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EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC.
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

OHEL CHILDREN'S HOME & FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:OHEL CHILDREN'S HOME & FAMILY SERVICES, INC.
Employer identification number (EIN):116078704
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01HOWARD LORCH, CFO2023-03-15 HOWARD LORCH, CFO2023-03-15
0012020-07-01HOWARD LORCH2022-04-07 HOWARD LORCH2022-04-07
0012019-07-01HOWARD LORCH2021-04-12 HOWARD LORCH2021-04-12
0012018-07-01HOWARD LORCH2020-03-29 HOWARD LORCH2020-03-29
0012017-07-01HOWARD LORCH2019-04-01 HOWARD LORCH2019-04-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01HOWARD LORCH
0012011-07-01HOWARD LORCH
0012009-07-01HOWARD LORCH HOWARD LORCH2011-04-11

Plan Statistics for EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC.

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC.

Measure Date Value
2022: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2022 401k membership
Market value of plan assets2022-06-3012,370,721
Acturial value of plan assets2022-06-3011,230,187
Funding target for retired participants and beneficiaries receiving payment2022-06-303,900,943
Number of terminated vested participants2022-06-30177
Fundng target for terminated vested participants2022-06-303,510,207
Active participant vested funding target2022-06-304,128,123
Number of active participants2022-06-30165
Total funding liabilities for active participants2022-06-304,128,123
Total participant count2022-06-30402
Total funding target for all participants2022-06-3011,539,273
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-301,465,179
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-30119,000
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-301,346,179
Present value of excess contributions2022-06-30132,149
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30161,559
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-30161,559
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-301,831,898
Total employer contributions2022-06-30530,000
Total employee contributions2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30513,082
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30234,362
Net shortfall amortization installment of oustanding balance2022-06-302,140,984
Total funding amount beforereflecting carryover/prefunding balances2022-06-30455,094
Additional cash requirement2022-06-30455,094
Contributions allocatedtoward minimum required contributions for current year2022-06-30513,082
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2021 401k membership
Total participants, beginning-of-year2021-07-01396
Total number of active participants reported on line 7a of the Form 55002021-07-01172
Number of retired or separated participants receiving benefits2021-07-0131
Number of other retired or separated participants entitled to future benefits2021-07-01181
Total of all active and inactive participants2021-07-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-018
Total participants2021-07-01392
Market value of plan assets2021-06-3010,937,765
Acturial value of plan assets2021-06-3011,100,395
Funding target for retired participants and beneficiaries receiving payment2021-06-304,104,959
Number of terminated vested participants2021-06-30174
Fundng target for terminated vested participants2021-06-303,405,907
Active participant vested funding target2021-06-304,417,742
Number of active participants2021-06-30178
Total funding liabilities for active participants2021-06-304,417,742
Total participant count2021-06-30414
Total funding target for all participants2021-06-3011,928,608
Prefunding balance at beginning of prior year after applicable adjustments2021-06-301,580,103
Prefunding balanced used to offset prior years funding requirement2021-06-30183,897
Amount remaining of prefunding balance2021-06-301,396,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of prefunding at beginning of current year2021-06-301,465,179
Total employer contributions2021-06-30450,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30431,346
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Minimum required contributions for current year target normal cost2021-06-30192,582
Net shortfall amortization installment of oustanding balance2021-06-302,293,392
Total funding amount beforereflecting carryover/prefunding balances2021-06-30418,197
Prefunding balance elected to use to offset funding requirement2021-06-30119,000
Additional cash requirement2021-06-30299,197
Contributions allocatedtoward minimum required contributions for current year2021-06-30431,346
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2020 401k membership
Total participants, beginning-of-year2020-07-01402
Total number of active participants reported on line 7a of the Form 55002020-07-01183
Number of retired or separated participants receiving benefits2020-07-0133
Number of other retired or separated participants entitled to future benefits2020-07-01173
Total of all active and inactive participants2020-07-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-017
Total participants2020-07-01396
Number of participants with account balances2020-07-01361
Market value of plan assets2020-06-3011,503,896
Acturial value of plan assets2020-06-3011,620,011
Funding target for retired participants and beneficiaries receiving payment2020-06-304,124,750
Number of terminated vested participants2020-06-30175
Fundng target for terminated vested participants2020-06-303,584,177
Active participant vested funding target2020-06-304,840,957
Number of active participants2020-06-30192
Total funding liabilities for active participants2020-06-304,840,957
Total participant count2020-06-30426
Total funding target for all participants2020-06-3012,549,884
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-301,633,246
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-3042,000
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-301,591,246
Present value of excess contributions2020-06-3055,849
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3058,455
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-3058,455
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-30138,340
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-301,580,103
Total employer contributions2020-06-3066,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-3064,600
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-3016,430
Net shortfall amortization installment of oustanding balance2020-06-302,509,976
Waiver amortization installment2020-06-300
Waived amount of outstanding balance2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30474,965
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-30410,365
Additional cash requirement2020-06-3064,600
Contributions allocatedtoward minimum required contributions for current year2020-06-3064,600
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2019 401k membership
Total participants, beginning-of-year2019-07-01419
