Logo

NATIONAL COUNCIL ON AGING 403(B) PLAN 401k Plan overview

Plan NameNATIONAL COUNCIL ON AGING 403(B) PLAN
Plan identification number 002

NATIONAL COUNCIL ON AGING 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NATIONAL COUNCIL ON THE AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL COUNCIL ON THE AGING, INC.
Employer identification number (EIN):131932384
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL COUNCIL ON AGING 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01KEVIN MADDEN
0022023-01-01
0022023-01-01KEVIN MADDEN
0022022-01-01
0022022-01-01KEVIN MADDEN
0022021-01-01
0022021-01-01ALICIA WALLER
0022020-01-01
0022019-01-01
0022017-01-01DONNA WHITT DONNA WHITT2018-10-05
0022016-01-01DONNA WHITT
0022015-01-01DONNA WHITT
0022014-01-01DONNA WHITT
0022013-01-01DONNA WHITT DONNA WHITT2014-10-15
0022012-01-01DONNA WHITT DONNA WHITT2013-10-14
0022011-01-01DONNA WHITT
0022010-01-01DONNA WHITT2011-07-12

Plan Statistics for NATIONAL COUNCIL ON AGING 403(B) PLAN

401k plan membership statisitcs for NATIONAL COUNCIL ON AGING 403(B) PLAN

Measure Date Value
2023: NATIONAL COUNCIL ON AGING 403(B) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01111
Total number of active participants reported on line 7a of the Form 55002023-01-0198
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0130
Total of all active and inactive participants2023-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01129
Number of participants with account balances2023-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-015
2022: NATIONAL COUNCIL ON AGING 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0194
Total number of active participants reported on line 7a of the Form 55002022-01-0184
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01111
Number of participants with account balances2022-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NATIONAL COUNCIL ON AGING 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-0170
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0194
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NATIONAL COUNCIL ON AGING 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01151
Total number of active participants reported on line 7a of the Form 55002020-01-0180
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01149
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: NATIONAL COUNCIL ON AGING 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01140
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0162
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01151
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2017: NATIONAL COUNCIL ON AGING 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-0184
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0152
Total of all active and inactive participants2017-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01136
Number of participants with account balances2017-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: NATIONAL COUNCIL ON AGING 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01128
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01133
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: NATIONAL COUNCIL ON AGING 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-0176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01128
Number of participants with account balances2015-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: NATIONAL COUNCIL ON AGING 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01116
Total number of active participants reported on line 7a of the Form 55002014-01-0171
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01122
Number of participants with account balances2014-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: NATIONAL COUNCIL ON AGING 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01109
Total number of active participants reported on line 7a of the Form 55002013-01-0166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01116
Number of participants with account balances2013-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: NATIONAL COUNCIL ON AGING 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01110
Total number of active participants reported on line 7a of the Form 55002012-01-0174
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01109
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: NATIONAL COUNCIL ON AGING 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-0186
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01110
Number of participants with account balances2011-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016

