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403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE
Plan identification number 003

403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE has sponsored the creation of one or more 401k plans.

Company Name:STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE
Employer identification number (EIN):135660279
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1955-01-11
Company Identification Number: 99575
Legal Registered Office Address: 3450 VICTORY BLVD
Richmond
STATEN ISLAND
United States of America (USA)
10314

More information about STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01THOMAS NIESI2020-04-13
0032017-07-01DANA MAGEE2019-04-14
0032016-07-01
0032015-07-01DANA MAGEE
0032014-07-01DANA MAGEE
0032013-07-01DANA MAGEE
0032012-07-01DANA MAGEE
0032011-07-01DANA MAGEE
0032010-07-01DANA MAGEE

Plan Statistics for 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE

Measure Date Value
2021: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2021 401k membership
Total participants, beginning-of-year2021-07-01485
Total number of active participants reported on line 7a of the Form 55002021-07-01427
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0177
Total of all active and inactive participants2021-07-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01504
Number of participants with account balances2021-07-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2020 401k membership
Total participants, beginning-of-year2020-07-01512
Total number of active participants reported on line 7a of the Form 55002020-07-01500
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0139
Total of all active and inactive participants2020-07-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01541
Number of participants with account balances2020-07-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2019 401k membership
Total participants, beginning-of-year2019-07-01497
Total number of active participants reported on line 7a of the Form 55002019-07-01496
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0116
Total of all active and inactive participants2019-07-01512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01512
Number of participants with account balances2019-07-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2018 401k membership
Total participants, beginning-of-year2018-07-01501
Total number of active participants reported on line 7a of the Form 55002018-07-01450
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0147
Total of all active and inactive participants2018-07-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01497
Number of participants with account balances2018-07-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2017 401k membership
Total participants, beginning-of-year2017-07-01423
Total number of active participants reported on line 7a of the Form 55002017-07-01465
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0136
Total of all active and inactive participants2017-07-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01501
Number of participants with account balances2017-07-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2016 401k membership
Total participants, beginning-of-year2016-07-01373
Total number of active participants reported on line 7a of the Form 55002016-07-01397
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0126
Total of all active and inactive participants2016-07-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01423
Number of participants with account balances2016-07-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2015 401k membership
Total participants, beginning-of-year2015-07-01387
Total number of active participants reported on line 7a of the Form 55002015-07-01326
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0147
Total of all active and inactive participants2015-07-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01373
Number of participants with account balances2015-07-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2014 401k membership
Total participants, beginning-of-year2014-07-01415
Total number of active participants reported on line 7a of the Form 55002014-07-01337
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0150
Total of all active and inactive participants2014-07-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01387
Number of participants with account balances2014-07-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2013 401k membership
Total participants, beginning-of-year2013-07-01421
Total number of active participants reported on line 7a of the Form 55002013-07-01389
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0126
Total of all active and inactive participants2013-07-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01415
Number of participants with account balances2013-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2012 401k membership
Total participants, beginning-of-year2012-07-01406
Total number of active participants reported on line 7a of the Form 55002012-07-01362
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0159
Total of all active and inactive participants2012-07-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01421
Number of participants with account balances2012-07-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2011 401k membership
Total participants, beginning-of-year2011-07-01381
Total number of active participants reported on line 7a of the Form 55002011-07-01380
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0126
Total of all active and inactive participants2011-07-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01406
Number of participants with account balances2011-07-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2010 401k membership
Total participants, beginning-of-year2010-07-01357
Total number of active participants reported on line 7a of the Form 55002010-07-01334
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0147
Total of all active and inactive participants2010-07-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01381
Number of participants with account balances2010-07-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010

