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401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 401k Plan overview

Plan Name401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC.
Plan identification number 001

401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE EDINBURG CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE EDINBURG CENTER, INC.
Employer identification number (EIN):042611055
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01TODD MAIO TODD MAIO2018-01-25
0012015-07-01TODD MAIO TODD MAIO2017-01-27
0012014-07-01TODD MAIO TODD MAIO2016-01-30
0012013-07-01TODD MAIO
0012012-07-01TODD MAIO TODD MAIO2014-04-15
0012011-07-01TODD MAIO TODD MAIO2013-04-12
0012011-01-01TODD MAIO2014-09-26
0012010-07-01PAUL COTE PAUL COTE2012-04-17
0012010-01-01KATIE COLBY2012-07-09
0012009-07-01PAUL COTE PAUL COTE2011-04-15
0012008-01-01KATIE COLBY
0012007-01-01KATIE COLBY

Plan Statistics for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC.

401k plan membership statisitcs for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC.

Measure Date Value
2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01398
Total number of active participants reported on line 7a of the Form 55002021-07-01391
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0193
Total of all active and inactive participants2021-07-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01484
Number of participants with account balances2021-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01217
Total number of active participants reported on line 7a of the Form 55002020-07-01142
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0186
Total of all active and inactive participants2020-07-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-016
Total participants2020-07-01234
Number of participants with account balances2020-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-011
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01202
Total number of active participants reported on line 7a of the Form 55002019-07-01120
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0190
Total of all active and inactive participants2019-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-017
Total participants2019-07-01217
Number of participants with account balances2019-07-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01428
Total number of active participants reported on line 7a of the Form 55002018-07-01170
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0129
Total of all active and inactive participants2018-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-01202
Number of participants with account balances2018-07-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-014
2017: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01439
Total number of active participants reported on line 7a of the Form 55002017-07-01317
Number of retired or separated participants receiving benefits2017-07-014
Number of other retired or separated participants entitled to future benefits2017-07-01107
Total of all active and inactive participants2017-07-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01428
Number of participants with account balances2017-07-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01413
Total number of active participants reported on line 7a of the Form 55002016-07-01329
Number of retired or separated participants receiving benefits2016-07-014
Number of other retired or separated participants entitled to future benefits2016-07-0198
Total of all active and inactive participants2016-07-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01431
Number of participants with account balances2016-07-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01491
Total number of active participants reported on line 7a of the Form 55002015-07-01301
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-01102
Total of all active and inactive participants2015-07-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01406
Number of participants with account balances2015-07-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-012
2014: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01440
Total number of active participants reported on line 7a of the Form 55002014-07-01394
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-0195
Total of all active and inactive participants2014-07-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01491
Number of participants with account balances2014-07-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01418
Total number of active participants reported on line 7a of the Form 55002013-07-01330
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01100
Total of all active and inactive participants2013-07-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01430
Number of participants with account balances2013-07-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01253
Total number of active participants reported on line 7a of the Form 55002012-07-01323
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-01101
Total of all active and inactive participants2012-07-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01425
Number of participants with account balances2012-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-014
2011: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01272
Total number of active participants reported on line 7a of the Form 55002011-07-01170
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0183
Total of all active and inactive participants2011-07-01253
Total participants2011-07-01253
Number of participants with account balances2011-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-018
2010: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-01250
Total number of active participants reported on line 7a of the Form 55002010-07-01186
Number of other retired or separated participants entitled to future benefits2010-07-0181
Total of all active and inactive participants2010-07-01267
Total participants2010-07-01267
Number of participants with account balances2010-07-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-019
2009: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01240
Total number of active participants reported on line 7a of the Form 55002009-07-01181
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0167
Total of all active and inactive participants2009-07-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01248
Number of participants with account balances2009-07-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015
2008: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2008 401k membership
Total of all active and inactive participants2008-01-010
Total participants2008-01-010

Financial Data on 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC.

