?>
Logo

BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameBAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN
Plan identification number 002

BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

BAY COVE HUMAN SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BAY COVE HUMAN SERVICES, INC.
Employer identification number (EIN):042518575
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-07-01KERRY OLLEN2020-09-14 KERRY OLLEN2020-09-14
0022018-07-01
0022017-07-01KERRY OLLEN KERRY OLLEN2019-02-05
0022016-07-01KERRY OLLEN KERRY OLLEN2018-01-29
0022015-07-01KERRY HORGOS KERRY HORGOS2017-03-18
0022014-07-01KERRY HORGOS KERRY HORGOS2016-01-12
0022013-07-01KERRY HORGOS KERRY HORGOS2015-04-13
0022012-07-01KERRY HORGOS KERRY HORGOS2014-11-10
0022011-07-01KERRY HORGOS KERRY HORGOS2014-11-10
0022010-07-01KERRY HORGOS

Plan Statistics for BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2018: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01125
Total number of active participants reported on line 7a of the Form 55002018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0149
Total of all active and inactive participants2018-07-0149
Total participants2018-07-0149
Number of participants with account balances2018-07-0149
2017: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01133
Total number of active participants reported on line 7a of the Form 55002017-07-01125
Total of all active and inactive participants2017-07-01125
Total participants2017-07-01125
Number of participants with account balances2017-07-0172
2016: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01133
Total number of active participants reported on line 7a of the Form 55002016-07-01133
Total of all active and inactive participants2016-07-01133
Total participants2016-07-01133
Number of participants with account balances2016-07-01133
2015: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01133
Total number of active participants reported on line 7a of the Form 55002015-07-01133
Total of all active and inactive participants2015-07-01133
Total participants2015-07-01133
Number of participants with account balances2015-07-01133
2014: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01137
Total number of active participants reported on line 7a of the Form 55002014-07-01133
Total of all active and inactive participants2014-07-01133
Total participants2014-07-01133
Number of participants with account balances2014-07-01133
2013: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01132
Total number of active participants reported on line 7a of the Form 55002013-07-01137
Total of all active and inactive participants2013-07-01137
Total participants2013-07-01137
Number of participants with account balances2013-07-01137
2012: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01138
Total number of active participants reported on line 7a of the Form 55002012-07-01132
Total of all active and inactive participants2012-07-01132
Total participants2012-07-01132
Number of participants with account balances2012-07-0192
2011: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01138
Total number of active participants reported on line 7a of the Form 55002011-07-01138
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 participants2011-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01138
Number of participants with account balances2011-07-0198
2010: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01107
Total number of active participants reported on line 7a of the Form 55002010-07-01138
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01138
Number of participants with account balances2010-07-01103