Financial Data on NATIONAL COUNCIL ON AGING 403(B) PLAN

Measure Date Value
2023 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,986,081
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,502,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,464,291
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,043,204
Value of total assets at end of year2023-12-31$14,518,004
Value of total assets at beginning of year2023-12-31$12,034,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$37,906
Total interest from all sources2023-12-31$3,287
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$467,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$467,895
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$838,860
Participant contributions at end of year2023-12-31$72,379
Participant contributions at beginning of year2023-12-31$52,973
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$608,181
Other income not declared elsewhere2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,483,884
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,518,004
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,034,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$25,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$14,374,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,764,795
Interest on participant loans2023-12-31$3,287
Interest earned on other investments2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$71,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$216,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,471,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$596,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,464,291
Contract administrator fees2023-12-31$12,345
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PBMARES, LLP
Accountancy firm EIN2023-12-31540737372
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,986,081
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,502,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,464,291
Expenses. Certain deemed distributions of participant loans2023-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,043,204
Value of total assets at end of year2023-01-01$14,518,004
Value of total assets at beginning of year2023-01-01$12,034,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$37,906
Total interest from all sources2023-01-01$3,287
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$467,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$467,895
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$1,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$838,860
Participant contributions at end of year2023-01-01$72,379
Participant contributions at beginning of year2023-01-01$52,973
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$608,181
Other income not declared elsewhere2023-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,483,884
Value of net assets at end of year (total assets less liabilities)2023-01-01$14,518,004
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$12,034,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$25,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$14,374,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$11,764,795
Interest on participant loans2023-01-01$3,287
Interest earned on other investments2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$71,107
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$216,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,471,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$596,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,464,291
Contract administrator fees2023-01-01$12,345
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01PBMARES, LLP
Accountancy firm EIN2023-01-01540737372
2022 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-695,651
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$286,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$251,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,288,683
Value of total assets at end of year2022-12-31$12,034,120
Value of total assets at beginning of year2022-12-31$13,015,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,807
Total interest from all sources2022-12-31$4,333
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$343,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$343,871
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$750,254
Participant contributions at end of year2022-12-31$52,973
Participant contributions at beginning of year2022-12-31$34,571
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$49,245
Other income not declared elsewhere2022-12-31$181
Administrative expenses (other) incurred2022-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-981,861
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,034,120
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,015,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$23,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,764,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$12,909,844
Interest on participant loans2022-12-31$1,762
Interest earned on other investments2022-12-31$2,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$216,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$71,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,332,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$489,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$251,403
Contract administrator fees2022-12-31$10,964
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PBMARES, LLP
Accountancy firm EIN2022-12-31540737372
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-695,651
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$286,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$251,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,288,683
Value of total assets at end of year2022-01-01$12,034,120
Value of total assets at beginning of year2022-01-01$13,015,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$34,807
Total interest from all sources2022-01-01$4,333
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$343,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$343,871
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$1,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$750,254
Participant contributions at end of year2022-01-01$52,973
Participant contributions at beginning of year2022-01-01$34,571
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$49,245
Other income not declared elsewhere2022-01-01$181
Administrative expenses (other) incurred2022-01-01$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-981,861
Value of net assets at end of year (total assets less liabilities)2022-01-01$12,034,120
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$13,015,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$23,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$11,764,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$12,909,844
Interest on participant loans2022-01-01$1,762
Interest earned on other investments2022-01-01$2,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$216,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$71,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,332,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$489,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$251,403
Contract administrator fees2022-01-01$10,964
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01PBMARES, LLP
Accountancy firm EIN2022-01-01540737372
2021 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,614,462
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,383,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,351,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,810,042
Value of total assets at end of year2021-12-31$13,015,981
Value of total assets at beginning of year2021-12-31$14,785,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,550
Total interest from all sources2021-12-31$6,944
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$811,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$811,693
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$807,121
Participant contributions at end of year2021-12-31$34,571
Participant contributions at beginning of year2021-12-31$52,995
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$583,679
Administrative expenses (other) incurred2021-12-31$32,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,769,271
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,015,981
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,785,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$12,909,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,732,257
Interest on participant loans2021-12-31$2,138
Interest earned on other investments2021-12-31$4,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$71,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$985,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$419,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,351,183
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PBMARES, LLP
Accountancy firm EIN2021-12-31540737372
2020 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,707,995
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,227,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,202,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,485,995
Value of total assets at end of year2020-12-31$14,785,252
Value of total assets at beginning of year2020-12-31$12,304,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,407
Total interest from all sources2020-12-31$2,759
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$178,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$178,038
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$764,418
Participant contributions at end of year2020-12-31$52,995
Participant contributions at beginning of year2020-12-31$76,972
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$270,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,480,435
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,785,252
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,304,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,732,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,227,845
Interest on participant loans2020-12-31$2,759
Income. Interest from loans (other than to participants)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,041,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$451,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,202,153
Contract administrator fees2020-12-31$5,276
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,575,049
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,127,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,114,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,330,889
Value of total assets at end of year2019-12-31$12,304,817
Value of total assets at beginning of year2019-12-31$10,857,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,178
Total interest from all sources2019-12-31$11,531
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$209,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$209,312
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$775,412
Participant contributions at end of year2019-12-31$76,972
Participant contributions at beginning of year2019-12-31$102,800
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,447,194
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,304,817
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,857,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$4,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,227,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,560,693
Interest on participant loans2019-12-31$3,337
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,193,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,193,234
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,023,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$555,477
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,114,677
Contract administrator fees2019-12-31$8,490
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$625,845
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$967,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$966,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,187,960
Value of total assets at end of year2018-12-31$10,857,623
Value of total assets at beginning of year2018-12-31$11,199,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$945
Total interest from all sources2018-12-31$17,936
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$142,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$142,493
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$671,863
Participant contributions at end of year2018-12-31$102,800
Participant contributions at beginning of year2018-12-31$148,086
Participant contributions at end of year2018-12-31$68
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-341,385
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,857,623
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,199,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,560,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,522,630
Interest on participant loans2018-12-31$4,912
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,193,234