Measure Date Value
2022 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$11,115
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-526,632
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$77,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$75,116
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$416,997
Value of total assets at end of year2022-06-30$6,774,428
Value of total assets at beginning of year2022-06-30$7,367,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,969
Total interest from all sources2022-06-30$295
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$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$407,462
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$9,535
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$1,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-603,717
Value of net assets at end of year (total assets less liabilities)2022-06-30$6,774,428
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$7,367,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$0
Value of interest in pooled separate accounts at end of year2022-06-30$6,720,419
Value of interest in pooled separate accounts at beginning of year2022-06-30$7,321,088
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$295
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$54,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$45,942
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-943,924
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$75,116
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30COHNREZNICK LLP
Accountancy firm EIN2022-06-30221478099
2021 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,826,838
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$237,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$215,710
Expenses. Certain deemed distributions of participant loans2021-06-30$20,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$364,378
Value of total assets at end of year2021-06-30$7,615,762
Value of total assets at beginning of year2021-06-30$6,026,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$1,287
Total interest from all sources2021-06-30$2,676
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$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$351,975
Participant contributions at end of year2021-06-30$25,761
Participant contributions at beginning of year2021-06-30$58,149
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$12,403
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$1,287
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$1,589,554
Value of net assets at end of year (total assets less liabilities)2021-06-30$7,615,762
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,026,208
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$7,514,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,891,632
Interest on participant loans2021-06-30$1,934
Interest earned on other investments2021-06-30$742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$75,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$76,427
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,459,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$215,710
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30COHNREZNICK LLP
Accountancy firm EIN2021-06-30221478099
2020 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,010,002
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$258,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$256,377
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,897,011
Value of total assets at end of year2020-06-30$6,026,207
Value of total assets at beginning of year2020-06-30$4,274,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,245
Total interest from all sources2020-06-30$3,696
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$318,124
Participant contributions at end of year2020-06-30$58,148
Participant contributions at beginning of year2020-06-30$50,123
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,578,887
Other income not declared elsewhere2020-06-30$185
Administrative expenses (other) incurred2020-06-30$2,245
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$1,751,380
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,026,207
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,274,827
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$5,891,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$4,036,118
Interest on participant loans2020-06-30$2,876
Interest earned on other investments2020-06-30$820
Value of interest in common/collective trusts at end of year2020-06-30$0
Value of interest in common/collective trusts at beginning of year2020-06-30$159,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$76,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$28,791
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$109,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$256,377
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 name2020-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2020-06-30043097400
2019 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$803,020
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$567,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$558,391
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$570,542
Value of total assets at end of year2019-06-30$4,274,827
Value of total assets at beginning of year2019-06-30$4,038,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$8,680
Total interest from all sources2019-06-30$3,386
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$299,898
Participant contributions at end of year2019-06-30$50,123
Participant contributions at beginning of year2019-06-30$85,928
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$12,581
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$270,644
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$3,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$286
Other income not declared elsewhere2019-06-30$72,349
Administrative expenses (other) incurred2019-06-30$1,282
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$235,949
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,274,827
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,038,878
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$4,036,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,543,600
Interest on participant loans2019-06-30$3,109
Interest earned on other investments2019-06-30$277
Value of interest in common/collective trusts at end of year2019-06-30$159,795
Value of interest in common/collective trusts at beginning of year2019-06-30$396,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$28,791
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-4,826
Net investment gain/loss from pooled separate accounts2019-06-30$161,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$554,822
Contract administrator fees2019-06-30$7,398
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 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$709,412
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$117,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$86,038
Expenses. Certain deemed distributions of participant loans2018-06-30$8,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$321,304
Value of total assets at end of year2018-06-30$4,038,878
Value of total assets at beginning of year2018-06-30$3,447,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$23,028
Total interest from all sources2018-06-30$3,206
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$700,000
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$312,615
Participant contributions at end of year2018-06-30$85,928
Participant contributions at beginning of year2018-06-30$84,697
Participant contributions at end of year2018-06-30$12,581
Participant contributions at beginning of year2018-06-30$11,679
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$8,689
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$129
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$591,614
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,038,878
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,447,264
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$3,543,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$2,985,025
Interest on participant loans2018-06-30$3,206
Value of interest in common/collective trusts at end of year2018-06-30$396,483
Value of interest in common/collective trusts at beginning of year2018-06-30$365,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$380,444
Net investment gain or loss from common/collective trusts2018-06-30$4,458
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$86,038
Contract administrator fees2018-06-30$23,028
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 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$717,575
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$179,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$159,183
Expenses. Certain deemed distributions of participant loans2017-06-30$1,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$297,769
Value of total assets at end of year2017-06-30$3,447,264
Value of total assets at beginning of year2017-06-30$2,908,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$18,707
Total interest from all sources2017-06-30$3,340
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$700,000
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$288,238
Participant contributions at end of year2017-06-30$84,697
Participant contributions at beginning of year2017-06-30$85,402
Participant contributions at end of year2017-06-30$11,679
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$9,531
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$129
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$538,473
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,447,264
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$2,908,791
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$2,985,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$2,435,831
Interest on participant loans2017-06-30$3,340
Value of interest in common/collective trusts at end of year2017-06-30$365,734
Value of interest in common/collective trusts at beginning of year2017-06-30$387,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$412,698
Net investment gain or loss from common/collective trusts2017-06-30$3,768
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$159,183
Contract administrator fees2017-06-30$18,707
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 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$169,655
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,059,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,036,194
Expenses. Certain deemed distributions of participant loans2016-06-30$4,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$228,834
Value of total assets at end of year2016-06-30$2,908,791
Value of total assets at beginning of year2016-06-30$3,798,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$18,850
