Logo

CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 401k Plan overview

Plan NameCLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN
Plan identification number 001

CLEARPATH WORKFORCE MANAGEMENT 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

CLEARPATH WORKFORCE MANAGEMENT, INC has sponsored the creation of one or more 401k plans.

Company Name:CLEARPATH WORKFORCE MANAGEMENT, INC
Employer identification number (EIN):943374899
NAIC Classification:561300

Additional information about CLEARPATH WORKFORCE MANAGEMENT, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3238423

More information about CLEARPATH WORKFORCE MANAGEMENT, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RENEE FINK
0012016-01-01RENEE FINK
0012015-01-01RENEE FINK
0012014-01-01BARBARA GRZOVIC
0012013-01-01BARBARA GRZOVIC
0012012-01-01BARBARA J GRZOVIC BARBARA J GRZOVIC2013-07-26
0012011-01-01RENEE FINK
0012009-01-01RENEE FINK

Plan Statistics for CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN

401k plan membership statisitcs for CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN

Measure Date Value
2022: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,373
Total number of active participants reported on line 7a of the Form 55002022-01-01332
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01968
Total of all active and inactive participants2022-01-011,307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,308
Number of participants with account balances2022-01-011,257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,060
Total number of active participants reported on line 7a of the Form 55002021-01-01480
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01851
Total of all active and inactive participants2021-01-011,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,334
Number of participants with account balances2021-01-011,147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01760
Total number of active participants reported on line 7a of the Form 55002020-01-01495
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01526
Total of all active and inactive participants2020-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,021
Number of participants with account balances2020-01-01805
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01521
Total number of active participants reported on line 7a of the Form 55002019-01-01461
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01219
Total of all active and inactive participants2019-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01683
Number of participants with account balances2019-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01555
Total number of active participants reported on line 7a of the Form 55002018-01-01442
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01521
Number of participants with account balances2018-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01485
Total number of active participants reported on line 7a of the Form 55002017-01-01395
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01474
Number of participants with account balances2017-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01416
Total number of active participants reported on line 7a of the Form 55002016-01-01384
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01465
Number of participants with account balances2016-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01350
Total number of active participants reported on line 7a of the Form 55002015-01-01322
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01395
Total participants2015-01-01395
Number of participants with account balances2015-01-01101
2014: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01446
Total number of active participants reported on line 7a of the Form 55002014-01-01256
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01331
Number of participants with account balances2014-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01395
Total number of active participants reported on line 7a of the Form 55002013-01-01334
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01112
Total of all active and inactive participants2013-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01446
Number of participants with account balances2013-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01168
Total number of active participants reported on line 7a of the Form 55002012-01-01283
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01112
Total of all active and inactive participants2012-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01395
Number of participants with account balances2012-01-01138
2011: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01526
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01138
Total of all active and inactive participants2011-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01138
Number of participants with account balances2011-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01425
Total number of active participants reported on line 7a of the Form 55002009-01-01425
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01117
Total of all active and inactive participants2009-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01543
Number of participants with account balances2009-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN

