions at end of year2012-12-31$97,100
Participant contributions at beginning of year2012-12-31$56,245
Participant contributions at beginning of year2012-12-31$6,742
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$75,466
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
Value of net income/loss2012-12-31$473,700
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,852,049
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,378,349
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$2,545,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,055,952
Interest on participant loans2012-12-31$3,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$209,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$255,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$255,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$279,674
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$88,185
Employer contributions (assets) at beginning of year2012-12-31$3,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$182,039
Contract administrator fees2012-12-31$1,410
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 name2012-12-31DUNHAM ASSOCIATES
Accountancy firm EIN2012-12-31770445012
2011 : ABILITYPATH 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$285,718
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$287,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$286,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$281,116
Value of total assets at end of year2011-12-31$2,378,349
Value of total assets at beginning of year2011-12-31$2,379,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$930
Total interest from all sources2011-12-31$1,903
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$37,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$37,214
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$153,000
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$188,741
Participant contributions at end of year2011-12-31$56,245
Participant contributions at beginning of year2011-12-31$37,601
Participant contributions at end of year2011-12-31$6,742
Participant contributions at beginning of year2011-12-31$8,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,427
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,378,349
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,379,776
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$2,055,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,092,607
Interest on participant loans2011-12-31$1,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$255,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$237,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$237,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-34,515
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 contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$92,375
Employer contributions (assets) at end of year2011-12-31$3,569
Employer contributions (assets) at beginning of year2011-12-31$3,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$286,215
Contract administrator fees2011-12-31$930
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 name2011-12-31DUNHAM ASSOCIATES
Accountancy firm EIN2011-12-31770445012
2010 : ABILITYPATH 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$529,776
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$22,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$22,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$319,432
Value of total assets at end of year2010-12-31$2,379,776
Value of total assets at beginning of year2010-12-31$1,872,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$610
Total interest from all sources2010-12-31$1,778
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$36,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$36,487
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$153,000
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$218,021
Participant contributions at end of year2010-12-31$37,601
Participant contributions at beginning of year2010-12-31$43,948
Participant contributions at end of year2010-12-31$8,506
Participant contributions at beginning of year2010-12-31$18,957
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,432
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$507,092
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,379,776
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,872,684
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$2,092,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,588,618
Interest on participant loans2010-12-31$1,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$237,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$213,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$213,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$172,079
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$92,979
Employer contributions (assets) at end of year2010-12-31$3,820
Employer contributions (assets) at beginning of year2010-12-31$7,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$22,074
Contract administrator fees2010-12-31$610
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 name2010-12-31DUNHAM ASSOCIATES
Accountancy firm EIN2010-12-31770445012
2009 : ABILITYPATH 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 ABILITYPATH 401(K) PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808714
Policy instance 1
Insurance contract or identification number808714
Number of Individuals Covered366
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $30,668
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,668
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808714
Policy instance 1
Insurance contract or identification number808714
Number of Individuals Covered308
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $33,873
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,873
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808714
Policy instance 1
Insurance contract or identification number808714
Number of Individuals Covered310
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $27,226
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,226
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808714
Policy instance 1
Insurance contract or identification number808714
Number of Individuals Covered327
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $22,225
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,225
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808714
Policy instance 1
Insurance contract or identification number808714
Number of Individuals Covered286
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21,417
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,417
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808714
Policy instance 1
Insurance contract or identification number808714
Number of Individuals Covered269
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,212
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,212
Insurance broker organization code?3
Insurance broker nameSECURITIES AMERICA INC

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