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PARKER STANBURY LLP 401(K) PLAN 401k Plan overview

Plan NamePARKER STANBURY LLP 401(K) PLAN
Plan identification number 001

PARKER STANBURY LLP 401(K) PLAN Benefits

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

PARKER - STANBURY LLP has sponsored the creation of one or more 401k plans.

Company Name:PARKER - STANBURY LLP
Employer identification number (EIN):951709273
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARKER STANBURY LLP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GEORGE HUNLOCK2023-10-04
0012021-01-01GEORGE HUNLOCK2022-07-15
0012020-01-01GEORGE HUNLOCK2021-05-04
0012019-01-01RONALD SMITH2020-04-09
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ROBERT W. LOPRESTI
0012013-01-01ROBERT W. LOPRESTI
0012012-01-01ROBERT W. LOPRESTI
0012011-01-01ROBERT W. LOPRESTI
0012010-01-01ROBERT W. LOPRESTI
0012009-01-01ROBERT W. LOPRESTI

Plan Statistics for PARKER STANBURY LLP 401(K) PLAN

401k plan membership statisitcs for PARKER STANBURY LLP 401(K) PLAN

Measure Date Value
2022: PARKER STANBURY LLP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-0196
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01120
Number of participants with account balances2022-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: PARKER STANBURY LLP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01124
Total number of active participants reported on line 7a of the Form 55002021-01-0192
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01116
Number of participants with account balances2021-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PARKER STANBURY LLP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01119
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01124
Number of participants with account balances2020-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PARKER STANBURY LLP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01133
Total number of active participants reported on line 7a of the Form 55002019-01-0190
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01119
Number of participants with account balances2019-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PARKER STANBURY LLP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01150
Total number of active participants reported on line 7a of the Form 55002018-01-01100
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01133
Number of participants with account balances2018-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PARKER STANBURY LLP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01146
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01150
Number of participants with account balances2017-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PARKER STANBURY LLP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01151
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-0132
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01146
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: PARKER STANBURY LLP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-0132
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01151
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PARKER STANBURY LLP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0136
Total of all active and inactive participants2014-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01153
Number of participants with account balances2014-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PARKER STANBURY LLP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01171
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01163
Number of participants with account balances2013-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PARKER STANBURY LLP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01176
Total number of active participants reported on line 7a of the Form 55002012-01-01141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01171
Number of participants with account balances2012-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PARKER STANBURY LLP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01201
Total number of active participants reported on line 7a of the Form 55002011-01-01143
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01176
Number of participants with account balances2011-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PARKER STANBURY LLP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01255
Total number of active participants reported on line 7a of the Form 55002010-01-01163
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0138
Total of all active and inactive participants2010-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01201
Number of participants with account balances2010-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PARKER STANBURY LLP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01265
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0183
Total of all active and inactive participants2009-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01255
Number of participants with account balances2009-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PARKER STANBURY LLP 401(K) PLAN