Measure Date Value
2022 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,595
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$610,055
Total of all expenses incurred2022-12-31$850,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$765,588
Value of total corrective distributions2022-12-31$42,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,476,889
Value of total assets at end of year2022-12-31$4,672,645
Value of total assets at beginning of year2022-12-31$4,873,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,128
Total interest from all sources2022-12-31$6,559
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$5,000,000
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$1,472,661
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$12,583
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$4,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$10
Administrative expenses (other) incurred2022-12-31$42,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-240,021
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,633,050
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,873,071
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$4,272,771
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,463,043
Interest on participant loans2022-12-31$399
Interest earned on other investments2022-12-31$6,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$399,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$397,435
Net investment gain/loss from pooled separate accounts2022-12-31$-873,393
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$765,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$39,595
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2022-12-31953404284
2021 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2021 401k financial data
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$10,203
Total income from all sources (including contributions)2021-12-31$2,119,138
Total of all expenses incurred2021-12-31$897,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$855,469
Value of total corrective distributions2021-12-31$10,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,538,958
Value of total assets at end of year2021-12-31$4,873,071
Value of total assets at beginning of year2021-12-31$3,661,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,870
Total interest from all sources2021-12-31$5,591
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$5,000,000
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$1,532,947
Participant contributions at end of year2021-12-31$12,583
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$40
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$30,870
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$1,221,863
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,873,071
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,651,208
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$4,463,043
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,317,542
Interest on participant loans2021-12-31$420
Interest earned on other investments2021-12-31$5,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$397,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$343,829
Net investment gain/loss from pooled separate accounts2021-12-31$574,589
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$855,469
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$10,203
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 name2021-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2021-12-31953404284
2020 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,203
Total income from all sources (including contributions)2020-12-31$1,678,849
Total of all expenses incurred2020-12-31$687,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$659,209
Value of total corrective distributions2020-12-31$10,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,202,773
Value of total assets at end of year2020-12-31$3,661,411
Value of total assets at beginning of year2020-12-31$2,660,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,416
Total interest from all sources2020-12-31$5,286
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$5,000,000
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$1,202,215
Participant contributions at end of year2020-12-31$40
Participant contributions at beginning of year2020-12-31$30,829
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$519
Administrative expenses (other) incurred2020-12-31$18,416
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$991,021
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,651,208
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,660,187
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$3,317,542
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,335,190
Interest earned on other investments2020-12-31$5,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$343,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$294,168
Net investment gain/loss from pooled separate accounts2020-12-31$470,790
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$39
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$659,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$10,203
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2020-12-31953404284
2019 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,161,609
Total of all expenses incurred2019-12-31$423,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$402,762
Value of total corrective distributions2019-12-31$7,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$734,591
Value of total assets at end of year2019-12-31$2,660,187
Value of total assets at beginning of year2019-12-31$1,922,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,621
Total interest from all sources2019-12-31$5,150
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$5,000,000
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$709,680
Participant contributions at end of year2019-12-31$30,829
Participant contributions at beginning of year2019-12-31$200
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,706
Administrative expenses (other) incurred2019-12-31$13,621
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$738,063
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,660,187
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,922,124
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$2,335,190
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,585,696
Interest earned on other investments2019-12-31$5,150
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$294,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$336,228
Net investment gain/loss from pooled separate accounts2019-12-31$421,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$402,762
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2019-12-31953404284
2018 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$183,894
Total of all expenses incurred2018-12-31$160,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$138,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$305,938
Value of total assets at end of year2018-12-31$1,922,124
Value of total assets at beginning of year2018-12-31$1,898,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,278
Total interest from all sources2018-12-31$4,698
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$5,000,000
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$305,938
Participant contributions at end of year2018-12-31$200
Participant contributions at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$22,278
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$23,145
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,922,124
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,898,979
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$1,585,696
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,564,225
Interest earned on other investments2018-12-31$4,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$336,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$334,754
Net investment gain/loss from pooled separate accounts2018-12-31$-126,742
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$138,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2018-12-31953404284
2017 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$506,448
Total of all expenses incurred2017-12-31$394,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$357,722
Value of total corrective distributions2017-12-31$13,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$258,912
Value of total assets at end of year2017-12-31$1,898,979
Value of total assets at beginning of year2017-12-31$1,786,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$22,721
Total interest from all sources2017-12-31$4,937
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$5,000,000
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$258,912
Administrative expenses (other) incurred2017-12-31$22,721
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$112,025
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,898,979
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,786,954
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$1,564,225
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,329,037
Interest earned on other investments2017-12-31$4,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$334,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$457,917
Net investment gain/loss from pooled separate accounts2017-12-31$242,599
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$357,722
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2017-12-31953404286
2016 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$499,453
Total of all expenses incurred2016-12-31$338,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$302,197
Value of total corrective distributions2016-12-31$11,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$379,060
Value of total assets at end of year2016-12-31$1,786,954
Value of total assets at beginning of year2016-12-31$1,626,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,469
Total interest from all sources2016-12-31$6,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$378,659
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$401
Administrative expenses (other) incurred2016-12-31$24,469
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$160,952
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,786,954
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,626,002
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$1,329,037
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,189,612
Interest earned on other investments2016-12-31$6,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$457,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$436,390
Net investment gain/loss from pooled separate accounts2016-12-31$113,634
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$302,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2016-12-31953404286
2015 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$279,955
Total of all expenses incurred2015-12-31$185,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$159,706
Value of total corrective distributions2015-12-31$4,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$280,897
Value of total assets at end of year2015-12-31$1,626,002
Value of total assets at beginning of year2015-12-31$1,531,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$280,897
Other income not declared elsewhere2015-12-31$6,375
