401k Plan data: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN plan

EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN
Plan identification number	001

EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN, DUTCHESS COUNTY has sponsored the creation of one or more 401k plans.

Company Name: NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN, DUTCHESS COUNTY

Employer identification number (EIN): 146077915

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01 RIC SCHWARTZ 2021-09-21 RIC SCHWARTZ 2021-09-21
001 2019-01-01 RIC SCHWARTZ 2020-10-14
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 CRYS MCCUIN
001 2011-01-01 CRYS MCCUIN
001 2010-01-01 CRYS MCCUIN
001 2009-01-01 STEVEN CONSTABLE STEVEN CONSTABLE 2010-10-14

Plan Statistics for EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 490
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 277
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 201
Total of all active and inactive participants 2021-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 3
Total participants 2021-01-01 481
Number of participants with account balances 2021-01-01 480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 492
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 280
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 204
Total of all active and inactive participants 2020-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 5
Total participants 2020-01-01 490
Number of participants with account balances 2020-01-01 476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 300
Number of other retired or separated participants entitled to future benefits 2019-01-01 189
Total of all active and inactive participants 2019-01-01 489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 492
Number of participants with account balances 2019-01-01 458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 478
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 341
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 137
Total of all active and inactive participants 2018-01-01 478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 481
Number of participants with account balances 2018-01-01 457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 331
Number of other retired or separated participants entitled to future benefits 2017-01-01 142
Total of all active and inactive participants 2017-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 478
Number of participants with account balances 2017-01-01 456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 434
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 328
Number of other retired or separated participants entitled to future benefits 2016-01-01 137
Total of all active and inactive participants 2016-01-01 465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 468
Number of participants with account balances 2016-01-01 427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 426
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 306
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 125
Total of all active and inactive participants 2015-01-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 434
Number of participants with account balances 2015-01-01 433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 409
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 301
Number of other retired or separated participants entitled to future benefits 2014-01-01 122
Total of all active and inactive participants 2014-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 426
Number of participants with account balances 2014-01-01 425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14
2013: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 296
Number of other retired or separated participants entitled to future benefits 2013-01-01 110
Total of all active and inactive participants 2013-01-01 406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 409
Number of participants with account balances 2013-01-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 399
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 288
Number of other retired or separated participants entitled to future benefits 2012-01-01 107
Total of all active and inactive participants 2012-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 398
Number of participants with account balances 2012-01-01 398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 17
2011: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 398
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 288
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 106
Total of all active and inactive participants 2011-01-01 394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 399
Number of participants with account balances 2011-01-01 397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2010: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 289
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 104
Total of all active and inactive participants 2010-01-01 394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 4
Total participants 2010-01-01 398
Number of participants with account balances 2010-01-01 398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 357
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 292
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 96
Total of all active and inactive participants 2009-01-01 389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 393
Number of participants with account balances 2009-01-01 393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2021: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	490
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	277
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	201
Total of all active and inactive participants	2021-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	3
Total participants	2021-01-01	481
Number of participants with account balances	2021-01-01	480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	492
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	280
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	204
Total of all active and inactive participants	2020-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	5
Total participants	2020-01-01	490
Number of participants with account balances	2020-01-01	476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	300
Number of other retired or separated participants entitled to future benefits	2019-01-01	189
Total of all active and inactive participants	2019-01-01	489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	492
Number of participants with account balances	2019-01-01	458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	478
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	341
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	137
Total of all active and inactive participants	2018-01-01	478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	481
Number of participants with account balances	2018-01-01	457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	331
Number of other retired or separated participants entitled to future benefits	2017-01-01	142
Total of all active and inactive participants	2017-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	478
Number of participants with account balances	2017-01-01	456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	328
Number of other retired or separated participants entitled to future benefits	2016-01-01	137
Total of all active and inactive participants	2016-01-01	465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	468
Number of participants with account balances	2016-01-01	427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	426
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	306
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	125
Total of all active and inactive participants	2015-01-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	434
Number of participants with account balances	2015-01-01	433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	409
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	301
Number of other retired or separated participants entitled to future benefits	2014-01-01	122
Total of all active and inactive participants	2014-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	426
Number of participants with account balances	2014-01-01	425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14
2013: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	296
Number of other retired or separated participants entitled to future benefits	2013-01-01	110
Total of all active and inactive participants	2013-01-01	406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	409
Number of participants with account balances	2013-01-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	399
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	288
Number of other retired or separated participants entitled to future benefits	2012-01-01	107
Total of all active and inactive participants	2012-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	398
Number of participants with account balances	2012-01-01	398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	17
2011: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	398
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	288
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	106
Total of all active and inactive participants	2011-01-01	394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	399
Number of participants with account balances	2011-01-01	397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2010: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	289
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	104
Total of all active and inactive participants	2010-01-01	394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	4
Total participants	2010-01-01	398
Number of participants with account balances	2010-01-01	398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	357
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	292
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	96
Total of all active and inactive participants	2009-01-01	389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	393
Number of participants with account balances	2009-01-01	393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN

