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403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC.
Plan identification number 001

403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 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.
  • 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.
  • 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

COMPREHENSIVE COMMUNITY ACTION, INC has sponsored the creation of one or more 401k plans.

Company Name:COMPREHENSIVE COMMUNITY ACTION, INC
Employer identification number (EIN):056018801
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about COMPREHENSIVE COMMUNITY ACTION, INC

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000031057

More information about COMPREHENSIVE COMMUNITY ACTION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JUSTINE SANDS2023-10-06
0012021-01-01JUSTINE SANDS2022-10-14
0012021-01-01JUSTINE SANDS2023-03-06
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARIE COSTA
0012016-01-01JOANNE MCGUNAGLE JOANNE MCGUNAGLE2017-10-02
0012015-01-01JOANNE MCGUNAGLE JOANNE MCGUNAGLE2016-10-07
0012015-01-01JOANNE MCGUNAGLE JOANNE MCGUNAGLE2016-10-07
0012014-01-01JOANNE MCGUNAGLE JOANNE MCGUNAGLE2016-10-07
0012014-01-01JOANNE MCGUNAGLE JOANNE MCGUNAGLE2015-10-12
0012013-01-01JOANNE MCGUNAGLE JOANNE MCGUNAGLE2014-10-09
0012012-01-01PETER MCGRATH
0012011-01-01PETER MCGRATH
0012010-01-01PETER MCGRATH
0012009-01-01PETER MCGRATH

