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THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTHE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN
Plan identification number 001

THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE COMMUNITY PRESERVATION CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE COMMUNITY PRESERVATION CORPORATION
Employer identification number (EIN):132792409
NAIC Classification:522292
NAIC Description:Real Estate Credit

Additional information about THE COMMUNITY PRESERVATION CORPORATION

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1974-07-10
Company Identification Number: 347642
Legal Registered Office Address: ATTN: DEPUTY GENERAL COUNSEL
220 EAST 42ND STREET, 16TH FLR
NEW YORK
United States of America (USA)
10017

More information about THE COMMUNITY PRESERVATION CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JEFFREY B. ELY JEFFREY B. ELY2018-09-14
0012016-01-01JEFFREY B. ELY JEFFREY B. ELY2017-09-21
0012015-01-01JEFFREY B. ELY JEFFREY B. ELY2016-09-23
0012014-01-01JEFFREY B. ELY
0012013-01-01JEFFREY B. ELY
0012012-01-01JEFFREY B. ELY
0012011-01-01JEFFREY ELY
0012009-01-01ALICE DUNN

Plan Statistics for THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2022: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01239
Total number of active participants reported on line 7a of the Form 55002022-01-01167
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0188
Total of all active and inactive participants2022-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01256
Number of participants with account balances2022-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01226
Total number of active participants reported on line 7a of the Form 55002021-01-01158
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0181
Total of all active and inactive participants2021-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01239
Number of participants with account balances2021-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01220
Total number of active participants reported on line 7a of the Form 55002020-01-01149
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0177
Total of all active and inactive participants2020-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01226
Number of participants with account balances2020-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01214
Total number of active participants reported on line 7a of the Form 55002019-01-01147
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01220
Number of participants with account balances2019-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01198
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0176
Total of all active and inactive participants2018-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01214
Number of participants with account balances2018-01-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01187
Total number of active participants reported on line 7a of the Form 55002017-01-01133
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01198
Number of participants with account balances2017-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01180
Total number of active participants reported on line 7a of the Form 55002016-01-01119
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01187
Number of participants with account balances2016-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01165
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01180
Number of participants with account balances2015-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01163
Total number of active participants reported on line 7a of the Form 55002014-01-01103
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0162
Total of all active and inactive participants2014-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01165
Number of participants with account balances2014-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01165
Total number of active participants reported on line 7a of the Form 55002013-01-0196
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0167
Total of all active and inactive participants2013-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01163
Number of participants with account balances2013-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01178
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0170
Total of all active and inactive participants2012-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01165
Number of participants with account balances2012-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01191
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0166
Total of all active and inactive participants2011-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01178
Number of participants with account balances2011-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01218
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01190
Number of participants with account balances2009-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-9,288,526
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,001,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,990,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,856,921
Value of total assets at end of year2022-12-31$55,869,526
Value of total assets at beginning of year2022-12-31$70,159,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,329
Total interest from all sources2022-12-31$16,770
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,901,490
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$1,901,490
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$1,660,360
Participant contributions at end of year2022-12-31$381,340
Participant contributions at beginning of year2022-12-31$400,672
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$87,016
Other income not declared elsewhere2022-12-31$298
Administrative expenses (other) incurred2022-12-31$10,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,289,570
Value of net assets at end of year (total assets less liabilities)2022-12-31$55,869,526
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$70,159,096
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,372,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$66,626,607
Interest on participant loans2022-12-31$16,770
Value of interest in common/collective trusts at end of year2022-12-31$3,115,712
Value of interest in common/collective trusts at beginning of year2022-12-31$3,131,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,109,068
Net investment gain or loss from common/collective trusts2022-12-31$45,063
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,109,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,990,715
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 name2022-12-31CARON & BLETZER & PLLC
Accountancy firm EIN2022-12-31043499945
2021 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$13,299,243
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,311,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,301,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,365,518
Value of total assets at end of year2021-12-31$70,159,096
Value of total assets at beginning of year2021-12-31$63,171,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,616
Total interest from all sources2021-12-31$16,083
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,497,308
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$5,497,308