Financial Data on BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2019 : BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$5,493
Total unrealized appreciation/depreciation of assets2019-06-30$5,493
Total transfer of assets from this plan2019-06-30$167,256
Total income from all sources (including contributions)2019-06-30$72,132
Total of all expenses incurred2019-06-30$502,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$502,658
Value of total assets at end of year2019-06-30$905,622
Value of total assets at beginning of year2019-06-30$1,503,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$167,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-430,526
Value of net assets at end of year (total assets less liabilities)2019-06-30$905,622
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,503,404
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 pooled separate accounts at end of year2019-06-30$639,131
Value of interest in pooled separate accounts at beginning of year2019-06-30$892,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$266,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$443,599
Net investment gain/loss from pooled separate accounts2019-06-30$66,639
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$502,658
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
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 name2019-06-30KEVIN P MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2019-06-30043097400
2018 : BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$6,565
Total unrealized appreciation/depreciation of assets2018-06-30$6,565
Total income from all sources (including contributions)2018-06-30$99,612
Total of all expenses incurred2018-06-30$251,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$251,207
Value of total assets at end of year2018-06-30$1,503,404
Value of total assets at beginning of year2018-06-30$1,654,999
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$2,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$167,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$167,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-151,595
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,503,404
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,654,999
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 pooled separate accounts at end of year2018-06-30$892,549
Value of interest in pooled separate accounts at beginning of year2018-06-30$959,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$443,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$528,322
Net investment gain/loss from pooled separate accounts2018-06-30$93,047
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$251,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
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 name2018-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2018-06-30043097400
2017 : BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$15,244
Total unrealized appreciation/depreciation of assets2017-06-30$15,244
Total income from all sources (including contributions)2017-06-30$142,712
Total of all expenses incurred2017-06-30$35,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$35,251
Value of total assets at end of year2017-06-30$1,654,999
Value of total assets at beginning of year2017-06-30$1,547,538
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$2,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$167,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$167,256
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$107,461
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,654,999
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,547,538
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 pooled separate accounts at end of year2017-06-30$959,421
Value of interest in pooled separate accounts at beginning of year2017-06-30$845,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$528,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$534,341
Net investment gain/loss from pooled separate accounts2017-06-30$127,468
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$35,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
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 name2017-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2017-06-30043097400
2016 : BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$15,756
Total unrealized appreciation/depreciation of assets2016-06-30$15,756
Total income from all sources (including contributions)2016-06-30$2,564
Total of all expenses incurred2016-06-30$12,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$12,538
Value of total assets at end of year2016-06-30$1,547,538
Value of total assets at beginning of year2016-06-30$1,557,512
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$2,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$167,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$167,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-9,974
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,547,538
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,557,512
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 pooled separate accounts at end of year2016-06-30$845,941
Value of interest in pooled separate accounts at beginning of year2016-06-30$871,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$534,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$518,551
Net investment gain/loss from pooled separate accounts2016-06-30$-13,192
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$12,538
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
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 name2016-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2016-06-30043097400
2015 : BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$15,631
Total unrealized appreciation/depreciation of assets2015-06-30$15,631
Total income from all sources (including contributions)2015-06-30$45,159
Total of all expenses incurred2015-06-30$48,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$48,464
Value of total assets at end of year2015-06-30$1,557,512
Value of total assets at beginning of year2015-06-30$1,560,817
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$2,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$167,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$167,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-3,305
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,557,512
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,560,817
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 pooled separate accounts at end of year2015-06-30$871,705
Value of interest in pooled separate accounts at beginning of year2015-06-30$865,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$518,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$527,879
Net investment gain/loss from pooled separate accounts2015-06-30$29,528
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$48,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
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 name2015-06-30KEVIN P. MARTIN AND ASSOCIATES, P.C
Accountancy firm EIN2015-06-30043097400
2014 : BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$15,728
Total unrealized appreciation/depreciation of assets2014-06-30$15,728
Total income from all sources (including contributions)2014-06-30$156,180
Total of all expenses incurred2014-06-30$30,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$30,501
Value of total assets at end of year2014-06-30$1,560,817
Value of total assets at beginning of year2014-06-30$1,435,138
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$2,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$167,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$167,256
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$125,679
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,560,817
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$1,435,138
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 pooled separate accounts at end of year2014-06-30$865,682
Value of interest in pooled separate accounts at beginning of year2014-06-30$737,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$527,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$530,773
Net investment gain/loss from pooled separate accounts2014-06-30$140,452
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$30,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
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 name2014-06-30KEVIN P. MARTIN AND ASSOCIATES, P.C
Accountancy firm EIN2014-06-30043097400
2013 : BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$15,758
Total unrealized appreciation/depreciation of assets2013-06-30$15,758
Total income from all sources (including contributions)2013-06-30$113,194
Total of all expenses incurred2013-06-30$42,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$42,839
Value of total assets at end of year2013-06-30$1,435,138
Value of total assets at beginning of year2013-06-30$1,364,783
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$2,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$167,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$167,256
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$70,355
Value of net assets at end of year (total assets less liabilities)2013-06-30$1,435,138
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$1,364,783
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 pooled separate accounts at end of year2013-06-30$737,109
Value of interest in pooled separate accounts at beginning of year2013-06-30$678,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$530,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$518,959
Net investment gain/loss from pooled separate accounts2013-06-30$97,436
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$42,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
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 name2013-06-30KEVIN P. MARTIN AND ASSOCIATES, P.C
Accountancy firm EIN2013-06-30043097400
2012 : BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$15,421
Total unrealized appreciation/depreciation of assets2012-06-30$15,421
Total income from all sources (including contributions)2012-06-30$1,962,570
Total of all expenses incurred2012-06-30$714,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$701,470
Expenses. Certain deemed distributions of participant loans2012-06-30$13,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,012,661
Value of total assets at end of year2012-06-30$10,694,789
Value of total assets at beginning of year2012-06-30$9,446,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$81
Total interest from all sources2012-06-30$3,351
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$2,000,000
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$1,096,957
Participant contributions at end of year2012-06-30$97,131
Participant contributions at beginning of year2012-06-30$54,386
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$20,589
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$31,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$167,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$167,256
Administrative expenses (other) incurred2012-06-30$81
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$1,247,923
Value of net assets at end of year (total assets less liabilities)2012-06-30$10,694,789
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$9,446,866
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 pooled separate accounts at end of year2012-06-30$7,182,967
Value of interest in pooled separate accounts at beginning of year2012-06-30$6,891,278
Interest on participant loans2012-06-30$3,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,098,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$2,358,102
Net investment gain/loss from pooled separate accounts2012-06-30$-53,442
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$884,190
Employer contributions (assets) at end of year2012-06-30$316,299
Employer contributions (assets) at beginning of year2012-06-30$122,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$701,470
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
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 name2012-06-30ERCOLINI & COMPANY LLP
Accountancy firm EIN2012-06-30042549813
2011 : BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$14,925
Total unrealized appreciation/depreciation of assets2011-06-30$14,925
Total transfer of assets to this plan2011-06-30$5,893,114
Total income from all sources (including contributions)2011-06-30$3,028,727
Total of all expenses incurred2011-06-30$588,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$572,582
Expenses. Certain deemed distributions of participant loans2011-06-30$15,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,601,264
Value of total assets at end of year2011-06-30$9,446,866
Value of total assets at beginning of year2011-06-30$1,113,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$120
Total interest from all sources2011-06-30$2,198
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$2,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$955,654
Participant contributions at end of year2011-06-30$54,386
Participant contributions at end of year2011-06-30$20,589
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$159,502
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$167,256
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$167,256
Administrative expenses (other) incurred2011-06-30$120
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$2,440,049
Value of net assets at end of year (total assets less liabilities)2011-06-30$9,446,866
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,113,703
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 pooled separate accounts at end of year2011-06-30$6,891,278
Value of interest in pooled separate accounts at beginning of year2011-06-30$619,215
Interest on participant loans2011-06-30$2,198
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$2,358,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$494,012
Net investment gain/loss from pooled separate accounts2011-06-30$1,425,265
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$486,108
Employer contributions (assets) at end of year2011-06-30$122,511
Employer contributions (assets) at beginning of year2011-06-30$476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$572,582
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 name2011-06-30ERCOLINI & COMPANY LLP
Accountancy firm EIN2011-06-30042549813