Financial Data on 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE

Measure Date Value
2022 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$4,631,933
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$744,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$741,165
Expenses. Certain deemed distributions of participant loans2022-06-30$0
Value of total corrective distributions2022-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$5,848,991
Value of total assets at end of year2022-06-30$12,674,714
Value of total assets at beginning of year2022-06-30$8,787,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$3,227
Total interest from all sources2022-06-30$16,876
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$0
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$542,421
Participant contributions at end of year2022-06-30$251,126
Participant contributions at beginning of year2022-06-30$86,568
Participant contributions at end of year2022-06-30$20,711
Participant contributions at beginning of year2022-06-30$21,110
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$4,478,067
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$3,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$3,887,541
Value of net assets at end of year (total assets less liabilities)2022-06-30$12,674,714
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$8,787,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$8,859,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$6,249,790
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$0
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$16,876
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$0
Value of interest in common/collective trusts at beginning of year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$2,714,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$2,429,705
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$0
Net investment gain/loss from pooled separate accounts2022-06-30$-1,233,934
Net investment gain or loss from common/collective trusts2022-06-30$0
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$828,503
Employer contributions (assets) at end of year2022-06-30$828,503
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$741,165
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GRASSI & CO.
Accountancy firm EIN2022-06-30113266576
2021 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,723,421
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,145,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,142,853
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,311,140
Value of total assets at end of year2021-06-30$8,787,173
Value of total assets at beginning of year2021-06-30$6,209,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$3,135
Total interest from all sources2021-06-30$21,812
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$615,249
Participant contributions at end of year2021-06-30$86,568
Participant contributions at beginning of year2021-06-30$139,924
Participant contributions at end of year2021-06-30$21,110
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$2,695,891
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$3,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,577,433
Value of net assets at end of year (total assets less liabilities)2021-06-30$8,787,173
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$6,209,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$6,249,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$5,287,667
Interest on participant loans2021-06-30$0
Interest earned on other investments2021-06-30$21,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$2,429,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$782,149
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from pooled separate accounts2021-06-30$1,390,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,142,853
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30GRASSI & CO.
Accountancy firm EIN2021-06-30113266576
2020 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,461,641
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$121,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$118,370
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,403,422
Value of total assets at end of year2020-06-30$6,209,740
Value of total assets at beginning of year2020-06-30$4,869,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,160
Total interest from all sources2020-06-30$7,467
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$608,993
Participant contributions at end of year2020-06-30$139,924
Participant contributions at beginning of year2020-06-30$206,151
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$794,429
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$3,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,340,111
Value of net assets at end of year (total assets less liabilities)2020-06-30$6,209,740
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,869,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$5,287,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,794,177
Interest on participant loans2020-06-30$0
Interest earned on other investments2020-06-30$7,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$869,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$869,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$782,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$50,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$118,370
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30DESANTIS,KIEFER,SHALL & SARCONE,LLP
Accountancy firm EIN2020-06-30133952752
2019 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$727,781
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$383,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$373,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$473,220
Value of total assets at end of year2019-06-30$4,869,629
Value of total assets at beginning of year2019-06-30$4,525,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$10,248
Total interest from all sources2019-06-30$24,973
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$240,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$240,611
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$473,220
Participant contributions at end of year2019-06-30$206,151
Participant contributions at beginning of year2019-06-30$207,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$344,418
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,869,629
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,525,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,794,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,545,480
Interest on participant loans2019-06-30$10,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$869,301
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$771,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$771,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$14,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-11,023
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$373,115
Contract administrator fees2019-06-30$10,248
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30DESANTIS, KIEFER, SHALL & SARCONE,
Accountancy firm EIN2019-06-30133952725
2018 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$695,231
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,031,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,023,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$456,740
Value of total assets at end of year2018-06-30$4,525,211
Value of total assets at beginning of year2018-06-30$4,861,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$8,276
Total interest from all sources2018-06-30$15,799
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$174,766
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$174,766
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$456,740
Participant contributions at end of year2018-06-30$207,884
Participant contributions at beginning of year2018-06-30$204,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-336,108
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,525,211
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,861,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,545,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$3,684,079
Interest on participant loans2018-06-30$9,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$771,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$972,984
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$972,984
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$5,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$47,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,023,063
Contract administrator fees2018-06-30$8,276
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30DESANTIS, KIEFER, SHALL & SARCONE L
Accountancy firm EIN2018-06-30133952725
2017 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$820,342
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$117,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$110,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$435,296
Value of total assets at end of year2017-06-30$4,861,319
Value of total assets at beginning of year2017-06-30$4,158,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$7,904
Total interest from all sources2017-06-30$8,443
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$79,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$79,428
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$435,296
Participant contributions at end of year2017-06-30$204,256
Participant contributions at beginning of year2017-06-30$188,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$702,389
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,861,319
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,158,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$3,684,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,092,877
Interest on participant loans2017-06-30$7,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$972,984
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$877,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$877,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$297,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$110,049
Contract administrator fees2017-06-30$7,904
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30DESANTIS, KIEFER, SHALL & SARCONE L
Accountancy firm EIN2017-06-30133952725
2016 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$380,511
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$290,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$280,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$421,270
Value of total assets at end of year2016-06-30$4,158,930
Value of total assets at beginning of year2016-06-30$4,069,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$9,824
