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ANGEL VIEW 403(B) PLAN 401k Plan overview

Plan NameANGEL VIEW 403(B) PLAN
Plan identification number 001

ANGEL VIEW 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANGEL VIEW, INC. has sponsored the creation of one or more 401k plans.

Company Name:ANGEL VIEW, INC.
Employer identification number (EIN):951861861
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about ANGEL VIEW, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1998-04-14
Company Identification Number: 2249484
Legal Registered Office Address: C/O CAPPELLI ORG
7 RENAISSANCE SQUARE - 4TH FL
WHITE PLAINS
United States of America (USA)
10601

More information about ANGEL VIEW, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANGEL VIEW 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01MARY MEZE
0012015-07-01MARY MEZE
0012015-07-01MARY MEZE
0012014-07-01MARY MEZE
0012013-07-01MARY MEZE
0012012-07-01MARY MEZE
0012011-07-01MARY MEZE

Plan Statistics for ANGEL VIEW 403(B) PLAN

401k plan membership statisitcs for ANGEL VIEW 403(B) PLAN

Measure Date Value
2022: ANGEL VIEW 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01457
Total number of active participants reported on line 7a of the Form 55002022-07-01360
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0134
Total of all active and inactive participants2022-07-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01394
Number of participants with account balances2022-07-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-01150
2021: ANGEL VIEW 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01413
Total number of active participants reported on line 7a of the Form 55002021-07-01419
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0138
Total of all active and inactive participants2021-07-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01457
Number of participants with account balances2021-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-01176
2020: ANGEL VIEW 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01473
Total number of active participants reported on line 7a of the Form 55002020-07-01416
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0119
Total of all active and inactive participants2020-07-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01435
Number of participants with account balances2020-07-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: ANGEL VIEW 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01449
Total number of active participants reported on line 7a of the Form 55002019-07-01454
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0119
Total of all active and inactive participants2019-07-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01473
Number of participants with account balances2019-07-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: ANGEL VIEW 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01433
Total number of active participants reported on line 7a of the Form 55002018-07-01449
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0196
Total participants2018-07-01545
Number of participants with account balances2018-07-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0172
2017: ANGEL VIEW 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01109
Total number of active participants reported on line 7a of the Form 55002017-07-0171
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0125
Total of all active and inactive participants2017-07-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0196
Number of participants with account balances2017-07-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: ANGEL VIEW 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01154
Total number of active participants reported on line 7a of the Form 55002016-07-0174
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0136
Total of all active and inactive participants2016-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01110
Number of participants with account balances2016-07-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: ANGEL VIEW 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01134
Total number of active participants reported on line 7a of the Form 55002015-07-01116
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0138
Total of all active and inactive participants2015-07-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01154
Number of participants with account balances2015-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: ANGEL VIEW 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01131
Total number of active participants reported on line 7a of the Form 55002014-07-0188
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0146
Total of all active and inactive participants2014-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01134
Number of participants with account balances2014-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: ANGEL VIEW 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01102
Total number of active participants reported on line 7a of the Form 55002013-07-0191
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0138
Total of all active and inactive participants2013-07-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01129
Number of participants with account balances2013-07-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: ANGEL VIEW 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01557
Total number of active participants reported on line 7a of the Form 55002012-07-01388
Number of other retired or separated participants entitled to future benefits2012-07-0124
Total of all active and inactive participants2012-07-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01412
Number of participants with account balances2012-07-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: ANGEL VIEW 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01329
Total number of active participants reported on line 7a of the Form 55002011-07-0158
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0158
Number of participants with account balances2011-07-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010