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,528,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,528,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-722,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$516,097
Employer contributions (assets) at end of year2018-12-31$828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$966,285
Contract administrator fees2018-12-31$945
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$2,452,312
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$990,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$989,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,059,962
Value of total assets at end of year2017-12-31$11,199,008
Value of total assets at beginning of year2017-12-31$9,737,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,605
Total interest from all sources2017-12-31$8,909
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$119,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$119,274
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$605,088
Participant contributions at end of year2017-12-31$148,086
Participant contributions at beginning of year2017-12-31$122,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,461,446
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,199,008
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,737,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,522,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,732,767
Interest on participant loans2017-12-31$5,641
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,528,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$852,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$852,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,264,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$454,874
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$29,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$989,261
Contract administrator fees2017-12-31$1,605
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$1,808,189
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$379,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$377,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,069,334
Value of total assets at end of year2016-12-31$9,737,562
Value of total assets at beginning of year2016-12-31$8,308,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,920
Total interest from all sources2016-12-31$2,941
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$109,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$109,983
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$568,374
Participant contributions at end of year2016-12-31$122,816
Participant contributions at beginning of year2016-12-31$43,314
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$55,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,429,034
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,737,562
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,308,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,732,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,624,714
Interest on participant loans2016-12-31$2,925
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$852,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$640,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$640,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$625,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$445,398
Employer contributions (assets) at end of year2016-12-31$29,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$377,235
Contract administrator fees2016-12-31$1,920
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$813,388
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$453,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$452,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$830,128
Value of total assets at end of year2015-12-31$8,308,528
Value of total assets at beginning of year2015-12-31$7,948,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,050
Total interest from all sources2015-12-31$1,270
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$105,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$105,120
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$475,108
Participant contributions at end of year2015-12-31$43,314
Participant contributions at beginning of year2015-12-31$34,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$360,084
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,308,528
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,948,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,624,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,237,190
Interest on participant loans2015-12-31$1,242
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$640,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$675,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$675,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-123,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$355,020
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$1,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$452,254
Contract administrator fees2015-12-31$1,050
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$1,285,811
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$505,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$504,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$841,589
Value of total assets at end of year2014-12-31$7,948,444
Value of total assets at beginning of year2014-12-31$7,168,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,185
Total interest from all sources2014-12-31$1,436
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$117,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$117,040
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$441,899
Participant contributions at end of year2014-12-31$34,278
Participant contributions at beginning of year2014-12-31$44,872
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$780,392
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,948,444
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,168,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,237,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,493,097
Interest on participant loans2014-12-31$1,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$675,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$630,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$630,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$325,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$390,671
Employer contributions (assets) at end of year2014-12-31$1,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$504,234
Contract administrator fees2014-12-31$1,185
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCGLADREY LLP
Accountancy firm EIN2014-12-31420714325
2013 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,958,881
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$126,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$125,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$920,819
Value of total assets at end of year2013-12-31$7,168,052
Value of total assets at beginning of year2013-12-31$5,335,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,245
Total interest from all sources2013-12-31$1,487
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$73,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$73,313
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$419,515
Participant contributions at end of year2013-12-31$44,872
Participant contributions at beginning of year2013-12-31$50,441
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$116,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,832,140
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,168,052
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,335,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,493,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,475,503
Interest on participant loans2013-12-31$1,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$630,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$777,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$777,069
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$963,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$385,133
Employer contributions (assets) at beginning of year2013-12-31$32,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$125,496
Contract administrator fees2013-12-31$1,245
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCGLADREY LLP
Accountancy firm EIN2013-12-31420714325
2012 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,398,687
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$540,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$539,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$928,658
Value of total assets at end of year2012-12-31$5,335,912
Value of total assets at beginning of year2012-12-31$4,477,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,440
Total interest from all sources2012-12-31$1,286
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$80,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$80,688
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$423,090
Participant contributions at end of year2012-12-31$50,441
Participant contributions at beginning of year2012-12-31$34,955
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$27,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$858,077
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,335,912
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,477,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,475,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,646,290
Interest on participant loans2012-12-31$1,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$777,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$796,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$796,590
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$388,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$478,337
Employer contributions (assets) at end of year2012-12-31$32,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$539,170
Contract administrator fees2012-12-31$1,440
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ARONSON LLC
Accountancy firm EIN2012-12-31371611326
2011 : NATIONAL COUNCIL ON AGING 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$951,847
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$823,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$821,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$952,112
Value of total assets at end of year2011-12-31$4,477,835
Value of total assets at beginning of year2011-12-31$4,349,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,850
Total interest from all sources2011-12-31$1,278
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$63,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$63,620
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$443,317
Participant contributions at end of year2011-12-31$34,955
Participant contributions at beginning of year2011-12-31$35,475
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$4,176
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$128,551
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,477,835
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,349,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,646,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,621,239
Interest on participant loans2011-12-31$1,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$796,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$692,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$692,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-65,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$504,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$821,446
Contract administrator fees2011-12-31$1,850
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ARONSON LLC
Accountancy firm EIN2011-12-31371611326

Form 5500 Responses for NATIONAL COUNCIL ON AGING 403(B) PLAN

2023: NATIONAL COUNCIL ON AGING 403(B) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NATIONAL COUNCIL ON AGING 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NATIONAL COUNCIL ON AGING 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NATIONAL COUNCIL ON AGING 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NATIONAL COUNCIL ON AGING 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL COUNCIL ON AGING 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL COUNCIL ON AGING 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL COUNCIL ON AGING 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL COUNCIL ON AGING 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL COUNCIL ON AGING 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL COUNCIL ON AGING 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL COUNCIL ON AGING 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number524794-01
Policy instance 1
Insurance contract or identification number524794-01
Number of Individuals Covered3
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075739
Policy instance 1
Insurance contract or identification number075739
Number of Individuals Covered111
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075739
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup