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CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN 401k Plan overview

Plan NameCENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN
Plan identification number 001

CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CENTER FOR CHILDREN WITH SPECIAL has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR CHILDREN WITH SPECIAL
Employer identification number (EIN):061485324
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01SETH POWERS
0012023-01-01
0012023-01-01SETH POWERS
0012022-01-01
0012022-01-01SETH POWERS
0012021-01-01SETH POWERS2022-10-18 SETH POWERS2022-10-18
0012020-01-01SETH POWERS2021-09-03 SETH POWERS2021-09-03
0012019-01-01SETH POWERS2020-10-14 SETH POWERS2020-10-14
0012018-01-01SETH POWERS2019-10-15 SETH POWERS2019-10-15
0012018-01-01SETH POWERS2020-10-15 SETH POWERS2020-10-15
0012017-01-01SETH POWERS2018-07-25
0012016-01-01MICHAEL POWERS2017-06-13
0012015-01-01MICHAEL POWERS2016-07-12
0012014-01-01MICHAEL POWERS2015-06-22
0012013-01-01MICHAEL POWERS2014-06-25
0012012-02-01MICHAEL POWERS2013-07-15

Financial Data on CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN

Measure Date Value
2023 : CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,002,648
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$47,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$34,660
Expenses. Certain deemed distributions of participant loans2023-12-31$3,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$463,598
Value of total assets at end of year2023-12-31$3,859,118
Value of total assets at beginning of year2023-12-31$2,903,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$9,228
Total interest from all sources2023-12-31$2,156
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$380,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$223,238
Participant contributions at end of year2023-12-31$70,008
Participant contributions at beginning of year2023-12-31$32,742
Participant contributions at end of year2023-12-31$9,250
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$7,088
Administrative expenses (other) incurred2023-12-31$9,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$955,179
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,859,118
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,903,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,651
Value of interest in pooled separate accounts at end of year2023-12-31$3,774,482
Value of interest in pooled separate accounts at beginning of year2023-12-31$2,867,546
Interest on participant loans2023-12-31$2,111
Interest earned on other investments2023-12-31$45
Net investment gain/loss from pooled separate accounts2023-12-31$536,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$233,272
Employer contributions (assets) at end of year2023-12-31$1,286
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$34,660
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PUE, CHICK, LEIBOWITZ & BLEZARD,LLC
Accountancy firm EIN2023-12-31061442902
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,002,648
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$47,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$34,660
Expenses. Certain deemed distributions of participant loans2023-01-01$3,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$463,598
Value of total assets at end of year2023-01-01$3,859,118
Value of total assets at beginning of year2023-01-01$2,903,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$9,228
Total interest from all sources2023-01-01$2,156
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$380,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$223,238
Participant contributions at end of year2023-01-01$70,008
Participant contributions at beginning of year2023-01-01$32,742
Participant contributions at end of year2023-01-01$9,250
Participant contributions at beginning of year2023-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$7,088
Administrative expenses (other) incurred2023-01-01$9,228
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$955,179
Value of net assets at end of year (total assets less liabilities)2023-01-01$3,859,118
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$2,903,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$4,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$3,651
Value of interest in pooled separate accounts at end of year2023-01-01$3,774,482
Value of interest in pooled separate accounts at beginning of year2023-01-01$2,867,546
Interest on participant loans2023-01-01$2,111
Interest earned on other investments2023-01-01$45
Net investment gain/loss from pooled separate accounts2023-01-01$536,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$233,272
Employer contributions (assets) at end of year2023-01-01$1,286
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$34,660
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PUE, CHICK, LEIBOWITZ & BLEZARD,LLC
Accountancy firm EIN2023-01-01061442902
2022 : CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-147,215
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$273,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$264,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$430,013
Value of total assets at end of year2022-12-31$2,903,939
Value of total assets at beginning of year2022-12-31$3,324,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,919
Total interest from all sources2022-12-31$1,450
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$225,000
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$213,138
Participant contributions at end of year2022-12-31$32,742
Participant contributions at beginning of year2022-12-31$38,450
Participant contributions at beginning of year2022-12-31$26,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-420,741
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,903,939
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,324,680
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
Investment advisory and management fees2022-12-31$8,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,036
Value of interest in pooled separate accounts at end of year2022-12-31$2,867,546
Value of interest in pooled separate accounts at beginning of year2022-12-31$3,227,568
Interest on participant loans2022-12-31$1,422
Interest earned on other investments2022-12-31$28
Net investment gain/loss from pooled separate accounts2022-12-31$-578,678
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$216,875
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$29,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$264,607
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 name2022-12-31PUE, CHICK, LEIBOWITZ & BLEZARD,LLC
Accountancy firm EIN2022-12-31061442902
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-147,215
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$273,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$264,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$430,013
Value of total assets at end of year2022-01-01$2,903,939
Value of total assets at beginning of year2022-01-01$3,324,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$8,919
Total interest from all sources2022-01-01$1,450
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$225,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$213,138
Participant contributions at end of year2022-01-01$32,742
Participant contributions at beginning of year2022-01-01$38,450
Participant contributions at beginning of year2022-01-01$26,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-420,741
Value of net assets at end of year (total assets less liabilities)2022-01-01$2,903,939
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,324,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$8,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$3,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$3,036
Value of interest in pooled separate accounts at end of year2022-01-01$2,867,546
Value of interest in pooled separate accounts at beginning of year2022-01-01$3,227,568
Interest on participant loans2022-01-01$1,422
Interest earned on other investments2022-01-01$28
Net investment gain/loss from pooled separate accounts2022-01-01$-578,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$216,875
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$29,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$264,607
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PUE, CHICK, LEIBOWITZ & BLEZARD,LLC
Accountancy firm EIN2022-01-01061442902

Form 5500 Responses for CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN

2023: CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
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 planNo
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: CENTER FOR CHILDREN WITH SPECIAL NEEDS LLC 401K PLAN 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808104-000
Policy instance 1
Insurance contract or identification number808104-000
Number of Individuals Covered215
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $9,839
Total amount of fees paid to insurance companyUSD $1,659
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 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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number808104-000
Policy instance 1

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