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NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 401k Plan overview

Plan NameNEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN
Plan identification number 001

NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NEW HAVEN LEGAL ASSISTANCE has sponsored the creation of one or more 401k plans.

Company Name:NEW HAVEN LEGAL ASSISTANCE
Employer identification number (EIN):060793269
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LAURA CLARK
0012023-01-01
0012023-01-01LAURA CLARK
0012022-01-01
0012022-01-01LAURA CLARK
0012021-01-01
0012021-01-01LAURA CLARK
0012020-01-01
0012019-01-01
0012018-01-01LAURA CLARK LAURA CLARK2019-07-12
0012017-01-01LAURA CLARK LAURA CLARK2018-06-05
0012016-01-01LAURA CLARK LAURA CLARK2017-06-22
0012015-01-01LAURA CLARK LAURA CLARK2016-06-24
0012014-01-01LAURA CLARK LAURA CLARK2015-06-22
0012013-01-01LAURA CLARK LAURA CLARK2014-05-27
0012012-01-01LAURA CLARK LAURA CLARK2014-05-29
0012011-01-01LAURA CLARK LAURA CLARK2012-06-04
0012010-01-01LAURA CLARK LAURA CLARK2011-06-06

Financial Data on NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN

Measure Date Value
2024 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2024 401k financial data
Transfers to/from the plan2024-01-01$0
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$1,221,668
Expenses. Total of all expenses incurred2024-01-01$181,550
Benefits paid (including direct rollovers)2024-01-01$164,458
Total plan assets at end of year2024-01-01$6,658,835
Total plan assets at beginning of year2024-01-01$5,618,717
Value of fidelity bond covering the plan2024-01-01$1,000,000
Total contributions received or receivable from participants2024-01-01$0
Expenses. Other expenses not covered elsewhere2024-01-01$0
Contributions received from other sources (not participants or employers)2024-01-01$0
Other income received2024-01-01$948,891
Noncash contributions received2024-01-01$0
Net income (gross income less expenses)2024-01-01$1,040,118
Net plan assets at end of year (total assets less liabilities)2024-01-01$6,658,835
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$5,618,717
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2024-01-01$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2024-01-01$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022024-01-01$0
Total contributions received or receivable from employer(s)2024-01-01$272,777
Value of certain deemed distributions of participant loans2024-01-01$0
Value of corrective distributions2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$17,092
2023 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,142,409
Expenses. Total of all expenses incurred2023-12-31$81,168
Benefits paid (including direct rollovers)2023-12-31$73,866
Total plan assets at end of year2023-12-31$5,618,717
Total plan assets at beginning of year2023-12-31$4,557,476
Value of fidelity bond covering the plan2023-12-31$1,000,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$880,704
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,061,241
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,618,717
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,557,476
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2023-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$261,705
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$7,302
2022 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-645,195
Expenses. Total of all expenses incurred2022-12-31$40,868
Benefits paid (including direct rollovers)2022-12-31$35,359
Total plan assets at end of year2022-12-31$4,557,436
Total plan assets at beginning of year2022-12-31$5,243,499
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-885,641
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-686,063
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,557,436
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,243,499
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2022-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$240,446
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,509
2021 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$895,086
Expenses. Total of all expenses incurred2021-12-31$171,614
Benefits paid (including direct rollovers)2021-12-31$165,378
Total plan assets at end of year2021-12-31$5,243,499
Total plan assets at beginning of year2021-12-31$4,520,027
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$686,191
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$723,472
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,243,499
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,520,027
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2021-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2021-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$208,895
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$-32
Minimum employer required contribution for this plan year2021-12-31$179,718
Amount contributed by the employer to the plan for this plan year2021-12-31$179,750
2020 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$737,362
Expenses. Total of all expenses incurred2020-12-31$93,281
Benefits paid (including direct rollovers)2020-12-31$88,372
Total plan assets at end of year2020-12-31$4,520,027
Total plan assets at beginning of year2020-12-31$3,875,946
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$4,050
Other income received2020-12-31$513,735
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$644,081
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,520,027
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,875,946
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$219,577
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,909
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$190,071
Amount contributed by the employer to the plan for this plan year2020-12-31$190,071
2019 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$865,632
Expenses. Total of all expenses incurred2019-12-31$111,704
Benefits paid (including direct rollovers)2019-12-31$106,895
Total plan assets at end of year2019-12-31$3,875,946
Total plan assets at beginning of year2019-12-31$3,122,018
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$50,797
Other income received2019-12-31$593,672
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$753,928
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,875,946
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,122,018
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2019-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2019-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$0
Total contributions received or receivable from employer(s)2019-12-31$221,163
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$189,752
Amount contributed by the employer to the plan for this plan year2019-12-31$189,752
2018 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$102,718
Expenses. Total of all expenses incurred2018-12-31$233,113
Benefits paid (including direct rollovers)2018-12-31$228,302
Total plan assets at end of year2018-12-31$3,122,018
Total plan assets at beginning of year2018-12-31$3,252,413
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-98,982
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-130,395
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,122,018
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,252,413
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2018-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2018-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$201,700
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$4,811
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$173,044
