401k Plan data: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA plan

PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 401k Plan overview

Plan Name	PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA
Plan identification number	002

PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC. has sponsored the creation of one or more 401k plans.

Company Name: NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC.

Employer identification number (EIN): 112669753

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 NICOLE WEIDENBAUM 2023-07-31 KATHLEEN MANNION 2023-07-31
002 2021-01-01 KATHLEEN MANNION 2022-09-01 NICOLE WEIDENBAUM 2022-09-01
002 2020-01-01 KATHLEEN MANNION 2021-10-14 NICOLE WEIDENBAUM 2021-10-14
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 NICOLE WEIDENBAUM 2013-10-14
002 2011-01-01 NICOLE WEIDENBAUM 2012-10-15
002 2010-01-01 NICOLE WEIDENBAUM 2011-06-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	NICOLE WEIDENBAUM	2023-07-31	KATHLEEN MANNION	2023-07-31
002	2021-01-01	KATHLEEN MANNION	2022-09-01	NICOLE WEIDENBAUM	2022-09-01
002	2020-01-01	KATHLEEN MANNION	2021-10-14	NICOLE WEIDENBAUM	2021-10-14
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	NICOLE WEIDENBAUM	2013-10-14
002	2011-01-01	NICOLE WEIDENBAUM	2012-10-15
002	2010-01-01	NICOLE WEIDENBAUM	2011-06-07

Plan Statistics for PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA

401k plan membership statisitcs for PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA

Measure Date Value
2022: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2022 401k membership
Total participants, beginning-of-year 2022-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 111
Number of other retired or separated participants entitled to future benefits 2022-01-01 43
Total of all active and inactive participants 2022-01-01 154
Total participants 2022-01-01 154
Number of participants with account balances 2022-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2021 401k membership
Total participants, beginning-of-year 2021-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 105
Number of other retired or separated participants entitled to future benefits 2021-01-01 38
Total of all active and inactive participants 2021-01-01 143
Total participants 2021-01-01 143
Number of participants with account balances 2021-01-01 122
2020: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2020 401k membership
Total participants, beginning-of-year 2020-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 103
Number of other retired or separated participants entitled to future benefits 2020-01-01 48
Total of all active and inactive participants 2020-01-01 151
Total participants 2020-01-01 151
Number of participants with account balances 2020-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3

Measure	Date	Value
2022: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2022 401k membership
Total participants, beginning-of-year	2022-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	111
Number of other retired or separated participants entitled to future benefits	2022-01-01	43
Total of all active and inactive participants	2022-01-01	154
Total participants	2022-01-01	154
Number of participants with account balances	2022-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2021 401k membership
Total participants, beginning-of-year	2021-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	105
Number of other retired or separated participants entitled to future benefits	2021-01-01	38
Total of all active and inactive participants	2021-01-01	143
Total participants	2021-01-01	143
Number of participants with account balances	2021-01-01	122
2020: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2020 401k membership
Total participants, beginning-of-year	2020-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	103
Number of other retired or separated participants entitled to future benefits	2020-01-01	48
Total of all active and inactive participants	2020-01-01	151
Total participants	2020-01-01	151
Number of participants with account balances	2020-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3

Financial Data on PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA

Measure	Date	Value
2022 : PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-245,069
Total of all expenses incurred	2022-12-31	$342,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$291,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$491,623
Value of total assets at end of year	2022-12-31	$4,533,389
Value of total assets at beginning of year	2022-12-31	$5,120,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$50,932
Total interest from all sources	2022-12-31	$103,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$289,404
Participant contributions at end of year	2022-12-31	$92,541
Participant contributions at beginning of year	2022-12-31	$5,632
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$4,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-587,079
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,533,389
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,120,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,154,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$4,849,850
Value of interest in pooled separate accounts at end of year	2022-12-31	$49,840
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$46,068
Interest on participant loans	2022-12-31	$3,186
Interest earned on other investments	2022-12-31	$100,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-840,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$197,546
Employer contributions (assets) at end of year	2022-12-31	$236,698
Employer contributions (assets) at beginning of year	2022-12-31	$218,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$291,078
Contract administrator fees	2022-12-31	$50,932
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,029,224
Total of all expenses incurred	2021-12-31	$196,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$143,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$419,641
Value of total assets at end of year	2021-12-31	$5,120,468
Value of total assets at beginning of year	2021-12-31	$4,287,841
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$53,327
Total interest from all sources	2021-12-31	$200,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$197,774
Participant contributions at end of year	2021-12-31	$5,632
Participant contributions at beginning of year	2021-12-31	$24,757
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$832,627
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,120,468
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,287,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$4,849,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,971,658
Value of interest in pooled separate accounts at end of year	2021-12-31	$46,068
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$39,149
Interest on participant loans	2021-12-31	$1,007
Interest earned on other investments	2021-12-31	$199,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$408,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$218,919
Employer contributions (assets) at end of year	2021-12-31	$218,918
Employer contributions (assets) at beginning of year	2021-12-31	$252,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$143,270
Contract administrator fees	2021-12-31	$53,327
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$973,043
Total of all expenses incurred	2020-12-31	$455,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$412,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$446,130
Value of total assets at end of year	2020-12-31	$4,287,841
Value of total assets at beginning of year	2020-12-31	$3,770,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$43,258
Total interest from all sources	2020-12-31	$77,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$193,853
Participant contributions at end of year	2020-12-31	$24,757
Participant contributions at beginning of year	2020-12-31	$14,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$517,177
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,287,841
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,770,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,971,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,538,579
Value of interest in pooled separate accounts at end of year	2020-12-31	$39,149
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$39,481
Interest on participant loans	2020-12-31	$1,509
Interest earned on other investments	2020-12-31	$75,681
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$449,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$252,277
Employer contributions (assets) at end of year	2020-12-31	$252,277
Employer contributions (assets) at beginning of year	2020-12-31	$178,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$412,608
Contract administrator fees	2020-12-31	$43,258
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD LLP
Accountancy firm EIN	2020-12-31	440160260

Form 5500 Responses for PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA

2022: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PENSION PLAN OF NSSA FOR EMPLOYEES OF NSSA 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590224-01

Policy instance

Insurance contract or identification number	590224-01
Number of Individuals Covered	3
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $99
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $60
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

315744

Policy instance

Insurance contract or identification number	315744
Number of Individuals Covered	25
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590224-01

Policy instance

Insurance contract or identification number	590224-01
Number of Individuals Covered	27
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $325
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $325
Insurance broker organization code?	3

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

315744

Policy instance

Insurance contract or identification number	315744
Number of Individuals Covered	26
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

315744

Policy instance

Insurance contract or identification number	315744
Number of Individuals Covered	27
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FIRST GREAT WEST LIFE INSURANCE & ANNUITY CO (National Association of Insurance Commissioners NAIC id number: 60214 )

Policy contract number

590224-01

Policy instance

Insurance contract or identification number	590224-01
Number of Individuals Covered	7
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $39
Total amount of fees paid to insurance company	USD $0
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
Commission paid to Insurance Broker	USD $39
Insurance broker organization code?	3

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Company Name:	NASSAU SUFFOLK SERVICES FOR THE AUTISTIC INC.
Employer identification number (EIN):	112669753
NAIC Classification:	611000