Total number of active participants reported on line 7a of the Form 55002019-07-01192
Number of retired or separated participants receiving benefits2019-07-0133
Number of other retired or separated participants entitled to future benefits2019-07-01171
Total of all active and inactive participants2019-07-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-016
Total participants2019-07-01402
Number of participants with account balances2019-07-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-011
Market value of plan assets2019-06-3012,301,425
Acturial value of plan assets2019-06-3012,093,200
Funding target for retired participants and beneficiaries receiving payment2019-06-304,082,729
Number of terminated vested participants2019-06-30179
Fundng target for terminated vested participants2019-06-303,720,202
Active participant vested funding target2019-06-305,272,011
Number of active participants2019-06-30211
Total funding liabilities for active participants2019-06-305,272,011
Total participant count2019-06-30446
Total funding target for all participants2019-06-3013,074,942
Balance at beginning of prior year after applicable adjustments2019-06-3065,034
Prefunding balance at beginning of prior year after applicable adjustments2019-06-301,817,353
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-3052,218
Amount remaining of carryover balance2019-06-3012,816
Amount remaining of prefunding balance2019-06-301,817,353
Reductions in caryover balances due to elections or deemed elections2019-06-3013,763
Reductions in prefunding balances due to elections or deemed elections2019-06-30318,409
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-301,633,246
Total employer contributions2019-06-30150,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30142,187
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-3016,550
Net shortfall amortization installment of oustanding balance2019-06-302,614,988
Total funding amount beforereflecting carryover/prefunding balances2019-06-30128,338
Prefunding balance elected to use to offset funding requirement2019-06-3042,000
Additional cash requirement2019-06-3086,338
Contributions allocatedtoward minimum required contributions for current year2019-06-30142,187
Unpaid minimum required contributions for current year2019-06-300
2018: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2018 401k membership
Total participants, beginning-of-year2018-07-01435
Total number of active participants reported on line 7a of the Form 55002018-07-01212
Number of retired or separated participants receiving benefits2018-07-0129
Number of other retired or separated participants entitled to future benefits2018-07-01175
Total of all active and inactive participants2018-07-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3012,945,566
Acturial value of plan assets2018-06-3012,901,341
Funding target for retired participants and beneficiaries receiving payment2018-06-303,076,653
Number of terminated vested participants2018-06-30190
Fundng target for terminated vested participants2018-06-304,227,618
Active participant vested funding target2018-06-305,767,959
Number of active participants2018-06-30224
Total funding liabilities for active participants2018-06-305,767,959
Total participant count2018-06-30461
Total funding target for all participants2018-06-3013,072,230
Balance at beginning of prior year after applicable adjustments2018-06-3059,111
Prefunding balance at beginning of prior year after applicable adjustments2018-06-301,651,839
Amount remaining of carryover balance2018-06-3059,111
Amount remaining of prefunding balance2018-06-301,651,839
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Balance of carryovers at beginning of current year2018-06-3065,034
Balance of prefunding at beginning of current year2018-06-301,817,353
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-3016,235
Net shortfall amortization installment of oustanding balance2018-06-302,053,276
Total funding amount beforereflecting carryover/prefunding balances2018-06-3052,218
Carryover balance elected to use to offset funding requirement2018-06-3052,218
Unpaid minimum required contributions for current year2018-06-300
2017: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-01446
Total number of active participants reported on line 7a of the Form 55002017-07-01227
Number of retired or separated participants receiving benefits2017-07-0127
Number of other retired or separated participants entitled to future benefits2017-07-01177
Total of all active and inactive participants2017-07-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-014
Total participants2017-07-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-011
Market value of plan assets2017-06-3012,291,764
Acturial value of plan assets2017-06-3012,882,781
Funding target for retired participants and beneficiaries receiving payment2017-06-302,651,879
Number of terminated vested participants2017-06-30214
Fundng target for terminated vested participants2017-06-304,150,698
Active participant vested funding target2017-06-305,767,435
Number of active participants2017-06-30229
Total funding liabilities for active participants2017-06-305,767,435
Total participant count2017-06-30488
Total funding target for all participants2017-06-3012,570,012
Balance at beginning of prior year after applicable adjustments2017-06-3058,387
Prefunding balance at beginning of prior year after applicable adjustments2017-06-301,089,822
Amount remaining of carryover balance2017-06-3058,387
Amount remaining of prefunding balance2017-06-301,089,822
Present value of excess contributions2017-06-30515,947
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30548,503
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-30548,503
Balance of carryovers at beginning of current year2017-06-3059,111
Balance of prefunding at beginning of current year2017-06-301,651,839
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-3016,520
Net shortfall amortization installment of oustanding balance2017-06-301,398,181
Total funding amount beforereflecting carryover/prefunding balances2017-06-30-37,782
Unpaid minimum required contributions for current year2017-06-300
2016: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-01480
Total number of active participants reported on line 7a of the Form 55002016-07-01234
Number of retired or separated participants receiving benefits2016-07-0120
Number of other retired or separated participants entitled to future benefits2016-07-01189
Total of all active and inactive participants2016-07-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01446
2015: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01644
Total number of active participants reported on line 7a of the Form 55002015-07-01297
Number of retired or separated participants receiving benefits2015-07-013
Number of other retired or separated participants entitled to future benefits2015-07-01162
Total of all active and inactive participants2015-07-01462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0118
Total participants2015-07-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-011
