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COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 401k Plan overview

Plan NameCOMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN
Plan identification number 001

COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COMMUNITY COUNSELING OF BRISTOL COUNTY has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY COUNSELING OF BRISTOL COUNTY
Employer identification number (EIN):043035697
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHILIP SHEA
0012016-01-01PHILIP SHEA
0012015-01-01PHILIP SHEA
0012014-01-01PHILIP SHEA
0012013-01-01PHILIP SHEA
0012012-01-01PHILIP SHEA
0012011-01-01PHILIP SHEA
0012010-01-01PHILIP SHEA
0012009-11-01PHILIP SHEA
0012009-11-01PHILIP SHEA

Plan Statistics for COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN

401k plan membership statisitcs for COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN

Measure Date Value
2022: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01896
Total number of active participants reported on line 7a of the Form 55002022-01-01707
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01324
Total of all active and inactive participants2022-01-011,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,031
Number of participants with account balances2022-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01914
Total number of active participants reported on line 7a of the Form 55002021-01-01617
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01279
Total of all active and inactive participants2021-01-01896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01896
Number of participants with account balances2021-01-01835
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01828
Total number of active participants reported on line 7a of the Form 55002020-01-01637
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01277
Total of all active and inactive participants2020-01-01914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01914
Number of participants with account balances2020-01-01846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01705
Total number of active participants reported on line 7a of the Form 55002019-01-01608
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01220
Total of all active and inactive participants2019-01-01828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01828
Number of participants with account balances2019-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01616
Total number of active participants reported on line 7a of the Form 55002018-01-01547
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01158
Total of all active and inactive participants2018-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01705
Number of participants with account balances2018-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01534
Total number of active participants reported on line 7a of the Form 55002017-01-01466
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01150
Total of all active and inactive participants2017-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01616
Number of participants with account balances2017-01-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01545
Total number of active participants reported on line 7a of the Form 55002016-01-01423
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01108
Total of all active and inactive participants2016-01-01534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01534
Number of participants with account balances2016-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01489
Total number of active participants reported on line 7a of the Form 55002015-01-01424
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01118
Total of all active and inactive participants2015-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01545
Number of participants with account balances2015-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01646
Total number of active participants reported on line 7a of the Form 55002014-01-01376
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01113
Total of all active and inactive participants2014-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01489
Number of participants with account balances2014-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01607
Total number of active participants reported on line 7a of the Form 55002013-01-01415
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01229
Total of all active and inactive participants2013-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01646
Number of participants with account balances2013-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01550
Total number of active participants reported on line 7a of the Form 55002012-01-01405
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01199
Total of all active and inactive participants2012-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01607
Number of participants with account balances2012-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01505
Total number of active participants reported on line 7a of the Form 55002011-01-01404
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01146
Total of all active and inactive participants2011-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01550
Number of participants with account balances2011-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01403
Total number of active participants reported on line 7a of the Form 55002010-01-01390
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01115
Total of all active and inactive participants2010-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01505
Number of participants with account balances2010-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01411
Total number of active participants reported on line 7a of the Form 55002009-11-01331
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-0172
Total of all active and inactive participants2009-11-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-01403
Number of participants with account balances2009-11-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN

Measure Date Value
2022 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-80,971
Total of all expenses incurred2022-12-31$1,115,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$992,511
Expenses. Certain deemed distributions of participant loans2022-12-31$8,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,883,523
Value of total assets at end of year2022-12-31$17,495,647
Value of total assets at beginning of year2022-12-31$18,691,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$114,229
Total interest from all sources2022-12-31$9,767
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$438,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$438,430
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,710,779
Participant contributions at end of year2022-12-31$321,911
Participant contributions at beginning of year2022-12-31$257,723
Participant contributions at end of year2022-12-31$65,068
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$28,415
Administrative expenses (other) incurred2022-12-31$114,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,196,167
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,495,647
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,691,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,541,907
Value of interest in pooled separate accounts at beginning of year2022-12-31$17,399,444
Interest on participant loans2022-12-31$11,925
Interest earned on other investments2022-12-31$-2,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$422,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$136,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,412,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,144,329
Employer contributions (assets) at end of year2022-12-31$1,144,329
Employer contributions (assets) at beginning of year2022-12-31$898,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$992,511
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$4,334,402
Total of all expenses incurred2021-12-31$1,339,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,224,478
Expenses. Certain deemed distributions of participant loans2021-12-31$1,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,386,883
Value of total assets at end of year2021-12-31$18,691,814
Value of total assets at beginning of year2021-12-31$15,697,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,981
Total interest from all sources2021-12-31$8,927
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,121,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,121,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,440,062
Participant contributions at end of year2021-12-31$257,723
Participant contributions at beginning of year2021-12-31$202,169
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$47,398
Other income not declared elsewhere2021-12-31$5,748
Administrative expenses (other) incurred2021-12-31$113,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,994,481
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,691,814
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,697,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$17,399,444
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,706,369
Interest on participant loans2021-12-31$11,531
Interest earned on other investments2021-12-31$-2,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$136,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$65,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-188,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$899,423
Employer contributions (assets) at end of year2021-12-31$898,012
Employer contributions (assets) at beginning of year2021-12-31$723,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,224,478
Contract administrator fees2021-12-31$100
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,801,416
Total of all expenses incurred2020-12-31$752,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$665,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,898,121
Value of total assets at end of year2020-12-31$15,697,333
Value of total assets at beginning of year2020-12-31$12,648,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$86,226
Total interest from all sources2020-12-31$16,940
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$449,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$449,796
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,141,394
Participant contributions at end of year2020-12-31$202,169
Participant contributions at beginning of year2020-12-31$183,712
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$32,998
Administrative expenses (other) incurred2020-12-31$86,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,049,210
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,697,333
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,648,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$14,706,369
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,890,808
Interest on participant loans2020-12-31$11,062
Interest earned on other investments2020-12-31$5,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$65,066
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$33,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,436,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$723,729
Employer contributions (assets) at end of year2020-12-31$723,729
Employer contributions (assets) at beginning of year2020-12-31$539,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$665,980
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER PLLC
Accountancy firm EIN2020-12-31043499945
2019 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,484,947
Total income from all sources (including contributions)2019-12-31$3,484,947
Total of all expenses incurred2019-12-31$642,469
Total of all expenses incurred2019-12-31$642,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$568,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$568,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,481,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,481,073
Value of total assets at end of year2019-12-31$12,648,123
Value of total assets at end of year2019-12-31$12,648,123
Value of total assets at beginning of year2019-12-31$9,805,645
Value of total assets at beginning of year2019-12-31$9,805,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,566
Total interest from all sources2019-12-31$11,183
Total interest from all sources2019-12-31$11,183
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$303,414
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$303,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$303,414
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$303,414
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$933,887
Contributions received from participants2019-12-31$933,887
Participant contributions at end of year2019-12-31$183,712
Participant contributions at end of year2019-12-31$183,712
Participant contributions at beginning of year2019-12-31$178,542
Participant contributions at beginning of year2019-12-31$178,542
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,442
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,442
Other income not declared elsewhere2019-12-31$-40,584
Other income not declared elsewhere2019-12-31$-40,584
Administrative expenses (other) incurred2019-12-31$73,466
Administrative expenses (other) incurred2019-12-31$73,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,842,478
Value of net income/loss2019-12-31$2,842,478
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,648,123
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,648,123
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,805,645
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,805,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$11,890,808
Value of interest in pooled separate accounts at end of year2019-12-31$11,890,808
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,232,804
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,232,804
Interest on participant loans2019-12-31$10,225
Interest on participant loans2019-12-31$10,225
Interest earned on other investments2019-12-31$958
Interest earned on other investments2019-12-31$958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$33,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$33,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$18,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,623,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,623,689
Net investment gain/loss from pooled separate accounts2019-12-31$106,172
Net investment gain/loss from pooled separate accounts2019-12-31$106,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$539,744
Contributions received in cash from employer2019-12-31$539,744
Employer contributions (assets) at end of year2019-12-31$539,744
Employer contributions (assets) at end of year2019-12-31$539,744
Employer contributions (assets) at beginning of year2019-12-31$376,218