Plan Statistics for 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01475
Total number of active participants reported on line 7a of the Form 55002022-01-01274
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01287
Total of all active and inactive participants2022-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01567
Number of participants with account balances2022-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01449
Total number of active participants reported on line 7a of the Form 55002021-01-01263
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01212
Total of all active and inactive participants2021-01-01475
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01475
Number of participants with account balances2021-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01408
Total number of active participants reported on line 7a of the Form 55002020-01-01407
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01449
Number of participants with account balances2020-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01364
Total number of active participants reported on line 7a of the Form 55002019-01-01369
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01408
Number of participants with account balances2019-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01324
Total number of active participants reported on line 7a of the Form 55002018-01-01324
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01364
Number of participants with account balances2018-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01288
Total number of active participants reported on line 7a of the Form 55002017-01-01285
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01334
Number of participants with account balances2017-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01256
Total number of active participants reported on line 7a of the Form 55002016-01-01250
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01288
Number of participants with account balances2016-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01152
Total number of active participants reported on line 7a of the Form 55002015-01-01217
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01256
Number of participants with account balances2015-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-01111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01152
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01208
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0132
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01140
Number of participants with account balances2013-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01412
Total number of active participants reported on line 7a of the Form 55002012-01-01275
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01383
Number of participants with account balances2012-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01382
Total number of active participants reported on line 7a of the Form 55002011-01-01280
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01110
Total of all active and inactive participants2011-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01391
Number of participants with account balances2011-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01370
Total number of active participants reported on line 7a of the Form 55002010-01-01276
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01108
Total of all active and inactive participants2010-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01385
Number of participants with account balances2010-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01341
Total number of active participants reported on line 7a of the Form 55002009-01-01272
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01101
Total of all active and inactive participants2009-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01374
Number of participants with account balances2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-283,880
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$837,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$797,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,132,996
Value of total assets at end of year2022-12-31$9,280,020
Value of total assets at beginning of year2022-12-31$10,401,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,969
Total interest from all sources2022-12-31$11,801
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$19,827
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$19,827
Administrative expenses professional fees incurred2022-12-31$39,969
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$873,775
Participant contributions at end of year2022-12-31$45,376
Participant contributions at beginning of year2022-12-31$67,438
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,868
Other income not declared elsewhere2022-12-31$-1,448,504
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$-1,121,218
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,280,020
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,401,238
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$8,268,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,614,642
Interest on participant loans2022-12-31$2,414
Interest earned on other investments2022-12-31$9,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$763,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$550,690
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$202,353
Employer contributions (assets) at end of year2022-12-31$202,353
Employer contributions (assets) at beginning of year2022-12-31$168,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$797,369
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 name2022-12-31AAFCPAS, INC
Accountancy firm EIN2022-12-31042471780
2021 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,056,018
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$625,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$621,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$974,311
Value of total assets at end of year2021-12-31$10,409,706
Value of total assets at beginning of year2021-12-31$8,979,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,764
Total interest from all sources2021-12-31$2,095
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$5
Administrative expenses professional fees incurred2021-12-31$3,764
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$655,647
Participant contributions at end of year2021-12-31$67,438
Participant contributions at beginning of year2021-12-31$66,611
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$143,822
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$1,430,506
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,409,706
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,979,200
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$10,133,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,534,947
Interest on participant loans2021-12-31$2,095
Interest earned on other investments2021-12-31$22,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$33,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,238,402
Net investment gain/loss from pooled separate accounts2021-12-31$1,079,612
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$174,842
Employer contributions (assets) at end of year2021-12-31$174,842
Employer contributions (assets) at beginning of year2021-12-31$139,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$621,748
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31AAFCPAS, INC
Accountancy firm EIN2021-12-31042471780
2020 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,705,275
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$869,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$866,150
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$761,072
Value of total assets at end of year2020-12-31$9,007,354
Value of total assets at beginning of year2020-12-31$8,171,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,552
Total interest from all sources2020-12-31$26,790
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$576,501
Participant contributions at end of year2020-12-31$65,343
Participant contributions at beginning of year2020-12-31$80,360
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$44,886
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$3,552
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$835,573
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,007,354
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,171,781
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$7,579,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,891,487
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$26,790
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,222,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,052,709
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$917,413
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$139,685
Employer contributions (assets) at end of year2020-12-31$139,685
Employer contributions (assets) at beginning of year2020-12-31$147,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$866,150
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31AAFCPAS, INC
Accountancy firm EIN2020-12-31042471780
2019 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,018,093
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$617,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$614,172
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$802,577
Value of total assets at end of year2019-12-31$8,171,781
Value of total assets at beginning of year2019-12-31$6,770,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,902
Total interest from all sources2019-12-31$28,306
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$590,924
Participant contributions at end of year2019-12-31$80,360
Participant contributions at beginning of year2019-12-31$48,371
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,428
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$327
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$2,902
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$1,401,019
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,171,781
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,770,762
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,891,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,578,079
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$28,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,052,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,009,237
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$1,187,210
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$147,225
Employer contributions (assets) at end of year2019-12-31$147,225
Employer contributions (assets) at beginning of year2019-12-31$135,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$613,845
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
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31AAFCPAS, INC
Accountancy firm EIN2019-12-31042471780
2018 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$742,493
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$741,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$738,121
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,104,580
Value of total assets at end of year2018-12-31$6,770,762
Value of total assets at beginning of year2018-12-31$6,769,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,006
Total interest from all sources2018-12-31$22,761
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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 period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$571,499
Participant contributions at end of year2018-12-31$48,371
Participant contributions at beginning of year2018-12-31$24,414
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$398,006
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$5,304
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$2,658
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$1,366
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,770,762
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,769,396
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 end of year2018-12-31$5,578,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,751,954
Interest on participant loans2018-12-31$2,596
Interest earned on other investments2018-12-31$20,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,009,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$867,845
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-384,848
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$135,075
Employer contributions (assets) at end of year2018-12-31$135,075
Employer contributions (assets) at beginning of year2018-12-31$125,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$732,817
Contract administrator fees2018-12-31$348
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 name2018-12-31ALEXANDER,ARONSON,FINNING&CO., P.C.
Accountancy firm EIN2018-12-31042471780
2017 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,368,070
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$464,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$461,565
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$645,144
Value of total assets at end of year2017-12-31$6,793,810
Value of total assets at beginning of year2017-12-31$5,890,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,776
Total interest from all sources2017-12-31$19,068
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$516,394
Participant contributions at end of year2017-12-31$24,414
Participant contributions at beginning of year2017-12-31$23,135
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,567
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
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$903,729
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,793,810
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,890,081