2014: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01656
Total number of active participants reported on line 7a of the Form 55002014-07-01313
Number of retired or separated participants receiving benefits2014-07-0115
Number of other retired or separated participants entitled to future benefits2014-07-01311
Total of all active and inactive participants2014-07-01639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01680
Total number of active participants reported on line 7a of the Form 55002013-07-01328
Number of retired or separated participants receiving benefits2013-07-0114
Number of other retired or separated participants entitled to future benefits2013-07-01311
Total of all active and inactive participants2013-07-01653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01693
Total number of active participants reported on line 7a of the Form 55002012-07-01343
Number of retired or separated participants receiving benefits2012-07-0126
Number of other retired or separated participants entitled to future benefits2012-07-01309
Total of all active and inactive participants2012-07-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01714
Total number of active participants reported on line 7a of the Form 55002011-07-01367
Number of retired or separated participants receiving benefits2011-07-0112
Number of other retired or separated participants entitled to future benefits2011-07-01310
Total of all active and inactive participants2011-07-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2009: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01743
Total number of active participants reported on line 7a of the Form 55002009-07-01459
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-01266
Total of all active and inactive participants2009-07-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01729
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC.

Measure Date Value
2022 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-925,291
Total of all expenses incurred2022-06-30$900,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$701,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$530,000
Value of total assets at end of year2022-06-30$10,545,023
Value of total assets at beginning of year2022-06-30$12,370,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$198,814
Total interest from all sources2022-06-30$16,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$12,530
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$650,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Administrative expenses (other) incurred2022-06-30$185,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,825,698
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,545,023
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,370,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in pooled separate accounts at end of year2022-06-30$8,925,222
Value of interest in pooled separate accounts at beginning of year2022-06-30$10,646,695
Interest earned on other investments2022-06-30$16,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,619,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,724,026
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$313,726
Net investment gain/loss from pooled separate accounts2022-06-30$-1,471,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$530,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$387,867
Contract administrator fees2022-06-30$1,200
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30FORVIS, LLP
Accountancy firm EIN2022-06-30440160260
2021 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$2,850,429
Total of all expenses incurred2021-06-30$1,417,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,183,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$450,000
Value of total assets at end of year2021-06-30$12,370,721
Value of total assets at beginning of year2021-06-30$10,937,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$234,142
Total interest from all sources2021-06-30$17,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$650,000
If this is an individual account plan, was there a blackout period2021-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-06-300
Minimum employer required contribution for this plan year2021-06-30$0
Amount contributed by the employer to the plan for this plan year2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Administrative expenses (other) incurred2021-06-30$218,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$1,432,956
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,370,721
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,937,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in pooled separate accounts at end of year2021-06-30$10,646,695
Value of interest in pooled separate accounts at beginning of year2021-06-30$8,968,880
Interest earned on other investments2021-06-30$17,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,724,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,968,885
Net investment gain/loss from pooled separate accounts2021-06-30$2,382,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$450,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,183,331
Contract administrator fees2021-06-30$15,910
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BKD, LLP
Accountancy firm EIN2021-06-30440160260
2020 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$613,846
Total of all expenses incurred2020-06-30$1,179,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$985,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$66,000
Value of total assets at end of year2020-06-30$10,937,765
Value of total assets at beginning of year2020-06-30$11,503,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$194,242
Total interest from all sources2020-06-30$2,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$176,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-566,131
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,937,765
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$11,503,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in pooled separate accounts at end of year2020-06-30$8,968,880
Value of interest in pooled separate accounts at beginning of year2020-06-30$11,503,888
Interest earned on other investments2020-06-30$2,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,968,885
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$8
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$567,383
Net investment gain/loss from pooled separate accounts2020-06-30$544,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$66,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$418,352
Contract administrator fees2020-06-30$18,090
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30MAZARS USA LLP
Accountancy firm EIN2020-06-30131459550
2019 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$652,156
Total of all expenses incurred2019-06-30$1,449,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,429,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$150,000