Measure	Date	Value
2021 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$837,219
Total of all expenses incurred	2021-12-31	$768,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$768,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$117,247
Value of total assets at end of year	2021-12-31	$6,568,292
Value of total assets at beginning of year	2021-12-31	$6,499,661
Total interest from all sources	2021-12-31	$23,953
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
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	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	2021-12-31	No
Value of net income/loss	2021-12-31	$68,631
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$6,568,292
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,499,661
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	$4,192,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,920,918
Interest earned on other investments	2021-12-31	$23,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,313,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,482,157
Net investment gain/loss from pooled separate accounts	2021-12-31	$696,019
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	$117,247
Employer contributions (assets) at end of year	2021-12-31	$62,610
Employer contributions (assets) at beginning of year	2021-12-31	$96,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$768,588
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	Unqualified
Accountancy firm name	2021-12-31	RBT CPAS LLP
Accountancy firm EIN	2021-12-31	141604297
2020 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$867,560
Total of all expenses incurred	2020-12-31	$300,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$300,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$206,626
Value of total assets at end of year	2020-12-31	$6,499,661
Value of total assets at beginning of year	2020-12-31	$5,932,303
Total interest from all sources	2020-12-31	$24,440
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-12-31	0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	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	2020-12-31	No
Value of net income/loss	2020-12-31	$567,358
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,499,661
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,932,303
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 pooled separate accounts at end of year	2020-12-31	$3,920,918
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,307,302
Interest earned on other investments	2020-12-31	$24,440
Value of interest in common/collective trusts at end of year	2020-12-31	$2,482,157
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,484,992
Net investment gain/loss from pooled separate accounts	2020-12-31	$636,494
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	$206,626
Employer contributions (assets) at end of year	2020-12-31	$96,586
Employer contributions (assets) at beginning of year	2020-12-31	$140,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$300,202
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	Unqualified
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$40,106
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$40,106
Total unrealized appreciation/depreciation of assets	2019-12-31	$40,106
Total unrealized appreciation/depreciation of assets	2019-12-31	$40,106
Total income from all sources (including contributions)	2019-12-31	$976,526
Total income from all sources (including contributions)	2019-12-31	$976,526
Total of all expenses incurred	2019-12-31	$387,913
Total of all expenses incurred	2019-12-31	$387,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$387,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$387,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$200,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$200,112
Value of total assets at end of year	2019-12-31	$5,932,303
Value of total assets at end of year	2019-12-31	$5,932,303
Value of total assets at beginning of year	2019-12-31	$5,343,690
Value of total assets at beginning of year	2019-12-31	$5,343,690
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
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	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
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	$588,613
Value of net income/loss	2019-12-31	$588,613
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,932,303
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,932,303
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,343,690
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,343,690
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 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 pooled separate accounts at end of year	2019-12-31	$3,307,302
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,307,302
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,971,960
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,971,960
Value of interest in common/collective trusts at end of year	2019-12-31	$2,484,992
Value of interest in common/collective trusts at end of year	2019-12-31	$2,484,992
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,268,049
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,268,049
Net investment gain/loss from pooled separate accounts	2019-12-31	$736,308
Net investment gain/loss from pooled separate accounts	2019-12-31	$736,308
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	No
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	$200,112
Contributions received in cash from employer	2019-12-31	$200,112
Employer contributions (assets) at end of year	2019-12-31	$140,009
Employer contributions (assets) at beginning of year	2019-12-31	$103,681
Employer contributions (assets) at beginning of year	2019-12-31	$103,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$387,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$387,913
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	BKD, LLP
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
Accountancy firm EIN	2019-12-31	440160260
2018 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$7,506
Total of all expenses incurred	2018-12-31	$387,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$387,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$224,775
Value of total assets at end of year	2018-12-31	$5,343,690
Value of total assets at beginning of year	2018-12-31	$5,723,917
Total interest from all sources	2018-12-31	$22,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	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	2018-12-31	No
Value of net income/loss	2018-12-31	$-380,227
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,343,690
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,723,917
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	$2,971,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,217,567
Interest earned on other investments	2018-12-31	$22,943
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,268,049
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,433,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-240,212