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
Investment advisory and management fees2017-12-31$2,776
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,751,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,678,791
Interest on participant loans2017-12-31$996
Interest earned on other investments2017-12-31$18,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$892,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,071,136
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$703,858
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$125,183
Employer contributions (assets) at end of year2017-12-31$125,183
Employer contributions (assets) at beginning of year2017-12-31$117,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$461,565
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2017-12-31042571780
2016 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,134,488
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$162,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$159,749
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$671,601
Value of total assets at end of year2016-12-31$5,867,538
Value of total assets at beginning of year2016-12-31$4,895,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,300
Total interest from all sources2016-12-31$39,071
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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$450,233
Participant contributions at end of year2016-12-31$23,135
Participant contributions at beginning of year2016-12-31$23,265
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$104,349
Other income not declared elsewhere2016-12-31$24,441
Administrative expenses (other) incurred2016-12-31$2,300
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$972,439
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,867,538
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,895,099
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$4,656,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,802,802
Interest on participant loans2016-12-31$719
Interest earned on other investments2016-12-31$38,352
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,071,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$980,514
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$399,375
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$117,019
Employer contributions (assets) at end of year2016-12-31$117,019
Employer contributions (assets) at beginning of year2016-12-31$88,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$159,749
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2016-12-31042571780
2015 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$564,792
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$216,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$214,939
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$565,903
Value of total assets at end of year2015-12-31$4,895,099
Value of total assets at beginning of year2015-12-31$4,546,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,301
Total interest from all sources2015-12-31$25,898
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$381,610
Participant contributions at end of year2015-12-31$23,265
Participant contributions at beginning of year2015-12-31$23,835
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$95,775
Administrative expenses (other) incurred2015-12-31$1,301
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$348,552
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,895,099
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,546,547
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$3,802,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,775,889
Interest on participant loans2015-12-31$647
Interest earned on other investments2015-12-31$25,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$980,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$684,315
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-27,009
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$88,518
Employer contributions (assets) at end of year2015-12-31$88,518
Employer contributions (assets) at beginning of year2015-12-31$62,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$214,939
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2015-12-31042571780
2014 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$643,779
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$194,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$193,383
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$361,376
Value of total assets at end of year2014-12-31$4,546,547
Value of total assets at beginning of year2014-12-31$4,097,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,042
Total interest from all sources2014-12-31$19,211
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$298,868
Participant contributions at end of year2014-12-31$23,835
Participant contributions at beginning of year2014-12-31$30,275
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,042
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$449,354
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,546,547
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,097,193
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$3,775,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,336,142
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$19,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$684,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$667,225
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$263,192
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$62,508
Employer contributions (assets) at end of year2014-12-31$62,508
Employer contributions (assets) at beginning of year2014-12-31$63,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$193,383
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2014-12-31042571780
2013 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$868,537
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$294,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$287,576
Expenses. Certain deemed distributions of participant loans2013-12-31$6,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$437,410
Value of total assets at end of year2013-12-31$4,097,193
Value of total assets at beginning of year2013-12-31$3,523,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$807
Total interest from all sources2013-12-31$524
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$302,461
Participant contributions at end of year2013-12-31$30,275
Participant contributions at beginning of year2013-12-31$52,717
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,592,852
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$71,398
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$807
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$574,007
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,097,193
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,523,186
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$3,336,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$757,325
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$60,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$60,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$667,225
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$430,603
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$63,551
Employer contributions (assets) at end of year2013-12-31$63,551
Employer contributions (assets) at beginning of year2013-12-31$59,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$287,576
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ALEXANDER, ARONSON, FINNING & CO PC
Accountancy firm EIN2013-12-31042571780
2012 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$633,268
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$74,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$71,027
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$350,409
Value of total assets at end of year2012-12-31$3,523,186
Value of total assets at beginning of year2012-12-31$2,963,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,041
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$21,047
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
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$278,444
Participant contributions at end of year2012-12-31$52,717
Participant contributions at beginning of year2012-12-31$35,342
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,592,852
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,960,450
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,399
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
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
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$559,200
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,523,186
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,963,986
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$3,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$757,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$866,253
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$132
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$60,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$39,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$39,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$20,915
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$261,812
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$59,566
Employer contributions (assets) at end of year2012-12-31$59,566
Employer contributions (assets) at beginning of year2012-12-31$62,005
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$71,027
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ALEXANDER,ARONSON, FINNING & CO. PC
Accountancy firm EIN2012-12-31042571780
2011 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-53,164
Total unrealized appreciation/depreciation of assets2011-12-31$-53,164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$293,649
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$245,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$189,252
Expenses. Certain deemed distributions of participant loans2011-12-31$53,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$323,055
Value of total assets at end of year2011-12-31$2,963,986
Value of total assets at beginning of year2011-12-31$2,915,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,424
Total interest from all sources2011-12-31$23,758
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$261,050
Participant contributions at end of year2011-12-31$35,342
Participant contributions at beginning of year2011-12-31$99,379
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,960,450
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,760,358
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$48,501
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,963,986
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,915,485
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$866,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$978,197
Income. Interest from loans (other than to participants)2011-12-31$76
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$39,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$25,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$25,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23,682
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$62,005
Employer contributions (assets) at end of year2011-12-31$62,005
Employer contributions (assets) at beginning of year2011-12-31$52,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$189,252
Contract administrator fees2011-12-31$2,424
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ALEXANDER,ARONSON, FINNING & CO. PC
Accountancy firm EIN2011-12-31042571780
2010 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$262,215
Total unrealized appreciation/depreciation of assets2010-12-31$262,215
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$612,455
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$298,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$296,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$321,590
Value of total assets at end of year2010-12-31$2,915,485
Value of total assets at beginning of year2010-12-31$2,601,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,949
Total interest from all sources2010-12-31$28,650
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$218,305
Participant contributions at end of year2010-12-31$99,379
Participant contributions at beginning of year2010-12-31$62,448
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$17,755
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,760,358
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,685,995
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$314,217
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,915,485
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,601,268
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$978,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$814,023
Interest on participant loans2010-12-31$1,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$25,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$12,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$12,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$27,221
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$103,285
Employer contributions (assets) at end of year2010-12-31$52,269
Employer contributions (assets) at beginning of year2010-12-31$8,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$296,289
Contract administrator fees2010-12-31$1,949
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ALEXANDER,ARONSON, FINNING & CO. PC
Accountancy firm EIN2010-12-31042571780
2009 : 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 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 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC.

