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COMMUNITY PARTNERS 403(B) PLAN 401k Plan overview

Plan NameCOMMUNITY PARTNERS 403(B) PLAN
Plan identification number 001

COMMUNITY PARTNERS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

BEHAVIORAL HEALTH & DEVELOPMENTAL SERVICES OF STRAFFORD COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BEHAVIORAL HEALTH & DEVELOPMENTAL SERVICES OF STRAFFORD COUNTY, INC.
Employer identification number (EIN):020366120
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY PARTNERS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01SUZANNE BAGDASARIAN2024-02-16
0012021-07-01SUZANNE BAGDASARIAN2023-01-31
0012020-07-01SUZANNE BAGDASARIAN2022-03-03
0012019-07-01SUZANNE BAGDASARIAN2021-04-01
0012018-07-01SUZANNE BAGDASARIAN2020-04-07
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01KATHLEEN STOCKER KATHLEEN STOCKER2016-03-08
0012013-07-01KATHLEEN STOCKER KATHLEEN STOCKER2015-04-09
0012012-07-01KATHLEEN STOCKER KATHLEEN STOCKER2014-01-24
0012011-07-01TAMMY R. SPEAR, SPHR TAMMY R. SPEAR, SPHR2013-01-16
0012010-07-01TAMMY R. SPEAR
0012009-07-01WANDA NADEAU

Plan Statistics for COMMUNITY PARTNERS 403(B) PLAN

401k plan membership statisitcs for COMMUNITY PARTNERS 403(B) PLAN

Measure Date Value
2022: COMMUNITY PARTNERS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01761
Total number of active participants reported on line 7a of the Form 55002022-07-01350
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01427
Total of all active and inactive participants2022-07-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-017
Total participants2022-07-01784
Number of participants with account balances2022-07-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0115
2021: COMMUNITY PARTNERS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01733
Total number of active participants reported on line 7a of the Form 55002021-07-01341
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01412
Total of all active and inactive participants2021-07-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-019
Total participants2021-07-01762
Number of participants with account balances2021-07-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0110
2020: COMMUNITY PARTNERS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01689
Total number of active participants reported on line 7a of the Form 55002020-07-01327
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01400
Total of all active and inactive participants2020-07-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-017
Total participants2020-07-01734
Number of participants with account balances2020-07-01703
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0120
2019: COMMUNITY PARTNERS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01667
Total number of active participants reported on line 7a of the Form 55002019-07-01315
Number of other retired or separated participants entitled to future benefits2019-07-01369
Total of all active and inactive participants2019-07-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-015
Total participants2019-07-01689
Number of participants with account balances2019-07-01660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0121
2018: COMMUNITY PARTNERS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01617
Total number of active participants reported on line 7a of the Form 55002018-07-01322
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01343
Total of all active and inactive participants2018-07-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-014
Total participants2018-07-01669
Number of participants with account balances2018-07-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0112
2017: COMMUNITY PARTNERS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01599
Total number of active participants reported on line 7a of the Form 55002017-07-01284
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01329
Total of all active and inactive participants2017-07-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-01617
Number of participants with account balances2017-07-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0120
2016: COMMUNITY PARTNERS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01574
Total number of active participants reported on line 7a of the Form 55002016-07-01321
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01274
Total of all active and inactive participants2016-07-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-01600
Number of participants with account balances2016-07-01562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-018
2015: COMMUNITY PARTNERS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01567
Total number of active participants reported on line 7a of the Form 55002015-07-01273
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01297
Total of all active and inactive participants2015-07-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-014
Total participants2015-07-01574
Number of participants with account balances2015-07-01516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: COMMUNITY PARTNERS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01503
Total number of active participants reported on line 7a of the Form 55002014-07-01355
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01207
Total of all active and inactive participants2014-07-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-015
Total participants2014-07-01567
Number of participants with account balances2014-07-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: COMMUNITY PARTNERS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01475
Total number of active participants reported on line 7a of the Form 55002013-07-01309
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01190
Total of all active and inactive participants2013-07-01499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-014
Total participants2013-07-01503
Number of participants with account balances2013-07-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: COMMUNITY PARTNERS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01507
Total number of active participants reported on line 7a of the Form 55002012-07-01325
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01178
Total of all active and inactive participants2012-07-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-015
Total participants2012-07-01508
Number of participants with account balances2012-07-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: COMMUNITY PARTNERS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01478
Total number of active participants reported on line 7a of the Form 55002011-07-01380
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01123
Total of all active and inactive participants2011-07-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-014
Total participants2011-07-01507
Number of participants with account balances2011-07-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: COMMUNITY PARTNERS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01506