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$1,514,118
Participant contributions at end of year2021-12-31$400,672
Participant contributions at beginning of year2021-12-31$355,751
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$815,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,959
Other income not declared elsewhere2021-12-31$739
Administrative expenses (other) incurred2021-12-31$9,616
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$6,987,845
Value of net assets at end of year (total assets less liabilities)2021-12-31$70,159,096
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,171,251
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$66,626,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$59,792,452
Interest on participant loans2021-12-31$16,083
Value of interest in common/collective trusts at end of year2021-12-31$3,131,817
Value of interest in common/collective trusts at beginning of year2021-12-31$3,023,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,379,082
Net investment gain or loss from common/collective trusts2021-12-31$40,513
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$2,035,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,299,823
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 name2021-12-31ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN2021-12-31223203841
2020 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$13,946,888
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,772,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,764,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,312,877
Value of total assets at end of year2020-12-31$63,171,251
Value of total assets at beginning of year2020-12-31$50,996,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,254
Total interest from all sources2020-12-31$16,161
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,034,451
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$2,034,451
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,506,728
Participant contributions at end of year2020-12-31$355,751
Participant contributions at beginning of year2020-12-31$358,139
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$326,407
Other income not declared elsewhere2020-12-31$1,282
Administrative expenses (other) incurred2020-12-31$8,254
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$12,174,480
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,171,251
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$50,996,771
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$59,792,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,437,119
Interest on participant loans2020-12-31$16,161
Value of interest in common/collective trusts at end of year2020-12-31$3,023,048
Value of interest in common/collective trusts at beginning of year2020-12-31$2,201,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,527,708
Net investment gain or loss from common/collective trusts2020-12-31$54,409
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$1,479,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,764,154
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 name2020-12-31ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN2020-12-31223203841
2019 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$12,933,119
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,216,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,210,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,440,533
Value of total assets at end of year2019-12-31$50,996,771
Value of total assets at beginning of year2019-12-31$41,280,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,883
Total interest from all sources2019-12-31$13,902
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,621,150
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$1,621,150
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,322,118
Participant contributions at end of year2019-12-31$358,139
Participant contributions at beginning of year2019-12-31$292,634
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$608,102
Administrative expenses (other) incurred2019-12-31$5,883
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$9,716,672
Value of net assets at end of year (total assets less liabilities)2019-12-31$50,996,771
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,280,099
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,437,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,086,477
Interest on participant loans2019-12-31$13,902
Value of interest in common/collective trusts at end of year2019-12-31$2,201,513
Value of interest in common/collective trusts at beginning of year2019-12-31$2,900,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,802,702
Net investment gain or loss from common/collective trusts2019-12-31$54,832
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$1,510,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,210,564
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 name2019-12-31ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN2019-12-31223203841
2018 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$875,153
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,203,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,198,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,527,347
Value of total assets at end of year2018-12-31$41,280,099
Value of total assets at beginning of year2018-12-31$41,608,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,440
Total interest from all sources2018-12-31$12,279
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,128,903
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$2,128,903
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,080,271
Participant contributions at end of year2018-12-31$292,634
Participant contributions at beginning of year2018-12-31$255,978
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$71,482
Administrative expenses (other) incurred2018-12-31$5,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-328,585
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,280,099
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$41,608,684
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$38,086,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$39,303,359
Interest on participant loans2018-12-31$12,279
Value of interest in common/collective trusts at end of year2018-12-31$2,900,988
Value of interest in common/collective trusts at beginning of year2018-12-31$2,049,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,837,367
Net investment gain or loss from common/collective trusts2018-12-31$43,991
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$1,375,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,198,298
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 name2018-12-31ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN2018-12-31223203841
2017 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$8,910,627
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,475,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,470,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,476,103
Value of total assets at end of year2017-12-31$41,608,684
Value of total assets at beginning of year2017-12-31$35,173,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,071
Total interest from all sources2017-12-31$11,255
