401k Plan data: COMMUNITY RESOURCE CENTER 403(B) PLAN plan

COMMUNITY RESOURCE CENTER 403(B) PLAN 401k Plan overview

Plan Name	COMMUNITY RESOURCE CENTER 403(B) PLAN
Plan identification number	002

COMMUNITY RESOURCE CENTER 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COMMUNITY RESOURCE CENTER FOR THE DEVELOPMENTALLY DISABLED, INC. has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY RESOURCE CENTER FOR THE DEVELOPMENTALLY DISABLED, INC.

Employer identification number (EIN): 132954788

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY RESOURCE CENTER 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2012-01-01 KEVIN MEADE KEVIN MEADE 2013-10-14

Plan Statistics for COMMUNITY RESOURCE CENTER 403(B) PLAN

401k plan membership statisitcs for COMMUNITY RESOURCE CENTER 403(B) PLAN

Measure Date Value
2022: COMMUNITY RESOURCE CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 395
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 196
Number of retired or separated participants receiving benefits 2022-01-01 8
Number of other retired or separated participants entitled to future benefits 2022-01-01 209
Total of all active and inactive participants 2022-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 414
Number of participants with account balances 2022-01-01 345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 19
2021: COMMUNITY RESOURCE CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 395
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 395
Number of participants with account balances 2021-01-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COMMUNITY RESOURCE CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 385
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 385
Total participants 2020-01-01 385
Number of participants with account balances 2020-01-01 385
2019: COMMUNITY RESOURCE CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 287
Number of retired or separated participants receiving benefits 2019-01-01 28
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 315
Total participants 2019-01-01 315
Number of participants with account balances 2019-01-01 311
2018: COMMUNITY RESOURCE CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 246
Number of retired or separated participants receiving benefits 2018-01-01 81
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 327
Total participants 2018-01-01 327
Number of participants with account balances 2018-01-01 234
2012: COMMUNITY RESOURCE CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 211
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 215
Number of participants with account balances 2012-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 20

Measure	Date	Value
2022: COMMUNITY RESOURCE CENTER 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	395
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	196
Number of retired or separated participants receiving benefits	2022-01-01	8
Number of other retired or separated participants entitled to future benefits	2022-01-01	209
Total of all active and inactive participants	2022-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	414
Number of participants with account balances	2022-01-01	345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	19
2021: COMMUNITY RESOURCE CENTER 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	395
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	395
Number of participants with account balances	2021-01-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COMMUNITY RESOURCE CENTER 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	385
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	385
Total participants	2020-01-01	385
Number of participants with account balances	2020-01-01	385
2019: COMMUNITY RESOURCE CENTER 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	287
Number of retired or separated participants receiving benefits	2019-01-01	28
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	315
Total participants	2019-01-01	315
Number of participants with account balances	2019-01-01	311
2018: COMMUNITY RESOURCE CENTER 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	246
Number of retired or separated participants receiving benefits	2018-01-01	81
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	327
Total participants	2018-01-01	327
Number of participants with account balances	2018-01-01	234
2012: COMMUNITY RESOURCE CENTER 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	211
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	215
Number of participants with account balances	2012-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	20

Financial Data on COMMUNITY RESOURCE CENTER 403(B) PLAN

Measure	Date	Value
2022 : COMMUNITY RESOURCE CENTER 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-743,293
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$837,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$814,819
Value of total corrective distributions	2022-12-31	$122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$286,788
Value of total assets at end of year	2022-12-31	$5,822,981
Value of total assets at beginning of year	2022-12-31	$7,403,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,483
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$185,934
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,580,717
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,822,981
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,403,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,587,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,318,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$235,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$85,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,030,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$100,854
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$814,819
Contract administrator fees	2022-12-31	$22,483
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	BONADIO & CO.,LLP
Accountancy firm EIN	2022-12-31	161131146
2021 : COMMUNITY RESOURCE CENTER 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$1,167,984
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$897,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$875,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$298,535
Value of total assets at end of year	2021-12-31	$7,403,698
Value of total assets at beginning of year	2021-12-31	$7,132,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,619
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$123,413
Participant contributions at end of year	2021-12-31	$425
Participant contributions at beginning of year	2021-12-31	$11,524
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$262
Administrative expenses (other) incurred	2021-12-31	$21,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$270,970
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,403,698
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,132,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,318,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,026,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$85,090
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$83,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$869,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$174,860
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$11,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$875,395
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CORNICK, GARBER AND SANDLER, LLP
Accountancy firm EIN	2021-12-31	132620561
2020 : COMMUNITY RESOURCE CENTER 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,058,352
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$743,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$731,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$443,437
Value of total assets at end of year	2020-12-31	$7,132,728
Value of total assets at beginning of year	2020-12-31	$6,818,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,827
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$130,730
Participant contributions at end of year	2020-12-31	$11,524
Participant contributions at beginning of year	2020-12-31	$6,859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$314,493
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,132,728
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,818,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,026,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,754,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$83,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$44,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$614,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$312,707
Employer contributions (assets) at end of year	2020-12-31	$11,486
Employer contributions (assets) at beginning of year	2020-12-31	$12,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$731,032
Contract administrator fees	2020-12-31	$12,827
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CORNICK, GARBER AND SANDLER, LLP
Accountancy firm EIN	2020-12-31	132620561
2019 : COMMUNITY RESOURCE CENTER 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$4,113,218
Total transfer of assets to this plan	2019-12-31	$4,113,218
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$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	$10,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$10,369
Total income from all sources (including contributions)	2019-12-31	$1,185,710
Total income from all sources (including contributions)	2019-12-31	$1,185,710
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,124,432
Total of all expenses incurred	2019-12-31	$1,124,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,113,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,113,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$329,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$329,547
Value of total assets at end of year	2019-12-31	$6,818,235
Value of total assets at end of year	2019-12-31	$6,818,235
Value of total assets at beginning of year	2019-12-31	$2,654,108
Value of total assets at beginning of year	2019-12-31	$2,654,108
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,715
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$213,902
Contributions received from participants	2019-12-31	$213,902
Participant contributions at end of year	2019-12-31	$6,859
Participant contributions at end of year	2019-12-31	$6,859
Participant contributions at beginning of year	2019-12-31	$6,527
Participant contributions at beginning of year	2019-12-31	$6,527
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,256
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$22,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$61,278
Value of net income/loss	2019-12-31	$61,278
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,818,235
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,818,235
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,643,739
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,643,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,754,050
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,754,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,507,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,507,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$44,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$44,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$140,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$140,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$856,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$856,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$93,389
Contributions received in cash from employer	2019-12-31	$93,389
Employer contributions (assets) at end of year	2019-12-31	$12,557
Employer contributions (assets) at end of year	2019-12-31	$12,557
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,113,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,113,717
Contract administrator fees	2019-12-31	$10,715
Contract administrator fees	2019-12-31	$10,715
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$10,369
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$10,369
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CORNICK, GARBER AND SANDLER, LLP
Accountancy firm name	2019-12-31	CORNICK, GARBER AND SANDLER, LLP
Accountancy firm EIN	2019-12-31	132620561
Accountancy firm EIN	2019-12-31	132620561
2018 : COMMUNITY RESOURCE CENTER 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10,369
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$10,369
Total income from all sources (including contributions)	2018-12-31	$30,320
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$127,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$125,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$226,885
Value of total assets at end of year	2018-12-31	$2,654,108
Value of total assets at beginning of year	2018-12-31	$2,750,961
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,871
Total interest from all sources	2018-12-31	$1,499
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$683
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$226,885
Participant contributions at end of year	2018-12-31	$6,527
Participant contributions at beginning of year	2018-12-31	$13,962
Other income not declared elsewhere	2018-12-31	$190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-96,853
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,643,739
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,740,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,507,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,602,556
Interest earned on other investments	2018-12-31	$1,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$140,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$134,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-198,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$125,302
Contract administrator fees	2018-12-31	$1,871
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$10,369
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$10,369
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CORNICK, GARBER AND SANDLER, LLP
Accountancy firm EIN	2018-12-31	132620561
2012 : COMMUNITY RESOURCE CENTER 403(B) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets	2012-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$437,156
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$79,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$77,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$230,482
Value of total assets at end of year	2012-12-31	$2,008,321
Value of total assets at beginning of year	2012-12-31	$1,650,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,662
Total interest from all sources	2012-12-31	$4,028
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$24,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$24,801
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$230,482
Participant contributions at end of year	2012-12-31	$38,822
Participant contributions at beginning of year	2012-12-31	$64,033
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$5
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$357,353
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,008,321
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,650,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,870,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,586,930
Interest on participant loans	2012-12-31	$2,689
Income. Interest from loans (other than to participants)	2012-12-31	$0
Interest earned on other investments	2012-12-31	$1,339
Income. Interest from US Government securities	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$99,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$177,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$0
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$77,141
Contract administrator fees	2012-12-31	$2,662
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SJG,CPA,P.C. DBA S.J. GANNS CPA
Accountancy firm EIN	2012-12-31	752984404

Form 5500 Responses for COMMUNITY RESOURCE CENTER 403(B) PLAN

2022: COMMUNITY RESOURCE CENTER 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COMMUNITY RESOURCE CENTER 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY RESOURCE CENTER 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY RESOURCE CENTER 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COMMUNITY RESOURCE CENTER 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2012: COMMUNITY RESOURCE CENTER 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

597-80204

Policy instance

Insurance contract or identification number	597-80204
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $501
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $501
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

597-80204

Policy instance

Insurance contract or identification number	597-80204
Number of Individuals Covered	4
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $207
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $207
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

597-80204

Policy instance

Insurance contract or identification number	597-80204
Number of Individuals Covered	5
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $235
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $235
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

597-80204

Policy instance

Insurance contract or identification number	597-80204
Number of Individuals Covered	5
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $57
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $57
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	268
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $344
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $344
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

597-80204

Policy instance

Insurance contract or identification number	597-80204
Number of Individuals Covered	3
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $1
Insurance broker organization code?	3

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Company Name:	COMMUNITY RESOURCE CENTER FOR THE DEVELOPMENTALLY DISABLED, INC.
Employer identification number (EIN):	132954788
NAIC Classification:	624100
NAIC Description:	Individual and Family Services