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	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$224,775
Employer contributions (assets) at end of year	2018-12-31	$103,681
Employer contributions (assets) at beginning of year	2018-12-31	$72,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$387,733
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
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	BONADIO & CO., LLP
Accountancy firm EIN	2018-12-31	161131146
2017 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$724,777
Total of all expenses incurred	2017-12-31	$218,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$218,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$204,813
Value of total assets at end of year	2017-12-31	$5,723,917
Value of total assets at beginning of year	2017-12-31	$5,217,238
Total interest from all sources	2017-12-31	$24,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$506,679
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,723,917
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,217,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,217,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,713,418
Interest earned on other investments	2017-12-31	$24,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,433,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,463,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$495,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$204,813
Employer contributions (assets) at end of year	2017-12-31	$72,823
Employer contributions (assets) at beginning of year	2017-12-31	$40,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$218,098
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	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LOEB & TROPER LLP
Accountancy firm EIN	2017-12-31	131517563
2016 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$477,785
Total of all expenses incurred	2016-12-31	$372,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$372,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$222,723
Value of total assets at end of year	2016-12-31	$5,217,238
Value of total assets at beginning of year	2016-12-31	$5,112,160
Total interest from all sources	2016-12-31	$25,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$222,723
Amount contributed by the employer to the plan for this plan year	2016-12-31	$222,723
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	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	2016-12-31	No
Value of net income/loss	2016-12-31	$105,078
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,217,238
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,112,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,713,418
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,525,820
Interest earned on other investments	2016-12-31	$25,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,463,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,541,527
Net investment gain/loss from pooled separate accounts	2016-12-31	$229,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$222,723
Employer contributions (assets) at end of year	2016-12-31	$40,523
Employer contributions (assets) at beginning of year	2016-12-31	$44,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$372,707
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	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LOEB & TROPER LLP
Accountancy firm EIN	2016-12-31	131517563
2015 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-9,171
Total unrealized appreciation/depreciation of assets	2015-12-31	$-9,171
Total income from all sources (including contributions)	2015-12-31	$209,728
Total of all expenses incurred	2015-12-31	$462,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$462,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$192,388
Value of total assets at end of year	2015-12-31	$5,112,160
Value of total assets at beginning of year	2015-12-31	$5,365,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$192,388
Amount contributed by the employer to the plan for this plan year	2015-12-31	$192,388
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	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	2015-12-31	No
Value of net income/loss	2015-12-31	$-253,119
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,112,160
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,365,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,525,820
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,563,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,541,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,715,022
Net investment gain/loss from pooled separate accounts	2015-12-31	$26,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$192,388
Employer contributions (assets) at end of year	2015-12-31	$44,813
Employer contributions (assets) at beginning of year	2015-12-31	$86,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$462,302
Contract administrator fees	2015-12-31	$545
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	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MARVIN AND COMPANY, PC
Accountancy firm EIN	2015-12-31	141567343
2014 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$188,042
Total unrealized appreciation/depreciation of assets	2014-12-31	$188,042
Total income from all sources (including contributions)	2014-12-31	$603,037
Total of all expenses incurred	2014-12-31	$241,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$241,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$388,118
Value of total assets at end of year	2014-12-31	$5,365,279
Value of total assets at beginning of year	2014-12-31	$5,004,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$388,118
Amount contributed by the employer to the plan for this plan year	2014-12-31	$388,118
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	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	2014-12-31	No
Value of net income/loss	2014-12-31	$361,074
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,365,279
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,004,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,563,781
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,252,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,715,022
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,690,010
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$56,179
Net investment gain/loss from pooled separate accounts	2014-12-31	$26,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$388,118
Employer contributions (assets) at end of year	2014-12-31	$86,476
Employer contributions (assets) at beginning of year	2014-12-31	$61,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$185,155
Contract administrator fees	2014-12-31	$629
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	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MARVIN AND COMPANY, PC
Accountancy firm EIN	2014-12-31	141567343
2013 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$441,501