Form 5500 Responses for BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN

2018: BAY COVE HUMAN SERVICES, INC. RETIREMENT 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: BAY COVE HUMAN SERVICES, INC. RETIREMENT 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: BAY COVE HUMAN SERVICES, INC. RETIREMENT 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: BAY COVE HUMAN SERVICES, INC. RETIREMENT 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: BAY COVE HUMAN SERVICES, INC. RETIREMENT 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: BAY COVE HUMAN SERVICES, INC. RETIREMENT 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: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
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: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
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: BAY COVE HUMAN SERVICES, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664159
Policy instance 1
Insurance contract or identification number664159
Number of Individuals Covered49
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,883
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1883
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664159
Policy instance 1
Insurance contract or identification number664159
Number of Individuals Covered72
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $2,165
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6900
Policy instance 1
Insurance contract or identification numberVF6900
Number of Individuals Covered86
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $1,342
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1342
Insurance broker organization code?3
Insurance broker nameBARRY PERKINS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6900
Policy instance 1
Insurance contract or identification numberVF6900
Number of Individuals Covered89
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,375
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1375
Insurance broker organization code?3
Insurance broker nameBARRY PERKINS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6900
Policy instance 1
Insurance contract or identification numberVF6900
Number of Individuals Covered92
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,324
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1324
Insurance broker organization code?3
Insurance broker nameBARRY PERKINS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6900
Policy instance 1
Insurance contract or identification numberVF6900
Number of Individuals Covered98
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,256
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1256
Insurance broker organization code?3
Insurance broker nameBARRY PERKINS
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6900
Policy instance 1
Insurance contract or identification numberVF6900
Number of Individuals Covered103
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,202
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF6900
Policy instance 1
Insurance contract or identification numberVF6900
Number of Individuals Covered109
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $1,887
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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

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

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3