Logo

EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN 401k Plan overview

Plan NameEVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN
Plan identification number 001

EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

EVERETT GRAPHICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EVERETT GRAPHICS, INC.
Employer identification number (EIN):943023942
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK CARLSON2024-10-14
0012022-01-01MARK CARLSON2023-10-05
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARK CARLSON2015-09-01
0012013-01-01MARK CARLSON2014-07-14
0012012-01-01D MARK CARLSON2013-09-24
0012011-01-01D MARK CARLSON2012-07-13
0012010-01-01D MARK CARLSON2011-10-13

Financial Data on EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN

Measure Date Value
2023 : EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$13,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$186
Total income from all sources (including contributions)2023-12-31$2,240,334
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,976,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,913,450
Expenses. Certain deemed distributions of participant loans2023-12-31$571
Value of total corrective distributions2023-12-31$13,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$790,447
Value of total assets at end of year2023-12-31$9,120,268
Value of total assets at beginning of year2023-12-31$8,842,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$48,784
Total interest from all sources2023-12-31$7,530
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$9,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$9,622
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$680,004
Participant contributions at end of year2023-12-31$88,071
Participant contributions at beginning of year2023-12-31$108,406
Participant contributions at end of year2023-12-31$21,120
Participant contributions at beginning of year2023-12-31$20,652
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$13,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$186
Other income not declared elsewhere2023-12-31$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$263,625
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,106,364
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,842,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$3,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$486,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$553,893
Value of interest in pooled separate accounts at end of year2023-12-31$7,987,823
Value of interest in pooled separate accounts at beginning of year2023-12-31$7,470,612
Interest on participant loans2023-12-31$7,530
Value of interest in common/collective trusts at end of year2023-12-31$536,954
Value of interest in common/collective trusts at beginning of year2023-12-31$688,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$64,218
Net investment gain/loss from pooled separate accounts2023-12-31$1,351,437
Net investment gain or loss from common/collective trusts2023-12-31$17,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$110,443
Employer contributions (assets) at end of year2023-12-31$272
Employer contributions (assets) at beginning of year2023-12-31$1,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,913,277
Contract administrator fees2023-12-31$45,664
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MUN CPAS, LLP
Accountancy firm EIN2023-12-31200276349
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$13,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$186
Total income from all sources (including contributions)2023-01-01$2,240,334
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,976,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,913,450
Expenses. Certain deemed distributions of participant loans2023-01-01$571
Value of total corrective distributions2023-01-01$13,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$790,447
Value of total assets at end of year2023-01-01$9,120,268
Value of total assets at beginning of year2023-01-01$8,842,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$48,784
Total interest from all sources2023-01-01$7,530
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$9,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$9,622
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$680,004
Participant contributions at end of year2023-01-01$88,071
Participant contributions at beginning of year2023-01-01$108,406
Participant contributions at end of year2023-01-01$21,120
Participant contributions at beginning of year2023-01-01$20,652
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$13,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$186
Other income not declared elsewhere2023-01-01$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Income. Non cash contributions2023-01-01$0
Value of net income/loss2023-01-01$263,625
Value of net assets at end of year (total assets less liabilities)2023-01-01$9,106,364
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$8,842,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$3,120
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$486,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$553,893
Value of interest in pooled separate accounts at end of year2023-01-01$7,987,823
Value of interest in pooled separate accounts at beginning of year2023-01-01$7,470,612
Interest on participant loans2023-01-01$7,530
Value of interest in common/collective trusts at end of year2023-01-01$536,954
Value of interest in common/collective trusts at beginning of year2023-01-01$688,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$64,218
Net investment gain/loss from pooled separate accounts2023-01-01$1,351,437
Net investment gain or loss from common/collective trusts2023-01-01$17,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$110,443
Employer contributions (assets) at end of year2023-01-01$272
Employer contributions (assets) at beginning of year2023-01-01$1,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,913,277
Contract administrator fees2023-01-01$45,664
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MUN CPAS, LLP
Accountancy firm EIN2023-01-01200276349
2022 : EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING 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$186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-792,775
