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RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 401k Plan overview

Plan NameRETIREMENT PLAN OF THE ARC OF MONROE COUNTY
Plan identification number 003

RETIREMENT PLAN OF THE ARC OF MONROE COUNTY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

THE ARC OF MONROE, CHAPTER NYSARC, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF MONROE, CHAPTER NYSARC, INC.
Employer identification number (EIN):160835172
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE ARC OF MONROE, CHAPTER NYSARC, INC.

Jurisdiction of Incorporation: Michigan Department of Licensing & Regulatory Affairs
Incorporation Date:
Company Identification Number: 845064

More information about THE ARC OF MONROE, CHAPTER NYSARC, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN OF THE ARC OF MONROE COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01LARRY BUTCHER
0032016-01-01
0032015-01-01
0032014-01-01BARBARA S. WALE
0032013-01-01BARBARA S. WALE
0032012-01-01BARBARA S. WALE
0032011-01-01BARBARA S. WALE
0032009-01-01BARBARA WALE

Plan Statistics for RETIREMENT PLAN OF THE ARC OF MONROE COUNTY

401k plan membership statisitcs for RETIREMENT PLAN OF THE ARC OF MONROE COUNTY

Measure Date Value
2022: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2022 401k membership
Market value of plan assets2022-12-314,747,730
Acturial value of plan assets2022-12-314,972,090
Funding target for retired participants and beneficiaries receiving payment2022-12-313,193,444
Number of terminated vested participants2022-12-3147
Fundng target for terminated vested participants2022-12-31401,181
Active participant vested funding target2022-12-311,353,911
Number of active participants2022-12-3158
Total funding liabilities for active participants2022-12-311,353,911
Total participant count2022-12-31211
Total funding target for all participants2022-12-314,948,536
Balance at beginning of prior year after applicable adjustments2022-12-31119,553
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31119,553
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31120,079
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01226
Total number of active participants reported on line 7a of the Form 55002022-01-0155
Number of retired or separated participants receiving benefits2022-01-01102
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01207
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2021 401k membership
Market value of plan assets2021-12-315,907,125
Acturial value of plan assets2021-12-316,067,726
Funding target for retired participants and beneficiaries receiving payment2021-12-313,176,239
Number of terminated vested participants2021-12-3182
Fundng target for terminated vested participants2021-12-31886,062
Active participant vested funding target2021-12-311,696,530
Number of active participants2021-12-3162
Total funding liabilities for active participants2021-12-311,696,530
Total participant count2021-12-31253
Total funding target for all participants2021-12-315,758,831
Balance at beginning of prior year after applicable adjustments2021-12-31117,972
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31117,972
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-311,125,537
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,186,203
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31118,892
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01253
Total number of active participants reported on line 7a of the Form 55002021-01-0158
Number of retired or separated participants receiving benefits2021-01-01103
Number of other retired or separated participants entitled to future benefits2021-01-0154
Total of all active and inactive participants2021-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01226
2020: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2020 401k membership
Market value of plan assets2020-12-316,139,521
Acturial value of plan assets2020-12-316,226,692
Funding target for retired participants and beneficiaries receiving payment2020-12-312,660,553
Number of terminated vested participants2020-12-3185
Fundng target for terminated vested participants2020-12-31825,058
Active participant vested funding target2020-12-311,964,631
Number of active participants2020-12-3168
Total funding liabilities for active participants2020-12-311,964,631
Total participant count2020-12-31257
Total funding target for all participants2020-12-315,450,242
Balance at beginning of prior year after applicable adjustments2020-12-31106,734
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-31106,734
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-311,125,537
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,192,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31117,973
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01257
Total number of active participants reported on line 7a of the Form 55002020-01-0162
Number of retired or separated participants receiving benefits2020-01-01100
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01253
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2019 401k membership
Market value of plan assets2019-12-314,428,993
Acturial value of plan assets2019-12-314,701,437
Funding target for retired participants and beneficiaries receiving payment2019-12-312,493,943
Number of terminated vested participants2019-12-3182
Fundng target for terminated vested participants2019-12-31764,932
Active participant vested funding target2019-12-312,158,238
Number of active participants2019-12-3179
Total funding liabilities for active participants2019-12-312,158,238
Total participant count2019-12-31261
Total funding target for all participants2019-12-315,417,113
Balance at beginning of prior year after applicable adjustments2019-12-31113,607
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-31113,607
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31676,139
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31714,882
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31106,734
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-311,352,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,338,232
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31822,410
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31212,695
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31212,695
Contributions allocatedtoward minimum required contributions for current year2019-12-311,338,232
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01261
Total number of active participants reported on line 7a of the Form 55002019-01-0168
Number of retired or separated participants receiving benefits2019-01-0195
Number of other retired or separated participants entitled to future benefits2019-01-0184
Total of all active and inactive participants2019-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-01257