Total interest from all sources2016-06-30$6,738
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$176,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$176,611
Administrative expenses professional fees incurred2016-06-30$9,824
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Participant contributions at end of year2016-06-30$188,203
Participant contributions at beginning of year2016-06-30$187,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$89,848
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,158,930
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,069,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,092,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$3,038,743
Interest on participant loans2016-06-30$6,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$877,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$843,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$843,052
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-224,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$421,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$280,839
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30DESANTIS, KIEFER, SHALL & SARCONE
Accountancy firm EIN2016-06-30133952725
2015 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$497,758
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$148,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$140,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$404,844
Value of total assets at end of year2015-06-30$4,069,082
Value of total assets at beginning of year2015-06-30$3,719,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$7,181
Total interest from all sources2015-06-30$7,946
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$173,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$173,131
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$404,844
Participant contributions at end of year2015-06-30$187,287
Participant contributions at beginning of year2015-06-30$198,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$349,612
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,069,082
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,719,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$3,038,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,740,794
Interest on participant loans2015-06-30$7,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$843,052
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$779,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$779,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-88,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$140,965
Contract administrator fees2015-06-30$7,181
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30DESANTIS, KIEFER, SHALL & SARCONE
Accountancy firm EIN2015-06-30133952725
2014 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$72
Total income from all sources (including contributions)2014-06-30$774,778
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$285,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$277,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$379,680
Value of total assets at end of year2014-06-30$3,719,470
Value of total assets at beginning of year2014-06-30$3,229,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$8,180
Total interest from all sources2014-06-30$8,341
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$60,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$60,401
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$379,680
Participant contributions at end of year2014-06-30$198,907
Participant contributions at beginning of year2014-06-30$199,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$72
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$489,572
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,719,470
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,229,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,740,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,433,210
Interest on participant loans2014-06-30$8,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$779,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$597,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$597,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$326,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$277,026
Contract administrator fees2014-06-30$8,180
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30DESANTIS, KIEFER, SHALL & SARCONE
Accountancy firm EIN2014-06-30133952725
2013 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$72
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$609,739
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$116,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$106,982
Expenses. Certain deemed distributions of participant loans2013-06-30$4,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$356,162
Value of total assets at end of year2013-06-30$3,229,970
Value of total assets at beginning of year2013-06-30$2,737,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,728
Total interest from all sources2013-06-30$7,893
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$46,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$46,860
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$356,162
Participant contributions at end of year2013-06-30$199,447
Participant contributions at beginning of year2013-06-30$182,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$72
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Total non interest bearing cash at end of year2013-06-30$227
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$492,812
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,229,898
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,737,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,433,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$2,052,331
Interest on participant loans2013-06-30$7,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$597,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$502,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$502,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$198,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$106,982
Contract administrator fees2013-06-30$5,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30DESANTIS, KIEFER, SHALL & SARCONE
Accountancy firm EIN2013-06-30133952725
2012 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$590
Total income from all sources (including contributions)2012-06-30$320,695
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$364,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$341,696
Expenses. Certain deemed distributions of participant loans2012-06-30$15,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$375,885
Value of total assets at end of year2012-06-30$2,737,086
Value of total assets at beginning of year2012-06-30$2,781,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$7,588
Total interest from all sources2012-06-30$7,370
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$63,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$63,735
Administrative expenses professional fees incurred2012-06-30$7,588
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$375,885
Participant contributions at end of year2012-06-30$182,246
Participant contributions at beginning of year2012-06-30$121,721
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$15,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$590
Total non interest bearing cash at beginning of year2012-06-30$590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-43,791
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,737,086
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,780,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$2,052,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,644,116
Interest on participant loans2012-06-30$7,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$502,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$57
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-126,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$341,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30DESANTIS, KIEFER, SHALL & SARCONE
Accountancy firm EIN2012-06-30133952725
2011 : 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$535
Total income from all sources (including contributions)2011-06-30$778,487
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$141,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$130,579
Expenses. Certain deemed distributions of participant loans2011-06-30$5,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$396,798
Value of total assets at end of year2011-06-30$2,781,467
Value of total assets at beginning of year2011-06-30$2,144,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$5,748
Total interest from all sources2011-06-30$4,198
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$40,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$40,183
Administrative expenses professional fees incurred2011-06-30$5,748
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$396,798
Participant contributions at end of year2011-06-30$121,721
Participant contributions at beginning of year2011-06-30$87,755
Participant contributions at end of year2011-06-30$15,040
Participant contributions at beginning of year2011-06-30$23,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$535
Total non interest bearing cash at end of year2011-06-30$590
Total non interest bearing cash at beginning of year2011-06-30$535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$636,648
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,780,877
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,144,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,644,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$2,033,091
Interest on participant loans2011-06-30$4,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$337,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$130,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30DESNTIS KIEFER SHALL AND SARCONE
Accountancy firm EIN2011-06-30133952752

Form 5500 Responses for 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE

2021: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: 403(B) THRIFT PLAN OF STATEN ISLAND AID FOR RETARDED CHILDREN, INC. D/B/A COMMUNITY RESOURCE 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061941C
Policy instance 1
Insurance contract or identification number061941C
Number of Individuals Covered541
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,925
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8925
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number061941C
Policy instance 1
Insurance contract or identification number061941C
Number of Individuals Covered512
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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