Total number of active participants reported on line 7a of the Form 55002010-07-01300
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-01134
Total of all active and inactive participants2010-07-01435
Total participants2010-07-01435
Number of participants with account balances2010-07-01435
2009: COMMUNITY PARTNERS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01483
Total number of active participants reported on line 7a of the Form 55002009-07-01232
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01274
Total of all active and inactive participants2009-07-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01506
Number of participants with account balances2009-07-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on COMMUNITY PARTNERS 403(B) PLAN

Measure Date Value
2023 : COMMUNITY PARTNERS 403(B) PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$2,341,894
Total of all expenses incurred2023-06-30$756,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$735,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,175,849
Value of total assets at end of year2023-06-30$12,934,792
Value of total assets at beginning of year2023-06-30$11,349,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$21,546
Total interest from all sources2023-06-30$103,820
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$123,803
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$123,803
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
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$520,499
Participant contributions at end of year2023-06-30$34,149
Participant contributions at beginning of year2023-06-30$14,575
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$213,881
Administrative expenses (other) incurred2023-06-30$21,546
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
Value of net income/loss2023-06-30$1,585,288
Value of net assets at end of year (total assets less liabilities)2023-06-30$12,934,792
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$11,349,504
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$9,734,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$8,040,897
Value of interest in pooled separate accounts at end of year2023-06-30$635,782
Value of interest in pooled separate accounts at beginning of year2023-06-30$705,301
Interest on participant loans2023-06-30$2,006
Interest earned on other investments2023-06-30$101,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$2,530,808
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$2,588,731
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$171,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,002,534
Net investment gain/loss from pooled separate accounts2023-06-30$-64,112
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
Contributions received in cash from employer2023-06-30$441,469
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$563,396
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2023-06-30010523282
2022 : COMMUNITY PARTNERS 403(B) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-400,245
Total of all expenses incurred2022-06-30$621,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$601,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$883,908
Value of total assets at end of year2022-06-30$11,349,504
Value of total assets at beginning of year2022-06-30$12,371,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$20,494
Total interest from all sources2022-06-30$85,875
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$161,978
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$161,978
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
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$484,724
Participant contributions at end of year2022-06-30$14,575
Participant contributions at beginning of year2022-06-30$12,681
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$3,510
Administrative expenses (other) incurred2022-06-30$20,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,022,014
Value of net assets at end of year (total assets less liabilities)2022-06-30$11,349,504
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,371,518
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,040,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$9,267,580
Value of interest in pooled separate accounts at end of year2022-06-30$705,301
Value of interest in pooled separate accounts at beginning of year2022-06-30$574,477
Interest on participant loans2022-06-30$553
Interest earned on other investments2022-06-30$85,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,588,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,516,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-1,663,835
Net investment gain/loss from pooled separate accounts2022-06-30$131,829
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
Contributions received in cash from employer2022-06-30$395,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$601,275
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
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2022-06-30010523282
2021 : COMMUNITY PARTNERS 403(B) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$3,237,615
Total of all expenses incurred2021-06-30$553,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$535,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$983,962
Value of total assets at end of year2021-06-30$12,371,518
Value of total assets at beginning of year2021-06-30$9,687,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$17,255
Total interest from all sources2021-06-30$84,269
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$73,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$73,898
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
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$404,743
Participant contributions at end of year2021-06-30$12,681
Participant contributions at beginning of year2021-06-30$3,630
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$141,125
Administrative expenses (other) incurred2021-06-30$17,255
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$2,684,456
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,371,518
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$9,687,062
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$9,267,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$6,675,804
Value of interest in pooled separate accounts at end of year2021-06-30$574,477
Value of interest in pooled separate accounts at beginning of year2021-06-30$540,643
Interest on participant loans2021-06-30$491
Interest earned on other investments2021-06-30$83,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,516,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$2,466,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,059,265
Net investment gain/loss from pooled separate accounts2021-06-30$36,221
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$438,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$535,904
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 plan2021-06-30Unqualified
Accountancy firm name2021-06-30BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2021-06-30010523282