Amount contributed by the employer to the plan for this plan year2018-12-31$173,044
2017 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$533,955
Expenses. Total of all expenses incurred2017-12-31$37,553
Benefits paid (including direct rollovers)2017-12-31$31,712
Total plan assets at end of year2017-12-31$3,252,413
Total plan assets at beginning of year2017-12-31$2,756,011
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$350,183
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$496,402
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,252,413
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,756,011
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2017-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2017-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$183,772
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$5,841
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$158,448
Amount contributed by the employer to the plan for this plan year2017-12-31$158,448
2016 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$302,251
Expenses. Total of all expenses incurred2016-12-31$84,984
Benefits paid (including direct rollovers)2016-12-31$79,777
Total plan assets at end of year2016-12-31$2,756,011
Total plan assets at beginning of year2016-12-31$2,538,744
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$119,363
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$217,267
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,756,011
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,538,744
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2016-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2016-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$182,888
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,207
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$157,646
Amount contributed by the employer to the plan for this plan year2016-12-31$157,646
2015 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$204,316
Expenses. Total of all expenses incurred2015-12-31$170,252
Benefits paid (including direct rollovers)2015-12-31$165,778
Total plan assets at end of year2015-12-31$2,538,744
Total plan assets at beginning of year2015-12-31$2,504,680
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$30,809
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$34,064
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,538,744
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,504,680
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2015-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2015-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$173,507
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$4,474
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$150,078
Amount contributed by the employer to the plan for this plan year2015-12-31$150,078
2014 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$287,136
Expenses. Total of all expenses incurred2014-12-31$16,484
Benefits paid (including direct rollovers)2014-12-31$7,929
Total plan assets at end of year2014-12-31$2,504,680
Total plan assets at beginning of year2014-12-31$2,234,028
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$110,536
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$270,652
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,504,680
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,234,028
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2014-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2014-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$176,600
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,555
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$152,454
Amount contributed by the employer to the plan for this plan year2014-12-31$152,454
2013 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$403,508
Expenses. Total of all expenses incurred2013-12-31$25,821
Benefits paid (including direct rollovers)2013-12-31$19,553
Total plan assets at end of year2013-12-31$2,234,028
Total plan assets at beginning of year2013-12-31$1,856,341
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$238,389
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$377,687
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,234,028
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,856,341
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2013-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2013-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$165,119
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,268
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$142,593
Amount contributed by the employer to the plan for this plan year2013-12-31$142,593
2012 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$229,544
Expenses. Total of all expenses incurred2012-12-31$111,787
Benefits paid (including direct rollovers)2012-12-31$108,243
Total plan assets at end of year2012-12-31$1,856,341
Total plan assets at beginning of year2012-12-31$1,738,584
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$121,930
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$117,757
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,856,341
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,738,584
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2012-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2012-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$107,614
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,544
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$85,444
Amount contributed by the employer to the plan for this plan year2012-12-31$85,444
2011 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$184,736
Expenses. Total of all expenses incurred2011-12-31$311,904
Benefits paid (including direct rollovers)2011-12-31$311,851
Total plan assets at end of year2011-12-31$1,738,584
Total plan assets at beginning of year2011-12-31$1,865,752
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-5,118
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-127,168
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,738,584
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,865,752
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2011-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$189,854
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$53
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$164,384
Amount contributed by the employer to the plan for this plan year2011-12-31$164,384
2010 : NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$301,373
Expenses. Total of all expenses incurred2010-12-31$8,828
Benefits paid (including direct rollovers)2010-12-31$8,772
Total plan assets at end of year2010-12-31$1,865,752
Total plan assets at beginning of year2010-12-31$1,573,207
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$123,380
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$292,545
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,865,752
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,573,207
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$177,993
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$56
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$154,177
Amount contributed by the employer to the plan for this plan year2010-12-31$154,177

Form 5500 Responses for NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN

2023: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW HAVEN LEGAL ASSISTANCE MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered66
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered66
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered61
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1

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