Total unrealized appreciation/depreciation of assets	2013-12-31	$441,501
Total income from all sources (including contributions)	2013-12-31	$849,119
Total of all expenses incurred	2013-12-31	$97,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$96,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$378,737
Value of total assets at end of year	2013-12-31	$5,004,205
Value of total assets at beginning of year	2013-12-31	$4,252,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$378,737
Amount contributed by the employer to the plan for this plan year	2013-12-31	$378,737
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	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	2013-12-31	No
Value of net income/loss	2013-12-31	$751,426
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,004,205
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,252,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,252,302
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,637,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,690,010
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,584,994
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$531
Net investment gain/loss from pooled separate accounts	2013-12-31	$28,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$378,737
Employer contributions (assets) at end of year	2013-12-31	$61,893
Employer contributions (assets) at beginning of year	2013-12-31	$30,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$96,112
Contract administrator fees	2013-12-31	$1,050
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MARVIN AND COMPANY, PC
Accountancy firm EIN	2013-12-31	141567343
2012 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$164,695
Total unrealized appreciation/depreciation of assets	2012-12-31	$164,695
Total income from all sources (including contributions)	2012-12-31	$562,645
Total of all expenses incurred	2012-12-31	$256,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$255,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$356,111
Value of total assets at end of year	2012-12-31	$4,252,779
Value of total assets at beginning of year	2012-12-31	$3,946,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$356,111
Amount contributed by the employer to the plan for this plan year	2012-12-31	$356,111
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	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	2012-12-31	No
Value of net income/loss	2012-12-31	$306,207
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,252,779
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,946,572
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 pooled separate accounts at end of year	2012-12-31	$1,637,309
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,347,504
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,584,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,536,104
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$139,099
Net investment gain/loss from pooled separate accounts	2012-12-31	$41,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$356,111
Employer contributions (assets) at end of year	2012-12-31	$30,476
Employer contributions (assets) at beginning of year	2012-12-31	$62,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$116,141
Contract administrator fees	2012-12-31	$1,198
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	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MARVIN AND COMPANY, PC
Accountancy firm EIN	2012-12-31	141567343
2011 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-21,715
Total unrealized appreciation/depreciation of assets	2011-12-31	$-21,715
Total income from all sources (including contributions)	2011-12-31	$376,589
Total of all expenses incurred	2011-12-31	$293,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$291,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$349,152
Value of total assets at end of year	2011-12-31	$3,946,572
Value of total assets at beginning of year	2011-12-31	$3,863,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$349,152
Amount contributed by the employer to the plan for this plan year	2011-12-31	$349,152
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	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	2011-12-31	No
Value of net income/loss	2011-12-31	$83,085
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,946,572
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,863,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,347,504
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,309,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,536,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,422,745
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$181,716
Net investment gain/loss from pooled separate accounts	2011-12-31	$49,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$349,152
Employer contributions (assets) at end of year	2011-12-31	$62,964
Employer contributions (assets) at beginning of year	2011-12-31	$131,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$110,062
Contract administrator fees	2011-12-31	$1,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MARVIN AND COMPANY, PC
Accountancy firm EIN	2011-12-31	141567343
2010 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$180,168
Total unrealized appreciation/depreciation of assets	2010-12-31	$180,168
Total income from all sources (including contributions)	2010-12-31	$612,589
Total of all expenses incurred	2010-12-31	$302,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$301,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$367,428
Value of total assets at end of year	2010-12-31	$3,863,487
Value of total assets at beginning of year	2010-12-31	$3,553,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$367,428
Amount contributed by the employer to the plan for this plan year	2010-12-31	$367,428
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	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	2010-12-31	No
Value of net income/loss	2010-12-31	$309,826
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,863,487
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,553,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,309,024
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,121,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,422,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,298,164
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$106,028
Net investment gain/loss from pooled separate accounts	2010-12-31	$64,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$367,428
Employer contributions (assets) at end of year	2010-12-31	$131,718
Employer contributions (assets) at beginning of year	2010-12-31	$133,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$195,435
Contract administrator fees	2010-12-31	$1,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MARVIN AND COMPANY, PC
Accountancy firm EIN	2010-12-31	141567343
2009 : EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$349,703
Amount contributed by the employer to the plan for this plan year	2009-12-31	$349,703