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$94,859
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,626,002
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,531,143
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$1,189,612
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,173,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$436,390
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$358,082
Net investment gain/loss from pooled separate accounts2015-12-31$-7,317
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$159,706
Contract administrator fees2015-12-31$21,053
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 name2015-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2015-12-31953404286
2014 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$317,369
Total of all expenses incurred2014-12-31$387,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$366,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$248,024
Value of total assets at end of year2014-12-31$1,531,143
Value of total assets at beginning of year2014-12-31$1,601,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,148
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$248,024
Other income not declared elsewhere2014-12-31$6,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-69,884
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,531,143
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,601,027
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$1,173,061
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,158,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$358,082
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$442,561
Net investment gain/loss from pooled separate accounts2014-12-31$62,885
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$366,105
Contract administrator fees2014-12-31$21,148
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 name2014-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2014-12-31953404286
2013 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$419,465
Total of all expenses incurred2013-12-31$225,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$205,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$190,327
Value of total assets at end of year2013-12-31$1,601,027
Value of total assets at beginning of year2013-12-31$1,407,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$190,327
Other income not declared elsewhere2013-12-31$7,237
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$193,835
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,601,027
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,407,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,158,466
Value of interest in pooled separate accounts at beginning of year2013-12-31$963,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$442,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$443,268
Net investment gain/loss from pooled separate accounts2013-12-31$221,901
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$205,259
Contract administrator fees2013-12-31$20,371
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2013-12-31953404284
2012 : CLEARPATH WORKFORCE MANAGEMENT 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$326,417
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$164,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$146,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$199,617
Value of total assets at end of year2012-12-31$1,407,192
Value of total assets at beginning of year2012-12-31$1,245,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$18,760
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$199,617
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$161,521
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,407,192
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,245,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$963,924
Value of interest in pooled separate accounts at beginning of year2012-12-31$784,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$443,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$461,138
Net investment gain/loss from pooled separate accounts2012-12-31$126,800
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$146,136
Contract administrator fees2012-12-31$18,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31KIRSCH, KOHN & BRIDGE, LLC
Accountancy firm EIN2012-12-31953404284
2011 : CLEARPATH WORKFORCE MANAGEMENT 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$137,286
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$229,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$210,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$189,131
Value of total assets at end of year2011-12-31$1,245,671
Value of total assets at beginning of year2011-12-31$1,338,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,909
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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$189,131
Other income not declared elsewhere2011-12-31$13,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-92,587
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,245,671
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,338,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$784,533
Value of interest in pooled separate accounts at beginning of year2011-12-31$815,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$461,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$523,110
Net investment gain/loss from pooled separate accounts2011-12-31$-65,227
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$210,964
Contract administrator fees2011-12-31$18,909
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31ARMANINO MCKENNA, LLP
Accountancy firm EIN2011-12-31946214841
2010 : CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$830,408
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$444,511
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$236,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$216,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$359,457
Value of total assets at end of year2010-12-31$1,338,258
Value of total assets at beginning of year2010-12-31$1,960,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,497
Total interest from all sources2010-12-31$6
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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$274,545
Participant contributions at beginning of year2010-12-31$910
Other income not declared elsewhere2010-12-31$14,124
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$208,133
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,338,258
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,960,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$815,148
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,253,706
Income. Interest from loans (other than to participants)2010-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$523,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$705,917
Net investment gain/loss from pooled separate accounts2010-12-31$70,924
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$84,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$216,881
Contract administrator fees2010-12-31$19,497
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31ARMANINO MCKENNA LLP
Accountancy firm EIN2010-12-31946214841
2009 : CLEARPATH WORKFORCE MANAGEMENT 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 CLEARPATH WORKFORCE MANAGEMENT 401(K) PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343267
Policy instance 1
Insurance contract or identification number343267
Number of Individuals Covered1257
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $18,950
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,950
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343267
Policy instance 1
Insurance contract or identification number343267
Number of Individuals Covered1147
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,156
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,651
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343267
Policy instance 1
Insurance contract or identification number343267
Number of Individuals Covered805
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,526
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,526
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number343267
Policy instance 2
Insurance contract or identification number343267
Number of Individuals Covered458
Insurance policy start date2019-01-08
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,517
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,517
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932086
Policy instance 1
Insurance contract or identification number932086
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-01-08
Total amount of commissions paid to insurance brokerUSD $647
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $647
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932086
Policy instance 1
Insurance contract or identification number932086
Number of Individuals Covered98
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,104
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,104
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932086
Policy instance 1
Insurance contract or identification number932086
Number of Individuals Covered98
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,222
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,469
Insurance broker organization code?3
Insurance broker nameEDWARD JONES INSURANCE AGENCY OF CA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932086-0000
Policy instance 1
Insurance contract or identification number932086-0000
Number of Individuals Covered101
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,743
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,743
Insurance broker organization code?3
Insurance broker nameEDWARD JONES INSURANCE AGENCY OF CA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932086
Policy instance 1
Insurance contract or identification number932086
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,735
Insurance broker organization code?3
Insurance broker nameEDWARD JONES INSURANCE AGENCY OF CA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932086
Policy instance 1
Insurance contract or identification number932086
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,361
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,361
Insurance broker organization code?3
Insurance broker nameEDWARD JONES INSURANCE AGENCY OF CA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932086
Policy instance 1
Insurance contract or identification number932086
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,550
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
Commission paid to Insurance BrokerUSD $6,550
Insurance broker organization code?3
Insurance broker nameEDWARD JONES INSURANCE AGENCY OF CA
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932086
Policy instance 1
Insurance contract or identification number932086
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,551
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932086
Policy instance 1
Insurance contract or identification number932086
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,409
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
Commission paid to Insurance BrokerUSD $6,409
Insurance broker organization code?3
Insurance broker nameEDWARD JONES INSURANCE AGENCY

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