Financial Data on ANGEL VIEW 403(B) PLAN

Measure Date Value
2023 : ANGEL VIEW 403(B) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$0
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Expenses. Interest paid2023-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-06-30$0
Total income from all sources (including contributions)2023-06-30$130,015
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$11,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$9,554
Expenses. Certain deemed distributions of participant loans2023-06-30$0
Value of total corrective distributions2023-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$80,363
Value of total assets at end of year2023-06-30$622,477
Value of total assets at beginning of year2023-06-30$503,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$1,658
Total income from rents2023-06-30$0
Total interest from all sources2023-06-30$4,814
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$0
Assets. Real estate other than employer real property at end of year2023-06-30$0
Assets. Real estate other than employer real property at beginning of year2023-06-30$0
Administrative expenses professional fees incurred2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$50,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$80,363
Participant contributions at end of year2023-06-30$8,757
Participant contributions at beginning of year2023-06-30$21,650
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$0
Assets. Other investments not covered elsewhere at end of year2023-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$0
Assets. Loans (other than to participants) at end of year2023-06-30$0
Assets. Loans (other than to participants) at beginning of year2023-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$0
Other income not declared elsewhere2023-06-30$0
Administrative expenses (other) incurred2023-06-30$91
Total non interest bearing cash at end of year2023-06-30$0
Total non interest bearing cash at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Income. Non cash contributions2023-06-30$0
Value of net income/loss2023-06-30$118,803
Value of net assets at end of year (total assets less liabilities)2023-06-30$622,477
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$503,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Assets. partnership/joint venture interests at end of year2023-06-30$0
Assets. partnership/joint venture interests at beginning of year2023-06-30$0
Investment advisory and management fees2023-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$471,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$351,279
Interest on participant loans2023-06-30$759
Income. Interest from loans (other than to participants)2023-06-30$0
Interest earned on other investments2023-06-30$4,055
Income. Interest from US Government securities2023-06-30$0
Income. Interest from corporate debt instruments2023-06-30$0
Value of interest in master investment trust accounts at end of year2023-06-30$0
Value of interest in master investment trust accounts at beginning of year2023-06-30$0
Value of interest in common/collective trusts at end of year2023-06-30$0
Value of interest in common/collective trusts at beginning of year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2023-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$142,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$130,745
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$0
Asset value of US Government securities at end of year2023-06-30$0
Asset value of US Government securities at beginning of year2023-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$3,199
Net investment gain/loss from pooled separate accounts2023-06-30$41,639
Net investment gain or loss from common/collective trusts2023-06-30$0
Net gain/loss from 103.12 investment entities2023-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Assets. Invements in employer securities at end of year2023-06-30$0
Assets. Invements in employer securities at beginning of year2023-06-30$0
Assets. Value of employer real property at end of year2023-06-30$0
Assets. Value of employer real property at beginning of year2023-06-30$0
Contributions received in cash from employer2023-06-30$0
Employer contributions (assets) at end of year2023-06-30$0
Employer contributions (assets) at beginning of year2023-06-30$0
Income. Dividends from preferred stock2023-06-30$0
Income. Dividends from common stock2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$9,554
Asset. Corporate debt instrument preferred debt at end of year2023-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$0
Contract administrator fees2023-06-30$1,567
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$0
Liabilities. Value of benefit claims payable at end of year2023-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-06-30$0
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$0
Aggregate carrying amount (costs) on sale of assets2023-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2023-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-06-30$0
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30MARYANOOV MADSEN & CAMPBELL
Accountancy firm EIN2023-06-30953178278
2022 : ANGEL VIEW 403(B) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Expenses. Interest paid2022-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-06-30$0
Total income from all sources (including contributions)2022-06-30$6,156
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$21,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$17,621
Expenses. Certain deemed distributions of participant loans2022-06-30$2,576
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$80,667
Value of total assets at end of year2022-06-30$503,674
Value of total assets at beginning of year2022-06-30$519,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,408
Total income from rents2022-06-30$0
Total interest from all sources2022-06-30$4,702
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$50,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$80,667
Participant contributions at end of year2022-06-30$21,650
Participant contributions at beginning of year2022-06-30$14,642
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$969
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-15,449
Value of net assets at end of year (total assets less liabilities)2022-06-30$503,674
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$519,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Investment advisory and management fees2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$351,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$374,510
Interest on participant loans2022-06-30$1,131
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$3,571
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$130,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$129,971
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,727
Net investment gain/loss from pooled separate accounts2022-06-30$-75,486
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$0
Assets. Invements in employer securities at beginning of year2022-06-30$0
Assets. Value of employer real property at end of year2022-06-30$0
Assets. Value of employer real property at beginning of year2022-06-30$0
Contributions received in cash from employer2022-06-30$0
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$17,621
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Contract administrator fees2022-06-30$439
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2022-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30MARYANOOV MADSEN & CAMPBELL
Accountancy firm EIN2022-06-30953178278
2021 : ANGEL VIEW 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$173,954
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$88,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$86,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$81,060
Value of total assets at end of year2021-06-30$519,123
Value of total assets at beginning of year2021-06-30$433,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,931