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2018 401k membership
Market value of plan assets2018-12-314,285,999
Acturial value of plan assets2018-12-314,203,205
Funding target for retired participants and beneficiaries receiving payment2018-12-312,293,919
Number of terminated vested participants2018-12-3176
Fundng target for terminated vested participants2018-12-31631,998
Active participant vested funding target2018-12-312,223,966
Number of active participants2018-12-3192
Total funding liabilities for active participants2018-12-312,223,966
Total participant count2018-12-31267
Total funding target for all participants2018-12-315,149,883
Balance at beginning of prior year after applicable adjustments2018-12-31100,306
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-31100,306
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31402,517
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31426,427
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-31113,607
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31853,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31803,605
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-311,060,285
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31127,466
Additional cash requirement2018-12-31127,466
Contributions allocatedtoward minimum required contributions for current year2018-12-31803,605
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01267
Total number of active participants reported on line 7a of the Form 55002018-01-0179
Number of retired or separated participants receiving benefits2018-01-0193
Number of other retired or separated participants entitled to future benefits2018-01-0182
Total of all active and inactive participants2018-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01261
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2017 401k membership
Market value of plan assets2017-12-313,518,413
Acturial value of plan assets2017-12-313,646,814
Funding target for retired participants and beneficiaries receiving payment2017-12-312,253,217
Number of terminated vested participants2017-12-3175
Fundng target for terminated vested participants2017-12-31591,720
Active participant vested funding target2017-12-312,055,854
Number of active participants2017-12-3199
Total funding liabilities for active participants2017-12-312,055,854
Total participant count2017-12-31274
Total funding target for all participants2017-12-314,900,791
Balance at beginning of prior year after applicable adjustments2017-12-3194,673
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3194,673
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3117
Balance of carryovers at beginning of current year2017-12-31100,306
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31601,445
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31563,726
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-311,354,188
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31161,209
Additional cash requirement2017-12-31161,209
Contributions allocatedtoward minimum required contributions for current year2017-12-31563,726
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01274
Total number of active participants reported on line 7a of the Form 55002017-01-0192
Number of retired or separated participants receiving benefits2017-01-0191
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01267
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2016 401k membership
Market value of plan assets2016-12-313,357,995
Acturial value of plan assets2016-12-313,593,770
Funding target for retired participants and beneficiaries receiving payment2016-12-312,232,493
Number of terminated vested participants2016-12-3171
Fundng target for terminated vested participants2016-12-31513,137
Active participant vested funding target2016-12-311,992,141
Number of active participants2016-12-31109
Total funding liabilities for active participants2016-12-311,992,141
Total participant count2016-12-31278
Total funding target for all participants2016-12-314,737,771
Balance at beginning of prior year after applicable adjustments2016-12-3195,949
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3195,949
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3194,673
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31228,006
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31217,265
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-311,238,675
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31217,249
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31217,249
Contributions allocatedtoward minimum required contributions for current year2016-12-31217,265
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01280
Total number of active participants reported on line 7a of the Form 55002016-01-0199
Number of retired or separated participants receiving benefits2016-01-0193
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01274
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2015 401k membership
Total participants, beginning-of-year2015-01-01281
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-0189
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2014 401k membership
Total participants, beginning-of-year2014-01-01284
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-0187
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2013 401k membership
Total participants, beginning-of-year2013-01-01290
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-0183
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01284
2012: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2012 401k membership
Total participants, beginning-of-year2012-01-01305
Total number of active participants reported on line 7a of the Form 55002012-01-01135
Number of retired or separated participants receiving benefits2012-01-0182
Number of other retired or separated participants entitled to future benefits2012-01-0166
Total of all active and inactive participants2012-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01290
2011: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2011 401k membership
Total participants, beginning-of-year2011-01-01317
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-0178
Number of other retired or separated participants entitled to future benefits2011-01-0168
Total of all active and inactive participants2011-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01305
2009: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2009 401k membership
Total participants, beginning-of-year2009-01-01325
Total number of active participants reported on line 7a of the Form 55002009-01-01184
Number of retired or separated participants receiving benefits2009-01-0172
Number of other retired or separated participants entitled to future benefits2009-01-0158
Total of all active and inactive participants2009-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on RETIREMENT PLAN OF THE ARC OF MONROE COUNTY