Value of total assets at end of year2019-06-30$11,503,896
Value of total assets at beginning of year2019-06-30$12,301,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$19,990
Total interest from all sources2019-06-30$991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-797,529
Value of net assets at end of year (total assets less liabilities)2019-06-30$11,503,896
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$12,301,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$11,503,888
Value of interest in pooled separate accounts at beginning of year2019-06-30$8,522,975
Interest earned on other investments2019-06-30$991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$8
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$3,778,450
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$1,040,793
Net investment gain/loss from pooled separate accounts2019-06-30$501,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$388,902
Contract administrator fees2019-06-30$19,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30MAZARS USA LLP
Accountancy firm EIN2019-06-30131459550
2018 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$896,233
Total of all expenses incurred2018-06-30$1,540,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,517,759
Value of total assets at end of year2018-06-30$12,301,425
Value of total assets at beginning of year2018-06-30$12,945,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$22,615
Total interest from all sources2018-06-30$37,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-644,141
Value of net assets at end of year (total assets less liabilities)2018-06-30$12,301,425
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$12,945,566
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$8,522,975
Value of interest in pooled separate accounts at beginning of year2018-06-30$9,144,237
Interest earned on other investments2018-06-30$37,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$3,778,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$3,801,329
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$614,171
Net investment gain/loss from pooled separate accounts2018-06-30$858,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$903,588
Contract administrator fees2018-06-30$22,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30MAZARS USA LLP
Accountancy firm EIN2018-06-30131459550
2017 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$1,177,929
Total of all expenses incurred2017-06-30$530,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$513,141
Value of total assets at end of year2017-06-30$12,945,566
Value of total assets at beginning of year2017-06-30$12,298,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$17,820
Total interest from all sources2017-06-30$35,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$646,968
Value of net assets at end of year (total assets less liabilities)2017-06-30$12,945,566
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$12,298,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$9,144,237
Value of interest in pooled separate accounts at beginning of year2017-06-30$8,402,160
Interest earned on other investments2017-06-30$35,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$3,801,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$3,646,438
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$225,859
Net investment gain/loss from pooled separate accounts2017-06-30$1,142,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Employer contributions (assets) at beginning of year2017-06-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$287,282
Contract administrator fees2017-06-30$17,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30MAZARS USA LLP
Accountancy firm EIN2017-06-30131459550
2016 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$699,667
Total of all expenses incurred2016-06-30$795,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$771,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$550,000
Value of total assets at end of year2016-06-30$12,298,598
Value of total assets at beginning of year2016-06-30$12,393,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$23,294
Total interest from all sources2016-06-30$35,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-95,373
Value of net assets at end of year (total assets less liabilities)2016-06-30$12,298,598
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$12,393,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$8,402,160
Value of interest in pooled separate accounts at beginning of year2016-06-30$8,737,866
Interest earned on other investments2016-06-30$35,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$3,646,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$3,656,105
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$517,743
Net investment gain/loss from pooled separate accounts2016-06-30$114,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$550,000
Employer contributions (assets) at end of year2016-06-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$254,003
Contract administrator fees2016-06-30$23,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAZARS USA LLP
Accountancy firm EIN2016-06-30131459550
2015 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$804,002
Total of all expenses incurred2015-06-30$578,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$559,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$400,000
Value of total assets at end of year2015-06-30$12,393,971
Value of total assets at beginning of year2015-06-30$12,168,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$19,402
Total interest from all sources2015-06-30$34,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$400,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$225,351
Value of net assets at end of year (total assets less liabilities)2015-06-30$12,393,971
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$12,168,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$8,737,866
Value of interest in pooled separate accounts at beginning of year2015-06-30$8,368,740
Interest earned on other investments2015-06-30$34,876
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$3,656,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$3,799,880
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$365,786
Net investment gain/loss from pooled separate accounts2015-06-30$369,126
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$193,463
Contract administrator fees2015-06-30$19,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30WEISERMAZARS LLP
Accountancy firm EIN2015-06-30131459550
2014 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,676,546
Total of all expenses incurred2014-06-30$219,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$201,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$250,000
Value of total assets at end of year2014-06-30$12,168,620
Value of total assets at beginning of year2014-06-30$10,711,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$18,626
