THE ARC ROCKLAND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO
401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO
Measure | Date | Value |
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2017 : EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,595,129 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $15,164,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,164,419 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $646,927 |
Value of total assets at end of year | 2017-12-31 | $0 |
Value of total assets at beginning of year | 2017-12-31 | $13,569,290 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $85,256 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-13,569,290 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,569,290 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,322,506 |
Interest on participant loans | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $85,256 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $7,124,204 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $862,946 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $646,927 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $122,580 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $15,164,419 |
Did the plan have assets held for investment | 2017-12-31 | No |
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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,691,375 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $692,754 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $692,754 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,071,177 |
Value of total assets at end of year | 2016-12-31 | $13,569,290 |
Value of total assets at beginning of year | 2016-12-31 | $12,570,669 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $107,394 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $998,621 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $13,569,290 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,570,669 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,322,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,282,183 |
Interest on participant loans | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $107,394 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $7,124,204 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $7,152,432 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $512,804 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,071,177 |
Employer contributions (assets) at end of year | 2016-12-31 | $122,580 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $136,054 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $692,754 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,129,030 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $760,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $759,763 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,038,407 |
Value of total assets at end of year | 2015-12-31 | $12,434,615 |
Value of total assets at beginning of year | 2015-12-31 | $12,065,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $250 |
Total interest from all sources | 2015-12-31 | $106,446 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $1,038,407 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $1,038,407 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $369,017 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,434,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,065,598 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,282,183 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,166,739 |
Interest on participant loans | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $106,446 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $7,152,432 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $6,898,859 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-15,823 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,038,407 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $759,763 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BDO USA,LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,480,961 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $590,141 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $589,691 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,023,739 |
Value of total assets at end of year | 2014-12-31 | $12,065,598 |
Value of total assets at beginning of year | 2014-12-31 | $11,174,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $450 |
Total interest from all sources | 2014-12-31 | $106,035 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $1,023,739 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $1,023,739 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $890,820 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,065,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,174,778 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,166,739 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,388,471 |
Interest on participant loans | 2014-12-31 | $0 |
Interest earned on other investments | 2014-12-31 | $106,035 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $6,898,859 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $6,786,307 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $351,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,023,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $589,691 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,059,058 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $963,623 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $940,530 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,059,137 |
Value of total assets at end of year | 2013-12-31 | $11,174,778 |
Value of total assets at beginning of year | 2013-12-31 | $10,079,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $23,093 |
Total interest from all sources | 2013-12-31 | $127,382 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $1,059,137 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $1,059,137 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $23,093 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,095,435 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,174,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,079,343 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,388,471 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,508,969 |
Interest on participant loans | 2013-12-31 | $0 |
Interest earned on other investments | 2013-12-31 | $127,382 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $6,786,307 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $6,570,374 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $872,539 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,059,137 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $940,530 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $316,152 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $164,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $163,947 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $199,754 |
Value of total assets at end of year | 2012-12-31 | $2,430,015 |
Value of total assets at beginning of year | 2012-12-31 | $2,278,671 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $861 |
Total interest from all sources | 2012-12-31 | $40,064 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $199,754 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $199,754 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other income not declared elsewhere | 2012-12-31 | $22,822 |
Administrative expenses (other) incurred | 2012-12-31 | $861 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $151,344 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,430,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,278,671 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $498,657 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $485,359 |
Interest earned on other investments | 2012-12-31 | $40,064 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,897,459 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,770,324 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $53,512 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $199,754 |
Employer contributions (assets) at end of year | 2012-12-31 | $33,899 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $22,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $163,947 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $255,187 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $101,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $100,581 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $210,642 |
Value of total assets at end of year | 2011-12-31 | $2,278,671 |
Value of total assets at beginning of year | 2011-12-31 | $2,124,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $700 |
Total interest from all sources | 2011-12-31 | $38,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $210,642 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $210,642 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other income not declared elsewhere | 2011-12-31 | $13,024 |
Administrative expenses (other) incurred | 2011-12-31 | $700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $153,906 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,278,671 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,124,765 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $485,359 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $475,730 |
Interest earned on other investments | 2011-12-31 | $38,816 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,770,324 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,617,340 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-7,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $210,642 |
Employer contributions (assets) at end of year | 2011-12-31 | $22,988 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $31,695 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $100,581 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,471 |
Total income from all sources (including contributions) | 2010-12-31 | $317,170 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $178,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $168,117 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $205,536 |
Value of total assets at end of year | 2010-12-31 | $2,124,765 |
Value of total assets at beginning of year | 2010-12-31 | $1,989,218 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,035 |
Total interest from all sources | 2010-12-31 | $44,733 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $202,065 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $202,065 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,471 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $3,471 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $139,018 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,124,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,985,747 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $475,730 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $375,046 |
Interest earned on other investments | 2010-12-31 | $44,733 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,617,340 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $1,596,574 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $27,519 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $66,901 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $202,065 |
Employer contributions (assets) at end of year | 2010-12-31 | $31,695 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $17,598 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $140,598 |
Contract administrator fees | 2010-12-31 | $10,035 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2010-12-31 | 135381590 |
2009 : EMPLOYEE BENEFIT PLAN OF ROCKLAND CO. CHAPTER-NEW YORK STATE ASSOCIATION FO 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $167,466 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $167,466 |