Measure Date Value
2022 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$77,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$77,734
Total income from all sources (including contributions)2022-12-31$-169,937
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$756,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$370,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$5,342,150
Value of total assets at beginning of year2022-12-31$6,268,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$385,620
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$103,809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$77,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$77,734
Administrative expenses (other) incurred2022-12-31$385,620
Total non interest bearing cash at end of year2022-12-31$154,370
Total non interest bearing cash at beginning of year2022-12-31$428,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-926,015
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,264,416
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,190,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,494,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,473,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,473,765
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$465,014
Asset value of US Government securities at beginning of year2022-12-31$642,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-169,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$1,040,000
Employer contributions (assets) at beginning of year2022-12-31$1,526,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$370,458
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,084,855
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$2,197,466
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$-58,833
Total unrealized appreciation/depreciation of assets2021-12-31$-58,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$77,734
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,538,965
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,245,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,084,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,526,288
Value of total assets at end of year2021-12-31$6,268,165
Value of total assets at beginning of year2021-12-31$5,897,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$161,018
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$71,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$71,510
Administrative expenses professional fees incurred2021-12-31$161,018
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,526,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$77,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$428,306
Total non interest bearing cash at beginning of year2021-12-31$402,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$293,083
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,190,431
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,897,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,473,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,273,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,273,354
Asset value of US Government securities at end of year2021-12-31$642,340
Asset value of US Government securities at beginning of year2021-12-31$976,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$1,526,288
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,084,864
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$2,197,466
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$2,244,325
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-23,405
Total unrealized appreciation/depreciation of assets2020-12-31$-23,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$76,949
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$296,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$281,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$5,897,348
Value of total assets at beginning of year2020-12-31$6,116,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,063
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$100,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$100,354
Administrative expenses professional fees incurred2020-12-31$15,063
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$402,892
Total non interest bearing cash at beginning of year2020-12-31$372,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-219,629
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,897,348
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,116,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,273,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,515,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,515,568
Asset value of US Government securities at end of year2020-12-31$976,777
Asset value of US Government securities at beginning of year2020-12-31$3,095,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$281,515
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$2,244,325
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$132,916
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$371,688
Unrealized appreciation/depreciation of real estate assets2019-12-31$371,688
Total unrealized appreciation/depreciation of assets2019-12-31$371,688
Total unrealized appreciation/depreciation of assets2019-12-31$371,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,179,536
Total income from all sources (including contributions)2019-12-31$2,179,536
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$289,006
Total of all expenses incurred2019-12-31$289,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$261,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$261,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,697,500
Value of total assets at end of year2019-12-31$6,116,977
Value of total assets at end of year2019-12-31$6,116,977
Value of total assets at beginning of year2019-12-31$4,226,447
Value of total assets at beginning of year2019-12-31$4,226,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,080
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$110,348
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$110,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$110,348
Administrative expenses professional fees incurred2019-12-31$27,080
Administrative expenses professional fees incurred2019-12-31$27,080
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$372,533
Total non interest bearing cash at end of year2019-12-31$372,533
Total non interest bearing cash at beginning of year2019-12-31$27,260
Total non interest bearing cash at beginning of year2019-12-31$27,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,890,530
Value of net income/loss2019-12-31$1,890,530
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,116,977
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,116,977
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,226,447
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,226,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,269,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,269,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,515,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,515,568
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$134,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$134,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$134,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$134,282
Asset value of US Government securities at end of year2019-12-31$3,095,960
Asset value of US Government securities at end of year2019-12-31$3,095,960
Asset value of US Government securities at beginning of year2019-12-31$1,137,754
Asset value of US Government securities at beginning of year2019-12-31$1,137,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,697,500
Contributions received in cash from employer2019-12-31$1,697,500
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$223,750
Employer contributions (assets) at beginning of year2019-12-31$223,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$261,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$261,926
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$132,916
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$132,916
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$433,455
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$433,455
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$-427,610
Total unrealized appreciation/depreciation of assets2018-12-31$-427,610
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$236,551
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$292,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$268,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$514,386
Value of total assets at end of year2018-12-31$4,226,447
Value of total assets at beginning of year2018-12-31$4,282,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,742