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,411,781
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$1,411,781
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,000,221
Participant contributions at end of year2017-12-31$255,978
Participant contributions at beginning of year2017-12-31$240,133
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$193,293
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$5,071
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$6,435,056
Value of net assets at end of year (total assets less liabilities)2017-12-31$41,608,684
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$35,173,628
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$39,303,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,452,917
Interest on participant loans2017-12-31$11,255
Value of interest in common/collective trusts at end of year2017-12-31$2,049,347
Value of interest in common/collective trusts at beginning of year2017-12-31$2,480,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,973,472
Net investment gain or loss from common/collective trusts2017-12-31$38,016
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$1,282,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,470,500
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 name2017-12-31ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN2017-12-31223203841
2016 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$5,069,020
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,794,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,781,191
Value of total corrective distributions2016-12-31$8,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,447,983
Value of total assets at end of year2016-12-31$35,173,628
Value of total assets at beginning of year2016-12-31$31,899,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,043
Total interest from all sources2016-12-31$12,478
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,034,809
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$1,034,809
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$893,212
Participant contributions at end of year2016-12-31$240,133
Participant contributions at beginning of year2016-12-31$331,284
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$416,116
Administrative expenses (other) incurred2016-12-31$5,043
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$3,274,616
Value of net assets at end of year (total assets less liabilities)2016-12-31$35,173,628
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,899,012
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$32,452,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,437,595
Interest on participant loans2016-12-31$12,478
Value of interest in common/collective trusts at end of year2016-12-31$2,480,578
Value of interest in common/collective trusts at beginning of year2016-12-31$2,130,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,531,815
Net investment gain or loss from common/collective trusts2016-12-31$41,935
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$1,138,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,781,191
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 name2016-12-31ROTENBERG MERIL SOLOMAON BERTIGER
Accountancy firm EIN2016-12-31223203841
2015 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$2,972,890
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,423,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,418,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,684,607
Value of total assets at end of year2015-12-31$31,899,012
Value of total assets at beginning of year2015-12-31$30,349,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,061
Total interest from all sources2015-12-31$11,950
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,411,202
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$1,411,202
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$873,494
Participant contributions at end of year2015-12-31$331,284
Participant contributions at beginning of year2015-12-31$264,110
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$681,385
Administrative expenses (other) incurred2015-12-31$5,061
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$1,549,164
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,899,012
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,349,848
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$29,437,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,268,728
Interest on participant loans2015-12-31$11,950
Value of interest in common/collective trusts at end of year2015-12-31$2,130,133
Value of interest in common/collective trusts at beginning of year2015-12-31$1,817,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,171,127
Net investment gain or loss from common/collective trusts2015-12-31$36,258
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$1,129,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,418,665
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 name2015-12-31ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN2015-12-31223203841
2014 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$4,899,739
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,482,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,477,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,263,367
Value of total assets at end of year2014-12-31$30,349,848
Value of total assets at beginning of year2014-12-31$26,932,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,870
Total interest from all sources2014-12-31$13,276
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,363,405
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$1,363,405
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$764,168
Participant contributions at end of year2014-12-31$264,110
Participant contributions at beginning of year2014-12-31$383,615
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$444,034
Administrative expenses (other) incurred2014-12-31$4,870
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$3,416,894
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,349,848
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,932,954
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$28,268,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$24,163,972
Interest on participant loans2014-12-31$13,276
Value of interest in common/collective trusts at end of year2014-12-31$1,817,010
Value of interest in common/collective trusts at beginning of year2014-12-31$2,385,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,220,521
Net investment gain or loss from common/collective trusts2014-12-31$39,170
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$1,055,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,477,975
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 name2014-12-31ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN2014-12-31223203841
2013 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$6,706,367
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,944,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,930,594
Value of total corrective distributions2013-12-31$9,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,958,934
Value of total assets at end of year2013-12-31$26,932,954
Value of total assets at beginning of year2013-12-31$22,170,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,408