Total interest from all sources2021-06-30$5,006
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$50,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$81,060
Participant contributions at end of year2021-06-30$14,642
Participant contributions at beginning of year2021-06-30$24,860
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$85,398
Value of net assets at end of year (total assets less liabilities)2021-06-30$519,123
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$433,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$374,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$288,482
Interest on participant loans2021-06-30$1,256
Interest earned on other investments2021-06-30$3,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$129,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$120,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$7,812
Net investment gain/loss from pooled separate accounts2021-06-30$80,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$86,625
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30MARYANOOV MADSEN GORDON& CAMPBELL
Accountancy firm EIN2021-06-30953178278
2020 : ANGEL VIEW 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$87,892
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$45,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$43,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$75,653
Value of total assets at end of year2020-06-30$433,725
Value of total assets at beginning of year2020-06-30$391,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,156
Total interest from all sources2020-06-30$4,628
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$75,653
Participant contributions at end of year2020-06-30$24,860
Participant contributions at beginning of year2020-06-30$4,727
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Administrative expenses (other) incurred2020-06-30$2,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$41,930
Value of net assets at end of year (total assets less liabilities)2020-06-30$433,725
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$391,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$288,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$271,512
Interest on participant loans2020-06-30$1,205
Interest earned on other investments2020-06-30$3,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$120,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$115,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$144
Net investment gain/loss from pooled separate accounts2020-06-30$7,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$43,806
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MARYANOV MADSEN GORDON & CAMPBELL
Accountancy firm EIN2020-06-30953178278
2019 : ANGEL VIEW 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$71,519
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$72,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$70,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$54,089
Value of total assets at end of year2019-06-30$391,795
Value of total assets at beginning of year2019-06-30$393,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,039
Total interest from all sources2019-06-30$4,635
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$49,429
Participant contributions at end of year2019-06-30$4,727
Participant contributions at beginning of year2019-06-30$14,835
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$4,660
Administrative expenses (other) incurred2019-06-30$2,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-1,345
Value of net assets at end of year (total assets less liabilities)2019-06-30$391,795
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$393,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$271,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$242,005
Interest on participant loans2019-06-30$673
Interest earned on other investments2019-06-30$3,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$115,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$136,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$12,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$70,825
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MARYANOOV MADSEN GORDON & CAMPBELL
Accountancy firm EIN2019-06-30953178278
2018 : ANGEL VIEW 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$65,441
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$62,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$59,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$42,964
Value of total assets at end of year2018-06-30$393,140
Value of total assets at beginning of year2018-06-30$389,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,454
Total interest from all sources2018-06-30$4,809
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$42,964
Participant contributions at end of year2018-06-30$14,835
Participant contributions at beginning of year2018-06-30$9,009
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Administrative expenses (other) incurred2018-06-30$2,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,303
Value of net assets at end of year (total assets less liabilities)2018-06-30$393,140
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$389,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$242,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$238,583
Interest on participant loans2018-06-30$778
Interest earned on other investments2018-06-30$4,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$136,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$142,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$3,266
Net investment gain/loss from pooled separate accounts2018-06-30$14,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$59,684
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MARYANOV MADSEN GORDON & CAMPBELL
Accountancy firm EIN2018-06-30953178278
2017 : ANGEL VIEW 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$76,738
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$11,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$9,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$50,735
Value of total assets at end of year2017-06-30$389,837
Value of total assets at beginning of year2017-06-30$324,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,311
Total interest from all sources2017-06-30$3,876
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$50,735
Participant contributions at end of year2017-06-30$9,009
Participant contributions at beginning of year2017-06-30$12,015
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$77,102
Administrative expenses (other) incurred2017-06-30$2,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$64,964
Value of net assets at end of year (total assets less liabilities)2017-06-30$389,837
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$324,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$238,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$119,310
Interest earned on other investments2017-06-30$3,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$142,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$116,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$4,646
Net investment gain/loss from pooled separate accounts2017-06-30$17,481
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$9,463
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MARYANOV MADSEN GORDON & CAMPBELL
Accountancy firm EIN2017-06-30953178278
2016 : ANGEL VIEW 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$80,738
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$79,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$76,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$79,524
Value of total assets at end of year2016-06-30$324,873
Value of total assets at beginning of year2016-06-30$323,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,850
Total interest from all sources2016-06-30$5,795
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$35,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$12,015
Participant contributions at beginning of year2016-06-30$4,940