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$149,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$149,775
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$27,260
Total non interest bearing cash at beginning of year2018-12-31$43,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-55,884
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,226,447
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,282,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,742
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,269,946
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,175,035
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$134,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$137,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$137,491
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$1,137,754
Asset value of US Government securities at beginning of year2018-12-31$1,164,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$514,386
Employer contributions (assets) at end of year2018-12-31$223,750
Employer contributions (assets) at beginning of year2018-12-31$441,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$268,693
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$433,455
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$320,129
Contract administrator fees2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$330,386
Total unrealized appreciation/depreciation of assets2017-12-31$330,386
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,054,386
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$278,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$257,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$601,445
Value of total assets at end of year2017-12-31$4,282,331
Value of total assets at beginning of year2017-12-31$3,506,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,157
Total interest from all sources2017-12-31$60,611
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$61,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$43,736
Total non interest bearing cash at beginning of year2017-12-31$48,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$775,975
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,282,331
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,506,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$21,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,175,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,967,885
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$7,540
Income. Interest from corporate debt instruments2017-12-31$53,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$137,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$149,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$149,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$1,164,527
Asset value of US Government securities at beginning of year2017-12-31$1,042,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$601,445
Employer contributions (assets) at end of year2017-12-31$441,413
Employer contributions (assets) at beginning of year2017-12-31$84,311
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$61,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$257,254
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$320,129
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$214,107
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$114,140
Total unrealized appreciation/depreciation of assets2016-12-31$114,140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$424,637
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$265,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$245,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$226,256
Value of total assets at end of year2016-12-31$3,504,649
Value of total assets at beginning of year2016-12-31$3,345,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,123
Total interest from all sources2016-12-31$61,641
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$22,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$48,344
Total non interest bearing cash at beginning of year2016-12-31$41,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$159,433
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,504,649
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,345,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,967,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,801,280
Income. Interest from US Government securities2016-12-31$7,540
Income. Interest from corporate debt instruments2016-12-31$54,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$149,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$184,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$184,361
Asset value of US Government securities at end of year2016-12-31$1,042,162
Asset value of US Government securities at beginning of year2016-12-31$1,013,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$226,256
Employer contributions (assets) at end of year2016-12-31$82,604
Employer contributions (assets) at beginning of year2016-12-31$77,469
Income. Dividends from common stock2016-12-31$22,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$245,081
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$214,107
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$227,914
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-115,032
Total unrealized appreciation/depreciation of assets2015-12-31$-115,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$157,684
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$285,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$265,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$202,635
Value of total assets at end of year2015-12-31$3,345,216
Value of total assets at beginning of year2015-12-31$3,473,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,403
Total interest from all sources2015-12-31$64,510
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,571
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$41,035
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-128,287
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,345,216
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,473,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,801,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,899,699
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$55,011
Income. Interest from corporate debt instruments2015-12-31$9,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$184,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$111,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$111,173
Asset value of US Government securities at end of year2015-12-31$1,013,157
Asset value of US Government securities at beginning of year2015-12-31$1,174,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$202,635
Employer contributions (assets) at end of year2015-12-31$77,469
Employer contributions (assets) at beginning of year2015-12-31$51,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$265,568
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$227,914
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$236,373
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$50,494
Total unrealized appreciation/depreciation of assets2014-12-31$50,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$352,452
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$273,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$249,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$206,588
Value of total assets at end of year2014-12-31$3,473,503
Value of total assets at beginning of year2014-12-31$3,394,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,173
Total interest from all sources2014-12-31$53,797
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$22,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$21,291
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$78,913
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,473,503
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,394,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$24,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,899,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,017,939
Income. Interest from US Government securities2014-12-31$49,058
Income. Interest from corporate debt instruments2014-12-31$4,739
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$111,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$233,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$233,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$1,174,611
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$19,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$206,588
Employer contributions (assets) at end of year2014-12-31$51,647
Employer contributions (assets) at beginning of year2014-12-31$52,203
Income. Dividends from common stock2014-12-31$855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$249,366