Measure Date Value
2022 : PARKER STANBURY LLP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,532,790
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,306,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,248,426
Value of total corrective distributions2022-12-31$12,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$282,965
Value of total assets at end of year2022-12-31$8,366,365
Value of total assets at beginning of year2022-12-31$11,206,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$46,045
Total interest from all sources2022-12-31$5,483
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$193,327
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$193,327
Administrative expenses professional fees incurred2022-12-31$570
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$266,653
Participant contributions at end of year2022-12-31$114,806
Participant contributions at beginning of year2022-12-31$133,943
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$885
Administrative expenses (other) incurred2022-12-31$45,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,839,683
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,366,365
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,206,048
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$7,966,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,803,676
Income. Interest from loans (other than to participants)2022-12-31$5,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$284,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$268,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,014,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$15,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,248,426
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 name2022-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2022-12-31954345526
2021 : PARKER STANBURY LLP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,826,923
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$444,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$395,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$308,692
Value of total assets at end of year2021-12-31$11,206,048
Value of total assets at beginning of year2021-12-31$9,824,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,674
Total interest from all sources2021-12-31$4,447
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$299,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$299,902
Administrative expenses professional fees incurred2021-12-31$625
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$295,969
Participant contributions at end of year2021-12-31$133,943
Participant contributions at beginning of year2021-12-31$75,401
Administrative expenses (other) incurred2021-12-31$49,049
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$1,382,007
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,206,048
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,824,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,803,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,297,812
Interest on participant loans2021-12-31$4,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$268,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$450,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,213,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$395,242
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 name2021-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2021-12-31954345526
2020 : PARKER STANBURY LLP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,462,975
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$470,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$459,902
Value of total corrective distributions2020-12-31$6,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$295,141
Value of total assets at end of year2020-12-31$9,824,041
Value of total assets at beginning of year2020-12-31$8,831,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,477
Total interest from all sources2020-12-31$4,377
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$255,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$255,567
Administrative expenses professional fees incurred2020-12-31$575
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$282,695
Participant contributions at end of year2020-12-31$75,401
Participant contributions at beginning of year2020-12-31$78,436
Administrative expenses (other) incurred2020-12-31$3,902
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$992,260
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,824,041
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,831,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,297,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,312,517
Interest on participant loans2020-12-31$4,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$450,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$440,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$907,890
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$12,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$459,902
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2020-12-31954345526
2019 : PARKER STANBURY LLP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,833,790
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,156,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,147,246
Value of total corrective distributions2019-12-31$9,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$323,161
Value of total assets at end of year2019-12-31$8,831,781
Value of total assets at beginning of year2019-12-31$8,154,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$578
Total interest from all sources2019-12-31$4,854
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$440,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$440,771
Administrative expenses professional fees incurred2019-12-31$578
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$309,598
Participant contributions at end of year2019-12-31$78,436
Participant contributions at beginning of year2019-12-31$87,976
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,225
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$676,851
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,831,781
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,154,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,312,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,691,563
Interest on participant loans2019-12-31$4,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$440,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$375,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,065,004
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$13,563
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,146,021
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 name2019-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2019-12-31954345526
2018 : PARKER STANBURY LLP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-165,294
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$468,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$447,356
Value of total corrective distributions2018-12-31$17,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$356,429
Value of total assets at end of year2018-12-31$8,154,930
Value of total assets at beginning of year2018-12-31$8,788,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,104
Total interest from all sources2018-12-31$9,016
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$410,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$410,245
Administrative expenses professional fees incurred2018-12-31$3,104
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$338,466
Participant contributions at end of year2018-12-31$87,976
Participant contributions at beginning of year2018-12-31$81,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-633,627
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,154,930
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,788,557
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$7,691,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,238,733
Interest on participant loans2018-12-31$4,905
Interest earned on other investments2018-12-31$4,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$375,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$468,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-940,984
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
Contributions received in cash from employer2018-12-31$17,963
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$446,581
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 name2018-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2018-12-31954345526
2017 : PARKER STANBURY LLP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,600,156
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$467,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$442,381
Value of total corrective distributions2017-12-31$16,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$361,650
Value of total assets at end of year2017-12-31$8,788,557
Value of total assets at beginning of year2017-12-31$7,655,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,800
Total interest from all sources2017-12-31$290,919
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$343,105
Participant contributions at end of year2017-12-31$81,337
Participant contributions at beginning of year2017-12-31$80,613
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$925
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$1,132,691
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,788,557
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,655,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,238,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,188,773
Interest on participant loans2017-12-31$4,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$286,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$468,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$386,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$947,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$18,545
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$441,456
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 name2017-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2017-12-31954345526
2016 : PARKER STANBURY LLP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$679,197
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$567,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$544,134
Value of total corrective distributions2016-12-31$12,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$365,897
Value of total assets at end of year2016-12-31$7,655,866
Value of total assets at beginning of year2016-12-31$7,544,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,981
Total interest from all sources2016-12-31$218,878
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$10,981
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,808
Participant contributions at end of year2016-12-31$80,613
Participant contributions at beginning of year2016-12-31$114,617
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$650
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$111,737
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,655,866
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,544,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,188,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,053,423
Interest on participant loans2016-12-31$4,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$214,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$386,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$376,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$94,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$348,089
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$543,484
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 name2016-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2016-12-31954345526
2015 : PARKER STANBURY LLP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$134,284
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$558,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$544,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$355,864