2020 : COMMUNITY PARTNERS 403(B) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$1,278,167
Total of all expenses incurred2020-06-30$1,373,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,362,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$828,130
Value of total assets at end of year2020-06-30$9,687,062
Value of total assets at beginning of year2020-06-30$9,782,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$11,329
Total interest from all sources2020-06-30$87,586
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$53,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$53,105
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$392,517
Participant contributions at end of year2020-06-30$3,630
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$60,141
Administrative expenses (other) incurred2020-06-30$11,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-95,824
Value of net assets at end of year (total assets less liabilities)2020-06-30$9,687,062
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,782,886
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$6,675,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$6,455,808
Value of interest in pooled separate accounts at end of year2020-06-30$540,643
Value of interest in pooled separate accounts at beginning of year2020-06-30$663,943
Interest on participant loans2020-06-30$79
Interest earned on other investments2020-06-30$87,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$2,466,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$2,663,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$302,167
Net investment gain/loss from pooled separate accounts2020-06-30$7,179
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$375,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,362,662
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 name2020-06-30BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2020-06-30010523282
2019 : COMMUNITY PARTNERS 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$1,171,137
Total of all expenses incurred2019-06-30$1,277,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,268,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$693,343
Value of total assets at end of year2019-06-30$9,782,886
Value of total assets at beginning of year2019-06-30$9,888,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$8,804
Total interest from all sources2019-06-30$96,299
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$48,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$48,203
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$389,993
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$14,973
Administrative expenses (other) incurred2019-06-30$8,804
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-106,100
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,782,886
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,888,986
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$6,455,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$6,383,667
Value of interest in pooled separate accounts at end of year2019-06-30$663,943
Value of interest in pooled separate accounts at beginning of year2019-06-30$709,165
Interest earned on other investments2019-06-30$96,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$2,663,135
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,796,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$298,817
Net investment gain/loss from pooled separate accounts2019-06-30$34,475
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$288,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,268,433
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 name2019-06-30BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2019-06-30010523282
2018 : COMMUNITY PARTNERS 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$1,353,219
Total of all expenses incurred2018-06-30$388,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$381,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$653,480
Value of total assets at end of year2018-06-30$9,888,986
Value of total assets at beginning of year2018-06-30$8,923,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$6,477
Total interest from all sources2018-06-30$94,484
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$28,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$28,160
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$302,684
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$31,320
Administrative expenses (other) incurred2018-06-30$6,477
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$964,999
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,888,986
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,923,987
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$6,383,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,587,371
Value of interest in pooled separate accounts at end of year2018-06-30$709,165
Value of interest in pooled separate accounts at beginning of year2018-06-30$709,371
Interest earned on other investments2018-06-30$94,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,796,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,627,245
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$3,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$542,570
Net investment gain/loss from pooled separate accounts2018-06-30$34,525
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$319,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$378,140
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 name2018-06-30BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2018-06-30010523282
2017 : COMMUNITY PARTNERS 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$1,525,154
Total of all expenses incurred2017-06-30$359,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$356,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$721,252
Value of total assets at end of year2017-06-30$8,923,987
Value of total assets at beginning of year2017-06-30$7,758,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,897
Total interest from all sources2017-06-30$92,069
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$12,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$12,786
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$304,980
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$122,821
Administrative expenses (other) incurred2017-06-30$2,897
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$1,165,517
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,923,987
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,758,470
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$5,587,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,697,920
Value of interest in pooled separate accounts at end of year2017-06-30$709,371
Value of interest in pooled separate accounts at beginning of year2017-06-30$694,295
Interest earned on other investments2017-06-30$92,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,627,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,366,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$672,075