Total interest from all sources2016-06-30$3,602
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$700,000
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$228,834
Participant contributions at end of year2016-06-30$85,402
Participant contributions at beginning of year2016-06-30$86,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-889,643
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,908,791
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,798,434
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$2,435,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,346,087
Interest on participant loans2016-06-30$3,602
Value of interest in common/collective trusts at end of year2016-06-30$387,558
Value of interest in common/collective trusts at beginning of year2016-06-30$365,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-65,859
Net investment gain or loss from common/collective trusts2016-06-30$3,078
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$1,036,194
Contract administrator fees2016-06-30$18,850
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 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$451,051
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$90,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$50,208
Value of total corrective distributions2015-06-30$2,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$253,655
Value of total assets at end of year2015-06-30$3,798,434
Value of total assets at beginning of year2015-06-30$3,437,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$37,485
Total interest from all sources2015-06-30$3,844
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$700,000
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$253,655
Participant contributions at end of year2015-06-30$86,356
Participant contributions at beginning of year2015-06-30$98,790
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$360,893
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,798,434
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,437,541
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
Investment advisory and management fees2015-06-30$34,189
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,346,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,072,377
Interest on participant loans2015-06-30$3,844
Value of interest in common/collective trusts at end of year2015-06-30$365,991
Value of interest in common/collective trusts at beginning of year2015-06-30$266,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$193,552
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$50,208
Contract administrator fees2015-06-30$3,296
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 & ASSOCIATES, P.C.
Accountancy firm EIN2015-06-30043097400
2014 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$809,948
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$111,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$72,524
Expenses. Certain deemed distributions of participant loans2014-06-30$4,724
Value of total corrective distributions2014-06-30$12,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$306,326
Value of total assets at end of year2014-06-30$3,437,541
Value of total assets at beginning of year2014-06-30$2,739,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$21,996
Total interest from all sources2014-06-30$4,231
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$21,996
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$700,000
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$306,326
Participant contributions at end of year2014-06-30$98,790
Participant contributions at beginning of year2014-06-30$84,652
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$697,959
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,437,541
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,739,582
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$3,338,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,654,930
Interest on participant loans2014-06-30$4,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$499,391
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$72,524
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 & ASSOCIATES, P.C.
Accountancy firm EIN2014-06-30043097400
2013 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$533,402
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$178,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$170,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$224,130
Value of total assets at end of year2013-06-30$2,739,582
Value of total assets at beginning of year2013-06-30$2,384,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$7,080
Total interest from all sources2013-06-30$4,950
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$700,000
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$224,130
Participant contributions at end of year2013-06-30$84,652
Participant contributions at beginning of year2013-06-30$94,424
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$355,330
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,739,582
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,384,252
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$2,654,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$0
Value of interest in pooled separate accounts at end of year2013-06-30$0
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,289,828
Interest on participant loans2013-06-30$4,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$128,767
Net investment gain/loss from pooled separate accounts2013-06-30$175,555
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$170,992
Contract administrator fees2013-06-30$7,080
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
Accountancy firm EIN2013-06-30043097400
2012 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$163,043
Total of all expenses incurred2012-06-30$102,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$102,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$224,467
Value of total assets at end of year2012-06-30$2,384,252
Value of total assets at beginning of year2012-06-30$2,323,527
Total interest from all sources2012-06-30$2,280
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$350,000
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$219,352
Participant contributions at end of year2012-06-30$94,424
Participant contributions at beginning of year2012-06-30$39,538
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$60,725
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,384,252
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,323,527
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$2,289,828
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,283,989
Interest on participant loans2012-06-30$2,280
Net investment gain/loss from pooled separate accounts2012-06-30$-63,704
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$5,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$102,318
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 name2012-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2012-06-30043097400
2011 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$588,978
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$127,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$126,276
Expenses. Certain deemed distributions of participant loans2011-06-30$1,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$242,292
Value of total assets at end of year2011-06-30$2,323,527
Value of total assets at beginning of year2011-06-30$1,862,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$1,757
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
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$350,000
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$242,292
Participant contributions at end of year2011-06-30$39,538
Participant contributions at beginning of year2011-06-30$36,601
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$461,502
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,323,527
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,862,025
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$2,283,989
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,825,424
Interest on participant loans2011-06-30$1,757
Net investment gain/loss from pooled separate accounts2011-06-30$344,929
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$126,276
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 name2011-06-30KEVIN P. MARTIN & ASSOCIATES, P.C.
Accountancy firm EIN2011-06-30043097400
2010 : 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 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 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC.

2021: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
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: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF THE EDINBURG CENTER, INC. 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059292D
Policy instance 1
Insurance contract or identification number059292D
Number of Individuals Covered391
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059292D
Policy instance 1
Insurance contract or identification number059292D
Number of Individuals Covered234
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 $4,463
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees4463
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059292D
Policy instance 1
Insurance contract or identification number059292D
Number of Individuals Covered217
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 $17,583
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees17583
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059292D
Policy instance 1
Insurance contract or identification number059292D
Number of Individuals Covered202
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-GQ03
Policy instance 1
Insurance contract or identification numberGAP-54-GQ03
Number of Individuals Covered220
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $3,466
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $3,466
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?4
Insurance broker nameNFP SECURITIES, INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-GQ03
Policy instance 1
Insurance contract or identification numberGAP-GQ03
Number of Individuals Covered219
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $19,584
Total amount of fees paid to insurance companyUSD $4,896
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-GQ03
Policy instance 1
Insurance contract or identification numberGAP-GQ03
Number of Individuals Covered224
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $18,683
Total amount of fees paid to insurance companyUSD $3,757
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-GQ03
Policy instance 2
Insurance contract or identification numberGAP-54-GQ03
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30

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