Value of total assets at end of year2015-12-31$7,544,129
Value of total assets at beginning of year2015-12-31$7,968,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,957
Total interest from all sources2015-12-31$210,207
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$13,957
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$337,802
Participant contributions at end of year2015-12-31$114,617
Participant contributions at beginning of year2015-12-31$129,633
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-424,375
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,544,129
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,968,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,053,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,639,972
Interest on participant loans2015-12-31$5,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$204,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$376,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$198,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-431,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$18,062
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$544,002
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 name2015-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2015-12-31954345526
2014 : PARKER STANBURY LLP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$627,495
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$132,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$118,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$339,713
Value of total assets at end of year2014-12-31$7,968,504
Value of total assets at beginning of year2014-12-31$7,473,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,897
Total interest from all sources2014-12-31$8,012
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$600,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$600,281
Administrative expenses professional fees incurred2014-12-31$13,897
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$320,012
Participant contributions at end of year2014-12-31$129,633
Participant contributions at beginning of year2014-12-31$130,806
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$495,328
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,968,504
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,473,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,639,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,156,682
Interest on participant loans2014-12-31$5,619
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$198,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$185,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-320,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$19,701
Employer contributions (assets) at end of year2014-12-31$500
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$118,270
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 name2014-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2014-12-31954345526
2013 : PARKER STANBURY LLP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$835,902
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$103,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$68,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$356,871
Value of total assets at end of year2013-12-31$7,473,176
Value of total assets at beginning of year2013-12-31$6,740,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,472
Total interest from all sources2013-12-31$5,067
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$376,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$376,483
Administrative expenses professional fees incurred2013-12-31$34,472
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$334,682
Participant contributions at end of year2013-12-31$130,806
Participant contributions at beginning of year2013-12-31$59,981
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$732,675
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,473,176
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,740,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,156,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,509,210
Interest on participant loans2013-12-31$2,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,268
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$185,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$171,310
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$97,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$22,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$68,755
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 name2013-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2013-12-31954345526
2012 : PARKER STANBURY LLP 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$893,483
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$198,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$196,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$373,068
Value of total assets at end of year2012-12-31$6,740,501
Value of total assets at beginning of year2012-12-31$6,045,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,063
Total interest from all sources2012-12-31$27,915
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$492,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$492,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$349,443
Participant contributions at end of year2012-12-31$59,981
Participant contributions at beginning of year2012-12-31$75,844
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,118
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$694,963
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,740,501
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,045,538
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,509,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$911,293
Interest on participant loans2012-12-31$3,186
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$4,887,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$24,729
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$171,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$169,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$21,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$196,457
Contract administrator fees2012-12-31$2,063
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 name2012-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2012-12-31954345526
2011 : PARKER STANBURY LLP 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$0
Total income from all sources (including contributions)2011-12-31$-87,688
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$405,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$378,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$396,491
Value of total assets at end of year2011-12-31$6,045,538
Value of total assets at beginning of year2011-12-31$6,538,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,165
Total interest from all sources2011-12-31$19,182
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$-503,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$-503,361
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$371,946
Participant contributions at end of year2011-12-31$75,844
Participant contributions at beginning of year2011-12-31$60,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-493,441
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,045,538
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,538,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$911,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,202,221
Interest on participant loans2011-12-31$3,932
Value of interest in common/collective trusts at end of year2011-12-31$4,887,907
Value of interest in common/collective trusts at beginning of year2011-12-31$5,106,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$15,250
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$169,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$168,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$24,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$378,588
Contract administrator fees2011-12-31$27,165
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 name2011-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2011-12-31954345526
2010 : PARKER STANBURY LLP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,220,634
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$467,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$448,108
Value of total corrective distributions2010-12-31$4,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$445,070
Value of total assets at end of year2010-12-31$6,538,979
Value of total assets at beginning of year2010-12-31$5,785,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,570
Total interest from all sources2010-12-31$61,368
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$714,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$714,196
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$384,002
Participant contributions at end of year2010-12-31$60,589
Participant contributions at beginning of year2010-12-31$72,322
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$753,543
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,538,979
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,785,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,202,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,712,113
Interest on participant loans2010-12-31$4,025
Value of interest in common/collective trusts at end of year2010-12-31$5,106,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$57,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$168,501
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$61,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$448,108
Contract administrator fees2010-12-31$14,570
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 name2010-12-31HOLTHOUSE CARLIN & VAN TRIGT LLP
Accountancy firm EIN2010-12-31954345526
2009 : PARKER STANBURY LLP 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 PARKER STANBURY LLP 401(K) PLAN

2022: PARKER STANBURY LLP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PARKER STANBURY LLP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PARKER STANBURY LLP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PARKER STANBURY LLP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PARKER STANBURY LLP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PARKER STANBURY LLP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PARKER STANBURY LLP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PARKER STANBURY LLP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PARKER STANBURY LLP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PARKER STANBURY LLP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PARKER STANBURY LLP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PARKER STANBURY LLP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PARKER STANBURY LLP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PARKER STANBURY LLP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered23
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered24
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered27
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered29
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered29
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered102
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered97
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered104
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered104
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered36
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered106
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered42
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384087-01
Policy instance 1
Insurance contract or identification number384087-01
Number of Individuals Covered119
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $222
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $222
Insurance broker organization code?3
Insurance broker nameUNITED PLANNERS FINANCIAL SVCS

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