Employer contributions (assets) at beginning of year2019-12-31$376,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$568,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$568,903
Contract administrator fees2019-12-31$100
Contract administrator fees2019-12-31$100
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
Accountancy firm EIN2019-12-31043499945
2018 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$447,873
Total of all expenses incurred2018-12-31$1,203,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,153,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,100,086
Value of total assets at end of year2018-12-31$9,805,645
Value of total assets at beginning of year2018-12-31$10,561,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,968
Total interest from all sources2018-12-31$10,781
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$295,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$295,400
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$709,233
Participant contributions at end of year2018-12-31$178,542
Participant contributions at beginning of year2018-12-31$188,279
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,635
Administrative expenses (other) incurred2018-12-31$18,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-756,027
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,805,645
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,561,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,067,799
Value of interest in pooled separate accounts at end of year2018-12-31$9,232,804
Interest on participant loans2018-12-31$9,954
Interest earned on other investments2018-12-31$827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$18,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$17,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-958,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$376,218
Employer contributions (assets) at end of year2018-12-31$376,218
Employer contributions (assets) at beginning of year2018-12-31$288,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,153,932
Contract administrator fees2018-12-31$31,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,567,463
Total of all expenses incurred2017-12-31$757,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$688,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,121,595
Value of total assets at end of year2017-12-31$10,561,672
Value of total assets at beginning of year2017-12-31$8,751,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,958
Total interest from all sources2017-12-31$8,300
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$187,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$187,375
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$644,020
Participant contributions at end of year2017-12-31$188,279
Participant contributions at beginning of year2017-12-31$191,325
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$189,452
Other income not declared elsewhere2017-12-31$817
Administrative expenses (other) incurred2017-12-31$68,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,809,747
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,561,672
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,751,925
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,067,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,248,369
Interest on participant loans2017-12-31$8,300
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$17,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$21,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,249,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$288,123
Employer contributions (assets) at end of year2017-12-31$288,123
Employer contributions (assets) at beginning of year2017-12-31$291,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$688,758
Contract administrator fees2017-12-31$125
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,589,860
Total of all expenses incurred2016-12-31$770,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$715,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,032,048
Value of total assets at end of year2016-12-31$8,751,925
Value of total assets at beginning of year2016-12-31$7,932,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$54,564
Total interest from all sources2016-12-31$7,750
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$149,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$149,264
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$644,459
Participant contributions at end of year2016-12-31$191,325
Participant contributions at beginning of year2016-12-31$192,765
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$96,373
Other income not declared elsewhere2016-12-31$1,063
Administrative expenses (other) incurred2016-12-31$54,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$819,632
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,751,925
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,932,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,248,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,445,286
Interest on participant loans2016-12-31$7,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$21,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$31,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$399,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$291,216
Employer contributions (assets) at end of year2016-12-31$291,216
Employer contributions (assets) at beginning of year2016-12-31$262,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$715,664
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$752,014
Total of all expenses incurred2015-12-31$374,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$351,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$911,269
Value of total assets at end of year2015-12-31$7,932,293
Value of total assets at beginning of year2015-12-31$7,554,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,143
Total interest from all sources2015-12-31$7,605
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$73,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$73,445
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$622,362
Participant contributions at end of year2015-12-31$192,765
Participant contributions at beginning of year2015-12-31$170,779
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$26,624
Other income not declared elsewhere2015-12-31$1,231
Administrative expenses (other) incurred2015-12-31$23,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$377,853
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,932,293
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,554,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,445,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,047,077
Interest on participant loans2015-12-31$7,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$31,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-241,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$262,283
Employer contributions (assets) at end of year2015-12-31$262,283
Employer contributions (assets) at beginning of year2015-12-31$305,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$351,018
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,225,434
Total of all expenses incurred2014-12-31$716,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$679,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$928,425
Value of total assets at end of year2014-12-31$7,554,440
Value of total assets at beginning of year2014-12-31$7,045,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,237
Total interest from all sources2014-12-31$8,186
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$90,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$90,979
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$619,019
Participant contributions at end of year2014-12-31$170,779
Participant contributions at beginning of year2014-12-31$136,694
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,716
Administrative expenses (other) incurred2014-12-31$37,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$509,045
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,554,440
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,045,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,047,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,571,041
Interest on participant loans2014-12-31$6,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$30,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$29,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$197,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$305,690
Employer contributions (assets) at end of year2014-12-31$305,690
Employer contributions (assets) at beginning of year2014-12-31$307,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$679,152
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,977,967
Total of all expenses incurred2013-12-31$556,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$525,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$936,380
Value of total assets at end of year2013-12-31$7,045,395