Net investment gain/loss from pooled separate accounts2017-06-30$26,972
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
Contributions received in cash from employer2017-06-30$293,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$356,740
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 name2017-06-30BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2017-06-30010523282
2016 : COMMUNITY PARTNERS 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$370,893
Total of all expenses incurred2016-06-30$370,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$369,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$319,174
Value of total assets at end of year2016-06-30$7,758,470
Value of total assets at beginning of year2016-06-30$7,757,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$800
Total interest from all sources2016-06-30$81,223
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$3,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$3,402
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
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
Contributions received from participants2016-06-30$293,288
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$7,057
Administrative expenses (other) incurred2016-06-30$800
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$535
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,758,470
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,757,935
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$4,697,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,904,243
Value of interest in pooled separate accounts at end of year2016-06-30$694,295
Value of interest in pooled separate accounts at beginning of year2016-06-30$669,025
Interest earned on other investments2016-06-30$81,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,366,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,184,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-78,985
Net investment gain/loss from pooled separate accounts2016-06-30$46,079
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$18,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$369,558
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 name2016-06-30BERRY DUNN MCNEIL & PARKER
Accountancy firm EIN2016-06-30010523282
2015 : COMMUNITY PARTNERS 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$897,305
Total of all expenses incurred2015-06-30$358,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$358,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$547,519
Value of total assets at end of year2015-06-30$7,757,935
Value of total assets at beginning of year2015-06-30$7,218,862
Total interest from all sources2015-06-30$75,922
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$282,885
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$1,325
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$539,073
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,757,935
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,218,862
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$4,904,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$4,578,608
Value of interest in pooled separate accounts at end of year2015-06-30$669,025
Value of interest in pooled separate accounts at beginning of year2015-06-30$583,990
Interest on participant loans2015-06-30$2
Interest earned on other investments2015-06-30$75,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,184,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,056,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$210,041
Net investment gain/loss from pooled separate accounts2015-06-30$63,823
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
Contributions received in cash from employer2015-06-30$263,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$358,232
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 name2015-06-30BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2015-06-30010523282
2014 : COMMUNITY PARTNERS 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,440,348
Total of all expenses incurred2014-06-30$345,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$345,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$549,099
Value of total assets at end of year2014-06-30$7,218,862
Value of total assets at beginning of year2014-06-30$6,124,360
Total interest from all sources2014-06-30$74,496
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 bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$259,781
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$70,816
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$1,094,502
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,218,862
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,124,360
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$4,578,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$3,684,707
Value of interest in pooled separate accounts at end of year2014-06-30$583,990
Value of interest in pooled separate accounts at beginning of year2014-06-30$496,737
Interest earned on other investments2014-06-30$74,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,056,264
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,942,916
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$171,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$760,208
Net investment gain/loss from pooled separate accounts2014-06-30$56,545
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$218,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$174,539
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 name2014-06-30BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2014-06-30010523282
2013 : COMMUNITY PARTNERS 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,069,892
Total of all expenses incurred2013-06-30$556,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$556,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$473,427
Value of total assets at end of year2013-06-30$6,124,360
Value of total assets at beginning of year2013-06-30$5,611,123
Total interest from all sources2013-06-30$67,337
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 bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$246,368
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$513,237
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,124,360
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,611,123
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$3,684,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$3,374,780
Value of interest in pooled separate accounts at end of year2013-06-30$496,737
Value of interest in pooled separate accounts at beginning of year2013-06-30$455,864
Interest earned on other investments2013-06-30$67,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,942,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,780,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$488,906
Net investment gain/loss from pooled separate accounts2013-06-30$40,222
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$227,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$556,655