Assets. Other investments not covered elsewhere at end of year2016-06-30$77,102
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$114,180
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$3,268
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$39,375
Administrative expenses (other) incurred2016-06-30$2,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$1,294
Value of net assets at end of year (total assets less liabilities)2016-06-30$324,873
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$323,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$119,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$114,827
Interest on participant loans2016-06-30$352
Interest earned on other investments2016-06-30$2,297
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$3,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$116,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$89,632
Net investment gain/loss from pooled separate accounts2016-06-30$-4,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$76,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$37,219
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MARYANOV MADSEN GORDON & CAMPBELL
Accountancy firm EIN2016-06-30953178278
2015 : ANGEL VIEW 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$109,439
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$80,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$77,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$109,541
Value of total assets at end of year2015-06-30$323,579
Value of total assets at beginning of year2015-06-30$294,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,043
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$0
Amount contributed by the employer to the plan for this plan year2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$90,301
Participant contributions at end of year2015-06-30$4,940
Participant contributions at beginning of year2015-06-30$2,071
Assets. Other investments not covered elsewhere at end of year2015-06-30$114,180
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$165,410
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$19,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$9,240
Administrative expenses (other) incurred2015-06-30$3,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$28,947
Value of net assets at end of year (total assets less liabilities)2015-06-30$323,579
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$294,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$114,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$59,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$89,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$58,706
Net investment gain/loss from pooled separate accounts2015-06-30$-102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$77,449
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MARYANOV MADSEN GORDON & CAMPBELL
Accountancy firm EIN2015-06-30953178278
2014 : ANGEL VIEW 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$129,510
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$97,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$94,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$107,079
Value of total assets at end of year2014-06-30$294,632
Value of total assets at beginning of year2014-06-30$262,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,460
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30No
If this is an individual account plan, was there a blackout period2014-06-30No
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$0
Amount contributed by the employer to the plan for this plan year2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$81,391
Participant contributions at end of year2014-06-30$2,071
Participant contributions at beginning of year2014-06-30$929
Assets. Other investments not covered elsewhere at end of year2014-06-30$165,410
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$167,650
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$25,688
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$9,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Administrative expenses (other) incurred2014-06-30$2,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$32,193
Value of net assets at end of year (total assets less liabilities)2014-06-30$294,632
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$262,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$59,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$41,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$58,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$52,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$94,857
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30LUND & GUTTRY, LLP
Accountancy firm EIN2014-06-30952101327
2013 : ANGEL VIEW 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$62,039
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$4,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$50,249
Value of total assets at end of year2013-06-30$262,439
Value of total assets at beginning of year2013-06-30$204,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,607
Total interest from all sources2013-06-30$1,159
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30No
If this is an individual account plan, was there a blackout period2013-06-30No
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$44,843
Participant contributions at end of year2013-06-30$929
Participant contributions at beginning of year2013-06-30$0
Assets. Other investments not covered elsewhere at end of year2013-06-30$167,650
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$159,995
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$5,406
Other income not declared elsewhere2013-06-30$8,899
Administrative expenses (other) incurred2013-06-30$1,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$57,921
Value of net assets at end of year (total assets less liabilities)2013-06-30$262,439
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$204,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$41,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$21,351
Interest on participant loans2013-06-30$12
Interest earned on other investments2013-06-30$1,147
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$52,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$23,172
Net investment gain/loss from pooled separate accounts2013-06-30$1,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,511
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30LUND & GUTTRY, LLP
Accountancy firm EIN2013-06-30952101327
2012 : ANGEL VIEW 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$22,332
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$31,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$30,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$17,703
Value of total assets at end of year2012-06-30$204,518
Value of total assets at beginning of year2012-06-30$213,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$802
Total interest from all sources2012-06-30$317
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30Yes
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$17,703
Assets. Other investments not covered elsewhere at end of year2012-06-30$159,995
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$213,473
Other income not declared elsewhere2012-06-30$3,397
Administrative expenses (other) incurred2012-06-30$802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-8,955
Value of net assets at end of year (total assets less liabilities)2012-06-30$204,518
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$213,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$21,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$0
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$317
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$23,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$30,485
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30Yes
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30LUND & GUTTRY, LLP
Accountancy firm EIN2012-06-30952101327