2022: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 403(B) THRIFT PLAN OF COMPREHENSIVE COMMUNITY ACTION, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896962+007
Policy instance 1
Insurance contract or identification number896962+007
Number of Individuals Covered567
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number896962+007
Policy instance 2
Insurance contract or identification number896962+007
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $147
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees147
Insurance broker organization code?3
Number of Individuals Covered1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059005H
Policy instance 1
Insurance contract or identification number059005H
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,732
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
Amount paid for insurance broker fees1732
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 number059005H
Policy instance 1
Insurance contract or identification number059005H
Number of Individuals Covered449
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,732
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 fees1732
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 number059005H
Policy instance 1
Insurance contract or identification number059005H
Number of Individuals Covered408
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,053
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 fees4053
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 number059005H
Policy instance 1
Insurance contract or identification number059005H
Number of Individuals Covered364
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,659
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 fees2659
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 number059005H
Policy instance 1
Insurance contract or identification number059005H
Number of Individuals Covered324
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,383
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 fees1383
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameBOSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059005H
Policy instance 1
Insurance contract or identification number059005H
Number of Individuals Covered256
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,674
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 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 fees1674
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameGREGG A. LIBUTTI
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059005H
Policy instance 1
Insurance contract or identification number059005H
Number of Individuals Covered152
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,498
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 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 fees11498
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameBOSTON REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059005H
Policy instance 1
Insurance contract or identification number059005H
Number of Individuals Covered140
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?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 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

Potentially related plans

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