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN

2021: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEE BENEFIT PLAN OF DUTCHESS COUNTY CHAPTER - NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	481
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $143
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	143
Additional information about fees paid to insurance broker	PORTION 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 number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	490
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	143
Additional information about fees paid to insurance broker	NO BASE OR SALES COMMISSIONS PAID
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	492
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	585
Additional information about fees paid to insurance broker	NO BASE OR SALES COMMISSIONS PAID
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	481
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	344
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	478
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $290
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	290
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMPENSATION PROGRAM
Insurance broker organization code?	3
Insurance broker name	TARRYTOWN REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	434
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $396
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Other welfare benefits provided	DISABILITY ANNUITY CREDIT
Welfare Benefit Premiums Paid to Carrier	USD $3,876
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	396
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	TARRYTOWN REGIONAL OFFICEP

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	426
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $295
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Other welfare benefits provided	DISABILITY ANNUITY CREDIT
Welfare Benefit Premiums Paid to Carrier	USD $5,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	295
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	TARRYTOWN REGIONAL OFFICEP

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	409
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $506
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	506
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	TARRYTOWN REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	398
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $260
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	97
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	ERIC PAULSON

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	284
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	DISABILITY ANNUITY CREDIT
Welfare Benefit Premiums Paid to Carrier	USD $6,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	399
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $914
Total amount of fees paid to insurance company	USD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	286
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	DISABILITY ANNUITY CREDIT
Welfare Benefit Premiums Paid to Carrier	USD $5,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053441-I

Policy instance

Insurance contract or identification number	053441-I
Number of Individuals Covered	398
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $740
Total amount of fees paid to insurance company	USD $0
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $218
Insurance broker organization code?	3
Insurance broker name	SHAMEKA STEPNEY

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	NEW YORK STATE ASSOCIATION FOR RETARDED CHILDREN, DUTCHESS COUNTY
Employer identification number (EIN):	146077915
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01	RIC SCHWARTZ	2021-09-21	RIC SCHWARTZ	2021-09-21
001	2019-01-01	RIC SCHWARTZ	2020-10-14
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	CRYS MCCUIN
001	2011-01-01	CRYS MCCUIN
001	2010-01-01	CRYS MCCUIN
001	2009-01-01	STEVEN CONSTABLE		STEVEN CONSTABLE	2010-10-14