Form 5500 Responses for ANGEL VIEW 403(B) PLAN

2022: ANGEL VIEW 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: ANGEL VIEW 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ANGEL VIEW 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: ANGEL VIEW 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: ANGEL VIEW 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: ANGEL VIEW 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: ANGEL VIEW 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: ANGEL VIEW 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: ANGEL VIEW 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: ANGEL VIEW 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: ANGEL VIEW 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: ANGEL VIEW 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number743146-01
Policy instance 1
Insurance contract or identification number743146-01
Number of Individuals Covered66
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $2,281
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $2,281
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number743146-01
Policy instance 1
Insurance contract or identification number743146-01
Number of Individuals Covered71
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $568
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $568
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752988
Policy instance 1
Insurance contract or identification numberGA-752988
Number of Individuals Covered73
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $2,023
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $2,023
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752988
Policy instance 1
Insurance contract or identification numberGA-752988
Number of Individuals Covered76
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,597
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $1,597
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752988
Policy instance 1
Insurance contract or identification numberGA-752988
Number of Individuals Covered70
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,480
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 $1,092
Amount paid for insurance broker fees0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752988
Policy instance 1
Insurance contract or identification numberGA-752988
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,572
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752988
Policy instance 1
Insurance contract or identification numberGA-752988
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,529
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 $1,529
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INV. SOLUTIONS INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752988
Policy instance 1
Insurance contract or identification numberGA-752988
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,427
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 $1,427
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INV. SOLUTIONS INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752988
Policy instance 1
Insurance contract or identification numberGA-752988
Number of Individuals Covered117
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,238
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 $1,238
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INV. SOLUTIONS INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752988
Policy instance 1
Insurance contract or identification numberGA-752988
Number of Individuals Covered90
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $616
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 $616
Insurance broker organization code?3
Insurance broker nameBBVA COMPASS INV. SOLUTIONS INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-752988
Policy instance 1
Insurance contract or identification numberGA-752988
Number of Individuals Covered52
Insurance policy start date2011-12-19
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $359
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

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