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$236,373
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$913,685
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$177,603
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31THE BONADIO GROUP
Accountancy firm EIN2014-12-31161131146
2013 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$197,430
Total unrealized appreciation/depreciation of assets2013-12-31$197,430
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$436,989
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$258,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$236,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$163,855
Value of total assets at end of year2013-12-31$3,394,590
Value of total assets at beginning of year2013-12-31$3,216,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,723
Total interest from all sources2013-12-31$50,380
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$25,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$25,324
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$178,015
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,394,590
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,216,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$22,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,017,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,737,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$233,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$203,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$203,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$50,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$163,855
Employer contributions (assets) at end of year2013-12-31$52,203
Employer contributions (assets) at beginning of year2013-12-31$50,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$236,251
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$913,685
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$999,055
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$177,603
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$225,983
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31THE BONADIO GROUP
Accountancy firm EIN2013-12-31161131146
2012 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$157,611
Total unrealized appreciation/depreciation of assets2012-12-31$157,611
Total income from all sources (including contributions)2012-12-31$455,763
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$315,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$292,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$234,051
Value of total assets at end of year2012-12-31$3,216,575
Value of total assets at beginning of year2012-12-31$3,076,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,460
Total interest from all sources2012-12-31$40,181
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$23,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$23,920
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,725
Other income not declared elsewhere2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$140,468
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,216,575
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,076,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$22,460
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,737,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,966,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$203,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$29,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$29,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$40,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$234,051
Employer contributions (assets) at end of year2012-12-31$50,151
Employer contributions (assets) at beginning of year2012-12-31$157,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$292,835
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$999,055
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$702,541
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$225,983
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$210,835
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31THE BONADIO GROUP
Accountancy firm EIN2012-12-31161131146
2011 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$248,829
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$347,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$325,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$180,932
Value of total assets at end of year2011-12-31$3,076,107
Value of total assets at beginning of year2011-12-31$3,174,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$22,281
Total interest from all sources2011-12-31$105,830
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,725
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,045
Other income not declared elsewhere2011-12-31$4,513
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$46
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-98,574
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,076,107
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,174,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$22,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,966,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,277,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$29,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$110,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$110,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$105,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-42,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$180,932
Employer contributions (assets) at end of year2011-12-31$157,108
Employer contributions (assets) at beginning of year2011-12-31$106,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$325,122
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$702,541
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$392,299
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$210,835
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$283,103
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161331146
2010 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$32,453
Total unrealized appreciation/depreciation of assets2010-12-31$32,453
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$397,149
Total loss/gain on sale of assets2010-12-31$-4,742
Total of all expenses incurred2010-12-31$238,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$216,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$140,430
Value of total assets at end of year2010-12-31$3,179,609
Value of total assets at beginning of year2010-12-31$3,021,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,367
Total interest from all sources2010-12-31$29,014
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$40,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$33,654
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,045
Other income not declared elsewhere2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$46
Total non interest bearing cash at beginning of year2010-12-31$63
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$158,442
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,179,609
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,021,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$22,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,277,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,239,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$110,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$54,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$54,268
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$29,014
Asset value of US Government securities at beginning of year2010-12-31$103,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$159,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$140,430
Employer contributions (assets) at end of year2010-12-31$111,382
Employer contributions (assets) at beginning of year2010-12-31$46,000
Income. Dividends from common stock2010-12-31$7,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$216,340
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$392,299
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$333,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$283,103
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$244,746
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,393,289
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,398,031
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161331146
2009 : RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN OF THE ARC OF MONROE COUNTY

2022: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN OF THE ARC OF MONROE COUNTY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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