Value of total assets at beginning of year2013-12-31$5,623,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,953
Total interest from all sources2013-12-31$6,325
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$65,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$65,451
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$624,597
Participant contributions at end of year2013-12-31$136,694
Participant contributions at beginning of year2013-12-31$123,938
Participant contributions at beginning of year2013-12-31$24,200
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,456
Administrative expenses (other) incurred2013-12-31$30,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,421,420
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,045,395
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,623,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,571,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,192,366
Interest on participant loans2013-12-31$5,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$29,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$28,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$969,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$307,795
Employer contributions (assets) at end of year2013-12-31$307,795
Employer contributions (assets) at beginning of year2013-12-31$253,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$525,594
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,499,233
Total of all expenses incurred2012-12-31$269,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$227,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$930,101
Value of total assets at end of year2012-12-31$5,623,975
Value of total assets at beginning of year2012-12-31$4,394,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$42,453
Total interest from all sources2012-12-31$4,923
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$65,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$65,039
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$585,521
Participant contributions at end of year2012-12-31$123,938
Participant contributions at beginning of year2012-12-31$63,050
Participant contributions at end of year2012-12-31$24,200
Participant contributions at beginning of year2012-12-31$20,126
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$91,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,456
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$915
Administrative expenses (other) incurred2012-12-31$42,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,229,383
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,623,975
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,394,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,192,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,995,405
Interest on participant loans2012-12-31$3,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$28,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$499,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$253,143
Employer contributions (assets) at end of year2012-12-31$253,143
Employer contributions (assets) at beginning of year2012-12-31$280,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$227,397
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2012-12-31043499945
2011 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$703,100
Total of all expenses incurred2011-12-31$825,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$785,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$857,635
Value of total assets at end of year2011-12-31$4,394,592
Value of total assets at beginning of year2011-12-31$4,516,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,538
Total interest from all sources2011-12-31$3,279
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$38,060
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$38,060
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$529,543
Participant contributions at end of year2011-12-31$63,050
Participant contributions at beginning of year2011-12-31$47,953
Participant contributions at end of year2011-12-31$20,126
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,571
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$915
Administrative expenses (other) incurred2011-12-31$39,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-122,289
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,394,592
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,516,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,995,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,203,436
Interest on participant loans2011-12-31$2,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$23,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-195,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$280,521
Employer contributions (assets) at end of year2011-12-31$280,521
Employer contributions (assets) at beginning of year2011-12-31$241,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$785,851
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2011-12-31043499945
2010 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,253,781
Total of all expenses incurred2010-12-31$108,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$74,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$780,196
Value of total assets at end of year2010-12-31$4,516,881
Value of total assets at beginning of year2010-12-31$3,371,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,805
Total interest from all sources2010-12-31$2,780
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$50,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$50,284
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$537,030
Participant contributions at end of year2010-12-31$47,953
Participant contributions at beginning of year2010-12-31$41,094
Participant contributions at beginning of year2010-12-31$17,389
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,294
Administrative expenses (other) incurred2010-12-31$33,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,145,600
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,516,881
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,371,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,203,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,112,021
Interest on participant loans2010-12-31$1,834
Interest earned on other investments2010-12-31$946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$23,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$22,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$420,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$241,872
Employer contributions (assets) at end of year2010-12-31$241,872
Employer contributions (assets) at beginning of year2010-12-31$177,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$74,376
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2010-12-31043499945
2009 : COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN

2022: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: COMMUNITY COUNSELING OF BRISTOL COUNTY, INC. SAVINGS PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedYes
2009-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement – InsuranceYes
2009-11-01Plan 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 number664T13
Policy instance 2
Insurance contract or identification number664T13
Number of Individuals Covered981
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number664T13
Policy instance 2
Insurance contract or identification number664T13
Number of Individuals Covered835
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number664T13
Policy instance 2
Insurance contract or identification number664T13
Number of Individuals Covered846
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $10,373
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 fees10373
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number664T13
Policy instance 2
Insurance contract or identification number664T13
Number of Individuals Covered751
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $9,557
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 fees9557
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number664T13
Policy instance 2
Insurance contract or identification number664T13
Number of Individuals Covered622
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $20
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 fees20
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION PAYMENT
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered4
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered7
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered7
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered8
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberCR21885
Policy instance 1
Insurance contract or identification numberCR21885
Number of Individuals Covered8
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $219

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