Total interest from all sources2014-06-30$36,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,456,890
Value of net assets at end of year (total assets less liabilities)2014-06-30$12,168,620
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,711,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$8,368,740
Value of interest in pooled separate accounts at beginning of year2014-06-30$7,174,151
Interest earned on other investments2014-06-30$36,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$3,799,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$3,537,579
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$38,278
Net investment gain/loss from pooled separate accounts2014-06-30$1,389,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$162,059
Contract administrator fees2014-06-30$18,626
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30WEISERMAZARS LLP
Accountancy firm EIN2014-06-30131459550
2013 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,309,546
Total of all expenses incurred2013-06-30$390,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$369,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$350,917
Value of total assets at end of year2013-06-30$10,711,730
Value of total assets at beginning of year2013-06-30$9,793,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$21,486
Total interest from all sources2013-06-30$44,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$400,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$9,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$918,639
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,711,730
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$9,793,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$7,174,151
Value of interest in pooled separate accounts at beginning of year2013-06-30$6,514,811
Interest earned on other investments2013-06-30$44,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$3,537,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$3,278,280
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$241,635
Net investment gain/loss from pooled separate accounts2013-06-30$914,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$350,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$117,897
Contract administrator fees2013-06-30$21,486
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30WEISERMAZARS LLP
Accountancy firm EIN2013-06-30131459550
2012 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$425,285
Total of all expenses incurred2012-06-30$429,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$395,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$325,000
Value of total assets at end of year2012-06-30$9,793,091
Value of total assets at beginning of year2012-06-30$9,797,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$33,732
Total interest from all sources2012-06-30$62,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$650,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$53,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-4,180
Value of net assets at end of year (total assets less liabilities)2012-06-30$9,793,091
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$9,797,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$6,514,811
Value of interest in pooled separate accounts at beginning of year2012-06-30$6,476,619
Interest earned on other investments2012-06-30$62,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$3,278,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$3,259,652
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$290,585
Net investment gain/loss from pooled separate accounts2012-06-30$38,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$325,000
Employer contributions (assets) at beginning of year2012-06-30$61,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$51,432
Contract administrator fees2012-06-30$33,732
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30WEISERMAZARS LLP
Accountancy firm EIN2012-06-30131459550
2011 : EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$1,676,216
Total of all expenses incurred2011-06-30$327,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$306,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$196,742
Value of total assets at end of year2011-06-30$9,797,271
Value of total assets at beginning of year2011-06-30$8,448,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$21,715
Total interest from all sources2011-06-30$34,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$400,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$6,168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,348,342
Value of net assets at end of year (total assets less liabilities)2011-06-30$9,797,271
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$8,448,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$6,476,619
Value of interest in pooled separate accounts at beginning of year2011-06-30$6,869,994
Interest earned on other investments2011-06-30$34,645
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$3,259,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,556,935
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$255,718
Net investment gain/loss from pooled separate accounts2011-06-30$1,444,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$196,742
Employer contributions (assets) at end of year2011-06-30$61,000
Employer contributions (assets) at beginning of year2011-06-30$22,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$44,273
Contract administrator fees2011-06-30$21,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30WEISERMAZARS LLP
Accountancy firm EIN2011-06-30131459550

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC.

2021: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFITS PLAN OF OHEL CHILDRENS HOME & FAMILY SERVICES, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052003-B
Policy instance 1
Insurance contract or identification number052003-B
Number of Individuals Covered392
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of fees paid to insurance companyUSD $376
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees376
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052003-B
Policy instance 1
Insurance contract or identification number052003-B
Number of Individuals Covered396
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of fees paid to insurance companyUSD $376
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees376
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052003-B
Policy instance 1
Insurance contract or identification number052003-B
Number of Individuals Covered402
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052003-B
Policy instance 1
Insurance contract or identification number052003-B
Number of Individuals Covered419
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052003-B
Policy instance 1
Insurance contract or identification number052003-B
Number of Individuals Covered435
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,492
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

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