Total interest from all sources2013-12-31$13,814
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$867,171
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$867,171
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$740,005
Participant contributions at end of year2013-12-31$383,615
Participant contributions at beginning of year2013-12-31$255,817
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$168,889
Administrative expenses (other) incurred2013-12-31$4,408
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$4,761,983
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,932,954
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,170,971
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$24,163,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$19,328,524
Interest on participant loans2013-12-31$13,814
Value of interest in common/collective trusts at end of year2013-12-31$2,385,367
Value of interest in common/collective trusts at beginning of year2013-12-31$2,586,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,820,735
Net investment gain or loss from common/collective trusts2013-12-31$45,713
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$1,050,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,930,594
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 name2013-12-31ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN2013-12-31223203841
2012 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$4,840,700
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$9,294,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,290,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,029,602
Value of total assets at end of year2012-12-31$22,170,971
Value of total assets at beginning of year2012-12-31$26,625,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,672
Total interest from all sources2012-12-31$11,238
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$551,299
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$551,299
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$828,557
Participant contributions at end of year2012-12-31$255,817
Participant contributions at beginning of year2012-12-31$318,367
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$44,521
Administrative expenses (other) incurred2012-12-31$4,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-4,454,295
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,170,971
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$26,625,266
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$19,328,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$22,070,106
Interest on participant loans2012-12-31$11,238
Value of interest in common/collective trusts at end of year2012-12-31$2,586,630
Value of interest in common/collective trusts at beginning of year2012-12-31$4,236,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,144,796
Net investment gain or loss from common/collective trusts2012-12-31$103,765
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$1,156,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,290,323
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 name2012-12-31ROTENBERG MERIL SOLOMON BERTIGER &
Accountancy firm EIN2012-12-31223203841
2011 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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$2,815,395
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,481,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,476,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,647,617
Value of total assets at end of year2011-12-31$26,625,266
Value of total assets at beginning of year2011-12-31$27,291,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,083
Total interest from all sources2011-12-31$14,992
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$590,450
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$590,450
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,117,570
Participant contributions at end of year2011-12-31$318,367
Participant contributions at beginning of year2011-12-31$328,203
Administrative expenses (other) incurred2011-12-31$5,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-665,922
Value of net assets at end of year (total assets less liabilities)2011-12-31$26,625,266
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,291,188
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$22,070,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,904,995
Interest on participant loans2011-12-31$14,992
Value of interest in common/collective trusts at end of year2011-12-31$4,236,793
Value of interest in common/collective trusts at beginning of year2011-12-31$4,057,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-393,420
Net investment gain or loss from common/collective trusts2011-12-31$-44,244
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$1,530,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,476,234
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 name2011-12-31ROTENBERG MERIL SOLOMON BERTIGER &
Accountancy firm EIN2011-12-31223203841
2010 : THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$12,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,648,386
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,243,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,231,499
Value of total corrective distributions2010-12-31$10,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,008,688
Value of total assets at end of year2010-12-31$27,291,188
Value of total assets at beginning of year2010-12-31$19,873,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,415
Total interest from all sources2010-12-31$12,635
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$415,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$415,051
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,212,190
Participant contributions at end of year2010-12-31$328,203
Participant contributions at beginning of year2010-12-31$239,562
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,144,482
Administrative expenses (other) incurred2010-12-31$1,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,405,067
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,291,188
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,873,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,904,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,872,501
Interest on participant loans2010-12-31$12,635
Value of interest in common/collective trusts at end of year2010-12-31$4,057,990
Value of interest in common/collective trusts at beginning of year2010-12-31$3,761,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,035,668
Net investment gain or loss from common/collective trusts2010-12-31$176,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,652,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,231,499
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ROTENBERG MERIL SOLOMON BERTIGER
Accountancy firm EIN2010-12-31223203841

Form 5500 Responses for THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN

2022: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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
2018: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS 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
2009: THE COMMUNITY PRESERVATION CORPORATION EMPLOYEES' RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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