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$347,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$303,462
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$1,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$780,349
Value of total assets at end of year2022-12-31$8,842,925
Value of total assets at beginning of year2022-12-31$9,982,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,309
Total interest from all sources2022-12-31$6,541
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,206
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$649,542
Participant contributions at end of year2022-12-31$108,406
Participant contributions at beginning of year2022-12-31$143,615
Participant contributions at end of year2022-12-31$20,652
Participant contributions at beginning of year2022-12-31$25,389
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,248
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,139,943
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,842,739
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,982,682
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$553,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$600,887
Value of interest in pooled separate accounts at end of year2022-12-31$7,470,612
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,555,499
Interest on participant loans2022-12-31$6,541
Value of interest in common/collective trusts at end of year2022-12-31$688,262
Value of interest in common/collective trusts at beginning of year2022-12-31$654,668
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-106,432
Net investment gain/loss from pooled separate accounts2022-12-31$-1,492,384
Net investment gain or loss from common/collective trusts2022-12-31$13,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$124,559
Employer contributions (assets) at end of year2022-12-31$1,100
Employer contributions (assets) at beginning of year2022-12-31$2,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$303,462
Contract administrator fees2022-12-31$42,309
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 name2022-12-31NELSON & ASSOCIATES, CPA'S
Accountancy firm EIN2022-12-31200570323
Total expenses incurred by plan in this plan year2022-09-29208486
Net assets as of the end of the plan year2022-09-299982682
Total assets as of the beginning of the plan year2022-09-298214622
Value of plan covered by a fidelity bond2022-09-29500000
Participant contributions to plan in this plan year2022-09-29564454
Value of participant loans at end of plan year2022-09-29143615
Other expenses paid from plan in this plan year2022-09-290
Other contributions to plan in this plan year2022-09-290
Other income to plan in this plan year2022-09-291294840
Plan net income in this plan year2022-09-291768060
Net assets as of the end of the plan year2022-09-299982682
Net assets as of the beginning of the plan year2022-09-298214622
Employer contributions to plan in this plan year2022-09-29117252
Fees paid to broker by Benefit Provider2022-09-294986
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2953976
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$186
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-792,775
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$347,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$303,462
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Value of total corrective distributions2022-01-01$1,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$780,349
Value of total assets at end of year2022-01-01$8,842,925
Value of total assets at beginning of year2022-01-01$9,982,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$42,309
Total interest from all sources2022-01-01$6,541
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$5,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$5,206
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$649,542
Participant contributions at end of year2022-01-01$108,406
Participant contributions at beginning of year2022-01-01$143,615
Participant contributions at end of year2022-01-01$20,652
Participant contributions at beginning of year2022-01-01$25,389
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$6,248
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-1,139,943
Value of net assets at end of year (total assets less liabilities)2022-01-01$8,842,739
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$9,982,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$553,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$600,887
Value of interest in pooled separate accounts at end of year2022-01-01$7,470,612
Value of interest in pooled separate accounts at beginning of year2022-01-01$8,555,499
Interest on participant loans2022-01-01$6,541
Value of interest in common/collective trusts at end of year2022-01-01$688,262
Value of interest in common/collective trusts at beginning of year2022-01-01$654,668
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-106,432
Net investment gain/loss from pooled separate accounts2022-01-01$-1,492,384
Net investment gain or loss from common/collective trusts2022-01-01$13,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$124,559
Employer contributions (assets) at end of year2022-01-01$1,100
Employer contributions (assets) at beginning of year2022-01-01$2,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$303,462
Contract administrator fees2022-01-01$42,309
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01NELSON & ASSOCIATES, CPA'S
Accountancy firm EIN2022-01-01200570323

Form 5500 Responses for EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN

2023: EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EVERETT GRAPHICS, INC. SALARY DEFERRAL & PROFIT SHARING 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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451629
Policy instance 1
Insurance contract or identification number451629
Number of Individuals Covered136
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,241
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number451629
Policy instance 1
Insurance contract or identification number451629
Number of Individuals Covered139
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,958
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1