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 name2013-06-30BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2013-06-30010523282
2012 : COMMUNITY PARTNERS 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$637,339
Total of all expenses incurred2012-06-30$270,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$270,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$512,959
Value of total assets at end of year2012-06-30$5,611,123
Value of total assets at beginning of year2012-06-30$5,243,959
Total interest from all sources2012-06-30$62,282
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 bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$282,699
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$9,453
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$367,164
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,611,123
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,243,959
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$3,374,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$3,237,609
Value of interest in pooled separate accounts at end of year2012-06-30$455,864
Value of interest in pooled separate accounts at beginning of year2012-06-30$404,854
Interest earned on other investments2012-06-30$62,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,780,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,601,496
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$11,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$16,908
Net investment gain/loss from pooled separate accounts2012-06-30$45,190
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
Contributions received in cash from employer2012-06-30$220,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$258,961
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 name2012-06-30BERRY DUNN MCNEIL & PARKER, LLC
Accountancy firm EIN2012-06-30010523282
2011 : COMMUNITY PARTNERS 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$1,312,095
Total of all expenses incurred2011-06-30$94,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$94,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$615,913
Value of total assets at end of year2011-06-30$5,243,959
Value of total assets at beginning of year2011-06-30$4,025,941
Total interest from all sources2011-06-30$53,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$284,697
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$103,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,218,018
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,243,959
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,025,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$3,224,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,355,242
Value of interest in pooled separate accounts at end of year2011-06-30$404,854
Value of interest in pooled separate accounts at beginning of year2011-06-30$232,685
Interest earned on other investments2011-06-30$53,666
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,601,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,425,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$590,850
Net investment gain/loss from pooled separate accounts2011-06-30$51,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$227,962
Employer contributions (assets) at end of year2011-06-30$12,691
Employer contributions (assets) at beginning of year2011-06-30$12,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$94,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CARON AND BLETZER, PLLC
Accountancy firm EIN2011-06-30043499945
2010 : COMMUNITY PARTNERS 403(B) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for COMMUNITY PARTNERS 403(B) PLAN

2022: COMMUNITY PARTNERS 403(B) PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
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: COMMUNITY PARTNERS 403(B) PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
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: COMMUNITY PARTNERS 403(B) PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: COMMUNITY PARTNERS 403(B) PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: COMMUNITY PARTNERS 403(B) PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: COMMUNITY PARTNERS 403(B) PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: COMMUNITY PARTNERS 403(B) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: COMMUNITY PARTNERS 403(B) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: COMMUNITY PARTNERS 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: COMMUNITY PARTNERS 403(B) PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: COMMUNITY PARTNERS 403(B) PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: COMMUNITY PARTNERS 403(B) PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: COMMUNITY PARTNERS 403(B) PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: COMMUNITY PARTNERS 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500788
Policy instance 1
Insurance contract or identification number500788
Number of Individuals Covered383
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500788
Policy instance 1
Insurance contract or identification number500788
Number of Individuals Covered395
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500788
Policy instance 1
Insurance contract or identification number500788
Number of Individuals Covered401
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500788
Policy instance 1
Insurance contract or identification number500788
Number of Individuals Covered418
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500788
Policy instance 1
Insurance contract or identification number500788
Number of Individuals Covered431
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500788
Policy instance 1
Insurance contract or identification number500788
Number of Individuals Covered446
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500788
Policy instance 1
Insurance contract or identification number500788
Number of Individuals Covered504
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500788
Policy instance 1
Insurance contract or identification number500788
Number of Individuals Covered528
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369184
Policy instance 1
Insurance contract or identification number369184
Number of Individuals Covered470
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369184
Policy instance 1
Insurance contract or identification number369184
Number of Individuals Covered459
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369184
Policy instance 1
Insurance contract or identification number369184
Number of Individuals Covered471
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369185
Policy instance 2
Insurance contract or identification number369185
Number of Individuals Covered154
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369184
Policy instance 1
Insurance contract or identification number369184
Number of Individuals Covered425
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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